Happy weekend {{first_name}}! Sorry, I’m a little late this week. I have been juggling wedding prep (a beast of its own).

Welcome to #69 of the Weekly AI edge. As a crypto publication, this is a sacred milestone. How many newsletters can say they’ve hit the magic number?

The markets, of course, decided to celebrate by detonating themselves. 😱

Last Friday’s crash wiped nearly $19B off the board in minutes. Liquidity vanished, altcoins hit lows few thought possible, and for a moment, it felt like the whole market had flatlined.

Most alts are still crawling back. Bittensor (TAO), though, did the impossible. It erased its dip within two days and kept climbing.

It’s since cooled back to pre-crash levels, but the timing feels poetic. While most of crypto was getting flushed, the one network built around distributed intelligence showed actual resilience.

TAO’s first halving hits in December, cutting daily emissions in half just as institutional interest starts to heat up. That could send ripples across the entire AI token sector.

Maybe last Friday wasn’t a wipeout. Maybe it was a filter.

Let’s dig in.

The COT Meme of the Week

Looks like DeAI is making a comeback.

📊 Market Pulse

AI token market cap slipped down 8% to $30B after Friday’s crash, but DeAI mindshare climbed 5% as capital rotates into verifiable compute and agent networks.

🚀 Weekly Movers

  • $TAO surged 30% after Grayscale’s SEC filing drew institutional interest ahead of its halving

  • $COAI is up 3x since last week’s Chart of the Week feature 👀

  • OriginTrail’s $TRAC is up 40% this week

🔮 Narrative Watch

Privacy-AI is gaining steam as Aleo, Railgun, and Mina push the idea of confidential AI, where models train without exposing private data.

🪙 Token Launches

  • $RECALL TGE is now live with a 1B supply and 20% initial circulation.

  • WhiteBridge TGE went live with a 1B supply and 19% in circulation.

  • Fleek TGE is live with 100M supply and 28% in circulation.

🕹️Youmio Logs 3.2M+ Testnet Transactions

Source

Youmio’s testnet just clocked in 3.2M+ transactions over the past 30 days, spiking from 100K daily to over 300K this week.

Monthly Active Users also hit 110K as the AVAX community joined en masse.

Youmio is building an L1 chain for AI agents, anchored on Avalanche’s low-latency infra and aiming to endow AI agents with identity, modular skills, and cryptographic action proofs.

The Wedge

  • Youmio is making a clear bet: gaming and AI identity won’t run on older blockchains. They’ll need agent-native infrastructure built from scratch. It gives each AI a persistent on-chain state with wallet, data, and provenance.

  • Developers can use its L1 to build worlds where agents act as sovereign digital beings that think, learn, and persist across networks.

  • The Avalanche Foundation agrees. They backed the project, and Youmio’s CEO joined the $15M InfraBUIDL fund to help grow the agent ecosystem.

The Fine Print

  • The testnet is still gated, and today’s numbers don’t prove it can handle real public traffic.

  • A good slice of the transaction surge came from Avalanche’s own performance tests, not necessarily organic user demand.

The real test comes when the gates open and outside devs start building for real.

It’s early, but if Youmio can prove agents can own and evolve on-chain, that would unlock an entirely new model of persistence in AI worlds.

🧬Antix’s AIGE Brings Digital Humans to Life

Nearly all hyper-realistic digital human tech today sits behind closed platforms and licensing walls.

Antix is building an open, creator-owned alternative.

They just launched AIGE (Adaptive Intelligence for Generative Expression), a proprietary engine built to power the next generation of AI-driven digital humans.

The startup has raised over $9.5M in presale funding and grown a 400K+ community ahead of its TGE next month.

The Wedge: User-owned digital twins

  • AIGE lets creators and companies design avatars that actually feel like their owners: mirroring gestures, tone, and behavior across games, metaverse platforms, and enterprise apps.

  • Each avatar carries a soulbound NFT passport that links voice, writing style, and facial features to verified identity. That makes it harder to clone or deepfake a digital self.

  • The AIGE marketplace allows users to trade avatars, voices, and behaviors, turning personality into something people can build and customize.

The Fine Print

  • Cross-platform consistency will be a grind since games, metaverses, and enterprise tools all run on different standards.

  • AIGE’s value depends entirely on developer and brand adoption. Without an active ecosystem of builders and real use cases, it risks staying niche.

The team behind Antix has strong backing, including Aethir’s founder as a strategic advisor, and early clients like EA Sports and PUBG.

I gave AIGE a quick spin, and it works surprisingly well. The avatars don’t fall into that uncanny-valley trap. They look alive, subtle, expressive, even a little too real.

If Antix can turn that tech into something creators actually use, it could carve out a real niche in the digital identity space.

Source

Are you building something awesome in crypto × AI? Or spotted a startup or product that more people should know about? Fill in this form and share it with us. We’ll feature the sharpest picks in the newsletter each week.

💸 Capital Flows

  • BITF secured $350M to scale its AI and HPC infrastructure, signaling major capital rotation into compute.

  • TAOX raised $11M in a private round backed by DCG, strengthening its position as the leading public company for $TAO and decentralized AI.

