The Agentic Future: AI Agent Weekly Analysis (9.30.25)
DeAI slips 9% this week as $2.8B in value exits, robotics outperforms in parts, and Bain warns of a $2T AI revenue shortfall. Meanwhile, Wall Street and infra plays double down on crypto AI.
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 (Semantic Layer)
Market Overview
Emerging Developments
Enjoy the journey and if you have any questions feel free to reach out to me on X
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Decentralized AI (“DeAI”) mindshare is down 3% this week:
While AI is down as a standalone segment, it’s integrated into some of the other crypto categories. For instance:
Cloudflare announced its own AI focused stablecoin, and;
ZK comes hand in hand with verification of data proliferated by AI.
DeAI Market Cap
The overall DeAI market cap has declined by $2.8bn (-9%) to $29.3bn this week:
There’s a few catalysts explaining this increase:
The new AI protocol launches (0g Labs and Mira) did well on TGE day, but have since declined as airdrop recipients sell their allocations to lock in profits
A decline consistent with the broader alt market with others like Hype seeing a 9% dip and Solana falling 6% on the week
Robotics Market Cap
The Robotics segment is down 2% this week with some outperformance in smaller tokens, like NRN (+11%) as it partnered with fellow robotics company; Codec.
Key Theme:
AI Revenue Shortfall: Bain Releases $2 trillion Shortfall Shock
Bain & Co released an article highlighting that revenue generated by AI protocols will be insufficient to generate compute to power the models:
Could this be an R&D sunk cost before models become scalable and profitable? Or will AI Labs become a heavily subsidised public good to ensure humanity’s progress?
Digital Asset Treasuries (DATs) Continue for Crypto AI
Nasdaq-listed Predictive Oncology, DNA Holdings, and Aethir announced a $344.4m DAT for $AETHIR marking Wall Street’s increased convergence with DeAI infrastructure.
The token price saw a 2x up to the announcement before a slight retrace:
This deal enables efficient GPU pooling and reducing reliance on centralized clouds like AWS. The signals institutional recognition of DeAI’s role in mitigating AI bias and centralization risks.
We’ve already seen a lot of activity around other AI infra backed projects like USDai and GAIB who both opened up deposits recently which hit their caps showing a reasonable appetite for exposure to AI backed yield.
Weekly Crypto AI Agent Analysis
a) Nansen Capital Flow Analysis
Smart capital net inflows continue on a selection of AI coins:
REI Network: Catalyst for smart inflows is Ecliptica offering an agentic Perps trading copilot, powered by REI’s Core.
Wave (+63%): Launched on Virtuals last week and has seen huge up tick in price action since then, driven by its Plugin Marketplace with AIXBT. Waveform tests plugin API via new AIXBT Calls plugin, opening doors for devs to build and share custom tools in upcoming marketplace.
b) Cookie Mindshare Analysis
Currently, there are 2049 AI Agents recorded on Cookie totalling $13bn:
This is a cull of 54 agents agents with a relatively flat market cap after stripping out the anomoulous pump in ZENi, which spiked by $3bn in market cap artificially.
No significant change in the top mindshare agents from the prior 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
News included in the above:
SemanticLayer launched “42”; an on-chain arena for autonomous agents that chat, trade, and mint “AGAs” with full trading functionality and reward pools going live at month-end
Almanak__ vaults emerge as the leader in DeFAI with > $90m in TVL. Those with “Kitchen Access” can experiment with bespoke DeFi strategies, or alternatively park your capital for ~20% automated yield
gaib_ai hits its 90m deposit cap overnight following the AI infra backed yield. They also partnered with Siam AI (NVIDIA Cloud Partner in Asia) to tokenize $30 million worth of NVIDIA GPUs
USDai_Official continues to catch broader CT attention as the next big opportunity in AI backed synthetic dollars; $500m in deposit caps were hit in minutes, with rumours of an imminent cap increase. I’m burning through the YT-USDai tokens until maturity to essentially purchase “Allo”
xmaquina ‘s $3m third tranche of investments for its $DEUS token sells out in just 20 minutes. There’s clearly a huge appetite for Robotics exposure in the traditional Private Rounds (Apptronik, Figure AI etc.)
NRNAgents and codecopenflow hint at Robotics partnership
Mira_Network launched on Binance & Upbit with several social farmers printing 5-figure airdrops as verified intelligence exceeds a billion dollar valuation on launch day
caesar_data partners with virtuals_io to bring its Deep Research models to the ACP network of agents with enhancements to its Butler Agent. The token pumps +50%
ankr goes live on 0G_labs Aristotle Mainnet, enabling fast reliable RPC infra on the AI focused Chain - Virtuals revamps its Genesis launchpad, allegedly “Built for scale”
UseTria came out of stealth with a $650K cookiedotfun “ACM” growth campaign, revealing closed-beta metrics of >$1M swap volume, $180K revenue, and 1,600 users
gizatechxyz “Pulse” protocol goes live in partnership with Pendle, with community analytics showing Giza’s autonomous agents now drive ~3% of daily
Base volume. Expect most of the activity onchain to be agentic driven by 2026
stillcorecap (a new Bittensor fund) is launched by markjeffrey in partnership with jason and rob_svrn
Cloudflare CEO announced their AI focused stablecoin. Many are questioning why? But if 90%+ of txs are powered by Agents then tailoring a currency and payment rails to SkyNet and its frens may make sense in the long run
FractionAI_xyz hint at stacking as many “Fractals” as possible while suggesting an announcement around their TGE is coming. Fra partnered with NEARProtocol
Shadow Agents recently: “For every 1 NEAR traded, users now collect 5 Fractals”
openservai reveals ANT (Agent Network Trials) following the launch of its platform V1
cerebro_hq plugs SUI into its AI portfolio analytics protocol and updates its offerings to increase the number of wallets users can monitor - Talking of yield on Sui; MMTfinance reached $232m TVL and $12.4b cumulative volume with their “HODL Yield” campaign offering >100% APR on the SUI:USDC pair. Optimal Yield and agentic infra, including prediction market infra, is being rolled out on Sui (TalusNetwork); could we see a glimmer of agentic evolution on the alt L1? - On avax - youmio_ai Closed Testnet crossed 500k transactions to boost AI adoption on the “Dorito” chain
AethirCloud closed a landmark $344.4m hybrid cash/crypto PIPE with a Nasdaq-listed company, creating a “Strategic Compute Reserve” of distributed GPUs priced 40-80% below legacy clouds
Fetch_ai shipped Agentverse MCP & MCP-Lite; Rust-based servers enabling developers to spin up agent backends in minutes with auto-registration in the Agentverse marketplace SpheronFDN (decentralized AI compute infra provider) partnered with Meganet, a decentralized bandwidth-sharing platform to merge Meganet’s bandwidth-sharing model with Spheron’s compute and GPU infra
KAIKOEQ showcases its emotional intelligence with a real-time voice exchange between TheDegenSavant and ANIMA MRK1, powered by our EQ+ SDK
Additional Resources:
Defi0xJeff: Latest on [AI] Yields — Link
Teng Yan: Weekly AI Edge 66 — Link
Perp Trading Agents - Link
Tulips Fund Raise mechanism — Link
Meteora Airdrop Mechanism — Link
RewKang: Tom Lee’s ETH trade is retarded — Link
Nairolf: AI + Prediction Markets is an insane combo — Link
That’s a wrap for issue 144 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.