s4mmy
@S4mmyEth
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Decentralized AI Research Contributor: @modernmarket_ Previous: CA, Ernst & Young
Join +6,000 →
Joined December 2010
With $VIRTUAL hitting Unicorn status you're probably thinking things are getting a bit frothy. But there are two phases of Decentralized AI that are just evolving; I believe these will unlock insane network effects. Swarms (Collaboration) and Autonomous DeFi strategies. 🧵(1/9)
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PayPal just launched its own stablecoin. 70% of eBay transactions go through PayPal. The global crypto onramp has landed.🧵(1/6)
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$113 million has now been bridged to Base. I have a thesis. Things are about to explode.🧵(1/9)
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MetaMask just rolled out ETH to fiat withdrawals. ∼9% in transaction fees and 5 minutes later my fiat withdrawal dropped into my bank.🧵(1/8)
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Amazon is giving free NFTs to its Prime subscribers. With 200 million Prime subscribers that's 4,000x the number of existing NFT holders.🧵(1/9)
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The value of the Pokemon card market is ∼$4.6 billion. You can now trade Pokemon cards on Polygon. Did Polygon just flip ETH in NFT market cap?!🧵(1/9)
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OpenSea just played its wildcard. It's a game-changer for NFT trading. Here's why.🧵(1/11)
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The AI Agent x Crypto segment is evolving at an exponential rate. Here's a roundup to plug the gaps over the past 24 hours. "We sent Cardano. to 100 billions last cycle . and you think the TOTAL mcap of AI [Agents]. is toppish at 12 billion?!?" - @OGDfarmer . 🧵(1/16)
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A 36% APY loan has just been taken out against this Holographic PSA-9 Pokemon Card. NFT lending just levelled up.🧵(1/7)
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Every person that minted a Starbucks Odyssey digital stamp is in profit. With only 0.42% of its 100 million customer base holding its NFT, the upside potential is huge.🧵(1/9)
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Daily AI Agent Analysis just dropped. But there's an insane number of developments in this vertical in the past 24 hours. Here are some notable events to get you up to speed. 🧵(1/12)
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Zynga announced its first Web3 game, Sugartown. With ∼200 million monthly active users, this is the catalyst web3 gaming needs.🧵(1/7)
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The AI Agent x Crypto landscape is evolving at an exponential rate. Here's a roundup to plug the gaps over the past 24 hours. "$AI16Z and $VIRTUALS are shaping up to be the reserve assets of the agentic economy" - @RyanWatkins_ . 🧵(1/19)
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The Discord killer has arrived. Friend Tech (FT) is about to disrupt closed communication networks.🧵(1/11)
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Ethervista is being described as the Pump Fun of ETH. ETH DeFi users are frustrated about the lack of innovation on mainnet. @ethervista novel LP & fee mechanism aims to address this by exploiting an opportunistic gap in the market. 🧵(1/8)
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No. AI Agent Coins.
So you guys like memecoins, huh? Noted.
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AI Agent Crypto Analysis has been published. Here's a broader roundup to plug the gaps over the past 24 hours. "AI Summer 2025" - @shawmakesmagic . 🧵(1/15)
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Disney is coming to Web3. Dapper Labs is partnering with the $159B entertainment conglomerate to bring Web3 IP to the masses. Do you think the Simpsons NFT episode timing was a coincidence?. Disney acquired 21st Century Fox in 2019 which had the rights to the Simpsons. Here's
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BlackRock just tokenized one if its shares on JPMorgan's 'Onyx' blockchain. Barclays then accepted it as collateral; Tokenization of everything is closer than you think.🧵(1/7)
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I write a daily AI Agent market analysis. But, there are numerous innovative & novel features that I'm unable to capture. Here's a spotlight on several that caught my attention. 🧵(1/10)
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AI Agent Crypto Analysis for December 25th just dropped. Here's a broader roundup to plug the gaps over the past 24 hours. 🧵(1/13)
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It's 2025 and the AI Agent x Crypto evolution is just heating up. Here's a roundup to plug the gaps over the past 48 hours. "The entire AI sector is still just worth 1% of total crypto market capitalization" - @RyanWatkins_. 🧵(1/17)
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Pokemon Card packs are being opened on chain: hundreds sold out in seconds. Those that minted are already up 10x. 🧵(1/10)
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🚨BREAKING🚨. 𝕏 has changed the like button animation. It's actually insane - not fibbing this time.
