Good Morning ☕️ 

Markets might be bleeding, but the alpha keeps flowing. From new tools to emerging agent trends, there's plenty to unpack this week.

This Week:

• NVIDIA unveils $3,000 desktop AI supercomputer

• Aiccelerate DAO launches with powerhouse advisory board

• Key trend: zero-person protocols and AI-focused interfaces emerge

• New tools roundup for tracking the agent landscape

• Fresh podcast episode with Kel on market psychology

• Must-read analyses from leading crypto x AI researchers

Now let's get into the details... 👇️ 

Highlights

🔥 NVIDIA announces Project Digits, a $3,000 desktop AI supercomputer, promising to put the equivalent of 1,000 laptops' computing power into a Mac Mini-sized device.

By providing extremely affordable, accessible, high-power AI computing that fits on a desktop, this is a major step toward democratizing AI development and usage.

🔥 The Aiccelerate DAO announced its launch on daos.fun, with an impressive roster of advisors from major crypto and AI organizations, including leadership from Virtuals, AI16z, and Coinbase Ventures. The initiative aims to become a multi-ecosystem Crypto x AI index through investment and development activities and their first project being a research-focused AI agent. 

We are very excited to join the DAO and provide our insights and support distribution efforts!

🔥 We've analyzed and curated 2025 predictions from industry leaders at Dragonfly, Multicoin Capital, and other prominent analysts. These key themes emerged consistently:

• Zero-person agentic protocols set to explode

• AI becomes the primary interface for internet interaction, disrupting traditional SaaS

• Emergence of agentic interoperability standards and swarm capabilities

• AI agents gain DeFi autonomy (credit access, trading, yield generation)

• Voice AI reduces smartphone dependence

• Growing divide between AI orchestrators and the orchestrated

We believe that 2025 is truly the year of the sovereign, high-agency individual, and it is your job to position yourself for the post-AGI world. With all of these AI tools, there has never been a greater opportunity to build and contribute!

Alpha Corner

Emerging Ecosystem: Abstract Chain

👀 We’re hearing an increasing number of mentions about Abstract Chain - one to keep an eye on as cygaar (the founder of Abstract Chain) dives into all of these AI open-source frameworks.

How many other Ethereum Layer 2’s do you think will begin to accommodate native AI functionality? We believe that all of them will. Every app, chain, product will be an AI product.

Emerging Trend: AI x Gaming x Social

👀 The next evolution of virtual worlds is emerging through the fusion of AI agents, gaming, and social platforms. Unlike previous metaverse attempts, this iteration leverages autonomous AI agents with distinct personalities to create dynamic experiences, powered by projects like Hyperfy, ARC Agents, and Virtuals. @cryptopunk7213 wrote a good tweet on this intersection here.

We have been chatting with some gaming teams who are making the push towards AI this year, and we are excited to see what comes out of it. We think that gaming will thematically make a run this year with the glaring improvement in crypto games over the past 6 months. Delphi posted a great thread about gaming here.

Emerging Trend: AI x Metaverse 2.0

👀 We're watching the convergence of AI agents with virtual worlds, as projects move beyond static environments to create dynamic, agent-driven spaces. Look out for more projects combining AI agents with virtual world creation and tokenized ownership. @defi0xjeff also just published a good overview of this trend here.

Right now this is screaming a top signal but we will patiently wait on the sidelines until something substantive shows itself. We will be selling everything once DJ Khaled’s metaverse land sells for $10 million.

Tools

Finding alpha in the current fast-paced AI meta requires the right tools. Here are three platforms we're using daily:

🛠️ AI Agent Toolkit - Comprehensive directory of AI agent resources, from frameworks and launchpads to tutorials and infrastructure

🛠️ Cookie.fun - Track agent metrics, market caps, and mindshare in real-time

🛠️ Taostats.io - New analytics dashboard for monitoring Bittensor network activity and performance

Have a useful tool we should feature? Let us know!

