Industry Focus - Crypto, AI, Robotics & Web3 - The discussion revolves around the intersection of Crypto, AI, Robotics, and Web3 technologies [1] - Agentic Commerce (x402) is a key topic, suggesting significant potential or growth in this area [1] - Robotics is highlighted, with examples like Waymo's autonomous driving and robot dogs, indicating real-world applications [1] Podcast & Content - A podcast called "SuperCycle" focuses on Robotics, AI, and Web3 [1] - The podcast aims to discuss the future trends in these technologies [1] - The podcast features discussions with experts like @haitzuCrypto and @dspillere [1]

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 ...

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 ...

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]

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]

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]

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 ...

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 ...

Core Insights - The rapid advancement of artificial intelligence (AI) has significantly impacted various industries, particularly in technology and cloud services, with companies like Alphabet and Amazon leading the charge in AI integration and product offerings [1][2]. Alphabet - Alphabet's AI models, including Gemini, are processing 7 billion tokens per minute, with the Gemini App boasting 650 million monthly active users and a 3x increase in queries since Q2 2025 [3][6]. - The company has seen a 20x increase in monthly tokens processed, from 980 trillion in May 2025 to 1.3 quadrillion [3]. - Google Cloud's backlog grew 46% sequentially to $155 billion in Q3 2025, with a 34% year-on-year increase in new customers [6]. - Revenue from products built on Alphabet's generative AI models increased by over 200% year-on-year in Q3 2025 [6]. - AI is driving significant growth in Google Search, with AI Mode achieving 75 million daily active users and doubling queries since its launch [9][10]. - Alphabet's management plans to launch Waymo services in London and Tokyo by 2026, integrating AI to enhance user experience [14][15]. Amazon - AWS experienced a 20.2% year-on-year growth in Q3 2025, with a run rate of $132 billion and a backlog of $200 billion [22][23]. - The AI segment of AWS's growth is driven by both training and inference, with significant contributions from cloud migrations by enterprises [22]. - Amazon's AI shopping assistant, Rufus, has 250 million active customers, with a 140% year-on-year increase in monthly users and is projected to generate $10 billion in incremental annualized sales [35]. - AWS has launched several AI agents, including Strands and AgentCore, to facilitate the creation and deployment of AI solutions for businesses [24][26]. - Project Rainier, an AI compute cluster with 500,000 Trainium 2 chips, is now operational, supporting AI model development for companies like Anthropic [31][32]. Apple - Apple's management emphasizes the importance of its silicon, particularly the A19 Pro and M5 chips, in enhancing AI capabilities across its products [40]. - The company has introduced numerous AI features, including Live Translation and Visual Intelligence, and is working on a more personalized version of Siri [41][42]. - Apple is investing in its Private Cloud Compute (PCC) to support AI functionalities, including Siri's queries [41][42].

RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...