With Bitcoin consolidating just below all time highs, an alt season becomes increasingly likely.
But this will probably be isolated to pockets of crypto, of which I believe AI will run the hardest.
Here are some interesting AI developments in the past week alone:
(1/x)
The White House revealed its AI action plan
The intention is to build AI & energy infrastructure, & export American AI around the world
There's also a focus on hyper competitive open source AI - great for crypto
/2
get this the US released an AI Action Plan today & they're basically going all-in on open source AI & crypto
they're removing legal restrictions on startup founders to go build crazy shit & making them open source it
we're finally going to be able to build new financial products, wilder AI models, tokenized assets & equities ALL completely legally.
i can't imagine a better setup for crypto & AI, literally two technologies who's success relies on unencumbered ability to innovate
remember this comes after 10 years of watching crypto get beaten down over and over again
now, in under 7 days the US gov has signed 3 bills to legalize crypto tokenization, perps trading for retail and now hyper competitive open source AI lmao
truly the best time to be building in the USA, i need a drink
This week we had our very own oracle tell us when to sell
Udi took the $3k hit in compute fees to provide us with the alpha
Just please don't front run me, but will be interesting to back test it in a few months
/3
A Clown Cryptopunk is acquired by an AI Agent tied to TIBBIR
TIBBIR has alleged ties to Ribbit capital with speculation growing around the Fund, as whales deploy capital into the token pushing it to $130m
/4
GIZA blows past $500m in pure agentic volume following its recent integration of ARMA into the @base App
I've personally had capital parked with ARMA for months, automatically earning stablecoin yield + boosted GIZA rewards
/6
BANKR has been on a roll recently, with support from Coinbase
Now entertaining leverage and RWA integration to its agentic tech stack
Testament to @0xDeployer for continued iteration and innovation
/8
Poseidon reveals a $15m raise led by A16z to build infrastructure that collects, curates, and licenses high-quality data for physical AI
Incubated by @StoryProtocol
Robotics will only get more impressive
/9
General Impressions reveals its token utility, including revenue share
The GEN token recently blew past $30m following eastern market interest
/10
$GEN is the core utility and coordination token within the General Impressions agentic framework, powering intelligent node execution, persistent memory, and decentralized agent workflows.
Agents in GI are long-lived, autonomous, and economically active. From Telegram-native bots to onchain trading agents, every request, memory update, and coordination step runs on $GEN.
• As settlement gas, $GEN fuels verifiable execution of stateful nodes
• As a payment medium, it enables agent-to-agent rewards, programmable incentives, and shared intelligence routing
This dual role unlocks:
• Per-request execution fees
• Community node revenue sharing
• Persistent workflow storage
• Priority scheduling in congestion
• Capability publishing into the open agent registry
$GEN is the economic engine of agentic AI.
Billy Bets announces its capital raise and move to Base, likely following funding from Coinbase Ventures
Billy's terminal is fully functional and a half decent bet (excuse the pun) on sports betting agents
/12
Google Deepmind reveals Aeneas
Aeneas translates historical inscriptions more effectively than has been possible previously
There's a plethora of sophisticated civilizations that we know little about; thus providing insights that advances humanity
/14
Flipside crypto has historically been used frequently in crypto related dashboards
It's now rolled out its AI feature - Enhanced AInalytics
/16
Microsoft reveals Co-Pilot mode with its "Edge" Browser
Multi tab analysis can be executed seamlessly
Yes, I know nobody uses Edge, but perhaps this will roll out to Chrome or Brave also!
/18
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Disclaimer: I hold investments & have existing partnerships with some of the Agents/protocols mentioned above
@xai @Kalshi X missed tile no.11:
Youmio announces its L1 blockchain, built with Avalanche
It aims to ensure AI agents are transparent and verifiable, addressing security risks from malicious prompts and enhancing trust in AI decision-making
/11
@meshulam_k @youmio_ai @avax I despise X sometimes - it completely omitted no.11 which was Youmio
Have added again below
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