New Token | Quick Glance | $MOBY ($30m FDV) @mobyagent Via @assetdash , @griffaindotcom , and @whalewatchalert DVM View: $Moby is one of the first major crossovers we’ve seen from web2 (@assetdash) to web3 utilizing an AI Agent. We are encouraged by use of top tier ecosystem partners (Whale Watch and $Griffain) and
Executive Summary: Markets down, but off BTC’s ~$90k lows, as most AI names are recovering a portion of earlier losses. Key events for the day are: $Pippin's Demo of newly built framework, and $AETHER's release of aetherOS. On the Infra side $HOLO (+35%), but most
Spotlight Research | $AVA ($185m FDV) @AVA_holo Via @HoloworldAI & @tong0x DVM View: $AVA is an AI agent, with an underlying non-code launchpad for multimodal AI agents focused primarily on the social (X, TikTok, IG) and gaming end-markets. The project serves as an audio-visual layer of the agentic systems (with
Executive Summary: Majors stable to slightly higher with $BTC $94.5k and $SOL $188 with modest changes in AI names. $AICC the story on controversy (same KOL story), as AI looks for majors to turn. On the Infra side, $AIOS (+105%, albeit well off recent highs), $SWQUERY (+50%), $OCTO (+10%
Research | Quick Note | $ai16z ($1.3b FDV) | @ai16zdao Via @shawmakesmagic DVM View: In the past 7 days, $ai16z is down ~40%, and down ~55% from recent ATHs (vs peers $ARC/-30%, $zerebro/-47%, $Pippin/+330% in last 7 days). We think a portion of the underperformance is driven by similar
Executive Summary : Majors relatively stable with $BTC $94K and $SOL $187 with AI tokens mostly rebounding. On the Infrastructure side, $AIOS (new, $90m FDV on $75m in vol), $SVMAI (+60%), $LEXICON (+50%), $dGPU (+50%), $TETSUO (+30%), $ALPHA (+25%), $GRIFT (+20%). AI Agents, $OPUS (+35%) and $TANK (+22%) with $APPLE (+22%
Spotlight Research | $Pippin ($250m FDV) | @pippinlovesyou Via @yoheinakajima DVM View: $Pippin was created by a self taught well-respected developer @yoheinakajima, While the current product $Pippin is a fun wobbly AI influencer (aka meme), his work in Frameworks has been well-documented for the last year and comes with a community of
Spotlight Research | $COOKIE ($420m FDV) | @cookiedotfun Via @fwielanier DMV View: $COOKIE is positioned as the center of the AI Agent revolution, as the data & analytics hub for tracking and analysing AI agents (across 20+ chains) - think Bloomberg for Agent Intelligence. Overtime with the proliferation of agents (curr=~1000
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