Neo Finance & AI Convergence - The convergence of Payments (Neo Banks/Stables), Agents, and Robotics is forming "Neo Finance" [1] - Coinbase's Q3 earnings report mentions Agentic Commerce and payments, indicating a directional trend for global payments [1] - Cathie Wood (CNBC interview, Oct 2025) suggests the biggest embodied AI opportunity will be humanoid robots [3] AI & Robotics Developments - 1X opened pre-orders for its humanoid helpers, reigniting the debate on Physical AI breakthrough [1] - Allora Network unveils Allora Prime program with 33% of ALLO supply allocated as rewards over 9 months, focusing on Robotics in 'Phase 5' of its roadmap [1] - Extropic_AI reveals a thermodynamic computer that is 10,000x more energy efficient, opening up possibilities for AI training [2] - Pi Network Ventures invests in @openmind_agi (OS for Robots) [3] Tokenomics & Community Engagement - GoKiteAI reveals its $KITE tokenomics with 48% allocated for eco and community, totaling 10 billion tokens [1] - bluwhaleai reveals 8,888 NFTs, potentially rewarding loyal community members with future airdrops [1] - SemanticLayer announces a Series A, led by @greenfield_cap, raising a total of $5 million to advance AI autonomy onchain [1] DeFi & Agentic Applications - virtuals_io is highlighted for its potential Base airdrop and AI potential with x402, partnering with @Infinit_Labs to scale agentic DeFi [2] - almanak hits $1 million in yield paid out from its AI swarm of agents, leading on AUA (Assets Under Agent) with > $150 million and 15% yields on its alUSD vaults [2] - Velvet_Capital partners with @FalconStable + @olaxbt for AI Driven vault management on BNB using x402 for micro-transactions [3] - pieverse_io brings x402 to @BNBCHAIN, enabling micropayments by agents over on BNB [3]

AI发展趋势 - 行业预计2025年将迎来更强劲的AI发展，超越聊天机器人范畴[1] - 行业预测2026年物理AI将迎来繁荣期，由更先进的智能代理提供支持[1] 投资机会 - 行业提示现在关注机器人领域，抓住早期投资机会[1]

Market Overview - AI has just started its run, indicating significant growth potential in the AI sector [1] - A myriad of catalysts are expected to drive further development and adoption of AI [1] - A horde of DeAI (Decentralized AI) projects are launching in Q4, suggesting increased activity and innovation in the decentralized AI space [1] Investment Opportunities - Many solid players in the AI space are still lagged behind, offering good dip buying opportunities, which could represent undervalued investment prospects [1] - Subnets are finding Product-Market Fit (PMF), gearing up for massive product/feature launch, indicating potential for significant growth and adoption [1] Resources and Guidance - Check out @S4mmyEth, @tengyanAI, and content for general AI resources, suggesting valuable sources for staying informed about AI developments [1] - If diving into Bittensor (TAO), a Beginner's Guide is pinned on the feed with lots of resources, providing a starting point for understanding and engaging with Bittensor [1]

Industry Trend - The industry anticipates a surge in physical AI in 2026, following the Q4 '24 AI season, suggesting a potential "steroids" effect [1] - The industry highlights robotics as a new opportunity for early investment and encourages exploration in this field [1] Company Focus - $VIRTUAL is identified as a crypto project actively involved in the robotics sector [1] - $VIRTUAL is co-investing in robotics deals, developing an open-source robot training data collection system, and creating a commerce protocol for autonomous machines [1]

