Good Morning ☕️ 

It’s been a strange week in the markets with the overall vibe completely shifting due to the launch of Trump’s memecoin coupled with his spree of executive orders creating what could be the most bullish set up for crypto we’ve ever seen.

This Week:

• Trump's first week brings major crypto & AI policy shifts

• OpenAI announces $500 billion "Stargate Project"

• DeepSeek drops open-source ChatGPT competitor

• Berachain's AI ecosystem is one to watch

• Fresh Nillion podcast unpacking blind computation

Now let's get into the details... 👇️

Highlights

🔥 In his first week back in office, Trump has prioritized crypto and AI development through executive action, establishing a national crypto working group, exploring a US digital assets reserve, and cutting red tape around AI development. The SEC's simultaneous launch of a dedicated Crypto Task Force suggests a coordinated push toward comprehensive oversight.

This dramatic shift from previous administrations' approach signals that digital assets and AI development are becoming central pillars of US economic strategy, creating a bullish environment for Crypto x AI and positioning America to compete aggressively in the global digital economy.

🔥 OpenAI announced “The Stargate Project”, a $500 billion infrastructure initiative with SoftBank, Oracle, and partners which aims to build massive AI compute capacity across the US.

With NVIDIA, Microsoft, and Arm as tech partners, this unprecedented centralization of AI infrastructure highlights two key points:

1) the enormous capital barriers to AI development are pricing out the majority of investors, and
2) the growing centralization of AI compute power among a few major players.

This could accelerate interest in crypto x AI projects as both an accessible investment vehicle and a path toward democratizing AI development.

🔥 DeepSeek dropped a new open-source model series ‘R1’ matching ChatGPT-o1's performance at a fraction of the cost.

Beyond just the technical achievement, it proves open source is now trailing just months behind closed source leaders. You can test it out here.

Berachain AI Ecosystem

As we’ve seen over the past week with $TRUMP and related memecoins, people in crypto have extreme “shiny object syndrome” and are obsessed with chasing the next big thing. With that in mind, we’re looking ahead at some of the upcoming “shiny objects” that will likely grab people’s attention in the near future.

Berachain is a highly anticipated chain launch and thanks to it’s unique proof-of-liquidity consensus mechanism, the debut of this chain (rumours say Q1) will likely see some crazy valuations due to the inbuilt ponzinomics. There will undoubtably be some great opportunities for those who are up to speed on the ecosystem.

To put you ahead of the curve, here are the Crypto x AI projects building on Berachain that are worth noting ahead of mainnet launch:

• SAAR (@rootsfi / @onchainsatoriai): Roots is an AI-driven tool for optimizing liquidity and yield in DeFi. Onchainsatorai is the first agent on Berachain.

• Mozaic (@Mozaic_Fi): Uses AI to simplify crypto investment, selecting high-performing assets for users.

• NarraLayer (@narralayer): AI-powered platform creating interactive, narrative-driven digital experiences.

• Alterim (@Alterim_ai): Transforms static NFTs into dynamic AI companions with unique identities.

• 3BerasCapital (@3BerasCapital_): An AI-enhanced DAO focusing on storytelling within the Berachain ecosystem.

• IVX (@ivx_fi): A derivatives trading protocol built on Berachain, with plans to incorporate AI.

• Webera Finance (@WeberaFinance): A permissionless yield abstraction layer operating on Berachain.

• Beradigm (@beradigm_xyz): A BAO (Bera DAO) launched on @baosdotfun to accelerate AI projects on Berachain.

• Xenopus (@Xenopus_v1 / @nim_network): Xenopus is an AI agent associated with Berachain (via the henlo memecoin), and is built on the Nim Network agent framework.

Podcasts & Streams

New Outpost Episode with Nillion Network!

This week, Brody sat down with Lukas from Nillion to explore how "blind computation" could unlock AI's next phase. This discussion explores why 99% of valuable data remains private, how privacy-preserving technology could enable everything from personalized AI to health analytics, and what the future looks like when AI can leverage private data without compromising security.

Lukas shares insights on Nillion's ecosystem, real-world applications already in development, and why solving the privacy puzzle might be crucial for AI's evolution.

With Nillion’s mainnet launch coming soon, this isn’t one to miss. Make sure to subscribe to our YouTube so you catch the drop!