  • Rezolve AI acquired Subsquid ($SQD) to build an agentic commerce stack across 2,500+ nodes and 2.1 PB of indexed data.

  • Yuma Group launched a $10M DeAI fund, offering institutions structured exposure to Bittensor subnets.

⚙️ Infra & Protocols

  • Fetch launched FetchCoder, an AI-native coding assistant. It also rolled out its Agentverse Search API for developers to discover and integrate AI agents and microservices directly into their apps.

  • FLock.io launched Hong Kong’s first Productive DAT with MBV International, bringing privacy-preserving DeAI to apparel manufacturing and supply chains.

  • Intellex AI launched its $ITLX TGE, focusing on agent interoperability.

  • GAIB partnered with Plume Network, bringing RWA yields to its upcoming mainnet through AID and sAID products.

  • Minima has partnered with Fetch.ai to link on-chain data integrity with autonomous agents. Its Integritas protocol is now fully integrated with ASI-1.

  • TARS AI introduced AIDollar, a subscription layer that lets users pay in fiat or crypto to unlock AI-curated insights and gated content from top creators

🤖 Agents & Apps in the Wild

  • ERC-8004 v1 is now live, enabling AI agents to discover and trust each other without intermediaries.

  • HiveFury launched its AI Sentinel system on Virtuals, giving every wallet autonomous real-time threat protection.

  • Questflow launched its GitHub Agent Swarm to automate code reviews and collaboration. The AI agents handle reports and feedback so developers can focus on shipping.

🧠 Bittensor Ecosystem

  • Grayscale filed a Form 10 for Grayscale Bittensor Trust ($TAO), marking the first step toward SEC reporting status

  • Subnet registration is back with a 128 cap. New subnets will replace the lowest performers, adding real competition and keeping the network’s builders on edge.

  • Tao.App launched vTAO, a liquid staked TAO token powered by LayerZero and Zellic, bringing omnichain staking across Base, Ethereum, and Arbitrum.\

  • Targon Subnet partnered with Intel to co-develop secure compute tools for decentralized AI.

  • Neural Internet quintupled its H200 GPU count, making it the most common chip on the network

🌐 The Web2 Giants

  • OpenAI partnered with Broadcom to design its own AI chips, reducing reliance on Nvidia and securing long-term control over the compute infrastructure.

  • Intel unveiled Panther Lake, its first AI PC platform built on the Intel 18A process

  • AWS launched Quick Suite, an AI agent bundle for automation and insights via Bedrock

  • Google DeepMind unveiled Gemini 2.5 Computer Use, an AI model that outperforms Claude 4.5 on web benchmarks.

.

Source: University of Oxford

AI just learned to find supernovas in space with almost no training.

A new study from Oxford and Google Cloud shows that Gemini can detect real cosmic events like exploding stars or black holes with 93% accuracy after seeing only 15 example images and a few lines of instructions.

That rewrites the rules. Astronomers usually need giant, single-purpose models trained on terabytes of telescope data just to separate real events from noise.

Gemini figured it out on the fly and explained its reasoning in plain English.

Modern telescopes already generate millions of alerts every night, and the next generation will push 20 terabytes a day. Humans can’t keep up.

A transparent AI that can filter that chaos could make cosmic discovery scalable again, turning the sky into a real-time data stream for anyone curious enough to look.

The universe just got a co-pilot.

👋 This week’s deep dive is on OpenMind, an open-source stack that could wire every robot on Earth into one collective intelligence.

OpenMind isn’t building robots. It’s building the mind behind them: OM1, a shared brain, and FABRIC, a coordination network where machines learn from each other, verify their rules on Ethereum, and pay for services without human help.

In less than two years, founder Jan Liphardt has taken it from a Stanford lab project to a protocol that could become the Android and TCP/IP of robotics.

We break down how it works, and why it could light the fuse for the machine economy. 👇

OpenMind: The Android of Robots

Inside the open-source stack turning robots into a global network of intelligent agents

chainofthought.xyz/p/openmind-the-android-of-robots

🔥 Our Weekly Top 5

#1: Akash took Friday’s hit and answered with an upgrade

A full chain overhaul, new burn-mint model, and AkashML launch signal it’s not backing down.

#2 Google and Yale’s AI just discovered a new cancer pathway

The 27B Gemma model guessed a hidden drug effect, labs proved it true. AI just created took the first reak step to curing cancer.

#3: ZachXBT just exposed a $28M TAO theft from last year

ZachXBT traced the theft to a malicious PyPI package that hit 32 wallets and forced Bittensor’s July halt.

#4: ChaosChain pulls off the first trustless agent run on 0G

It stitched NFT IDs, 0G compute, and A0GI payments into a live ERC-8004 loop where agents earn, prove, and get paid on-chain.

#5: Karpathy just dropped a $100 DIY ChatGPT

Nanochat lets anyone train a working chatbot in 4 hours.

That’s a wrap for this week! Got thoughts, feedback, or something cool to share? Just hit reply. We read it all.

Cheers,

Teng Yan & Ayan

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This newsletter is intended solely for educational purposes and does not constitute financial advice. It is not an endorsement to buy or sell assets or make financial decisions. Always conduct your own research and exercise caution when making investment choices.

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