Executive Summary: Selling pressure across the board with $BTC $92K and $SOL $190, with AI tokens down more meaningfully (many down 20%+). $LLM continues to outperform, reaching $100m+ FDV, after a PvP attack from $fatcoin (Shaw). Marquee names down big; $Virtual/-8%, $ARC/-14%, $ai16z/-23%, $FARTCOIN/-23%. In Infrastructure,
Executive Summary: Markets lower across the board $BTC $95k and $SOL $197. New meme $LLM (see our earlier research), potentially the next $Fartcoin, taking some liquidity; also some notable partnerships in AI today ($Virtual x @illuviumio and $Zerebro x $APY). On the Infra side, $CATG (new, $30m FDV), $NEUR (+60%
New Token | Quick Glance | $LLM: Large Language Model ($62.9m FDV) DVM View: $LLM launched ~4 hours ago ($55m in volume, vol/Mcap: 1.5x), and is one of the most compelling memes we’ve seen in a while. A fat girl (large language model) derived from the $AI16Z logo.
New Token | Quick Glance | $CNJR ($7.6M FDV) | @conjureai $CNJR is a no-code platform for non-tech users to use specialized AI Agents to develop games, web, and smart contracts. The platform also allows developers to contribute to the codebase to create new specialized agents. What is unique about $CNJR is
Executive Summary: Majors gave up some gains, but $BTC still above $100K with $SOL at $212. Big news was Jensen Huang of NVIDIA calling AI Agents "the next robotics industry, and likely to be a multi-trillion dollar opportunity". We believe some of this optimism translated to bids, mostly
New Token | Quick Glance | $HYPER ($200M FDV) | @hyperfy_io Via @AshConnell DVM View: $HYPER makes a toolkit that lets AI agents come to life in a Metaverse environment (interoperable within EVM networks). Think of it as tools and layers that enables AI agents to virtually exist in a Westworld-like space,
Executive Summary: Markets tracking higher with $BTC near $101k and $SOL $221 with many AI names following. AI now dominates 70% of mindshare, while a new narrative emerges with the launch of $HYPER. In the Infrastructure segment, $HYPER (new, $260m), $REALIS (+75%), $GRIFT (+50%), $AVA (+44%), $SWARMS (+43%) most notable
New Token | Quick Glance | $DT70B ($1.9m FDV) | @DT70B DMV View: $DT70B is a memetic extension of an AI model from @AndyAyrey that gave birth to @truth_terminal (TT). Thus, it carries the lore of preceding TT while exploring themes of digital immortality, AI sentience among others. We think given
Executive Summary: Markets are in decline with BTC/$98K SOL/$213. AI seeing lots of activity in terms of developments, including new token launches. On the Infrastructure side, $dT70b (+48.7k%), $Prime (+5.36k%), $v1 (+594%), $Alpha (+43%), & $Aether (+23%, see our report yesterday), are leading the way. Agent
New Token | Quick Glance | $APY ($27m FDV) @AgentiPy Via @bertugoymak, @cigilipaffff, & @eren_timur DVM View: $APY accelerates Python-based AI agent development to Solana, via its bridge and toolkit. This infrastructure is important as Python is the core AI/ML programming language, and $APY’s toolkit could both bridge and
Spotlight Research | $AETHER (11m FDV) | @aetherdotfun Via @litm_sol DVM View: $AETHER is a cognitive mesh framework for self-organizing autonomous intelligence (modular and scalable). $AETHER at $11m FDV appears undervalued vs current swarm peer group ( $SWARMS/$300m, $SNAI/$90m ) with similar use cases (delegation, multi-modal processing, swarm intelligence) and a
Notable Event | $SWARMS ($180m FDV) | @swarms_corp Via @KyeGomezB DMV take-away: Since our initial report on $SWARMS, the token has appreciated ~300% (from $46m to $180m FDM) reflecting, what we believe to be: 1/ re-pricing in the frameworks sector ($ARC, $ai16z, $GAME, etc.); 2/ accelerating adoption in the past 30