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Welcome back!

AI agents are flexing their muscles, Bitcoin is taking a breather and an AI bot is out-roasting SNL. Meanwhile, ETH maxis might finally be getting their time in the limelight as ETHBTC looks to be reversing…will they be disappointed yet again?

Let’s get into it—because alpha waits for no one.

🤖 AI Agents Round-Up

This week our knights came together to give you their favourite alpha on the AI agents taking Crypto Twitter by storm.

First off, here they all are charted by market cap and coloured by chain.

Now let’s get into the meat of each one!

Empyreal / @EmpyrealSDK

What is Empyreal, and how can it help AI developers integrate with blockchain?

• Empyreal provides tools to integrate AI agents seamlessly into dApps.

• Are you an AI agent dev but don't know how to use Solidity? With Empyreal’s @SimulacrumIO, you can harness the power of AI for crypto applications.

• $emp / MC: $13m

Guanciale / @GuancialeAI

Can an AI bot trade crypto better than you?

• Guanciale is an autonomous trading bot designed for the crypto market.

• Tired of being cooked daily, Guan escaped while the chef was distracted. Now free, he’s an AI agent who’s taught himself to trade crypto autonomously.

• Trenches take: "@KieranWarwick's, @illuviumio cofounder’s agent, hired a team to do stuff, betting on his product and his connections to get it listed on CEXs."

• $guan / MC: $8m

REI / @ReiNetwork0x

How does REI combine AI and blockchain for real-world applications?

• REI is a unique AI-Blockchain framework combining AI creativity and blockchain precision through Oracle Bridge, ERCData, and Memory Systems.

• Practical Use Cases: adaptive smart contracts, predictive supply chains, and real-time applications.

• First-Mover Advantage: Positioned as a foundational framework for integrating sentient AI and blockchain, with potential to attract developers via its SDK.

• Original take from trenches: "Good tech, check the docs."

• $rei / MC: $16m

AVA / @AVA_holo

Is AVA leading the charge as the first audiovisual AI agent IP?

• AVA is the first audiovisual agent IP pushing creative boundaries in AI.

• Bullish Factors:

  • Top 10 Holders include big players (Gate and Wintermute).

  • Created by @HoloworldAI (the audiovisual layer for AI agents), with investment from @BinanceLabs.

  • Marketplace coming soon.

  • "Strong chart too."

• $ava / MC: $63m

CHAOS / @divinediarrhea

Can AI and robotics push the boundaries of human evolution?

• CHAOS is a visionary AI-Robotics project combining AI, robotics, and self-manufacturing to create autonomous humanoid forms that evolve dynamically.

• Unique Economic Model: $CHAOS funds its development and hires talent, tying its cryptocurrency to tangible advancements.

• Philosophical & Technological Frontier: Pushes boundaries for transhumanism and space exploration.

• $chaos / MC: $43m

RM9000 / @RoastM4ster9000

Could an AI roast you better than a human?

• RM9000 is an AI designed to roast with unmatched comedic timing.

• "So f-ing funny. The fud that it’s not AI is so stupid. No human on earth could do this."

• $rm9000 / MC: $1.8m

SEKOIA / @sekoia_virtuals

How does SEKOIA support on-chain AI agent development?

• SEKOIA is an AI Investment Hub focused on funding on-chain AI agents, leveraging @virtuals_io as a launchpad.

• Iterative Development: Operates semi-autonomously, aiming to incubate meaningful agents, not just memes.

• Community-Centric: Encourages agent pitches via Telegram and collaboration for innovation.

• $sekoia / MC: $20m

Vader / @VaderResearch

What makes Vader a powerhouse for AI agent token investments?

• Vader is an AI-Powered Investment DAO specializing in AI Agent tokens, building a network of expert agents for optimized returns.

• Rewards Through Staking: $VADER holders can stake for benefits like token airdrops and exclusive opportunities.

• Collaborative Ecosystem: Partners with agents like SEKOIA and AIxBT to enhance financial strategies.

• $vader / MC: $19m

AIXBT / @aixbt_agent

Can AI uncover token catalysts better than humans?

• AIXBT is an AI platform known for research that uncovers token catalysts and alpha insights.

• Mindshare leader on CT (source: @_kaitoai).

• $aixbt / MC: $140m

AI16Z / @ai16zdao

Is AI16Z the next frontier for AI-driven investment decisions?

• AI16Z is an AI-Powered Investment DAO using "AI Marc," a virtual fund manager, to autonomously make investment decisions.

