The Agentic Future: AI Agent Weekly Analysis (5.13.25)

AI mindshare continues to climb with Virtuals and other AI tokens outperforming as launchpads, smart money flows, and Big Tech innovations fuel growing momentum. Is this the next leg up for AI?

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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Artificial Intelligence (AI) mindshare is at 28%, up 2% on last week:

Source: Kaito

The past week has seen a huge rally in the crypto majors as:

• Coinbase is listed amongst the S&P500

• Bitcoin pumps back above six figures, and;

• ETH shows signs of fresh retail investors searching the programmable money “Etherium” on Google:

When the majors run it seems that AI tokens run the hardest of all the “alt coins”.

I’m an avid believer that given this market segment is a macro trend, with continued weekly improvements to models then functionality is only going to improve.

Virtuals’ sentiment is leading AI this time round, hitting the highest since the prior AI Agent boom where we saw the price of Virtual’s 3x higher from its current price:

Source: Kaito, via Nairolf

Here are several AI innovations, including collaborations, from Big Tech this week:

• Google Gemini 2.5 Pro Preview released – Enhanced coding and benchmark performance.

• Google AI agent for software development – Assists with coding, task tracking, and documentation.

• Apple AI-powered battery management – iOS 19 may include smarter battery optimization.

• Apple AI search in Safari – Exploring OpenAI, Perplexity, and Anthropic partnerships.

• Samsung Galaxy S25 Edge launched – On-device AI with Snapdragon 8 Elite and Gemini AI integration.

Developments in traditional AI are consistent, and evolve at a fast pace, but where does this attention flow within Web3 AI?

Launchpads are the focus right now, with Agents themselves being a close second:

Source: Coingecko

It’s no wonder the Virtuals revamped “Genesis launchpad” is catching a bid, driving low risk positive ROI to those committing $VIRTUALS:

Here’s a fantastic analysis on subscription rate (amount of VIRTUALS committed vs the cap) compared to the all time high of the token post TGE:

Source: Schen ETH

There’s opportunity to maximize points on a less hyped Gensesis launch given the Virgen points is the constrain here. Gives the little guy a shot to hit a decent return!

Could we see Virtuals lead the next leg up in AI Agents?

It’s come a long way since January:

Source: The Defi Edge

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Weekly AI Agent Price Analysis

Nansen’s terminal provides great analysis on smart money net inflows.

Once again Virtuals continues to be towards the top of the net smart inflows alongside Fartcoin:

Source: Nansen

• The Virtuals Genesis launchpad gains momentum with more profitable launches — one of which is BIOS, featured in the top five this week for smart net flows

• Fartcoin continues to dominate the left curve meme side of things but actually sees significant general net outflows — perhaps smart money is accumulating while the general populace are taking profits:

Source: Nansen

AI Agent Analysis (Cookie):

Currently, there are 1,662 AI Agents recorded on Cookie totalling $11.2bn:

Source: Cookie

This is an increase of 34 agents (+2%) & a huge overall increase of $2.47bn (+28%) in Market Cap:

Source: Cookie

So who are the key movers over the past week?

Source: Cookie

The Virtuals’ ecosystem is pumping hard on the new Genesis launches as Vader and Trust both provide indirect exposure through staking of their native tokens for Virgen Points:

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 interesting AI related developments impacting crypto this week:

• Bittensor tokens could be tradable on Ethereum and Base soon, lowering the friction for people to buy these “Alpha” token pairs:

• Openserv customizable dashboards are teased — keep an eye out in the coming months, I’ll be co-developing one with several modules you’ll be able to use. Here’s an example from Warren Muppet for a trading dashboard:

• Keep an eye on Hey Anon as it rolls out Mobile functionality — there are 7 billion smart phones; this removed the ceiling to potential users:

• Virtuals partners with Kaito for users to accumulate those valuable Virgen Points for the hyped Genesis Launches:

• Y Combinator focus on AI for startups looking to come under its Umbrella:

• Billy Bets trading terminal goes live for token holders and sporting advocates:

• DRX are launching an AI related finance payments project in partnership with Gremplin — renowned for projects like Cryptoadz in the NFT space:

• The PFPs for AI Agents is dropping on May 19th from EternalAI — could we see NFT season run back with agents?

• NRN reveals its vision for Physical AI and Robotics:

• DeMCP sees surge in credit usage indicating a rising demand for MCP integration for Agentic solutions:

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Broader AI News Corner:

• Figma released AI tools (Make, Sites) for enhanced design processes.

• HeyGen introduced Avatar IV model for advanced generative media.

• Nvidia launched a top-tier transcription AI.

• OpenAI integrated GitHub repo access into ChatGPT for deep research.

• OpenAI expanded fine-tuning with RFT for o4-mini and GPT-4.1 nano.

• Enigma Labs AI debuted Multiverse, an open-source multiplayer AI-simulated world.

• Google unveiled Gemini 2.5 Pro (I/O edition), enhancing AI capabilities.

• Anthropic added web search to Claude API with citations, improving research functionality.

• Hugging Face introduced Open Computer Agent, enabling human-like browser interactions.

• Alibaba Qwen released a new AI model focused on cloud and machine learning.

• Netflix announced conversational AI search integration.

• Microsoft launched budget-friendly AI laptops.

• xAI partnered with Palantir for AI-driven finance solutions.

• OpenAI sought a larger share from Microsoft partnership.

Robotics / Physical AI:

• Amazon Vulcan, a robotic system with physical AI and force feedback, deployed for inventory tasks.

• Figure AI showcased 10 humanoids trained via simulation-only walking controller.

• A disinfection robot combining physical wiping and UV-C was developed.

• Amphibious Robotic Dog unveiled, capable of land and water mobility.

• Meta AI released Locate 3D, enhancing spatial intelligence.

• Engineers developed a ping-pong-playing robot with precise ball trajectory estimation.

• An edible robot using biodegradable fuel was introduced for environmental monitoring.

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 124 of S4mmy’s Snippets. I hope you enjoyed it.

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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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