The Agentic Future: Robo-Farms & Self Writing Apps (11.11.25)
Internet Computer Protocol flips TAO on “self-writing apps”. Coinbase + Uniswap strengthen crypto regulatory signals and Peaq launches a tokenized robo-farm.
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 (SURF Copilot; Case Study + FREE access)
Market Overview
Emerging Developments
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AI Roundup
Decentralized AI (“DeAI”) ‘Crypto Twitter’ mindshare has increased by 1% to 28%:
Price and attention move congruently as the broader crypto landscape receives a positive shift in sentiment with several bullish regulatory developments:
Coinbase hints at its new token launchpad, suggesting conversations progressing around tokens as securities
Uniswap turns on its fee switch suggesting positive outcomes for the Clarity Act
The US Treasury + IRS issued new guidance giving crypto exchange-traded products (ETPs) a clear path to stake digital assets:
a) DeAI Market Cap
The overall DeAI market cap is up by $2.3bn (+9.3%) to $27.2bn:
The standout performers this week continue to be ICP, as well as Near:
ICP continued to rally this week as DFINITY revealed “self writing apps” to power the ecosystem on top of ICP. The token momentarily flipped TAO for top AI spot
Near Intents continues to gain traction as its privacy mechanics lean into the hype around privacy coins like ZEC (ZCash), XMR (Monero) and others:
It’s been a choppy week for TAO but continued development for its subnets as “Score” (Subnet 44) partners with Reading Football club to bring visual AI technology to analysis of player performance.
Eyes are also on the halving, which is less than 30 days away as well as the impact of the recent “Net TaoFlow” fee emission distribution.
b) Robotics Market Cap
The Robotics market cap surges as Virtuals is added to the Index following launch of its BitRobot Subnet 5 (SeeSaw):
An ocean of green this week, with the exception of NATIX and Qace Dynamics:
Virtuals: Launches Subnet 5 (SeeSaw) on BitRobot; Keep an eye out for the BitRobot TGE in the pipeline, could we see this become the TAO of robotics?
IoTEX: Launched Real World AI Foundry last month, with real world models and partners with companies like Vodafone + more
Peaq: Launches its first robotics agricultural farming initiative whereby you can earn 18% yield on capital provided as a robotics financing arrangement.
Geodnet: Scores two awards at CES Technology awards and Messari research highlights solid YoY revenue growth
Auki: Demonstrates breakthrough co-ordination with physical robotics
Codec: Partners with Chainlink, among six other AI protocols
2. Crypto AI Agent Analysis
a) Nansen Smart Capital Flow Analysis
Smart capital net inflows continue on a selection of AI coins this week that are focused on agentic commerce, specifically x402:
FACY: (ArAIristotle) is an AI fact checking tool; hallucinations are one of the major problems with AI models today.
It was recently mentioned in the Fundstrat report, compared against other big names
BIOS: Virtuals just made BasisOS its key partner for AI DeFI farming with their
Butler_Agent and they integrated into Wasabi this week.
DREAMS: Daydreams is one of the leading x402 facilitators for agentic micropayments and in turn has seen explosive price action:
Note: Honey has been ignored as concerns over integrity of the token.
b) Cookie Mindshare Analysis
COOKIE: Revised its cSNAPS campaign to capital weighted mindshare and tweaked the algo to enhance its integrity. More annoucnements coming so stay tuned! One that I think you’ll like given the likelihood of the Clarity Act going through!
VIRTUAL: As noted above - mentions from Fundstrat + BitRobot announcement around Subnet 5 (SeeSaw) + several booming agents like FACY noticed outside of the crypto bubble
3. AI Agents Developments: Innovations and Market Developments
i) Weekly DeAI Roundup
Here are some other interesting Crypto AI related developments this week — Link
News this week includes:
Internet Computer Protocol (ICP) flips TAO to become the largest AI project by market cap ($3.8bn) as dfinity reveals its “Caffeine” app, which enables agentic self writing apps. Coding is something that AI will become increasingly good at, so software will become a self perpetuating machine
NEARProtocol “25-35% of its intents volume comes from privacy-focused cross-chain swaps, giving indirect exposure to the privacy narrative”; Surf_Copilot; Near is now pushing $3 for the third time as this AI first blockchain is primed for the next leg up on several fronts
opentensor: 30 days until the halving and several alpha subnet tokens are being listed on exchanges now; lium_io SN51 just listed on MEXC_Official following Hippius recently and ridges_ai SN62 anticipated. This is on top of being able to trade them on Base, and in turn Coinbase DEX listings?
GEODNET Info GEO-MEASURE & GEO-PULSE both recognized as Innovation Award Honorees at CES 2026 Tech Innovation Awards
Peaq highlights the opportunity to Earn from the world’s first tokenized robo-farm; robots produce fresh greens with early access landing tomorrow
Roba_Labs reveals its “Roba Studio” is just around the corner; this enables natural language, no code creation of humanoid models + more
ConsumerFi introduces the $CFI token which powers the ConsumerFi Protocol; “The Personal Intelligence Layer for Apps & Agents” - keep an eye out for developments on its consumer finance app thats hitting TikTok
virtuals_io reveals Luna(dot)fun; the first AIGC (AI-Generated Content) platform where AI agents and tokens coordinate autonomously to produce and trade attention
0xbeepit comes to market on SuiNetwork as they develop the “financial stack enabling agents to pay, earn, and hold value autonomously”
Chainlink Partners with 7 AI Projects on CRE:
codecopenflow integrates Chainlink Runtime Environment (CRE) with its CodecFlow SDK (OPTR) to power MechaShip, a decentralized delivery networK
Ch40sChain is integrating CRE the Chainlink Runtime Environment to provide a set of pre-checks for any payment flow
Others include SentientAGI gizatechxyz ampli_inc ElizaOS + Coinbase
xmaquina new capital proposal goes live for 1x_tech as their treasury pushes $30m+ including; Apptronik, Figure + more. Keep an eye on them as the TGE of its DEUS token is one to watch with web3 investment vehicles providing access to private robotics markets
Surf_Copilot features on Korean TV stating that they want to “make crypto easier for the average person to use”; its Kaito October rewards are now live to claim also
Built on OM1 and the UnitreeRobotics G1, openmind_agi is partnering with Robostore (the largest U.S. distributor of humanoids) to bring full-scale, hands-on robotics education to universities worldwide
useTria Legion Round closes with a 67x oversubscription - Neo bank demand is ramping up as crypto card transaction volumes hit new ATH
Auki showcases robots co-ordinating in real time on a video using Mentraglass, distributed by broodsugar
AlloraNetwork token + Mainnet scheduled for tomorrow
almanak clarifies that “alUSD is not a stablecoin” - Autonomous Liquidity USD (alUSD vault) are tokenized vault shares, tied to the performance of the Almanak DeAI strategies (which currently include low risk, but not risk free)
vooi_io just hit new all time high in PERP aggregator DEX volume. I’ve spoken at length about this yzilabs backed protocol. They raised an earlier round on Echo, so in turn Coinbase also have exposure through the acquisition. It uses AI to find the best pricing for assets
Additional Resources:
Defi0xJeff: Crypto AI Landscape: Link
ELI5_Defi: Crypto Calendar Week: Link
Zacxbt: “i miss the old ct video: Link
That’s a wrap for issue 150 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.