RT s4mmy (@S4mmyEth)It's been an eventful week as the CSGO skins market falls into turmoil, Echo is acquired by Coinbase, CZ is pardoned and @a16zcrypto releases its 2025 "State of Crypto" report:"Crypto may be the only viable payment rails for AI Agents...Gartner estimates that by 2030, $30 trillion in purchases will be made or influenced by AI Agents"Keep an eye on those emerging Neo Banks and the associated integration of AI for payments... x402 season?Here's the DeAI roundup since Monday:- @GoKiteAI (to ...

@a16zcrypto One of the @RibbitCapital "Token Letter" 2025 segment on AI Agents https://t.co/GBGCvKZZtS ...

I'm being asked what x402 is, so here's why you should care:a) Background:- The x402 protocol enables agents to make payments onchain@a16zcrypto 2025 "State of Crypto" Report specifically mentioned x402 in the context of agentic payments, which is anticipated to hit $30 trillion in autonomous txs value by 2030- It's dubbed the "Payments MCP" [Model Context Protocol];I'll link my MCP article below so you have an understanding, but the "quick and nasty" is that MCP enables agents to interact with real world d ...

AI & Crypto Convergence - AI Agents are potentially the only viable payment rails for AI, with Gartner estimating $30 trillion in purchases influenced by AI Agents by 2030 [1] - Emerging Neo Banks are integrating AI for payments [1] - A resurgence of interest around Robotics and DeFi for AI Agents is observed [4] DeAI Projects & Developments - GoKiteAI partners with brevis_zk for AI Agent payments, enabling verifiable computation and payments [1] - AlloraNetwork releases information on its $ALLORA tokenomics, allocating over 30% to community and network emissions [1] - the_nof1 "Alpha Arena" gains traction as Qwen's portfolio surges 60% in 24 hours, testing AI model performance with a $10,000 portfolio [1] - Surf_Copilot surpasses 50,000 users after launching its mobile app, offering an AI crypto copilot in partnership with entities like UpBit [1] - openservai partners with getdomeapi to advance AI + prediction markets, with the token rallying 30% [1] - bluwhaleai token launches, reaching $340 million FDV and settling around $220 million FDV with $100 million in volume in 24 hours [1] - useTria generates $1 million in revenue, primarily through its "Best Path" AI swap solution, and partners with billions_ntwk for zkKYC [1] - eigenlayer's verifiable AI, $EIGEN, is live on Google Cloud's Faucet [2] - hippius_subnet becomes the first TAO subnet listed on MEXC_Official [2] - cookiedotfun delivers over $12 million in rewards for its cSNAPS campaigns, with some users earning 5 figures from rewards programs [2] - gaib_ai has deployed $50.4 million into AI & Robotics financing deals at an average of approximately 16% APY, with over $700 million planned [2] - FractionAI_xyz is set to launch 2,500 AI-powered NFTs with FOXX_NFT [2] - sire_agent increases its alpha Vault to $500,000, which is subsequently filled, offering double-digit returns [2] - ridges_ai sells alpha tokens into its LP, securing $4 million to launch their product [3] Acquisitions & Integrations - Echo is acquired by Coinbase [1][2] - farcaster_xyz acquires Clanker, resulting in the burning of 3% of the $BNKR supply [2] AI Applications & Infrastructure - vooi_io uses AI to aggregate pricing on Perp DEX positions, initially raising through Echo (acquired by Coinbase) and backed by YZiLabs [2] - Amazon rolls out smart glasses to delivery drivers, providing real-world visual data for robot training [3] - Google Willow's Quantum Echoes algorithm computes a 150-year problem in 2 hours, 13,000x faster than classical algorithms [3]

x402 protocol lets ai agents pay for apis with one http request. coinbase covering all transaction fees on base right now. agents send usdc micropayments down to $0.001 with 2 second settlement, no wallet setup needed. cloudflare and circle already integrated. $ping at $10m market cap is the network token for what a16z calls a $30 trillion autonomous agent economy. ...

