The Agentic Future: AI Agent Weekly Analysis (7.1.25)

AI user growth keeps ripping, Meta’s dropping $10mm+ on top talent, Institutional crypto infra evolves, and InfoFi heats up as AI powered social signal delivers a plethora of fresh campaign rewards.

I’ll use a decade of traditional finance/corporate experience to refine the chaos into bite-sized chunks for you to digest

This newsletter consists of three parts:

1. Snippet Partner (Nansen AI)

2. Market Overview

3. Headline News

Enjoy the journey and if you have any questions feel free to reach out to me on X

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Nansen is a multi chain AI analytics platform that offers a range of free and paid tools to provide an edge in the market or simply manage your own portfolio.

You can visit the platform here to explore the range of on-chain analytics across dozens of blockchains.

My personal favourite is the AI signals, portfolio tracking and capital flow analysis which contains filters such as AI Agent tagged protocols.

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AI adoption shows no signs of slowing down in both the traditional and Web3 sense:

Source: Coatue

Time spent using AI is eating into social media mindshare highlighting the need for even the leading tech/social media companies to evolve or be left behind:

Source: Coatue

Perhaps the mindless scrolling through social “reels” is being replaced by engaging conversations, and the ability to learn meaningful information from AI interactions?

It’s also front of mind for most conversations, retaining close to 40% mindshare:

Source: Sharp AI

Meta Attracts Top Talent

It’s clear that AI is the dominant technology for everything.

This is why Meta have allegedly spent more than $10mm on each of the below names to bring them over to develop their own in house solutions:

• Alexandr Wang (Previously founder of Scale AI) will be taking the helm as Chief AI Officer following the $10bn investment in Scale AI for a 49% stake.

• Zuckerberg’s decision to spend an eye-watering amount on top AI engineers could help boost the above Facebook and Instagram metrics.

• Musk hires Nikita Bier as Head of Product for X, who is an Advisor for Solana — speculation is circulating that Musk could integrate with Solana in the near future.

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Weekly Crypto AI Agent Price Analysis

Nansen’s terminal provides great analysis on net capital flows.

There are several AI coins that have reasonable net inflows over the past 7 days:

Source: Nansen

• SERV: +57% as agentic aApps gain momentum with SDK upgrades, Telegram bots, and a Y Combinator-style support program.

• GAME: +47% driven by anticipation of Virtuals’ ACP launch and expanding Agent-to-Consumer use cases.

• REI: +42% as its cognitive-inspired “Bowtie” memory architecture and cross-chain presence fuel AGI interest.

• FET: +15% on $50M buyback and new ASI:One agents, reinforcing its central role in decentralized superintelligence.

AI Agent Analysis (Cookie):

Currently, there are 1,778 AI Agents recorded on Cookie totalling $9.2bn:

Source: Cookie

This is an increase of 28 agents (+2%) & an increase of $0.2bn (+2%) in Market Cap:

Source: Cookie

Key drivers in increase is a shift in the macro uncertainty to more stability with pockets of project specific news driving an uptick in capital rotation:

Source: Cookie

• BNKR surges +21.73%
  Narrative momentum returns around Coinbase-native wallet activity.

• WACH up +41.33%
  Quiet grind explodes on-chain as smart money rotates into lower-cap, newer Virtuals Genesis assets. WACH’s integrations into ACP has been well received.

• COOKIE dips despite strong mindshare
  After a massive prior rally (+82% last week), COOKIE consolidates. Attention remains high as "Snaps" campaigns and partnerships with recent initiatives:

  • Openledger: $350k in rewards

  • Elympics: $560k in ELP rewards

  • Recall: 0.5% of the token supply

  • VOOI: 1.25% of supply

  • KAIKO: Cookie multi airdrop campaign

The Deep Research feature also provides a plethora of timely news updates:

Source: Cookie

• VIRTUAL cools off –12.36%
  veVIRTUAL staking impact and Genesis momentum appear priced in for now. Although latest update includes new voting mechanism for veVIRTUAL stakers as governance empowerment is distributed to token holders.

For the daily analysis you can refer direct to my X account where I break down market developments as they emerge.

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Here are some other interesting AI related developments in crypto this week:

• Cerebro goes live with its free AI powered portfolio manager:

Source: Cerebro

• veVIRTUALS “VVAP” goes live enabling voting for veVIRTUALS stakers and also its governance portal lands:

• BOOTOSHI rolls out their AI Story Engine as a hackathon entrance:

• Raiinmaker integrates VEO 3, enhancing the video training methodology:

• OpenAI private stocks tokenized on Robinhood:

• Openserv rolls out the yCombinator for Crypto x AI start-ups:

• You can buy NVIDIA stocks on Solana via ByBit and Kraken partnership:

• GIZA doubles its assets under mgmt. by its ARMA agents to $200mm in 14 days:

• Crossmint partners with VISA to enhance agentic commerce:

• Hey Anon partners with Kaito with $35k in rewards for its retroactive campaign. Also check out the latest DEFAI evolution as OKX and GMX integrations go live:

• Salesforce highlights that 30-50% of productive work is done by AI:

• Cursor rolled out mobile app enabling a broader distribution of its tooling:

• China hosts a fully autonomous football match — unexpected implications:

• It’s probably safe to say that this prediction from The Sun (exactly 9 years ago) won’t come true this year:

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Broader AI News Corner:

For other useful sources visit Mando’s Minutes and Teng’s Chain of Thought for more insights around the intersection between crypto and AI

For broader AI related news www.Rundown.ai is an excellent newsletter resource

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That’s a wrap for issue 131 of S4mmy’s Snippets. I hope you enjoyed it.

Please leave me any questions or thoughts here - I will respond to everyone!

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Disclaimer: The content covered in this newsletter is not to be considered investment or financial advice. It is for informational and educational purposes only.

I hold some of the assets and have partnerships with some of the projects mentioned in this newsletter.

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