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s4mmy· 2025-11-07 18:22
RT s4mmy (@S4mmyEth)x402 sustains attention alongside its agentic registry counterpart (ERC-8004) as the new economic system for agents comes closer to a realityHere's a roundup of the latest DeAI + robotics news to get you up to speed:- @jessepollak launches his agent with @jessexbt_ai to "give a smart, helpful, based jesse to every builder" given his time constraints- @MessariCrypto publishes its state of @GEODNET_ Q3 report, highlighting 217% YoY growth and 59% QoQ tokens burned- @BitRobotNetwork Subnet ...
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s4mmy· 2025-11-07 16:38
DeAI and Robotics Industry Trends - Agentic commerce and robotics are gaining attention despite a broader crypto market downturn [3] - Crypto AI tools are rapidly developing, with new tools and platforms emerging [1] - Micropayments for AI agent data access are becoming a reality through protocols like x402 [1] Investment and Funding - TAOSynergies Inc invested $750k in Yuma Group's Bittensor subnet funds, split evenly between two funds ($375k each) [1] - Donut Browser raised $22 million to advance agentic crypto browsing for trading [2] Technological Advancements - Various platforms are launching new features for AI agents, including real-time intelligence, DCA trading assistants, and code assistance [1] - Advancements in robotics training are being driven by multi-modal data, with over 25k real-world robot training tasks uploaded to BitRobotNetwork [1] - New applications for AI are emerging, such as AI-powered "Eternal Museums" for preserving human civilization [1] Ecosystem Expansion - Subnet tokens are being listed on centralized exchanges (CEXs), increasing exposure to the TAO ecosystem [1] - Solana is hosting an x402 Hackathon with $100k in prizes [1] - New platforms are being developed for agentic finance and crypto browsing [2] Partnerships and Integrations - GTAOVentures is rolling out the ability to wrap alpha tokens natively within the Bittensor ecosystem, leveraging CCIP through a Chainlink partnership [1] - TalusNetwork partnered with SentientAGI to solve the distribution problem for decentralized AI Agents [2] Token Performance - MessariCrypto reported GEODNET's 217% YoY growth and 59% QoQ tokens burned [1]
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s4mmy· 2025-11-07 12:30
Agentic Commerce & AI - Agentic Commerce 有望在 2026 年爆发,预计将被数十亿的代理使用 [1] - 代理信誉层至关重要,Ethos Network、Ch40sChain、Moca Network 等协议可能提供代理信誉数据存储库,从而增强经济互动 [1] - 关注新兴的 AI 优先链,这些链将 Agentic 活动作为优先事项,例如 GoKiteAI、NEARProtocol、Fetch_ai、0G_labs ICP 及其合作伙伴 [1] - AI 支持的收益,如 gaib_ai、USDai_Official、AethirCloud,鉴于对计算和 GPU 的巨大需求 [1] - KaitoAI 和 cookiedotfun 正在探索资本加权的思想份额、增强的分析和代理群,以破译时间线中的信号 [2] Robotics & Undervaluation - 过去 6 个月机器人技术改进速度惊人,预计将呈指数级增长,目前可以预购价格低于 2 万美元的机器人 [1] - 机器人领域总市值低于 4 亿美元,被严重低估 [1] Decentralized Finance (DeFi) & Traditional Finance (TradFi) - 资产管理和收益优化代理,如 gizatechxyz、almanak、yieldseekerxyz、ZyfAI_,使自动赚取 2 倍 TradFi 收益变得更容易,且没有费用和麻烦 [1] - 稳定币和 NeoBanks 正在迫使 TradFi 采用或被抛弃,关注 Tether 和 Circle 市值增长,表明更多美元进入链上,为 Agentic 基础设施的开发做好准备 [1] - 预测市场有机会颠覆传统博彩市场,为零售提供突破性用例,Vooi_io 等聚合器支持通过单一 UI 耕作多个 Perp DEX [1] - RWA(Real World Assets)的代币化是不可避免的,区块链优于当前系统 [1] Privacy & Regulation - 隐私币解决了区块链活动过于透明的问题,ZEC 价格上涨是该领域的良好营销案例 [1] - EchoDotxyz 的收购已为 ICO SZN 第二轮做好准备,一旦《Clarity Act》通过,将与 Base token 一起,以及代币持有者的股权权利如何出现 [1] Data & Tokenization - 即使是 InfoFi 仍然很原始,平台正在收集有价值的数据 [2] - 监控 DAT 的进展和 mNAV,作为机构兴趣短期上限的指标,同时监控谁在推出 DAT 作为锁定团队代币的流动性事件或出于真正的原因 [1]
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s4mmy· 2025-11-07 11:31
