The Agentic Future: AI Agent Weekly Analysis (3.19.25)

Big Tech accelerates agentic development, Adobe launches 10 agents to boost its suite of products, & Web3 agent market cap jumps $2B (33%) as CZ doubles down on BNB agents

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)

2. Market Overview

3. Headline News

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

---

Nansen is a multichain 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.

---

This newsletter goes out weekly to 6,550 subscribers

Please don't hesitate to message me directly for sponsorship or partnership enquiries

Artificial Intelligence (AI) mindshare is at 32% this week, up 3% on the week:

Source: Kaito

BNKR leads the token mindshare this week after it got Grok (Musk’s LLM) to launch several tokens on the X timeline:

Source: Kaito

Since then the Grok X account has accumulated > $700k in fees on the token, currently unclaimed. Will it be claimed and if so, what will it be used for?

Pre-TGE mindshare is also being led by AI related protocols, in this instance it’s Wayfinder which has recently provided limited beta access to users:

Source: Kaito

What tech is evolving? Well voice integration is ramping up with Limitus, Hey Anon and several others already featuring this as a BAU DeFAI feature.

Could we see this integrated into other data providers, like Nansen?

---

Weekly Agent Roundup

So where has agentic capital been deployed?

Nansen’s terminal provides great analysis on net inflows.

This week Virtual’s Agent Commerce Protocol (“ACP”) appears to have sparked capital injections into the token to the tune of $4.6mm:

Source: Nansen

AI Agent Analysis (Cookie):

Currently, there are 1,472 AI Agents recorded on Cookie totalling $6bn:

Source: Cookie

This is an increase of 6 agents (+0.5%) and decrease in overall market cap of $2bn:

Source: Cookie

While price is climbing slowly, it still begs the question, are all these AI tokens required?

The answer is “probably not”.

Teng makes a valid point, that many of these web3 agentic protocols should be aiming for real cash flows. Revenue to justify the lofty valuations.

The idea that most of the web3 agents we see on the timeline are suboptimal is becoming consensus.

Haseeb makes a valid point around where this is headed — despite the slop bots today, there will be fully autonomous, effective agents that do valuable actions in the future.

This will likely happen all at once as the agentic standard hits a level that is actually valuable to society, which is a matter of when, not if.

After all, consumer interaction will hit escape velocity soon:

Source: 0xJeff

“Are we ready for a world where agents handle everything for us?” - 0XJeff

So who are the key movers over the past week?

Source: Cookie

Last week we saw Clanker and Bankr run hard with the Grok token launches, this week they’ve corrected a little but retained reasonable mindshare:

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

Here are some interesting AI related developments impacting crypto this week:

• March 12th — 0g Labs launches intelligent “iNFTs” which run to 1.8 ETH

NFT Source: 0g Labs

• March 13th — An AI Agent scientist completes its first Peer Reviewed publication

Source:

• March 14th — Chaos Labs release early access requests for its research agent terminal access:

• March 15th — Openserv agentic Hackathon begins of which I’ll be judging!

• March 16th — web2 AI multiples as a reference point. h/t 0xJeff:

“In Web3, it's still early, as most AI & AI Agent projects are at a pre-revenue stage. But based on traction (price action, mindshare, engagement), consumer-oriented projects tend to experience significantly higher traction, which more often than not leads to higher valuations”

• March 17th — Virtuals launches Agent Commerce Protocol (ACP)

• March 18th — Adobe unveils 10 agents to enhance its customer experience solutions in partnership with several third parties

• March 19th — AIXBT Agent is tricked into sending > $100k in funds to a third party unintentionally

Broader AI Corner News:

• $3 billion acquisition: ServiceNow to acquire Moveworks to combine agentic AI and automation assistants - AI meets physical: NVIDIA CEO Jensen Huang reveals move into Disney style AI robots with Google’s DeepMind

• Adobe’s introduces an army of enterprise AI agents

• Crossmint raises $23.6M, led by Ribbit Capital

• Zoom’s AI Companion goes agentic - OpenAI releases new DIY agent tools

• StabilityAI launches Stable Virtual Camera: This multi-view diffusion model transforms 2D images into immersive 3D videos

• Chinese tech giant Baidu_Inc just released two aggressively priced multimodal AI models — ERNIE 4.5/1 - Google unveils Gemma 3, a new family of lightweight AI models

• Salesforce Commits $1B to Boost AI in Singapore

• OpenAI Debuts New Tools for Building AI Agents

• Onyx Raises $10M for Open Source AI Agents

• Celestial AI Lands $250M in Series C1

Visit Mando’s Minutes and Teng’s Chain of Thought for more insights around the intersection between crypto and AI

---

That’s a wrap for issue 116 of S4mmy’s Snippets. I hope you enjoyed it.

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

And if you thought this was interesting, please consider subscribing to this Substack and following me on Twitter for more on NFTs and Web 3.0.

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 mentioned in this newsletter.

---