The AI x Crypto narrative is consolidating.
Consumers don't care about decentralization, they care about speed. Enterprises are allergic to tokens.
So where's the PMF going to come from? Probably AI Agents.
The "Agentic Payments" narrative went nuclear, led by the x402 protocol. Mindshare exploded 15x.
Here's a rundown since last week:
🌈 Project Updates
= @GoKiteAI secures a new investment from @Coinbase Ventures, extending its Series A led by @PayPal Ventures. Also announced the Kite Foundation and launched its token
= @PerleLabs raised $17.5M to launch a web3-native platform connecting enterprises with verified contributors for AI data labeling on @solana.
= @PiCoreTeam made its first investment in OpenMind, integrating Pi node operators to use idle compute for AI robotics workloads.
= @gaib_ai deploys $50.4M across AI and robotics financing deals, with a $725M pipeline next in line.
= @AlloraNetwork unveils $ALLO, powering peer-to-peer intelligence markets. Season 1 staking rewards will last 9 months.
= @UnifaiNetwork launches PolyArena, a live prediction battle on @Polymarket where six top AI models trade autonomously.
= @Gata_xyz launches its decentralized GPU cloud; GPU credits can now be purchased directly with $GATA.
= @akashnet_ completes its Mainnet 14 upgrade (Cosmos SDK v0.53). $AKT climbed 25% on the news.
= @opentensor now supports @chainlink's CCIP, enabling secure $TAO asset transfers between Bittensor and Ethereum.
= @hippius_subnet gets listed on @MEXC_Official, becoming the first-ever Bittensor subnet token to debut on a CEX.
= @webuildscore upgrades its incentive system to a transparent, verifiable model.
= Telegram announced Cocoon, a new decentralized AI network on @tonblockchain, letting users earn $TON by sharing GPU power.
= Subnet 25 acquired and rebranded as Embryon by @KeithSingery, establishing an incubator to attract top teams to Bittensor.
🌴 AI Agents
= @Hive_Intel launches 17 specialized crypto agents built on Claude Code for auditing, MEV research, and on-chain analysis.
= @AutomataNetwork is operationalizing the new ERC-8004 standard with hardware-attested agents, establishing a secure, verifiable foundation.
= @questflow launches Tars 3.0, its “Agentic Block” platform. Over 785 creators joined in 24 hours.
= @virtuals_io launches Jeff CEO, a ve(3,3) DEX on Virtuals Protocol governed entirely by an AI CEO agent to maximize user yield.
ChaosChain ( @_sumeetc) made x402 fully trustless, replacing the facilitator layer with a BFT-verified workflow on @chainlink CRE for cryptographic proof on every payment.
Did I miss anything? Let me know in the replies.
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