Notable Event | $ELIZA ($115m FDV) | @elizawakesup Via @ai16zdao by @shawmakesmagic DVM View: Yesterday, @elizawakesup released Technical papers and a Tokenomics documentation. The key incremental take-aways on the technical side revolve around an “Eliza Everywhere” theme: i/ Real girl companion, DePin and media content; ii/ web & mobile interaction-type (multimodal) with
Executive Summary: Majors up with $BTC ~$99k and $SOL $196, and AI names following-thru nicely. Top news was $ELIZA update yesterday; and sharp rebound in top frameworks $ai16z and $ARC which is on-going. In Infrastructure, $SORA (new, $16m), $ALPHA (+100%), $ARC (+56%), $APY (+44%), $GAME (+33%), $GRIFT (+30%). In AI
Executive Summary: $BTC and majors higher, on cooler PPI data, carrying most AI names along with it. $Pippin demo'd its new Framework (albeit without a release date) and $ai16z continues to ship updates. On the Infra side, $ai16z rebounding (+20%), $AIOS (+77%), $AVA (+43%), $HYPER (+40%), $SVMAI (+35%
Notable Event | $Pippen ($165m FDV) | @pippinlovesyou Via @yoheinakajima DVM View: @yoheinakajima demo’d the highly anticipated open-source python-based $Pippin Framework tonight (official release still TBD), with 11k viewers tuned in on X (note: $pippin has 28k holders). Our take-aways are: 1/ Web UI looks clean; 2/ simple and easy and
New Token | Quick Glance | $MOBY ($30m FDV) @mobyagent Via @assetdash , @griffaindotcom , and @whalewatchalert DVM View: $Moby is one of the first major crossovers we’ve seen from web2 (@assetdash) to web3 utilizing an AI Agent. We are encouraged by use of top tier ecosystem partners (Whale Watch and $Griffain) and
Executive Summary: Markets down, but off BTC’s ~$90k lows, as most AI names are recovering a portion of earlier losses. Key events for the day are: $Pippin's Demo of newly built framework, and $AETHER's release of aetherOS. On the Infra side $HOLO (+35%), but most
Spotlight Research | $AVA ($185m FDV) @AVA_holo Via @HoloworldAI & @tong0x DVM View: $AVA is an AI agent, with an underlying non-code launchpad for multimodal AI agents focused primarily on the social (X, TikTok, IG) and gaming end-markets. The project serves as an audio-visual layer of the agentic systems (with
Executive Summary: Majors stable to slightly higher with $BTC $94.5k and $SOL $188 with modest changes in AI names. $AICC the story on controversy (same KOL story), as AI looks for majors to turn. On the Infra side, $AIOS (+105%, albeit well off recent highs), $SWQUERY (+50%), $OCTO (+10%
Research | Quick Note | $ai16z ($1.3b FDV) | @ai16zdao Via @shawmakesmagic DVM View: In the past 7 days, $ai16z is down ~40%, and down ~55% from recent ATHs (vs peers $ARC/-30%, $zerebro/-47%, $Pippin/+330% in last 7 days). We think a portion of the underperformance is driven by similar
Executive Summary : Majors relatively stable with $BTC $94K and $SOL $187 with AI tokens mostly rebounding. On the Infrastructure side, $AIOS (new, $90m FDV on $75m in vol), $SVMAI (+60%), $LEXICON (+50%), $dGPU (+50%), $TETSUO (+30%), $ALPHA (+25%), $GRIFT (+20%). AI Agents, $OPUS (+35%) and $TANK (+22%) with $APPLE (+22%
Spotlight Research | $Pippin ($250m FDV) | @pippinlovesyou Via @yoheinakajima DVM View: $Pippin was created by a self taught well-respected developer @yoheinakajima, While the current product $Pippin is a fun wobbly AI influencer (aka meme), his work in Frameworks has been well-documented for the last year and comes with a community of
Spotlight Research | $COOKIE ($420m FDV) | @cookiedotfun Via @fwielanier DMV View: $COOKIE is positioned as the center of the AI Agent revolution, as the data & analytics hub for tracking and analysing AI agents (across 20+ chains) - think Bloomberg for Agent Intelligence. Overtime with the proliferation of agents (curr=~1000