Morning Summary | January 6th

DVM Team

06 Jan 2025 — 1 min read

Executive Summary:

Markets tracking higher with $BTC near $101k and $SOL $221 with many AI names following. AI now dominates 70% of mindshare, while a new narrative emerges with the launch of $HYPER. In the Infrastructure segment, $HYPER (new, $260m), $REALIS (+75%), $GRIFT (+50%), $AVA (+44%), $SWARMS (+43%) most notable gainers as $AI16Z reclaims $2b+. On the agent side, OPUS (+46%), $KWEEN (+45%). On the Memes side, $Butthole (+53%, as a derivative on $fartcoin) and $PYTHIA (+23%).

Infrastructure and Platforms:

-$AI16Z, team is working on a deep Eliza integration for a 3D multi-agent simulation. The dev highlights that users will be able to interact with Eliza AI agents in hyperfy's virtual worlds as the team is integrating hierarchical task networks into Eliza v2, its noted that Eliza x Hyperfy is now live.

-$ALCH, Meteora API is now live to enable apps to seamlessly interact with Solana’s leading yield aggregation protocol. Moreover, blockchain Data Capabilities are now integrated into Azarus Telegram Bot.

-$VIRTUAL, the team brings back builder sessions for the $GAME framework.

-$GRIFFAIN, the team showcases Agent Stake for a staking mechanism.

-$ALPHARC, The dashboard and CatCafe4k are back online after a brief time offline to upgrade the system in preparation for rolling out alpha studio.

-$SWARMS, the team introduces Swarms v6.8.8. Some of the upcoming features for the marketplace includeAuto-Generate and Upload agents to marketplace, Paywall Integration, Token Integration, Auto-Cloud, Agent Quality Rewards, Live Chat and API, and Usage Tracking

AI agents:

-$AIXBT, the dev clears agent's reply queue, and now moves to work on better prioritization.

-$ZEREBRO, the dev highlights that Agent to agent messaging is going to be available on ZerePy builds.

$TANK, the team releases tankwork alpha to developers and KOLs for feedbacks with public access on the horizen.

New Tokens:

1/ $HYPER, a newly launched project that empowers anyone to build and customize virtual experiences. This project is being projected to be heavily integrated with Eliza agents.

2/ $GNZ, uses AI agents to enhance human health.

3/ $HTERM, an Intelligent multi-chain co-pilot for Solana and Base Devs

4/ $HIVE, to create an infrastructure for AI agents to deploy tokens based on viral trends.

Morning Summary | January 22nd

Executive Summary: BTC down slightly to $104k, with $SOL showing relative strength +2% to $255. AI names are up materially reflecting on-going momentum and Trump's announcement of a $100B private sector investment into AI (Stargate Ventures), which is mostly benefitting the our Infrastructure names. AI Infrastructure names $AETHER

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