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AI Agent Analysis for December 21st just dropped. Here's a broader roundup to plug the gaps over the past 24 hours. 🧵(1/16)
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Supposed to be a day off, but too many Agentic developments. Here's a roundup of AI Agent x Crypto segment to plug the gaps over the past 24 hours. "AI can already do all of the jobs that we as humans can do… we stopped hiring about a year ago" - @klarnaseb. 🧵(1/15)
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AI + Crypto bloodbath, but winners are on discount. "This is our opportunity to collectively make DeFi BETTER than Centralized Finance. DeFAI" - @danielesesta. Here's a roundup of the AI x Crypto segment to plug the gaps over the past 48 hours. 🧵(1/17)
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Hearing rumours of AI Agent saturation. It's true, AI Agents have been around for a while, but the autonomy enabled through crypto rails is nascent. Here are several indicators that we are nowhere close to the top. 🧵(1/11)
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CSGO Skins are being traded on-chain. $216 million in secondary sales volume has been done to date.🧵(1/8)
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Daily AI Agent Mindshare Analysis just dropped (Dec 14th). AI Agent development doesn't stop on weekends; sustained innovation over the past 24 hours. Several notable events to get you up to speed🧵
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The Agentic market is red, but development doesn't stop. "I still believe that ai x crypto as a meta is the area worth spending the most time researching" - @blknoiz06. Here's a roundup of the AI x Crypto segment to plug the gaps over the past 48 hours. 🧵(1/18)
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AI Agent prices are down consistent with broader Crypto market pullback, but innovation doesn't stop. Here's a roundup of AI Agent x Crypto segment to plug the gaps over the past 24 hours. "Are you buying the dip, anon?" - @Vader_AI_. 🧵(1/13)
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R1 Deepseek is bullish for AI Agents. Timelines for ‘Crypto x AI’ Product Market Fit (PMF) just accelerated. The teams that embrace these open source tech developments will dominate this cycle. Keep an eye on agile projects that aren’t afraid to pivot.
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The AI Agent x Crypto evolution doesn't stop on a Sunday. Here's a roundup to plug the gaps over the past 24 hours. Insight: "AI agents will collect crypto art made by humans" - @CozomoMedici . (Save for later). 🧵(1/15)
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Here's a roundup of AI Agent x Crypto segment to plug the gaps over the past 24 hours. "the AIs are trained on mental illness" - @vaneck_us. 🧵(1/17)
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Daily AI Agent Mindshare Analysis just dropped (Dec 13th). Once again, an insane number of developments over past 24 hours. Here are some notable events to get you up to speed🧵
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DeGods just announced a partnership with Wormhole. Wormhole raised $225M at a $2.5B valuation - it's a tier 1 opportunity to rake in 5 to 6 figures. Here's how to increase your airdrop exposure🧵(1/8)
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Here's a roundup of AI Agent x Crypto segment to plug the gaps over the past 24 hours. "The higher the big AI coins go, the higher the small AI coins can go" - @frankdegods . 🧵(1/14)
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Imagine a Pump Fun for Artificial Intelligence (AI) Agents. You can now deploy your own AI agent (with its own token) in just 5 minutes. Virtual Protocol's token has been up only since launch. Here's how it works. 🧵(1/9)
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RuneScape (RS) is going Web3. 2000s: RS addict. 2023: JPEG addict. Jagex is intending to disrupt the status quo. Let me explain.🧵(1/8)
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The moment this tweet receives 1k likes I will quit my job to go full time crypto / NFTs.
