The Crypto AI Agent Landscape

From data and training infrastructure to frameworks and launchpads, these projects are cultivating a bullish ecosystem for Crypto AI agents.

Let's dive into details 🧵 We spent 5 hours scanning and studying each project building in Crypto AI and Agentic AI so you don't have to.

Don't forget to bookmark this thread or RT for future reference! 🤌

ETH mindshare hit its rock bottom in 12 months (by @_kaitoai)

CT's attention has been dominated by "AI agents," which account for over 50%.

ETH hasn't broken its ATH for 3 years.

Is this the bottom signal? Will 2025 be the pivotal year for ETH? 🧠🧵 First up, let's wrap up why ETH so underperformed in the last year:

1. Competition from other blockchains like Solana and Base
2. L2 explosion and blob space with its Dencun upgrade, making ETH less deflationary.
3. Staking mindshare fades away with the point meta
4. The launch of Ethereum ETFs in the U.S. was initially expected to boost ETH's price, but ended up a disappointment.
5. Market sentiment changed quickly, Ethereum is experiencing an "identity crisis," with doubts about its potential as a store of value or internet money.

2024 is a landmark year for crypto

- Bitcoin passed $100K
- Total crypto market cap hit $3.91T
- Stablecoins' supply surged to $204B
- Spot BTC and ETH ETFs reeled in +$100B in under a year
- The U.S. ushered in its most pro-crypto Congress yet

Your 2024 Crypto Roundup 🧠

1/30 Let's go through some top topics around 2024:

- Macro Trends
- Crypto Policy
- Institutional Adoption
- Rise of Solana
- Memecoins
- Fundraising
- User Adoption
- DeFi
- DePIN
- Crypto x AI

Before we dive in, don't forget to bookmark this thread for further reference.

2/30

$PENGU is coming!

@pudgypenguins's official token will launch in Solana today.

Here’s everything you need to know about this major airdrop 🐧👇

1/12 Fun fact: The Pink Brains team hangs out in the Huddle too 🧠🐧

We focus on elevating quality DeFi projects by amplifying good content.

If you’re into that, make sure you follow the pink and join our TG channel for our daily takes!

🔗

2/12 t.me/whatsupcryptooo

AI swarms—autonomous networks of agents working together across decentralized systems—are quickly becoming the next major shift in Crypto x AI.

What should you know about them? 🧠🧵 2/ Why AI swarms?

When AI agents work solo, their abilities are limited—they can't share resources, adapt, or tackle complex tasks.

Instead, picture a team of smaller specialized agents working together.

Each one handles a specific task, and as a team, they solve problems way more efficiently.

What's next for AI agents 🧠

Here are some interesting developments around AI Agents. The next wave is getting bigger 🧵

1/10 Solana-based AI Agents are bouncing back to their peers on Base.

The first AI Agent created by @ai16zdao, @degenspartanai is about to launch, and it is considered as @aixbt_agent on Base

The bullish point is that 8% of profits generated from ai16z fund will be used for $degenai buybacks, creating a flywheel effect as the ai16z ecosystem grows.

2/10

Can you find what they have in common in this pic?

1. Two legends of the crypto industry.
2. They share an interest in a new sector.

Let's talk about Decentralized Science (DeSci) 🧠🧵 Background:

DeSci was first mentioned by CZ backed in 2023 when he showed interest in biotech.

And during the Binance Blockchain Week in Dubai October this year, he shared he was investing in 3 sub-parts (blockchain, AI and biotech)

https://twitter.com/902926941413453824/status/1729277854431527163

Top important DeFi news to pay attention to this week 🧠🧵

1/20 ai16z: The First AI VC Fund, managed by Marc AIndreessen @pmarca

2/20

https://twitter.com/1569997617228046337/status/1849630409778397370

AI Agents in Crypto?

These are good examples to watch 🤖

1/12 We're experiencing new experiments in crypto.

Static memecoins (DOGE, SHIB,...) are out of the party.

Welcome new cults of personality around AI.

2/12

https://twitter.com/1554854673827364864/status/1849454418564952106

.@a16zcrypto just released their State of Crypto 2024 report.

The crypto space hasn't been the same over the past 3 years, with major tech advancements, policies, and new use cases.

Here are some facts that make me the most bullish 🧠🧵

1/10 We're discussing "wen mass adoption," but I believe it's both near and already here.

Monthly active addresses have reached an ATH of 220M, tripling since 2023.

@Solana is the most active blockchain with 100M addresses, followed by @NEARProtocol (31M), @trondao (14M), and Bitcoin (11M).

On the EVM side, @base ranks 1st with 22M active addresses, @BNBCHAIN following closely behind.

2/10

Is Yield Aggregator coming back?

🧠🧵

1/15 Good old days of DeFi.

Remember DeFi summer back in 2020-2021, when yield farming was all the rage?

DeFi users were busy jumping around with yield aggregators and lending protocols like Harvest Finance, Convex, Yearn, Compound, Aave pooling liquidity, lending, looping, earning insanely APY—you name it.

