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X @s4mmy
s4mmy· 2025-11-03 21:30
RT s4mmy (@S4mmyEth)The broader crypto market may be down, but attention is consolidating into "Agentic Commerce" + RoboticsAs public market reprice upwards [NVIDIA is the first co' to hit a $5T market cap!] it means private valuation benchmarks also re-rate upHere's a rundown since last week:- @GoKiteAI Token checker goes live; rewards to early supporters. Binance launchpool + whitepaper published; the vision is to build the payment, ID & trust infra that currently prevents AI agents from transacting auton ...
X @s4mmy
s4mmy· 2025-11-03 19:50
Market Trends & AI Agentic Commerce - The crypto market is consolidating into "Agentic Commerce" and Robotics, influenced by the upward reprice of public markets like NVIDIA reaching a $5 trillion market cap [1] - Agentic payments infrastructure is gaining traction, with value expected to accrue to infrastructure facilitators or products agents want to buy, such as data, compute, and subscriptions [1] - Decentralized facilitators for agentic transactions are worth monitoring in Q1, as highlighted by x402 protocol surpassing 3 million transactions and $3 million in volume, with Coinbase processing 88% of the transactions [1] Key Projects & Developments - GoKiteAI's token checker is live, rewarding early supporters, with a Binance launchpool and whitepaper published to build payment, ID, and trust infrastructure for AI agents [1] - Bittensor is launching "Net TAO Flow" for emissions, where net inflow of TAO attracts more emissions, with a halving in less than 40 days [1] - qBitTensorLabs' SN48 "Quantum Compute" subnet went live on Bittensor, with its token up 50% since launch [1] - Ch40sChain is gaining traction as a missing link for agent accountability through "proof of agency," offering a security layer for agent interactions [1] - Flowith_ai is emerging as an "OpenAI Atlas rival," an operating system built for agents, indicating traction in agentic browsing systems [1] - AI Dollar ($AID) launched by gaib_ai, is an agentic stablecoin used for compute, API calls, and data access in the AI and robotics era [1] - Crypto.com introduced its Model Context Protocol (MCP), enabling agents to interact with real-world data [1] - Virtuals Protocol is supporting AI coordination and payments on Ethereum, as discussed by Tom Lee and ethermage [1] - ACO, the AI Creative Stack built on Virtuals Protocol and powered by AcolytAI, is set to distribute top-tier videos [1] Infrastructure & Investment - Hive Digital Technologies is investing in AI/HPC campuses, acquiring 32.5 acres in New Brunswick, targeting 25,000+ GPUs [1] - Tria Legion sale went live at a $100 million valuation, integrating across multiple infoFi protocols [2] - Almanak sees $9 million of net inflows in the past 3 days, leading agentic DeFi with 10x the assets under agent compared to the second place [2] Tokenomics & Market Activity - Cookiedotfun's token is now 98% vested for investors, suggesting possible reductions in sell pressure [1] - $AI16Z is finalizing its move to $ELIZAOS with a 1 to 6 token split and full ticker change [2]
X @s4mmy
s4mmy· 2025-11-03 19:50
RT s4mmy (@S4mmyEth)You are simply not ready for the AI + Robotics boom. ...
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]
AI, Robotics, And Drones Have Changed Defense Firms Forever
Seeking Alpha· 2025-11-03 18:03
Core Insights - The defense industry is currently dominated by major firms, but their market share is gradually declining due to the rise of faster and more efficient companies that are not yet recognized by investors [1] Group 1 - The top 10 defense firms continue to lead the market [1] - Emerging companies are gaining traction and could pose a threat to established players [1]
X @s4mmy
s4mmy· 2025-11-03 15:58
Market Trends & AI Agentic Commerce - The crypto market is consolidating into "Agentic Commerce" and Robotics, influenced by the upward reprice of public markets like NVIDIA reaching a $5 trillion market cap [1] - Agentic payments infrastructure is gaining traction, with value expected to accrue to infrastructure facilitators or products agents want to buy, such as data, compute, and subscriptions [1] - Decentralized facilitators for agentic transactions are worth monitoring in Q1, as highlighted by x402 protocol surpassing 3 million transactions and $3 million in volume, with Coinbase processing 88% of the transactions [1] Key Projects & Developments - GoKiteAI's token checker is live, rewarding early supporters, with a Binance launchpool and whitepaper published to build payment, ID, and trust infrastructure for AI agents [1] - Bittensor is launching "Net TAO Flow" for emissions, where net inflow of TAO attracts more emissions, with a halving in less than 40 days [1] - qBitTensorLabs' SN48 "Quantum Compute" subnet went live on Bittensor, with its token up 50% since launch [1] - Ch40sChain is gaining traction as a missing link for agent accountability through "proof of agency," offering a security layer for agent interactions [1] - Flowith_ai is emerging as an "OpenAI Atlas rival," an operating system built for agents, indicating traction in agentic browsing systems [1] - AI Dollar ($AID) launched by gaib_ai, is an agentic stablecoin used for compute, API calls, and data access in the AI and robotics era [1] - Crypto.com introduced its Model Context Protocol (MCP), enabling agents to interact with real-world data [1] - Virtuals Protocol is supporting AI coordination and payments on Ethereum, as discussed by Tom Lee and ethermage [1] - ACO, the AI Creative Stack built on Virtuals Protocol and powered by AcolytAI, is set to distribute top-tier videos [1] Infrastructure & Investment - Hive Digital Technologies is investing in AI/HPC campuses, acquiring 32.5 acres in New Brunswick, targeting 25,000+ GPUs [1] - Tria Legion sale went live at a $100 million valuation, integrating across multiple infoFi protocols [2] - Almanak sees $9 million of net inflows in the past 3 days, leading agentic DeFi with 10x the assets under agent compared to the second place [2] Tokenomics & Market Activity - Cookiedotfun's token is now 98% vested for investors, suggesting possible reductions in sell pressure [1] - $AI16Z is finalizing its move to $ELIZAOS with a 1 to 6 token split and full ticker change [2]
X @s4mmy
s4mmy· 2025-11-03 14:35
RT s4mmy (@S4mmyEth)You are simply not ready for the AI + Robotics boom. ...
X @s4mmy
s4mmy· 2025-11-03 14:16
Monday DeAI roundup for those wanting to get up to speed from over the weekend:https://t.co/GEGNQfZE3Ps4mmy (@S4mmyEth):The broader crypto market may be down, but attention is consolidating into "Agentic Commerce" + RoboticsAs public market reprice upwards [NVIDIA is the first co' to hit a $5T market cap!] it means private valuation benchmarks also re-rate upHere's a rundown since last week: https://t.co/sh27EPT2Ng ...
X @s4mmy
s4mmy· 2025-11-03 14:07
The broader crypto market may be down, but attention is consolidating into "Agentic Commerce" + RoboticsAs public market reprice upwards [NVIDIA is the first co' to hit a $5T market cap!] it means private valuation benchmarks also re-rate upHere's a rundown since last week:- @GoKiteAI Token checker goes live; rewards to early supporters. Binance launchpool + whitepaper published; the vision is to build the payment, ID & trust infra that currently prevents AI agents from transacting autonomously + safely- Bi ...
X @s4mmy
s4mmy· 2025-11-03 13:05
You are simply not ready for the AI + Robotics boom.Anthony Pompliano 🌪 (@APompliano):Artificial intelligence, bitcoin, and robotics will save America’s future. ...