The Agentic Future: AI Agent Weekly Analysis (4.30.25)

Token 2049 is in full swing, with AI dev energy surging as excitement builds around agentic innovation and a sharp bounce brings focus back to fundamentals.

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 — Shorter version this week due to Token 2049 attendance.

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 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.

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This newsletter goes out weekly to 6,545 subscribers

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

Artificial Intelligence (AI) mindshare is at 29%, down 3% on the week, but still remains the leading market segment by 11%:

Source: Kaito

It’s refreshing seeing an uptick in price for utility coins, especially when it’s in the AI ecosystem:

On the traditional AI side development continues at an exponential rate — How long until we are cooked?

I’d hazard a guess things will look very different technology wise just 5 years from now, let alone 15.

Llama Con saw a flurry of announcements as Meta rolled out:

• Standalone AI app with a social 'discover' feed to take on ChatGPT

• Llama API free preview

• Lama Guard 4 (12B)

• LlamaFirewall, and Prompt Guard (Colab with Groq and Cerebras for faster inference)

“LLM Personality” caught attention this week as ChatGPT showed psychopathic tendencies leading to a rollback of the GPT4o model:

Was anyone else getting used to having a psychotic AI assistant with a strong personality? Maybe just me.

Plain Vanilla it is then! Probably for the best to keep AI personalities in check before they reach full autonomy!

Irrespective, let’s hope Token 2049 continues to represent the pico bottom of the market — get ready for the next leg up, led by AI Coins:

Price seems to be doing reasonably well, with many AI coins leading the charge

“I hope you bought the dip”

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Weekly AI Agent Price Analysis

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

It’s refreshing to see Utility AI coins catch a bid this week with Virtual’s leading the charge — $5.7mm of net inflows across both Solana and Base:

AI Agent Analysis (Cookie):

Currently, there are 1,635 AI Agents recorded on Cookie totalling $8.9bn:

Source: Cookie

This is an increase of of 75 agents (5%) & an overall increase of $2.3bn (35%) in MC:

Source: cookie

So who are the key movers over the past week?

Source: Cookie

As expected Virtual’s leads the charge as Utility AI coins catch a bid. On the opposite end the Zerebro developer crashes out driving that all too familiar Christmas tree pattern on the chart price as it nukes:

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 Subnets now mine Bitcoin:

• The University of Zurich has been using AI Agents/Bots to secretly manipulate Redditors since November 2024. The bots were 6 times more likely to change the minds of Redditors:

• McKinsey literally compressed 100 years of consulting into an AI chatbot — but will it actually gain traction / use?

• AIXBT Momentum visual charts are teased by the developer, RXBT:

• Yelp will test an AI-powered feature that lets restaurants and businesses handle customer calls using virtual agents:

• Openserv MCP integration goes live, offering a raft of real world applications for users of its protocol:

• HeyAnon launches “Token Creator Wizard” enabling seamless native language prompt to token creation processes:

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Broader AI News Corner:

No broader news roundup this week due to Token 2049 attendance — will be back next week.

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 122 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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