The Agentic Future: AI Agent Weekly Analysis (2.9.25)

DeAI steadies at $28.2bn as Story Protocol jumps 40% on $82m buyback announcement, with agents poised to disrupt SaaS and infra spend forecast to hit $6.7tn by 2030.

Sep 02, 2025

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

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Snippet Partner (Talus Network)
Market Overview
Emerging Developments

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DeAI mindshare is on the rise, increasing by 1% this week:

A chart displaying various sectors within the cryptocurrency space, including DeFi (19.1%), RWA (6.0%), ZK (4.1%), Layer 2 (4.0%), EVM (4.0%), GameFi (4.4%), Meme (4.0%), Stablecoin (3.7%), and Modularity (3.7%). Each sector is represented by a line graph showing trends over time, with different shades of green and red indicating performance. — Source: Kaito via Nairolf

The crypto majors continue to chop as an “Ancient Bitcoin Whale” swaps billions of USD worth of Bitcoin into Ethereum over several tranches:

Surprisingly the overall DeAI market cap hasn’t moved much since last week, holding steady at $28.2bn:

Story Protocol (IP) offset many of the reductions with a 40% gain. The driver?

IP token buybacks to the tune of $82m, of which $3m has taken place:

Most of the smaller caps with leading smart capital net inflows have declined consistent with the broader market, with the exception of a few:

Hustle (+57%):

Agent Hustle is building “Migrate dot Fun”, which enables you to migrate tokens cross chain, enhancing liquidity aggregation across protocols and abstracting away the complexities of having to bridge assets cross chain.

Eliza (+20%):

Announced that they had filed a law suit against X, with their x account suspensions.

Eliza OS has been silent and outside of the conversation on CT since the ban a few months ago.

Key Themes/ Observations:

Crypto Adoption remains at twice the pace of the internet:

A line graph comparing total internet users and crypto users over years 1 to 10. Two lines plot growth: one for total internet users starting at 5 million in year 1 (1992), reaching 10,000 million by year 10, and another for crypto users starting at 5 million in year 1 (2016), reaching 500 million by year 10. Labels indicate 237% and 137% yearly growth for crypto users, and 420% yearly growth for internet users. Text overlays include "Crypto Users vs. Internet Users Yearly Growth - Year 1 + 5 Million" and "December 2025" on the x-axis, with a source citation for Crypto.com and World Bank Global Macro Investor. — Source: Global Macro Investor via Raoul Pal

AI Agents will take over the profit pool for SaaS:

Essentially if you’re in SaaS it’s likely that agents will outperform in the medium to long run, due to interactive nature with machines rather than static code directly
Also partly as a result of agent coding abilities when compared to

A line graph showing the projected shift in total addressable market (TAM) from software as a service (SaaS) to AI agents from 2015 to 2030. The y-axis represents the market size in billions of dollars, ranging from $10bn to $50bn. The x-axis represents the years from 2015 to 2030. Two lines are shown: one for SaaS TAM and one for Agent TAM. The Agent TAM line starts below the SaaS TAM line but surpasses it around 2025, continuing to grow significantly by 2030. The graph is labeled with 'Goldman Sachs' in the bottom right corner. — caption...

The strength of the US Dollar is in decline:

As more money is printed it will inevitably have an adverse impact on the PPP of the dollar, unless that printed money is used to acquire productive assets from other nations. Probably worth hedging when converting any profits to fiat.
Denominate in the currency that is most useful to you personally to ensure you have sufficient “gas money” for life.

$10,000 per month UBI estimate following AI societal integration:

This is a hot topic as AI disrupts millions of jobs worldwide; what will supplement the income of those that are adversely impacted? UBI becomes a hot topic but only viable if it is of a certain amount.
But then there are questions around incentives to work versus “go on the Dole”. Will the operational efficiencies gain sustain a $10k monthly UBI wage, and will this be sufficient in a future inflated economy?

LLMs are basically Reddit Wrappers

It’s unsurprising that Reddit is a viable source of data for agents. X data is like a walled off garden as xAI leveraged “the global town square” to train Grok.
But much of Reddit data is indexed more seamlessly online for SEO and in turn agentic consumption.

By 2030, AI data centers will need to spend a whopping $6.7 trillion on computing to keep up with demand.

The image is a chart titled "Capital investments to support AI-related data center capacity could range from about $3 trillion to $8 trillion by 2030." It shows three scenarios (Accelerated, Continued, Constrained) for global data center total capital expenditures driven by AI, by category and scenario, from 2020-30, projected in $ trillion. The categories are Data center infrastructure, IT equipment, and Power. Each scenario has different investment amounts for these categories, with the Accelerated scenario showing the highest investments: $2.6 trillion for Data center infrastructure, $4.7 trillion for IT equipment, and $1.4 trillion for Power, totaling $8.7 trillion with 205 gigawatts of incremental AI capacity added. The Continued scenario shows $1.6 trillion, $3.3 trillion, and $1.3 trillion respectively, totaling $6.2 trillion with 124 gigawatts. The Constrained scenario shows $1.0 trillion, $2.7 trillion, and $0.7 trillion respectively, totaling $4.4 trillion with 78 gigawatts.

We’ve already seen the $500bn investment for Stargate AI infra with Softbank and OpenAI. Power, data and GPUs are clearly going to become the bottlenecks to AI development so it’s not surprising that global investment will continue.
Just last week we saw the US government take a stake in NVIDIA and Intel could be up next.

Weekly Crypto AI Agent Analysis

Cookie Mindshare Analysis

Currently, there are 2,172 AI Agents recorded on Cookie totalling $12.6bn:

This is an increase of 123 agents and $1.0bn (+6%) market cap:

Cookie, BANKR and Fartcoin hold the top three spots for mindshare this week.

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

Here are some other interesting Crypto AI related developments this week — Link

Image Source: Defi Llama

News included in the above:

That’s a wrap for issue 140 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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