X @s4mmy
s4mmy·2025-11-03 19:30

Market Trends & AI Agentic Commerce - The crypto market is consolidating into "Agentic Commerce" and Robotics, influenced by public market repricing, such as NVIDIA reaching a $5 trillion market cap [1] - Agentic payments infrastructure is gaining traction, with focus on facilitating transactions and products agents want to buy, like data, compute, and subscriptions [1] - Decentralized facilitators are being watched in Q1, as they are key to agentic payments [1] - AI coordination and payments are taking root on Ethereum [1] Key Projects & Protocols - GoKiteAI's token checker went live, aiming to build payment, ID, and trust infrastructure for autonomous AI agent transactions [1] - Bittensor is launching "Net TAO Flow" for emissions, with a halving in less than 40 days [1] - x402 protocol surpassed 3 million transactions and $3 million in volume, with Coinbase processing 88% of the transactions [1] - qBitTensorLabs' SN48 "Quantum Compute" subnet went live on Bittensor, with its token up 50% since launch [1] - Ch40sChain is gaining traction as a missing link for agent accountability through "proof of agency" [1] - flowith_ai is dubbed the "OpenAI Atlas rival," an operating system built for agents [1] - gaib_ai launched its "AI Dollar" ($AID) for compute, API calls, and data access in the AI and robotics era [1] - cookiedotfun's token is now 98% vested for investors, potentially reducing sell pressure [1] - MMTFinance reveals Binance listing, with agentic products on SUI gaining traction [2] - $AI16Z is finalizing its move to $ELIZAOS with a 1 to 6 token split and full ticker change [2] Infrastructure & Investment - HIVEDigitalTech buys 32.5 acres in New Brunswick for Tier III+ AI/HPC campuses, targeting 25,000+ GPUs [1] - useTria Legion sale went live at a $100 million valuation [2] - almanak sees $9 million of net inflows in the past 3 days, leading agentic DeFi [2]