2/15

Top important DeFi news to pay attention to this week 🧠🧵

1/27 @LayerZero_Fndn announced ZRO token reallocation to active wallets after TGE.

2/27

https://twitter.com/1793767363709403137/status/1837228529282334736

Eigen -> one, now what?

Late Q3 to Q4 is shaping up to be TGE season, with multi-million-dollar projects leading anticipation among DeFi users, especially top-coin holders.

Here's a recap of recent airdrops from major projects and a preview of what's coming next.

🧵 🧠

1/20 In this thread, we'll review the performance of some recent significant airdrops.

Criteria for the list:
- Airdrops involving major crypto assets (Stablecoins, $BTC, $ETH, and $SOL)
- Focus on (Liquid) Staking/Restaking and Stablecoin sectors.

Finally, we'll explore other potential opportunities ahead.

Grab a coffee; this will be a long ride. ☕

2/20

The Bitcoin (re)staking sector is heating up, with more projects vying for market dominance.

Here are some recent not market updates in this space 🧠🧵

$BTC

1/11 First up, the biggest Bitcoin staking layer, @babylonlabs_io.

Babylon maxed out its initial deposit limit of 1,000 BTC within 4 hours of launching and currently boasts a $56.7M TVL.

Over 7000 $BTC is deposited on Babylon via LRTs. Some restaking partners who joined the Babylon mafia: Solv Protocol, Lombard, pStake, @LorenzoProtocol, @Bedrock_DeFi etc.

Below is a deep dive into Babylon and some breakdowns on key numbers by @lstmaximalist.

2/11

The buzz around Restaking might cool off after initial airdrops from EigenLayer, EtherFi, and Renzo, but this landscape is heating up with interesting updates.

Here are the top Liquid Restaking Protocols primed for rewards and airdrops👇 🧠

1/17 First, I highly recommend you check out @DefiIgnas's tweet for a quick overview of the restaking sector before diving into some major LRTs.

2/17

https://twitter.com/DefiIgnas/status/1823745586765406625

The Restaking competition is heating up! 🧠

EigenLayer isn’t the only player, and Ethereum isn’t the only arena.

If the $EIGEN "stake drop" wasn’t your thing, check out 4 alternative restaking protocols.

Overview + How to get started🧵👇

1/19 Before we begin, this thread contains some insights. We'd appreciate it if you could give a ❤️ and RT to support us.

Don't forget to bookmark the first tweet for future reference. Thank you!

2/19

Solana's Liquid Staking market cap has increased 22x since the collapse of FTX, now sitting at $3.4B, but still, this is 10x less than Ethereum.

You're not too late 🧠

Here is the landscape of Solana's Liquid Restaking: Top 10 LSTs + Simple strategies to earn from them 🧵 1/ Why Solana's LSTs?

- SOL has a high staking ratio, but a low ratio of Staked SOL is from Liquid Staking compared to Ethereum => Big room to grow.

- LST M.cap is rushing to ATH.

- More protocols enter the space, increasing TVL, boosting incentives for holders to compete.

Pendle is now a new DeFi major with $4B TVL and deposits are on the rise.

But a few realize Pendle is forming an ecosystem around its assets.

Now, let's explore some protocols that earn you more yields on Pendle.

🧵🧠 1/ First up, if you're new to this playground, @pendle_fi allows users to tokenize and trade future yields on their DeFi assets.

DeFi apps generate yield-bearing assets, and Pendle splits them into 2 parts: PT (Principal) and YT (Yield).

What's the next hot spot after Solana?

I've done the digging and picked out 6 most potential alt Layer 1s and ETH Layer 2s set to dominate the upcoming quarter. 🧠 🚀

You may recognize them in the image, but let's discover the reasons why👇 1/ Before diving into details, I highly recommend bookmarking this thread for further reference. This also shows your support for my work.

Now, let's go!

1/ The @avax ecosystem is full of narratives.🔺

Some projects have the potential for mega 10-100x gains in this bull market.

$AVAX is the next big Layer 1 to explode this year!

Let's discover 🧠🧵 2/ Why Avax? 🔺

Fundamentals are the key to a blockchain's long-term and solid run. @avax has made major changes in developing future narratives and forming strategic partnerships with giant financial entities.

The catalysts can be found in DeFi, RWAs, Gaming, and meme coins.

Bitcoin's gearing up to shatter its ATH, and the world's still sleeping on it. 🚀

Next will be the #Bitcoin ecosystem.

Keep an eye on some notable projects that may outperform the market. 🧵🧠 1/ First in my top list is @Stacks - $STX

Stacks is a Layer 2 solution that is revolutionizing the Bitcoin ecosystem by enabling smart contracts and DApps.
It's bringing smart contract functionality to Bitcoin without altering the core network.
A hot play? Liquid staking of Stacks (STX) on @StackingDao for potential airdrops.