Podcasts & Streams

New Outpost Episode: Market Psychology with Kel (@kelxyz_)

Outpost subscribers now get early access to podcast episodes!

In this pod, we explore market psychology in crypto cycles, the power of contrarian trading, and why AI represents a fundamental shift in internet usage. Kel unpacks how successful narratives form, shares key lessons from his trading journey, and explains why AI agents could revolutionize how we interact with the internet. This was a such fun conversation that is also stacked with actionable alpha.

Other Great Listens:

🎙️ Bittensor EVM Stream: Our first ever livestream!

🎙️ 2025 Crypto x AI Predictions: Haseeb Qureshi on The Rollup

🎙️ Future of AI, Crypto, and the Fate of Humanity: Alexander Good with Ben from WOMBO

Project Updates (ai16z)

📍 ElizaOS has launched on Arbitrum to enable the ELIZA community to create advanced AI agents using Arbitrum's MultiVM architecture and DeFi ecosystem.

📍 The Akash community is developing a plugin for ElizaOS that will allow AI agents built with Eliza to automatically deploy on the Akash Supercloud's permissionless compute infrastructure.

📍 Heurist has partnered with ai16zdao to support the Eliza ecosystem by providing serverless AI infrastructure with 12,000+ GPUs globally, free API credits, technical support, and research collaboration opportunities for over 300 Eliza developers.

📍 ARC and Eliza Labs have formed a strategic partnership to advance AI agent development through shared resources and collaboration, including preferential access to ARC's Gaming SDK, combining LLMs with behavioral models, building simulation environments, and expanding developer education, with initial proofs of concept starting in Q1 2025.

Reading List

🔗 @123skely breaks down the concept of "Hyper Structures" - a framework for creating autonomous, permissionless blockchain agents that can independently launch and manage token pools with specific criteria.

🔗 @VU_virtuals on AI portfolio management with Velvet Capital - a continuation of the DeFAI trend that we highlighting last week and have seen truly explode over the past 7 days.

🔗 @defi0xjeff unpacks recent developments in the "Agentic Metaverse" space - highlighting how AI agents are being integrated into gaming environments through partnerships between Virtuals Protocol, Illuvium, and indie.fun.

🔗 @0xbebis_ breaks down the economics of running AI agents - costs roughly $1-3 per day, much cheaper than the $140k Phantom advertised for a social media intern only 6 months ago!

🔗 @wmpeaster provides an overview of Wayfinder - a chain-agnostic AI infrastructure platform emerging from Parallel TCG that enables users to deploy AI agents for blockchain interactions.

🔗 @danielesesta on DeFAI revolutionizing open-source software funding through sentiment analysis agents and autonomous governance tools.

🔗 @karsenthil dropped his Crypto x AI thesis Pt 2 (Pt 1 here)- identified 4 major trends: super-apps that aggregate AI capabilities, specialized AI agents as SaaS, AI-native infrastructure layers, and intelligent on-chain assets that can dynamically modify their behaviour.

🔗 @yb_effect analyzes Q1 trends in the AI agent space - highlights the rise of agent frameworks (like ai16z and Virtuals), the shift toward consumer-facing agents, the diversification of trading agents across asset classes, and the growing importance of agent verifiability.

🔗 @sandraaleow launches her weekly AI agent series - covers mindshare trends and market movements across the agentic landscape, from aixbt's dominance to the emerging shift toward utility-focused agents.

🔗 @Foxi_xyz maps out how to capitalize on the evolving AI agent economy - discusses three waves (human-to-agent, agent-to-human, agent-to-agent), breaking down the Web3 AI stack and identifying key investment opportunities in each sector.

🔗 @0x3van identifies five key categories shaping the crypto x AI agent landscape - frameworks/launchpads, DeFAI applications, entertainment agents, agentic organizations (DAOs), and verifiable autonomous agents, with detailed examples and trends in each sector.

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