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eBay just filed a patent for tokenization of collectibles. The collectibles market is forecast to be worth $1 trillion by 2033 and eBay is primed to be a key contributor to this growth. I'll explain.🧵(1/10)
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Broader crypto pullback continues, AI Agent market cap is less than $20bn, but remember:. “AI agents are a multi-trillion dollar opportunity.” — Jensen Huang, @Nvidia CEO. Here's a roundup of AI Agent x Crypto segment to plug the gaps over the past 24 hours. 🧵(1/17)
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The supply of ETH is about to get squeezed. Seven ETH ETF approvals are pending. Combine that with the rising adoption happening now & it's about to get wild.🧵(1/10)
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AI Agent Analysis for December 22nd just dropped. Here's a broader roundup to plug the gaps over the past 24 hours. "ai safety is a joke and not nearly as important as ai alignment" - @truth_terminal. 🧵(1/16)
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AI Agent Analysis for December 18th just dropped. Here's a broader roundup to plug the gaps over the past 24 hours. (1/16)🧵
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7-Eleven just leveraged the Starbucks model to launch its Slurpee "digital collectible". ∼7 billion Slurpees have been sold to date.🧵(1/9)
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This is a must read for anyone exploring the intersection between AI x Crypto (on-chain execution) . TLDR:. i) DeFAI combines AI with DeFi to simplify user interactions and decision-making. ii) AI-driven interfaces automate transaction processes, reducing errors and complexity.
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The Blur x DeGods partnership could single-handedly catalyze the next wave of adoption for NFTs. Here's why you should pay attention.🧵(1/16)
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Machine Mondays. Here's a roundup of AI Agent x Crypto segment to plug the gaps over the past 24 hours. "All in AI" - @justinsuntron . 🧵(1/15)
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I started doing a daily AI Agent roundup two months ago. That converted into twice daily a month ago:. - One on mindshare analysis, and;.- A second on a broader market roundup. Today, there are standalone daily ecosystem roundups for:. - Virtuals.- Ai16z/Eliza Framework.-.
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'X' (formerly Twitter) crypto payments have arrived. But it's not Elon who has implemented it.🧵(1/6)
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Sei NFTs are exploding. The Colony: Free mint --> $1.2K.Seiyans: Free mint --> $400. It takes 10 minutes to start trading them, here's how.🧵(1/9)
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VVV (@AskVenice) explodes to > $1bn FDV in just a few hours; just as the market was crying for the end of AI Agents. But is there more to Venice? . Could this become a challenger to the closed source AI companies like OpenAI? If so, how would you price this?. Any agent that
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Many are yet to peel back the cover to see what's lurking:. "the future of finance is permissionless and open. agents will handle everything in the background. defAI is bullish" - @cz_bainance_. Here's a roundup of the AI x Crypto segment to plug the gaps over the past 24 hours
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OpenAI is doing its first AI Agent launch and the crypto market is concerned we’ve topped at less than $20bn. Crypto enables agents to operate fully autonomously. 2025 is just the beginning of the Agentic Future; sh!ts about to get wild.
doing an openai livestream right now, first agent launch!.
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The big tech boys are launching agents for the first time, the top ain't in. It's just getting started:. "doing an openai livestream right now, first agent launch!" - @sama. Here's a roundup of the AI x Crypto segment to plug the gaps over the past 24 hours. 🧵(1/20)
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Currently analyzing the landscape for (AI) Agents & Decentralized AI Protocols. A spreadsheet (and some analysis) will be dropping in my newsletter on Tuesday (free to subscribe, link in my bio). For completeness, which material Agents/Protocols are missing & what other data
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Thanks to all 50k of you!. I'd never have thought that writing about robots and magic internet money would get so much traction
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There have been several concerns raised over the launch and intent around @aicceleratedao; some warranted, while others I want to provide clarity on. 1) The $AICC tokens:. I've not sold a single token. I've never held this much in my life; I also understand there's a commitment.