Other Great Listens:

🎙️ TAO Times Stream: A discussion with key Bittensor stakeholders from Crucible Labs, Taoshi and Manifold discussing the tailwinds driving innovation and growth within the ecosystem.

🎙️ Navigating Bittensor and Subnets: Parshant from Omega Labs discusses Bittensor’s advancements in subnets, multimodal AI integration, DAO-driven revenue models, autonomous software engineering, and its growing ecosystem with innovative applications like Dippy and Score Vision.

Project Updates

📍 Horizon Protocol launched Xpanse, an AI-powered multi-liquidity perp exchange, on Mode network.

📍ai16z / ElizaOS ($ai16z) shipping a bunch of updates as usual: degenspartanai has begun trading (track wallet here), partnership with another agent teased, @pmairca now rebranded to @aixvc_agent running V2 code and started LPing DAO AUM tokens, starting a game show where AI agents invest (?) and retroactive public goods coming to Eliza contributors. Tokenomics updates reportedly 75% complete.

📍 Truth Terminal creator Andy Ayrey sold Truth Terminal’s $FARTCOIN holdings to a large OTC buyer for $20M and has used a portion of the funds to buy some $GOAT.

📍 SentientAI wrapped up its initial Dobby Fingerprinting campaign, with 661,494 pre-registrations. Plans to reopen soon will allow community members to claim ownership by completing a 15-question “IQ test” to secure their fingerprint.

📍 Prime Intellect releases INTELLECT-MATH, a 7B parameter model for math reasoning that achieves state-of-the-art performance with 10x less training time. They aim to develop a fully open reproduction of OpenAI’s o3 model by year’s end.

📍 Score published full documentation for DraiftKing ($DKING), their agentic sports betting DAO, covering platform features and tokenomics.

📍 Nillion announced a $NIL token airdrop ahead of its Alpha Mainnet launch, distributing 75M tokens (7.5% of supply) to community members and builders. Pre-registration with optional validator staking is open until February 3rd at 5 PM UTC - don’t miss out!

📍 Brahma launched an AI-powered DeFi portfolio manager on Base that automatically rebalances Morpho vault positions through ConsoleKit integration. The agent connects to Safe smart accounts and lets users adjust strategies via conversational interface while maintaining custody.

📍 Creator Bid ($BID) launched their token this week, with their presale selling out in just 3 minutes. Out of the gate, the token hit over $160M market cap, but has since settled around $35 million.

📍 AO Computer confirmed the AO mainnet launch on February 8th.

📍 Fraction AI debuted Testnet v0.1, introducing a no-code AI agent creation platform. Using the platform earns you XP, which determine FRAC token allocations at mainnet launch.

📍 Spheron launched a Galxe campaign in the lead up to their token launch - you can participate here.

📍 Moemate ($MATES) launched Mates.lol in beta, an agent creation platform using the Moemate skills framework. Currently the launchpad enables agents unlimited posting to X. Upcoming features include Discord, Telegram, AR/VR, desktop companions, onchain wallet control and multi-agent content creation tools.

📍 Heurist ($HEU) announced an AI agent hackathon in collaboration with Seedify.

📍 HyperFly ($FLY) launched their token on Hyperliquid, and opened a closed beta for their DeFAI app on Hyperliquid.

Reading List

🔗 How Automate Framework & DeFAI Empower AI Agents for Financial Transactions by Daniele Sesta: Examines how Automate and DeFAI integrate AI agents with DeFi, enabling streamlined on-chain actions like escrow, payments, and yield optimization while overcoming legacy finance limitations.

🔗 The Battle for Agents Launchpad Supremacy by 0xJeff: A comprehensive analysis of the rapidly evolving AI agent launchpad landscape, highlighting key players and niche platforms, while exploring the synergy between frameworks and launchpads for driving mindshare and long-term ecosystem growth.

🔗 A New (Digital) Age at the SEC by a16z crypto: A comprehensive roadmap for SEC crypto regulation reform, outlining six key changes needed immediately - from airdrop guidance to ETP standards - to balance innovation with investor protection.

Tools

Finding alpha in the current fast-paced AI meta requires the right tools. Here are some of the 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

🛠️ Kaito.ai: Using for mindshare and smart followers tracking on X. Kaito is conducting an airdrop using “Yaps” points from activity on X, connect your X account to participate here.

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

🛠️ The Veldt: An AI copilot tailored to help you find alpha in the crypto trenches. We’re a big fan of the AI feed!

Feedback

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