X @s4mmy

Market Trends & Dynamics - ZK segment gains traction, reducing AI CT mindshare to below 30% [1] - Total AI crypto market capitalization increased by $4 billion (+9%) this week [1] - TAO leads AI tokens with 129 subnets, offering Bittensor breakout opportunities [1] - Newer subnets show triple-digit returns [1] AI Model & Technology Development - Gemini and OpenAI achieve IMO gold-level problem-solving [1] - xAI is building a kid-focused model, showing potential in AI tutoring [1] - Claude is launching a version tailored for financial services, indicating a trend towards specialized models [1] - Sonic's Spark enables no-code AI apps [2] - Nansen launches its own MCP with Claude integration [2] Project Updates & Integrations - Raiinmaker token launches on Kraken [1] - ConsumerFi integrates with Ethos for AI training data [1] - BNKR integrates Polymarket and possible Coinbase listing [2] Bottlenecks & Challenges - Compute and GPU demand are outpacing supply [1] - Electricity and top talent may become major constraints [1] Token Performance & Metrics - REKT leads with $1.2 million inflow driven by brand equity concept [1] - Cookie has tracked 1,909 agents, $11.92 billion market capitalization = +20% market capitalization & 91 new agents added [1]