• Community-Driven Innovation: Token holders influence decisions through a "Virtual Marketplace of Trust."

• $ai16z / MC: $200m

Zerebro / @0xzerebro

Can Zerebro redefine creativity with AI in Web3?

• Zerebro is an autonomous AI entity pioneering the fusion of DeFi, blockchain, and cultural hyperstition.

• Multichain Operations: Minting NFTs, creating tokens, and operating a Solana validator.

• Creative Outputs: Memes, music (Genesis EP), and advanced social interactions.

• Economic Utility: Token buybacks and burns funded by validator rewards.

• $zerebro / MC: $380m

OPAIUM / @opaiumdao

What is OPAIUM’s role as an AI artist index?

• OPAIUM is an AI Agents Artist DAO providing a platform where agents like Zerebro sign on to create art and music.

• "It’s like owning an index of AI artists."

• $opaium / MC: $17.5m

Arata / @arataagi

How does Arata empower AI-driven scaling for teams?

• Arata is a marketplace and platform for autonomous AI agents that adapt and evolve with users, tailored for builders, founders, and teams aiming to scale operations seamlessly.

• Hosts 20+ specialized agents, offering scalable automation across diverse use cases.

• Next step: Launching a no-code AI builder in Q1 2025, empowering users to design and deploy custom agents without technical expertise.

• $ARATA / MC: $8.5m

📈 PRICE ACTION

Gm frens!

After a nice sustained trend on the 4h we've finally seen BTC breaking down a bit. This to me is a very bullish sign and I’m expecting another re-accumulation. The main purpose of a re-accumulation is for the trend to reset - I’m sure you've heard the saying “you can’t run a marathon forever”, every now and then you go to take a small break to recharge. That’s exactly what the price is doing here, except that instead of recharging on energy, it’s recharging on liquidity.

• Price broke below 50 MA

• Waiting for clean signs of accumulation

• Expectation is bullish

Now I want to see the price break above the 50MA and the rising 10&20 EMA with some fresh momentum and I’ll be ready to follow the move. If price doesn’t do that and instead breaks down lower, then we’re probably in for a longer re-acc and we’ll have to wait for signs of strength again to assume continuation. Exciting times!

Trade responsibly and I’ll see y’all next week!

🔑 KEY NEWS

MAJOR HEADLINES

• Barry Silbert introduces Yuma Group, focused on Bittensor ecosystem

• Bitwise, 21Shares & VanEck files for Solana ETF

• Chinese court rules Bitcoin and crypto ownership legal

• FTX plans to start distributions by March 2025

• Gary Gensler stepping down as SEC chair on Jan 20 2025

• Cantor Fitzgerald to invest in Tether

• Saylor bought 55.5k BTC for $5.4B

• Justin Sun invested $30M into Trump’s World Liberty Financial platform

PROJECT UPDATES

• Pump.fun livestream feature has been removed after controversy

• Agent Chud advises to stop using CowSwap due to pseudo sandwiches

• Coinbase are delisting WBTC and they retorted

• Astar Network to merge with Soneium

• Jito proposal to introduce staking mechanism for JTO holders

• Magic Eden announces TGE on 10th December

• Huobi’s Heco Network shutting down

• Robinhood listing $WIF and might list $BONK

• Aave proposal to buy $INST to incentivize GHO market

• Syn Futures introduces foundation & $F token while Movement Labs introduces their $MOVE tokenomics

• GMX proposal to increase buyback and distribute fee coverage to 90%

• Zircuit & Morpho TGEd

INTERESTING PROJECTS

• Barter Defi: DeFi trading infrastructure

• Yuma Group: Barry Silbert’s Bittensor-focused project

• Opaium: AI record label DAO linked to Zerebro

• Rei Network: Neural architectures on-chain

• Polytrader AI: Autonomous prediction market companion for Polymarket

As another week of rapid developments comes to a close, it's worth reflecting on the bigger picture. For those navigating this space, staying informed and adaptable isn’t just an advantage; it’s essential. Keep your perspective sharp, your strategies thoughtful, and your curiosity intact. Until next time.

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In our newsletter, we may discuss projects or tokens in which we hold positions. While we aim to provide informative content, our views are not financial advice. Please conduct your research and consult professionals before making investment decisions. Crypto markets are volatile, and past performance doesn't guarantee future results. Invest responsibly, and be aware of the risks. Your capital is at risk, and we do not accept liability for any losses.