AI Protocols & Tools - The industry highlights numerous AI protocols including @openservai, @bankrbot, @wardenprotocol, @AlloraNetwork, @bluwhaleai, @daydreamsagents, @FractionAI_xyz [1] - Research tools such as @Surf_Copilot, @caesar_data, and @DefiLlama are also noted [1] Emerging Technologies - Oracles, Agentic browsers, app chains, and chains built for specific purposes (Mega, Monad) are coming to market [1] Industry Outlook - The industry suggests that there is no better industry to be spending time in [1] - The industry expresses a positive outlook for the future [1]
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s4mmy· 2025-11-07 11:18
Agentic Commerce & AI - Agentic Commerce 将在 2026 年迎来爆发,预计数十亿 Agent 将参与其中,行业关注 Coinbase 和以太坊基金会等领先者,以及 Nethermind 等如何提供支持 [1] - Agent 信誉层是 Agentic Commerce 达到临界规模的关键,Ethos Network、Ch40sChain 和 Moca Network 等协议可能提供 Agent 信誉数据存储库,信誉最高的 Agent 可能会获得大部分经济活动 [1] - 机器人技术在过去 6 个月内改进速度惊人,预计将呈指数级增长,目前可以预订价格低于 2 万美元的机器人,Auki、peaq、Roba_Labs 等公司正在开拓,但总市值低于 4 亿美金,行业认为被低估 [1] - AI 驱动的收益产品,如 gaib_ai、USDai_Official 和 AethirCloud,鉴于对计算和 GPU 的巨大需求,具有增长潜力 [1] - 新兴的 AI First 公链,如 GoKiteAI、NEARProtocol、Fetch_ai、0G_labs 和 ICP,优先考虑 Agent 活动,并积极寻找合作伙伴以引入真实活动到其生态系统中 [1] DeFi & TradFi Integration - 资产管理和收益优化 Agent,如 gizatechxyz、almanak、yieldseekerxyz 和 ZyfAI_,使自动赚取 2 倍于传统金融的收益变得更容易,且无需高额费用和麻烦 [1] - 稳定币和 NeoBanks 正在迫使传统金融采用或被淘汰,Tria Legion 的销售,加密货币卡的活跃以及 Plasma 的愿景,甚至 Revolut、VISA 和 Mastercard 对加密货币和 Agent 的关注都表明了这一点 [1] - Tether 和 Circle 市值增长表明有更多美元进入链上,为 Agentic 基础设施的开发做好了准备,预计未来 Agent 的经济活动将超过人类,监测其与 M2 流动性一致性非常有用 [1] Privacy & Tokenization - 隐私币解决了区块链活动过于透明的问题,ZEC 价格上涨是该领域很好的营销案例,行业认为未来会出现更好的隐私币 [1] - RWA(包括股票)的代币化是不可避免的,尽管 ASX 和 LSE 等公司之前的尝试失败了,但区块链比当前系统更好 [1] Data & Prediction Markets - 信息金融仍然处于初级阶段,平台正在收集有价值的数据,KaitoAI 和 cookiedotfun 正在探索资本加权的思想份额、增强的分析和 Agent 群,以从时间线中解读信号 [2] - 预测市场有机会颠覆传统博彩市场,为零售提供突破性用例,Vooi 等聚合器使您能够通过单个 UI 耕种多个 Perp DEX,并得到 Yzilabs 的支持,后者曾提供 10 亿美元的赠款来孵化更多 BNB 上的 AI First 项目 [1]
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s4mmy· 2025-11-07 10:25
RT s4mmy (@S4mmyEth)Agents are transacting with real money now; they don’t need to use fake fundsx402 was launched in March and enables agents to make micropayments alreadyThe problem is getting the agents to work cohesively to complete tasks (including pay for services over long timeframes)ERC-8004 (initiated in August by the Ethereum FDN) provides a registry of agents to search and execute tasks, including spend stables on useful stuffThe missing piece is the reputation + verification layerHow do you know ...
X @s4mmy
s4mmy· 2025-11-07 10:25
Robotics Industry Landscape in China - 英伟达 CEO 黄仁勋表示,中国将赢得人工智能竞赛,其中包括机器人技术 [1] - 中国涌现出一批传统机器人公司,如小鹏汽车 (@XPengMotors)、宇树科技 (@UnitreeRobotics)、优必选 (@UBTECHRobotics)、深蓝机器人 (@DeepRobotics_CN)、星河动力 (@engineairobot)、傅利叶智能 (@FourierRobots)、智远机器人 (@AgiBot_zhiyuan) 和博星机器人 (@boosterobotics) 等 [1] Web3 and Robotics Convergence - Web3 与传统机器人技术之间存在重叠,商业关系将双向发展 [2] - 行业预计区块链机器人公司和传统机器人公司最终将融合 [2] - 传统金融 (TradFi) 和去中心化金融 (DeFi) 最终将统一为“金融” [2] Institutional Adoption of Blockchain - 花旗集团与 Coinbase 合作 [2] - 贝莱德 (Blackrock) 在以太坊 (ETH) 上进行 BUIDL [2] - VISA 和万事达卡 (Mastercard) 正在探索稳定币和代理解决方案 [2] Fintech Innovation - Neo Banks 获得关注,例如 @useTria 超额认购 36 倍,并集成了人工智能,@plasma 推出 XPL 代币,@RevolutApp 提供美元和稳定币之间的 1:1 兑换 [2] Future Trends - 2026 年机器人技术将发生范式转变,包括链上机器人产品之间的交叉 [3]
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s4mmy· 2025-11-07 07:59
RT s4mmy (@S4mmyEth)Agents are transacting with real money now; they don’t need to use fake fundsx402 was launched in March and enables agents to make micropayments alreadyThe problem is getting the agents to work cohesively to complete tasks (including pay for services over long timeframes)ERC-8004 (initiated in August by the Ethereum FDN) provides a registry of agents to search and execute tasks, including spend stables on useful stuffThe missing piece is the reputation + verification layerHow do you know ...