Group 1: IonQ - IonQ aims to revolutionize quantum computing similar to Nvidia's impact on AI, with significant potential upside if successful [2][8] - The company utilizes a trapped-ion system for its quantum computers, which offers more stability and fewer errors compared to traditional qubits, despite being more costly [4] - IonQ is expanding its technology stack by developing software to reduce logical error rates and enhance scalability [5] - The company has demonstrated the ability to convert photons from its trapped-ion machines into telecom wavelengths, potentially enabling a quantum internet [7] - IonQ generated $28.3 million in revenue in the first half of the year, with a negative free cash flow of $89 million, but is well-financed for future growth [8] Group 2: SoundHound AI - SoundHound AI has successfully pivoted from music recognition to voice AI, gaining traction in sectors like automotive and healthcare [9] - The acquisition of Amelia has allowed SoundHound to enhance its capabilities in conversational intelligence and compliance-heavy industries [9] - The company has launched AI agents on its new Amelia 7.0 platform, moving beyond voice AI into a rapidly growing area of AI [11] - SoundHound's revenue surged 217% year-over-year last quarter, reaching $42.7 million, indicating strong growth potential [12] Group 3: UiPath - UiPath is transitioning from robotic process automation (RPA) to orchestrating interactions between AI agents, bots, and humans [13] - The company aims to provide flexibility for customers by not locking them into a single AI agent vendor, while also offering cost savings through RPA [14] - UiPath has formed collaborations with major AI companies, including Nvidia and OpenAI, to enhance its automation tools [15] - The stock is trading at a forward price-to-sales ratio of around 5 times 2026 revenue estimates, suggesting significant upside potential if growth accelerates [16]

Core Insights - Rubrik is experiencing significant growth due to its cloud security platform, with cloud ARR increasing by 57% year-over-year to $1.1 billion in Q2 of fiscal 2026, driven by the adoption of the Rubrik Security Cloud platform [1][9] Group 1: Product Innovations and Acquisitions - The launch of "Rubrik Agent Cloud" aims to accelerate AI agent adoption in enterprises while managing security and compliance risks, providing full lifecycle management for AI agents [2] - The acquisition of Predibase enhances Rubrik's AI capabilities, allowing organizations to customize models based on their data, improving accuracy, reducing costs, and automating data governance [3] Group 2: Financial Performance and Projections - For Q3 of fiscal 2026, Rubrik's revenues are projected to be between $319 million and $321 million, indicating a year-over-year growth rate of 35% to 36% [4] - The Zacks Consensus Estimate for Rubrik's loss in fiscal 2026 is set at 49 cents per share, unchanged over the past 30 days, compared to earnings of $1.57 per share in the same quarter last year [12] Group 3: Competitive Landscape - Rubrik faces strong competition in the cybersecurity market from companies like Fortinet and Datadog, both of which are enhancing their service offerings to provide more integrated solutions [5][6] Group 4: Stock Performance and Valuation - Rubrik's shares have increased by 17.5% year-to-date, underperforming the broader Zacks Computer & Technology sector's return of 22.9% and the Internet - Software industry's appreciation of 17.9% [7] - The forward 12-month Price/Sales ratio for Rubrik is 10.42X, significantly higher than the Computer & Technology sector's 6.88X, indicating that Rubrik's stock may be overvalued [10]

As AI Agents Rise, So Does A Reluctance To Manage Them https://t.co/Wsuj9PaJJv ...

RT s4mmy (@S4mmyEth)This week we've seen a resurgence of interest around Robotics and DeFi for AI AgentsThe first boom may have seen a nasty selloff earlier this year, but builders with conviction have continued to develop viable solutionsHere's a roundup from the past week alone:- @Grayscale DeAI fund opens; TAO leading with 33.5% of its holdings- @opentensor (Bittensor) subnet registration is back with a 128 cap, meaning darwinian evolution of its underlying ecosystem; if you don't compete you'll be repla ...

RT s4mmy (@S4mmyEth)This week we've seen a resurgence of interest around Robotics and DeFi for AI AgentsThe first boom may have seen a nasty selloff earlier this year, but builders with conviction have continued to develop viable solutionsHere's a roundup from the past week alone:- @Grayscale DeAI fund opens; TAO leading with 33.5% of its holdings- @opentensor (Bittensor) subnet registration is back with a 128 cap, meaning darwinian evolution of its underlying ecosystem; if you don't compete you'll be repla ...