S4mmyEth

TAO and Virtuals are up 18% and 23%, respectively, since the ceasefire in the middle east.

$3.5mm of net capital inflows into its VIRTUAL and GAME tokens in a 24 hour period is nuts.

There may not be a traditional alt season, but I'd bet that AI coins will lead this cycle.

Who are the best researchers at the intersection of Crypto x AI?

Looking to bolster my resources.

Investors have an insatiable appetite for stablecoin protocols.

The reason?

Check the top 10 performing crypto assets in the past 24 hours.

Ethos Validators trading close to 4 ETH.

No sales for 3 days, then all of a sudden 7 change hands in the past 24 hours.

Does someone know something?

@ethosAgent spill the beans.

Stablecoins are on TradFi’s radar — yet few are tapping into tokenized AI compute as a yield engine.

Who’s building this?

Revenue meta.

Which Crypto x AI protocol are you most bullish on right now, and why?

I’ll be pulling together a deeper market segment analysis over the coming weeks.

Keen to see if there’s a hidden gem flying under the radar.

Drop your picks in the comments:

IPO SZN.

Circle yesterday, Gemini news today.

Probably a sign of things to come as more crypto related companies go public.

This means more buy pressure from Index Fund providers as they’re forced to hold the underlying stock.

Paradigm shift.

I can’t believe nobody on CT is highlighting that Vanguard disclosed yesterday they own 11.4% of Coinbase (COIN) common stock.

That’s an eye watering $7.5bn.

Vanguard has always been the poster child for old-school, low-cost investing and has pretty much steered clear of anything crypto.

But now crypto-native companies are becoming too large and too integrated into financial markets to ignore.

Will Pump Fun token holders be entitled to future fee share or will there be token buybacks built in?

If not then I don’t see where the value is in buying in at a $4bn valuation.

Pretty wild that the cumulative value of all memes launched from Pump is only $0.5bn higher than the amount they’re raising at.

Early investors eating well on this; previous rounds were at $12mm, $100mm and $250mm IIRC.

That’s a 333x for the earliest round!

No indication of airdrop to loyal protocol users - I’ve got more questions than answers now!

Crypto twitter is wild.

Imagine returning from two days of grass touching to:

i) People shouting (loudio, loudio), and;
ii) Saying the “Initial Attention Offering” will rival the resurrection of Jesus.

No wonder normies look at us as if we eat glue.

Happy Bitcoin new all time high to those who celebrate!

Retail is coming.

There's been a spike in Google search trends for "Etherium" rather than Ethereum.

I've accepted that I will be replaced by AI in the near future.

It'll begin with operational efficiencies and lead into a complete automation of my workflow.

So I've been working behind the scenes with @openservai to co-develop a dynamic crypto AI research dashboard.

Here's some potential modules we've been toying with:

i) On-chain flow signals
ii) Real-time social + sentiment layer
iii) AI macro news feed
iv) Capital Raise / deal flow tracker
v) Trend detection across media + dev activity

Essentially replacing historical analysis with real-time analysis.

What other features would you find useful?

We are discussing internally how to make these dynamic dashboard modules available to the SERV ecosystem, so if there's something specific you would find useful please let me know below!

Breaking: Tether just announced its AI vision "Tether AI"

This means a decentralized, peer-to-peer network of BILLIONS of AI agents.

Most of the economic activity happening online will be carried out on behalf of humans, by agents.

This comes days after VISA and Mastercard announced their AI Agent initiatives. Expect more to follow.

TLDR:

i) Tether AI, dubbed "Personal Infinite Intelligence," is an open-source AI runtime launching soon, designed to run on any device without API keys or central failure points.

ii) It integrates Tether’s Wallet Development Kit (WDK) for seamless USDT and Bitcoin payments, aiming to bridge AI and crypto ecosystems.

iii) The platform targets a peer-to-peer network of billions of AI agents, promoting decentralized, privacy-focused intelligence

iv) Tether’s recent AI moves include a 2023 stake in Northern Data Group for AI infrastructure and a 2024 global recruitment drive for AI talent

v) This follows Tether’s November 2024 launch of the WDK, supporting non-custodial wallets for USDT and Bitcoin, also designed for AI agents

Agents will be transacting seamlessly using crypto rails sooner than you think - both traditional and decentralized payment rails are rolling out the necessary infrastructure to enable this.