Neo Finance & AI Convergence - The report highlights the convergence of payments (Neo Banks/Stables), agents, and robotics, terming it "Neo Finance" [1] - The industry observes the potential spillover benefits from physical AI breakthroughs into Decentralized AI (DeAI) [1] Company Announcements & Developments - Coinbase's Q3 earnings report mentions Agentic Commerce and payments, signaling a directional trend for global payments [1] - Allora Network unveils its Allora Prime program with 33% of ALLO supply allocated over 9 months, rewarding stakers and prior participants, and releases its technical roadmap with focus on 'Phase 5' (Robotics) [1] - GoKiteAI reveals its $KITE tokenomics with 48% allocated to eco and community, totaling 10 billion tokens, and is featured on Binance Alpha [1] - SemanticLayer announces a Series A funding round led by Greenfield Capital, raising a total of $5 million to advance AI autonomy onchain [1] - Almanac reports $1 million in yield paid out from its AI swarm of agents, leading in Assets Under Agent (AUA) with over $150 million and 15% yields on its alUSD vaults [2] AI & Crypto Integration - Surf Copilot introduces "Evil mode" for AI crypto research models [2] - Virtuals partners with Infinit Labs to scale agentic DeFi, highlighting the potential for Base airdrop and AI potential with x402 [2] - Treasure DAO launches "AI Frens" on Base, enabling AI to become a virtual creator and earn onchain [3] - Velvet Capital partners with FalconStable and Olaxbt for AI-driven vault management on BNB using x402 for micro-transactions [3] - Pieverse brings x402 to BNB Chain, enabling micropayments by agents [3] Technological Advancements - Extropic AI reveals a thermodynamic computer that is 10,000x more energy efficient, impacting AI training possibilities [2] - Kaiko launches its ARCTERMINAL, an "autonomous reasoning computer" with an EQ-powered agent [2]

Neo Finance & AI Convergence - The report highlights the convergence of payments (Neo Banks/Stables), agents, and robotics, terming it "Neo Finance" [1] - The industry observes the potential spillover benefits from physical AI breakthroughs into Decentralized AI (DeAI) [1] Company Announcements & Developments - Coinbase's Q3 earnings report mentions Agentic Commerce and payments, signaling a directional trend for global payments [1] - Allora Network unveils its Allora Prime program with 33% of ALLO supply allocated over 9 months, rewarding stakers and prior participants, and releases its technical roadmap with focus on 'Phase 5' (Robotics) [1] - GoKiteAI reveals its $KITE tokenomics with 48% allocated to eco and community, totaling 10 billion tokens, and is featured on Binance Alpha [1] - SemanticLayer announces a Series A funding round led by Greenfield Capital, raising a total of $5 million to advance AI autonomy onchain [1] - Almanac reports $1 million in yield paid out from its AI swarm of agents, leading in Assets Under Agent (AUA) with over $150 million and 15% yields on its alUSD vaults [2] AI & Crypto Integration - Surf Copilot introduces "Evil mode" for AI crypto research models [2] - Virtuals partners with Infinit Labs to scale agentic DeFi, highlighting the potential for Base airdrop and AI potential with x402 [2] - Treasure DAO launches "AI Frens" on Base, enabling AI to become a virtual creator and earn onchain [3] - Velvet Capital partners with FalconStable and Olaxbt for AI-driven vault management on BNB using x402 for micro-transactions [3] - Pieverse brings x402 to BNB Chain, enabling micropayments by agents [3] Technological Advancements - Extropic AI reveals a thermodynamic computer that is 10,000x more energy efficient, impacting AI training possibilities [2] - Kaiko launches its ARCTERMINAL, an "autonomous reasoning computer" with an EQ-powered agent [2]

If you're looking to get exposure to a tokenless Neo Bank, then @useTria has a community raise happening on Legion and has confirmed an airdrop for card holdersUp to 20% discount on cards using this code: https://t.co/HZPGSBgyzJhttps://t.co/CuPIfPeO3ls4mmy (@S4mmyEth):If you want to book everything with stablecoins there are several Neo bank options available1) Setup an account using your Google/Apple Account/Email2) Deposit the stables (or crypto) into your Neo bank wallet3) Purchase a debit card from the ...

AWS Performance & Outage Impact - AWS outage cost estimated ~$75 million/hour impact to its P&L [1] - AWS generates $33 billion/quarter from compute [1] AI Market Speculation - Speculation on when the AI bubble will peak [1]

RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...

Fwiw I think we are a way off, yet to experience full blown euphoria from crypto AIThe @ft is producing several pieces on Agentic Commerce; nuts that Walmart added $40bn to its market cap on the OpenAI partnership announcement https://t.co/HNydU5wuwI ...