The Agentic Future: AI Agent Weekly Analysis (5.27.25)
AI moves into the physical world, and agentic payment integrations is accelerating, as it becomes increasingly clear that stablecoins are the preferred medium for value exchange & agentic commerce.
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:
Snippet Partner (Nansen AI)
Market Overview
Headline News
Enjoy the journey and if you have any questions feel free to reach out to me on X
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Artificial Intelligence (AI) mindshare is at 30%; steady compared to last week:
AI x Crypto Trends:
Physical AI
Physical AI is ramping up as agents (trained by ever evolving LLMs) are being plugged into the neural networks that power robots.
NVIDIA CEO, Jensen Huang, believes the next phase of AI following agents will be Physical AI and the rate of development in robotics suggests he’s on the money:
How large could the “Physical AI” market segment become?
For a breakdown of the latest web3 Physical AI solutions visit here.
Agentic Payment Rails (Stablecoins)
Another trend are seeing is agents plugging into permissionless payment rails.
Stablecoins are finding product market fit with agents as all the big players make moves into the intersect between AI and stablecoins:
Tether AI
VISA
Mastercard
Stripe
We can see that mindshare for stablecooins is 1/6th of AI per Kaito and similarly the Google Trends search comparison suggests a similar picture:
But both are trending up, suggesting that AI integration could be a catalyst for the evolution of payment rails.
There are several blockchain first protocols that are enabling agents manage stablecoin position to optimize yield, fully autonomously. So worth paying attention to the two market segments as they become further entwined.
Sovereign State AI Infrastructure Development
We’ve already seen the Stargate initiative being developed in the U.S. to the tune of $500bn, funded by Softbank with involvement from OpenAI and NVIDIA.
Expect more to come as AI and Bitcoin become the benchmark in tech adoption.
Weekly AI Agent Price Analysis
Nansen’s terminal provides great analysis on smart money net inflows.
Fartcoin absolutely dominates the net capital flows this week with $14mm:
Fartcoin’s aggregated DEX buy/sell volume is close to that of the Bitcoin ETF flows:
AI Agent Analysis (Cookie):
Currently, there are 1,708 AI Agents recorded on Cookie totalling $11.3bn:
This is an increase of 27 agents (+2%) & a decrease of $0.9bn (+7%) in Market Cap:
So who are the key movers over the past week?
The Virtuals’ ecosystem continues to draw in attention, while Cookie Snaps shoot it to the top of the mindshare leaderboard. Meanwhile Loudio attracts attention to Holoworld AVA as the go to launchpad for the Kaito backed protocol:
Virtual continues to climb as the ROI from Genesis launchpad continues:
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 in crypto this week:
Hey Anon goes live with HUD — This is a new AI-driven tool for crypto traders, focusing on real-time data, technical analysis, and market sentiment for platforms like Axiom, GMGN, Photon, and PumpFun:
Loudio experimental attention project is revealed which involves an interesting mechanism between Kaito Yappers and the LOUD token. The project builds on the research paper developed by a raft of talented AI researchers.
Google levels up with real life, real time search with visual this week:
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
That’s a wrap for issue 126 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.
If Elon Musk is predicting having over 20Billion robot, does that not mean there will be more robots in the world than there are humans??
Is that safe in any way?
I loved the AI Agent price analysis the most. I'm a new subscriber and I'm looking forward to more content spotlighting potentially good investment opportunities that are somewhat under the radar.
Thank you, Sammy