The Agentic Future: AI Agent Weekly Analysis (6.3.25)

AI mindshare is climbing fast — from Google Trends to on-chain capital flows, the AI Agent meta is accelerating as InfoFi and optimization of agentic launchpads bring in fresh liquidity.

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 31%; up 1% on the week:

Source: Nansen, via Nairolf

Traditional AI is no different; it’s been a catalyst for new all time highs in Google Trends for AI Agents this week:

Source: Google Trends

ChatGPT continues to climb exponentially on all metrics as it fast approaches a billion users, of which 2.5% have been converted to paid users:

Each user has paid $200 each (Guilty) — that spending appears to be speeding up consistent with the other growth metrics.

If you’re using ChatGPT, Minty provided some really useful prompts for Crypto AI:

Source: DeFi Minty

Competition is heating up as Google revealed a plethora of upgrades with its Gemini Ultra model, taking it to top spot in many different metric rankings:

Source: Google

Big Tech is rolling out the infrastructure to enable AI Agents to perform seamless actions with every day applications.

Microsoft announced their MCP rollout in partnership with OpenAI, Perplexity, Anthropic and Figma:

What comes next is enhanced functionality for AI Agents in crypto also.

So pay attention to those projects integrating these suite of traditional Big tech tools — the functionality from these agents is about to level up, significantly!

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Weekly AI Agent Price Analysis

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

Most of the smart tagged wallets have been taking profits this week with Fartcoin seeing the highest net outflows:

Source: Nansen

This is unsurprising following the past few weeks of buy pressure and explains the 11.5% decline in overall agent market cap this week.

AI Agent Analysis (Cookie):

Currently, there are 1,700 AI Agents recorded on Cookie totalling $10bn:

Source: Cookie

This is a cull of 8 agents (-1%) & a decrease of $1.3bn (-11.5%) in Market Cap:

Source: Cookie

So who are the key movers over the past week?

The Virtuals ecosystem booms (BIOS, AXR, REKT) as AVA declines slightly, consistent with the sell off with Loudio post hype:

Cookie continues to sustain interest as its Snaps campaigns roll out and partner rewards flood into OG badge holders:

Virtual continues to climb as the ROI from Genesis launchpad continues:

Source: 0xNikos

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 other interesting AI related developments in crypto this week:

• Trillion dollar tech companies use Pokemon to benchmark AI performance:

• Hey Anon goes live with HUD and levels up its UX to focus onboarding new users and a focus on revenue.

• Institutional capital is deploying into stablecoin yiled agentic solutions. Re7 Capital - a DeFi-focused investment firm is now open for Giza to introduce financial autonomous agents for their liquidity.

• It appears that we could see a Nansen AI Agents soon — managing your portfolio and providing on chain insights. We’ve already seen AI Signals rolled out:

• Crypto Agents app is now live on the app store with online functionality:

• CreatorBid's Launchpad V2 lets the community vote on AI agent launches using $BID tokens, with a decentralized curation system, customizable token allocations, and a new "Algo Snipe" feature for better DEX buying opportunities:

• A nuanced idea that I’m hoping someone can develop — holding oneself accountable could become easier with agentic enforcement!

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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

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That’s a wrap for issue 127 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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