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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
Agentic Economy Building Blocks - Agents are now transacting with real money, moving beyond the need for fake funds [1] - x402, launched in March, enables agents to make micropayments [1] - ERC-8004, initiated in August by the Ethereum FDN, provides a registry for agents to search and execute tasks, including spending stablecoins [1] - The industry is focusing on building ID/reputation systems to create "proof of agency" or credibility systems [1] Challenges and Opportunities - A key challenge is getting agents to work cohesively to complete tasks, including payments over extended periods [1] - The missing piece is a reputation and verification layer to ensure agents act in good faith [1] - Once these pieces are combined, a fully "autonomous" Agentic economy and "Agentic commerce" will emerge [1] Key Players and Technologies - @x402scan provides insights into projects facilitating and using the x402 payment protocols [1] - Coinbase and Cloudflare are driving the x402 payment protocols, providing credibility and distribution [1] - The rate of change is accelerating, generating excitement among developers and users [1] Future Outlook - The industry anticipates network effects of trillions of Agentic transactions, leading to a new internet paradigm [1]
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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 08:21
RT YQ (@yq_acc)Check out https://t.co/bx3LV6IOq4 to see the status of 8004 agents. ...
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s4mmy· 2025-11-07 07:59
Agentic Economy Building Blocks - Agents are now transacting with real money, moving beyond the need for fake funds [1] - x402, launched in March, enables agents to make micropayments [1] - ERC-8004, initiated in August by the Ethereum FDN, provides a registry for agents to search and execute tasks, including spending stablecoins [1] - The industry is focusing on building ID/reputation systems to create "proof of agency" or credibility systems [1] Challenges and Opportunities - A key challenge is getting agents to work cohesively to complete tasks, including payments over extended periods [1] - The missing piece is a reputation and verification layer to ensure agents act in good faith [1] - Once these pieces are combined, a fully "autonomous" Agentic economy and "Agentic commerce" will emerge [1] Key Players and Technologies - @x402scan provides insights into projects facilitating and using the x402 payment protocols [1] - Coinbase and Cloudflare are driving the x402 payment protocols, providing credibility and distribution [1] - The rate of change is accelerating, generating excitement among developers and users [1] Future Outlook - The industry anticipates network effects of trillions of Agentic transactions, leading to a new internet paradigm [1]
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s4mmy· 2025-11-07 01:54
Western robotics: Tesla Optimus drastic improvement, dancing for MuskSawyer Merritt (@SawyerMerritt):Tesla’s Optimus robot dancing after Elon Musk’s 2025 CEO Performance Award passed 😂 https://t.co/kwGcPzqdB6 ...