Kyle Krasicky retweeted
2 months into the agent theme and the entire AI sector is still just worth 1% of total market capitalization.
Suggests the entire move so far has been mostly rotational capital than net new inflows.
Dream bigger.
2 months later and people are just starting to realize these aren’t all memecoins, as leading projects rollout agent platforms with clearer value accrual mechanisms.
Virtuals, which launched their platform in October, has already generated $20M+ in revenue.
The entire AI sector is still just worth 1% of total crypto market capitalization.
Kyle Krasicky retweeted
There's never been a tech scene like @ai16zdao afaik. Fair launch, token alignment, organic growth, open source code that's trending as the #1 project on GitHub with hundreds of contributors
What @daosdotfun @shawmakesmagic started is crypto-native energy at its best. Accelerate
Kyle Krasicky retweeted
Let me get this straight
- Ex-a16z chad appointed to guide AI Policy in the USA.
- Incoming president (& vice president) owns crypto.
- Incoming president also runs DeFi protocol buying $10Ms ETH & Alts every week.
- Pro-technologist (& big crypto owner) David Sachs appointed as crypto & AI czar.
- Open AI releasing their AI Agent product in Q1 following the release of their most powerful LLM yet (o3)
- Google releasing text-to-video model capable of making motion picture standard videos.
- AI Agents (with tokens) out-performing top human KOLs
- 15+ teams expecting to launch DeFi-enabled AI Agents in Q1
- Multiple leading Agent frameworks produced by crypto AI teams improving exponentially every week (just check the GitHubs)
- Global liquidity going through the roof + rate cuts
And you’re STILL bearish crypto AI?
Kyle Krasicky retweeted
Okay, here is the current landscape of Agents
Ticker | Valuation | % Share
• $Goat - $973.5m | 23.61%
• #Virutals - $540.6m | 13.11%
• #Zerebro - $456.3m | 11.07%
• $Act - $451.3m | 10.95%
• $Bully - $354.3m | 8.59%
• #Fartcoin - $311.6m | 7.56%
• #AI16z - $232.7m | 5.64%
• $Chaos - $79.5m | 1.93%
• #Project89 - $66.1m | 1.60%
• $Ava - $63.1m | 1.53%
• #Memesai - $47.7m | 1.16%
• $AVB - $45.4m | 1.10%
• $Lum - $45.0m | 1.09%
• #AIXBT - $44.2m | 1.07%
• $Luna - $42.5m | 1.03%
• $Lola - $37.0m | 0.90%
• $Eliza - $36.1m | 0.88%
• $Fatha - $34.3m | 0.83%
• #Opaium - $30.6m | 0.74%
• #Pippin - $30.5m | 0.74%
• #Neroboss - $26.2m | 0.64%
• $Flower - $25.4m | 0.62%
• #Griffain - $21.6m | 0.52%
• #Shegen - $16.9m | 0.41%
• $Opus - $15.5m | 0.38%
• $Serv - $11.0m | 0.27%
• $Gnon - $9.6m | 0.23%
• $Arata - $9.6m | 0.23%
• $olaris - $9.1m | 0.22%
• $Rex - $8.6m | 0.21%
• $AIKO - $8.6m | 0.21%
• #Kween - $8.6m | 0.21%
• $Vader - $7.3m | 0.18%
• $Zara - $5.7m | 0.14%
• $Mist - $5.3m | 0.13%
• #Vvaifu - $4.7m | 0.11%
• $Kira - $4.4m | 0.11%
• $BTCH - $2.5m | 0.06%
Total Valuation: $4,122.8m | 100%
I'll update you on important changes in the coming days.
(follow to not miss that)
Kyle Krasicky retweeted
This is the single most important ratio in global finance right now.
If it continues for the foreseeable future, the world will change and there will be no going back.
(h/t @Matt_Hougan)
Kyle Krasicky retweeted
📖 Best @archwayHQ starter's session: Archway Blockchain 101 with Augusto from @phi_labs 🫶
⏰Mar 13th@5 PM UTC(in 9 hrs!)
👉YTB: youtube.com/watch?v=lw6IvFIk…
👉BinanceLive: binance.com/en/live/video?ro…
Agenda:
🔸Smart contracts in Rust
🔸Writing cross-chain contracts with protocol rewards
🔸Creating your 1st multi-chain app
Kyle Krasicky retweeted
Calling all Builders: It’s time to release the bull. Archway and @Dorahacks have a challenge for you 🔥
💻 Online Hackathon
🏆 Prize pool of up to 1 million ARCH tokens
📅 March 13 - April 24
Get ready and learn more: dorahacks.io/hackathon/archw…
Kyle Krasicky retweeted
Interchain explorers, get ready.
After a successful first mission, Course 2 is now live - a dive into NFTs 👇
💡 Course 2 will teach you how to build a decentralized identity protocol using CW721 NFTs with on-chain metadata!
🚀 Start Course 2 Now: area-52.io/do-cyborgs-dream-…
Kyle Krasicky retweeted
We 🧡 you devs, it's time to show off your innovative ideas.
Join the first Archway Pitch Competition and let your dapp's unique take on the rewards model sweep the community off their feet 🫶
🌎 An online developer focused event
📅 Feb 14th - March 7th
🏆 25K ARCH to be won
Kyle Krasicky retweeted
1/ It's the end of the year, and what a fantastic year it's been for Archway! 🥳
We've seen so many exciting developments in the crypto community, and we're cannot wait to start rolling out what we've been working on in the new year 👀
Let's recap 🔎⤵️
blog.archway.io/archway-a-ye…
Kyle Krasicky retweeted
Here is a controversial thought:
“There will never be 1 thousand Cosmos chains.” 👇👇👇
Kyle Krasicky retweeted
Here's the 30 second summary of the FTX drama that is blowing up in crypto.
1/ How FTX (a multi billion dollar co) almost died overnight
2/ And why this is a god tier strategic move by @cz_binance
Kyle Krasicky retweeted
In order for Archway to be successful, it must build out a thriving ecosystem of validators. Validators play an integral role in ensuring the health, performance, and security of the network.
We're thrilled to announce the Archway Foundation Delegation Program 🟠
Kyle Krasicky retweeted
In 18 months, the network of interconnected blockchains (IBC) has grown from 8 to 51 chains, transferring $34 billion in value for an average transaction value of $1400 between January and August 2022.
What rewards do the developers receive from these 51 chains?
Kyle Krasicky retweeted
Super excited to soon be integrated into @leap_cosmos wallet! 🟠🤝🐸
Massive thanks to the Leap team for their continued work on this.🙌
🔥 Partnership Alert 🔥
@archwayHQ, rewarding dapp developers who deploy in Cosmos, is coming soon to Leap wallet 🐸
✅ In-wallet staking
✅ IBC transfers
✅ Governance
✅ Ledger support
.. and more coming soon 🚀
Be the first to know!
Install now: bit.ly/3BX1ymq
Kyle Krasicky retweeted
ATOM to the moon! 🚀 #cosmoverse




























