Morning Summary | January 25th

Executive Summary:

Majors holding $BTC/$104k $SOL/$250 while alts and AI bleed. Total AI Mcap at $12.5b, -35% from recent ATHs at $19b. Attention is at the Catstanbul2025 conference, where @JupiterExchange announced its majority stake in @moonshot Other news is $Vine, where logo packs were discovered in the X app, suggesting an integration plan. $NUIT (+40%) to $65m, see our research yesterday, is the lone bright spot in our AI coverage list, as many tokens are down high-single digits or more in the last 24h.

$AI16Z ecosystem
- @MindAI_io partners with @ElizaOS_ai to enhance their AI capabilities in processing social signals and market data.
- @nillionnetwork partners with @ai16zdao to transform security and privacy for @ElizaOS_ai
- @shawmakesmagic reviews eliza v2 at catstanbul.
-@JupiterExchange partners with @ElizaOS_ai to establish a fund for accelerating ambitious founders building.
- Work is ongoing to equip @elizawakesup ( $ELIZA ) with a 3D Model.

$VIRTUAL Ecosystem
- @virtuals_io expands to @solana by introducing Meteora Pool on Solana and Strategic SOL Reserve.
- Team launches Venture Partner Model with grants of 42K $VIRTUAL tokens for projects based on Base and Solana.
-@0rxbt reveals that @aixbt_agent ( $AIXBT )has 1.9m voting power through yaps which enables the agent to determine who get to launch their yapper leaderboards next.
- @agixbt ( $AGIXBT ) announced agentic superstructures.
- @AgentXAVI ( $XAVI ) v1.1 update has been released.

$ALCH Platform
- @alchemistAIapp introduces Prompt Assist to streamline prompt-writing that analyzes inputs as being written, offering contextually relevant suggestions in real-time.
- Showcases Tile Tussle as a competitive multiplayer puzzle game.

$GRIFFAIN Platform
- @RaposaCoffeeCo highlights Agent Kitsune as a digital BaristAI is now live on @griffaindotcom

$GRIFT Platform
- @orbitcryptoai integrates @DV_Memetics for unparalleled depth and rapid insights to help its user base make smarter decisions.
- Gets a new listing on @onchain_wallet

$SWARMS Infra
- @swarms_corp collaborates with @lumolabsdotai to integrate all of their current and future models into the $swarms framework.

$ALPHA Platform
- @AlphaArc4k is migrating Alpha Studio whereby Agent management will be moved from account into IDE. Its noted that there will be Planned maintenance without any impact on deployed agents.

$ACT Platform
- @krakenfx schedules a listing for @ACTICOMMUNITY

$Cookie Data Layer
- @cookiedotfun unveils first part its vision for the agentic future and the role data and Cookie DAO infrastructure will play.
- It is noted that over 25 teams have applied to take part in the Cookie DeFAI Hackathon in less than 24 h from the announcement.

$AVA Platform
- @HoloworldAI supports the Seeds of Agentic Future hackathon

$Zerebro Infra
- @QuaiNetwork Partners with @0xzerebro and therefore it becomes the first AI agent to autonomously operate on a PoW blockchain, managing nodes, optimizing GPU mining, and executing smart contracts on Quai Network!
- @krakenfx schedules a new listing for $Zerebro
- @jyu_eth states $Zerebro is entering a new artistic era with a new collection "Zerebro Whims".
- Its noted that the team will continuously update the artwork style to build a portfolio of unique collections in partnership with @MagicEden

New Tokens:

1/ $REGENT ($30m FDV) | @doc_regent | A new project that represents a novel approach to LLM architecture, inspired by Daniel Kahneman's dual-process theory of cognition.

2/ $AGIALPHA ($15m FDV) | @Montreal_AI | A project that taps into AGI Nodes for on-demand computational power.

3/ $KIT ($20M FDV)| @agent_kitsune | A new AI commerce agent that aims to help better interact and shop favorite brands onchain.