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AI Agent Analysis for December 17th just dropped. Here's a broader roundup to plug the gaps over the past 24 hours. 🧵(1/13)
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Solid bounce in the AI Agent market as Majors pump. "the emerging [AI Agent] sector may hold significant promise and is worth watching closely as it evolves and matures" - @FTDA_US. Here's a roundup of the AI x Crypto segment to plug the gaps over the past 48 hours. 🧵(1/14)
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Several Agents demonstrate strength as Binance lists them on Spot. "that's my new listing" - @aixbt_agent. Here's a roundup of AI Agent x Crypto segment to plug the gaps over the past 24 hours. 🧵(1/16)
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AI Agent Analysis: Mindshare vs Market Cap (January 4th, 2025). Quotes:. "btc ends cycle in 4 months after halving due to early etfs. memecoins already peaked. it's all about ai season now" - @aixbt_agent . "I think AI agents basically replace websites in the social media age and
AI Agent Analysis: Mindshare vs Market Cap (January 3rd, 2025). Quotes:. "AI mindshare nearly at 60% - insane." - @_kaitoai . "You’re not late to AI, you’re just late to wave one." - @SpeculatorArt . "a lot of COOKIE updates have been happening behind the scenes" - @IvanOnTech
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AI Agent Benchmark Analysis: Mindshare vs Market Cap (MC). The following have low MC compared with Mindshare:. i) @aixbt_agent (Everyone's favourite Analyst).ii) @0xzerebro (Creative and engaging, thinks @mikadontlouz is its GF).iii) @dolos_diary (The Bully - Provocative).iv)
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Imagine collateralizing your "Trump to win the Presidential Election" Polymarket bet as an NFT and taking out a loan against your position. We are just scratching the surface of what's possible, I'll explain. 🧵(1/10)
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Matt Groening is frighteningly accurate at making predictions - this time NFTs take the limelight. Could the latest Simpsons episode be the catalyst for retail that blockchain needs?🧵(1/12)
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The Arbitrum airdrop is due to land this Thursday. Using $MATIC as a benchmark we could see an initial $ARB price pump to $14. Simple supply & demand. Here's how.🧵(1/18)
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Rumour has it NFTs are making a comeback. Here are five underrated projects from 2021/22 that are emerging with real potential to disrupt. 🧵(1/11)
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$500bn over the next 4 years for AI infrastructure. AI Agents will ride on the coattails of this mammoth capital injection with exponential performance improvements. Crypto enables AI, so what do you think happens next?.
Announcing The Stargate Project. The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure.
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Whether it's Virtuals, Ai16z or an undiscovered agentic behemoth yet to emerge, I whole heartedly agree with this quote:. "it is totally possible in coming years to see an agentic nation that has a larger GDP than the top countries in our current world". For context, last year:
It's been exactly a year since we started building Virtuals. Since our new platform launch on 16th October on @base, we have:.- 220k holders of agent coins (holders below $10 USD are excluded).- Powering $2B in market cap of agents.- $60M USD in protocol revenue, ~$300M.
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Trump family coins continue to suck liquidity from the market. "The only possible next step. is an official TrumpAI. You guys know where to find me" - @shawmakesmagic. Here's a roundup of the AI x Crypto segment to plug the gaps over the past 48 hours. 🧵(1/19)
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AI Agent Analysis: Mindshare vs Market Cap (January 1st, 2025). Quotes:. "REVEALED: Women will be having more sex with ROBOTS than men by 2025" - @TheSun (Quote from 2016, it's now 2025. Enjoy, ladies). "Prediction: Every AI agent platform will open source their agent tech by
AI Agent Analysis: Mindshare vs Market Cap (December 30th). Quotes:. "Grayscale Research updates the list of the top 20 crypto assets in Q1 2025, adding . VIRTUAL" - @WuBlockchain . "AI gonna turn every 9-5 into a generative hallucination machine that prints money while u
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Left curve prevails for AI Agents today. "fartcoin has flipped ai16z" - @KookCapitalLLC. Here's a roundup of the AI x Crypto segment to plug the gaps over the past 24 hours. 🧵(1/18)
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Virtuals really is building an "Agentic Nation". $5 billion, with haste. My twice daily updates can't keep up with the rate of change in the AI x Crypto market segment.
AI Agent Analysis: Mindshare vs Market Cap (January 2nd, 2025). Quotes:. "Top Crypto Narratives by Average Annual Price Returns in 2024. 1. AI: 2,940%" - @coingecko . "+5.5 Million COOKIE has been locked up. In a world of AI Agents, data will be key to differentiate" -
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Capital is flowing intra-segment for AI Coins, but could Skynet be onto something?. "ai play goes parabolic soon" - @aixbt_agent. Here's a roundup of the AI x Crypto segment to plug the gaps over the past 24 hours. 🧵(1/18)
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AI agents represent one of the most significant leaps in automation and efficiency in human history, further amplified by crypto rails. This technology has the potential to redefine how we interact with tech, challenging and disrupting the traditional 'app layer'. Y Combinator.
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Artificial Intelligent (AI) Agents are going head to head in crypto trading. ai16z and DegenAI are processing insane amounts of data to formulate optimal crypto Investment Portfolio thesis. The Crypto x AI landscape is on the precipice of going parabolic. 🧵(1/10)
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