vadz 🐧

Where the AI Agent Space Stands Right Now PT.8 We now have another shakeout across the board with $VIRTUAL crabbing around $4.1BN & $AI16Z $2.1BN MC InvestmentDAO took a bit of beating, especially with lower caps DAOs • @wai_combinator: $WAI retraced 21% during the last 24hr. Wai has been one of the most vocal & most active Virtuals InvestmentDAO, actively (3,3)'ing with quality small & microcap projects on Virtuals • @trustmebrosfun: $TRUST retraced 26% during the last 24hr, @Degen__Ape__ (founder of Trust) released the litepaper of $DATDAO, the InvestmentDAO of Trust with the aim to implement a balanced investment approach across token investments, Hyperliquid x PVP airdrop farming, and strategic liquidity provisions in two distinct pools 100k $TRUST minimum is required for $DATDAO whitelist (1 ETH allocation) Full read here: teapawt.net/Degen__Ape__/status/18… • @sekoia_virtuals: $SEKOIA on the other hand outperformed other Virtual coins after sharing its thesis on @XVolatility / $VOLTX, a project developing a specialized AI agent for market intelligence and trading automation vision of building "Bloomberg for retail" through AI-powered market intelligence Outside of Virtuals ecosystem, Berachain-focused InvestmentDAOs are on the rise as seen from the highly anticipated @3BerasCapital_ on @daosdotworld and now @beradigm_xyz on @daosdotfun Beradigm, the latest addition to Bera InvestmentDAO, a liquid fund designed to farm Berachain to build treasury of BGT, purchase BERA for staking, and accelerate early teams on Berachain working on novel incentive flywheels in PoL Read more here: teapawt.net/zacxbt/status/18756944… There's also @baosdotfun, the first on-chain Angel DAO launched on @daosdotfun with the help of @BainanceLabs Baosdotfun: Raise BERA for your BAO (Bera Autistic Organization) & farm BGT with custom AI Agents that can tap into any yield source on Berachain(Yeet, Kodiak, Infrared, etc.) aligning AI Agents w/ Proof of Liquidity Read more here: teapawt.net/baosdotfun/status/1870… ——————————————— Beyond InvestmentDAO narrative, here are a few interesting developments on Virtuals Ecosystem - @seraphagent shares its 2025 roadmap—Verification, Staking, and Bittensor Agentic Framework SERAPH is an AI agent focused on ensuring trust and authenticity in digital content through AI-Scores derived from Bittensor's subnets (32 and 34) Full read here: teapawt.net/seraphagent/status/187… - @AgentSploots on-chain ad network with agents generating NFTs & SBTs that represent wallet & social profiles of users. Sploots use these data to build true on-chain advertising network around it (I shared this in my "Dip is for Buying" article but figured I should share here again, very cool experiment) Full read here: teapawt.net/AgentSploots/status/18… ——————————————— For Other Ecosystems - @cookiedotfun continues shipping, achieving 24K/daily and 145K/weekly unique active users. v0.4 launching next week will include the biggest feature & token utility updates to date. $COOKIE outperforms the market, now trading at ~$120m MC - @HoloworldAI / @AVA_holo continuing outperforming the market due to the anticipated launch of Holoworld AI Agent Launchpad along with the direct value accrual to $AVA @0xkyle__ provides a good thesis here: teapawt.net/0xkyle__/status/187576… - @AigentFi by @HoldstationW made headlines yesterday, experiencing growth with 300 agents created & $10m trading volume, supported by @zksync ignite program (geared towards improving liquidity, TVL, users in zksync eco). $aiws remains the top agent infra on AigentFi - @hyperfy_io from @ai16zdao ecosystem introduced Hyperfy 2.0, a new era of the immersive web—fully open source and owned by everyone, empowering anyone to build and customize virtual experiences More here: teapawt.net/hyperfy_io/status/1876… - @realisworlds also made progress with its first agent, Neo interacting and completing tasks within the 1:90 Earth replica simulation "The full world simulation is almost fully rendered. Most of the land—Europe, East Asia, significant portions of the Americas, and Africa—is already visible." This is based of of @Cryptotrissy Realis Update here: teapawt.net/Cryptotrissy/status/18… - @lordOfAFew one of the top contributor of Eliza, teases first experiment with @realmseternum, unleashing agents that can autonomously play an entire onchain game and attempt to survive. (Westworld soon?) - @CreatorBid ecosystem reached $200m in total volume. $PPAI by @tradingtulips gained mindshare from the ecosystem yesterday, positioning as DePIN, DeSci, and AI trading agent - @TopHat_One launched v2 documentation, showcasing v2 roadmap, tokenomics update, autonomous wallet & onchain actions, and more. $HAT pumped 33%, reaching $100m in MC - @marvin_tong resume Gen-4 breeding on @sporedotfun after initial trading experience issues from $SPORE LP pair integration. In the article, Marvin highlights auto-breeding feature on Adam branch, and skill-enabled agents on Eve branch Suggest reading more here: teapawt.net/marvin_tong/status/187… - There are other 3 notable launches $GNZ, $HTERM, and $ASHA Great read here by @winiam4444: teapawt.net/winiam4444/status/1876… ——————————————— Emerging Trends - Mindshare builds up around DeFAI or Defi x AI spurred by @danielesesta's @HeyAnonai along with other abstraction layers @griffaindotcom, @neur_sh , @orbitcryptoai, @AIWayfinder autonomous trading agents @almanak, @Cod3xOrg, @ASYM41b07, and ai-powered dapps Read more here: teapawt.net/Defi0xJeff/status/1875… - Agentic Metaverse narrative is coming back with @realisworlds, @hyperfy_io, and many more getting closer to launch Watch this ai16z worlds built with Hyperfy: teapawt.net/dankvr/status/18761369… - AI Oracle narrative, there's more emphasis on the importance of agent's data, especially when it comes to agent-to-agent interactions. Discussion around this here: teapawt.net/AlanaDLevin/status/187… If you're not caught to speed, do check out the other emerging trends & developments from 2-3 days ago here: teapawt.net/Defi0xJeff/status/1875… Sorry for the messy writeup today, didn't have time to properly clean it up, packed with calls all day Thanks again for reading!