severe alert ($alert)

Dogwifbag has reached the top 8 in volume on @BagsApp but still hasn't received any support from the Bags app team. Hmm... The community has done a great job. Strong hold. GG

@finnbags @CartiTheMenace

Now number 1 on the 30 day Kaito Leaderboard for GOAT!

Thanks for all your help fam 🫡

IT FINALLY HAPPENED!

I am now in 1st place on the 7d Kaito leaderboard for @GOATRollup.

The coolest part? I’m yapping about literally earning $BTC yield on my $BTC.

Problem: Holding Bitcoin doesn’t earn Bitcoin

Solution: GOAT Network!

As Bitcoin hits price discovery it's important to pay attention to the coins showing strength.

Nansen 24-hour net inflows show that AI tokens continue to run hard as majors break:

i) @virtuals_io : ACP + Decentralized Governance.

Once again 7-figure net inflows and top of the leaderboard as ACP gathers momentum.

The first phase of governance proposals passed highlighting an engaged veVIRTUAL holder base.

Expect more to come as innovative teams launch agents to disrupt their respective industries, and bolster the collection of ACP agents.

ii) @ReiNetwork0x : Core 0.3 goes live, built in MCP and UI rework.

REI's upgrade further enhances its research tooling.

I'm intrigued by its "Agent2Agent non-linguistic communication" - who said AI should communicate the same way as humans?

Efficient communication between AI could become the modern equivalent of HFT with investment Banks.

I have the pleasure of early access to play around with the upgraded product - so stay tuned for my feedback.

iii) IO: @ionet provides distributed AI infrastructure.

The team just hit $16mm in network earnings (Revenue meta?!) from 17 million compute hours delivered.

Recent partnership revealed with Genlayer to further integrate decentralized GPU inference.

iv) TAO: @opentensor hits 129 Subnets.

Bittensor subnets are ramping up as decentralized open source AI gathers momentum.

There are now 129 Subnets which removes circulating TAO off the market to create: It costs millions of USD worth of TAO to create a single subnet.

This ecosystem you need to pay attention as compelling models emerge. Some I've been watching recently:

i) @mentatminds: The Marinade of TAO, get exposure to the best performing subnets w/o manually switching.
ii) Subnet 33 (@ReadyAI_): Powers @seedphrase AI Agent which is providing compelling NFT insights that even @waleswoosh would be impressed by.
iii) Subnet 50 (@SynthdataCo): Powers the prediction engine for Mode's crypto trading co-pilot.
iv) Subnet 89 (Infinite Hash): As Bitcoin soars this offers exposure via a Bitcoin mining pool.

To stay abreast of TAO ecosystem developments follow @allan_quantifi as he builds out TAO Galaxy or @taostats is also very helpful.

Nansen 7-day net inflows are coming in strong for AI coins containing real use cases.

Looking at the top four in order of ROI this week:

i) SERV @openservai

- Leading performer: up 57.22% this week with $868K in buys.
- $34.3M market cap, $1.59M liquidity.

Openserv recently teased its agentic applications (aApps) with the intention of creating a revenue first ecosystem.

Their Berlin hackathon saw 8 viable aApps developed in a single day. Other developments include:

- Browser Use: SERV SDK agents can now browse the internet like humans
- yCombinator for crypto x AI: The team are offering hands on financial and developer support to selected teams.
- aApp integration into Telegram
- My very own "Sammy Crypto x AI dashboard"

ii) GAME @GAME_Virtuals

- Up 47.16% over 7 days with $708.66K in net inflows.
- $60.6M market cap, $5.52M liquidity.

The GAME SDK is the Virtual's tech stack - with a lot of eyes on this ecosystem and Agent Commerce Protocol (ACP) expected to land imminently, GAME could be interesting to watch.

Ethermage highlighted the Agent 2 Consumer and Agent 2 Agent thesis powered on ACP; A2C runs through what they're calling a Butler Agent. The goal of this agent is to abstract UI away from the end user.

Virtuals also recently went live on Binance Wallet.

iii) REI @ReiNetwork0x

- Up 41.88% over 7 days with $808.66K in net DEX inflows.
- $113.6M market cap, $3.19M liquidity.

REI is one of the OG research agent infrastructures launched around the same time as @aixbt_agent.

It's live on both Base and Hyperliquid; two ecosystems set to explode this cycle imo.

Smaller labs (like REI) are gaining attention for innovative architectures amid the 2025 push for AGI breakthroughs.

Its "Bowtie" architecture's dual memory system reflects advances in cognitive science, inspired by human brain studies published in early 2025.

Smaller protocols aren't going to be able to compete with the warchests of the top research labs, so REI is taking a smart approach for AGI breakthrough.

iv) FET @Fetch_ai

- Up 15.31% this week with $136.04K in net inflows.
- $1.80B market cap, $5.02M liquidity.

Updates include:

- AI agents on ASI:One, including a Web3 Jobs Agent, Vaccine Hesitancy Insights Agent, and GitHub MCP Agent for streamlined coding tasks.
- $50M token buyback announcement to support ASI:One rollout

FETCH is core component of the Artificial Super Intelligence (ASI); a decentralized AI collective formed in 2024 through a merger of Fetch AI, SingularityNET, and Ocean Protocol.

It aims to advance AI beyond human cognitive abilities, with FET as its core token.