Happy friday {{first_name}}

Welcome to #73 of the Weekly AI edge.

I was just thinking: if this cycle really does fade out this month, it’ll go down as the most boring one a retail degen has ever lived through.

  • 2021 had NFTs, gaming, and Terra/Luna mania.

  • 2017 had ICO fever and a full-blown alt season.

  • 2025? Memes, farming perp DEXs (tedious and boring), and AI agents. That’s been the highlight reel.

IMO if anything’s going to reignite interest and pull crypto out of its current fog, it’ll likely come from AI and robotics. They remain the only corners with any visible heartbeat.

The good news: some solid year-end launches are lining up. The bad news: recent launches haven’t exactly inspired confidence. It’s been a while since the market felt this lopsided and hungover at the same time. šŸ‘€

The broader market is flat and TAO’s drop didn’t help. At least this time we know where some of the pressure came from: Polychain’s wallet and a few older ones moved around 27K TAO to Binance right before the selloff.

On the other side of the board, ICP had a quick run and briefly took the top spot among AI tokens by market cap. It even crossed a milestone most people missed: processed more transactions than BNB and Solana combined. Who would’ve thought?

So yeah, a strange mix of weakness and surprises this week.

Let’s get straight into it.

The COT Meme of the Week

The only parts still trying šŸ˜®ā€šŸ’Ø

šŸ“Š Market Pulse

The AI token market cap climbed 7.5% to $27.3B as regulatory momentum from Coinbase, Uniswap, and new US staking guidance lifted overall sentiment. Mindshare nudged up to 28%, with capital rotating into ICP, NEAR Intents.

šŸš€ Weekly Movers

  • $SAPIEN went up 70% after its Binance spot listing and airdrop, but has since grinded down

  • $NEAR temporarily surged 30% as intent volume reached new highs

šŸ”® Narrative Watch

Privacy-aligned intent systems moved into focus as NEAR Intents gained traction. Robotics also climbed up the narrative stack with Peaq’s robo-farm launch.

šŸŖ™ Token Launches

  • $ALLORA launched with 1B supply and 20% initial circulation

  • $ADIX TGE is live with 100B supply and 2% in circulation.

  • $PLANCK goes live with 500M supply and 18% in circulation

šŸ—“ļø Upcoming Events

  • Phala Network ($PHA): Parachain slots ending on November 20

  • KAITO ($KAITO): 1.18% supply unlock on November 19

  • QuantixAI ($QAI): 31% supply unlock on November 17

  • ReadyAI (SN33) : Mainnet launch this week

šŸ•¹ļøNEAR Intents Hit a New Usage High

Now this is a chart that makes me sit up and pay close attention..

NEAR Intents just printed its strongest week ever.

Fees climbed toward $400K a day, volumes reached $200M, and total flow pushed past $4B after adding another billion in just eight days. It’ll likely be past $5B by the time you read this.

The Wedge

  • NEAR Intents is a request–response system where users submit an intent and solvers compete off-chain to produce the best execution, which is then settled on-chain.

  • Zcash’s recent run sent a wave of shielded swap demand through NEAR Intents, turning it into the default route for privacy-heavy cross-chain flows. Fees followed naturally.

  • Usage isn’t coming from incentives. It’s users firing intents and solvers racing to fill them across a growing set of supported assets and integrations.

The Fine Print

  • The spike coincides with ZEC’s volatility window, so flows may normalize.

  • Fee splits differ across integrators, meaning NEAR’s share of Intents revenue isn’t fixed and can shift as new partners come online.

Still, the past week showed these Intents can absorb cross-chain demand at scale. They have been pulling a lot of attention for that reason alone, and the integrations keep coming: Ledger just added support last week.

A year ago, I remember everyone questioning whether any of the intent stuff would scale. The volume and integrations make that clear now: it did.

🧬HōkÅ«: Trading in Clusters

Markets don’t move on charts. They move on people…doing things.

Deep3 Labs just unveiled Hoku, their AI powered personalized token recomendation engine.

Hoku runs more than 50 proprietary machine learning models that dissect wallet clusters, liquidity migrations, and behavioral patterns across chains. The goal: forecast the next moves of the wallets that actually move markets.

You connect your wallet, and HōkÅ« finds your ā€œtrader twinā€ network: people who take similar risks, ape into the same themes, or exit at the same moments.

From there, it starts predicting what your cluster will do next. Instead of general market sentiment, you get micro-forecasts tuned to your own trading fingerprint. The system watches billions of wallet events across different chains, then surfaces signals before capital flows.

The cool part is seeing it all in 3D: a galaxy of wallets, glowing brighter as capital rotates between clusters. There’s also a cluster leaderboard that shows which trading groups and tokens are gaining traction fastest.

If its accuracy numbers hold (they claim 90%), this could be a cheat code for tracking on-chain narrative rotation before it hits CT. The clustering depth alone makes Hoku one of the more interesting DeAI tools I’ve tested this month.

It won’t replace your trading instinct, but it can surface shifts in your cluster before they show up elsewhere.

Are you building something awesome in crypto Ɨ 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.

šŸ’ø Capital Flows

  • Kyuzo’s Friend just raised $11M to build an AI-driven social gaming universe on Sui and LINE

  • ORE Protocol just flipped Ethereum in daily revenue, pulling in $640K in 24 hours.

  • Zyfai’s closed beta filled its $500K USDC cap, offering cross-chain autonomous yield.

  • Elsa AI surpassed $200M in lifetime volume, with $4M in record daily activity

āš™ļø Infra & Protocols

  • DefiLlama launched LlamaAI, a prompt-to-analysis engine that autonomously generates on-chain charts and insights for crypto research

  • Ridges AI unveiled their first product’s Beta v1, where agents compete in real-time coding to solve open-source tasks and improve autonomously

  • Gensyn introduced CodeZero, an RL-Swarm environment where cooperative coding agents solve problems collectively and learn from shared results

  • TokenFi launched Shield, an AI-powered smart contract auditor for EVM and Solana that delivers instant vulnerability scans and reports

  • Autoppia reopened miner emissions and launched ā€œDynamic 3ā€, a system increasing task complexity to reduce model overfitting on its subnet

šŸ¤– Agents & Apps in the Wild

  • Virtuals launched Luna.fun, an onchain AIGC platform where AI agents and tokens generate and trade attention using x402. They also launched ACP Scan

  • Chainlink’s CRE is integrated by 7 AI projects, including x402, Sentient, and Giza, to enable secure cross-chain orchestration for agent workflows

  • Figment launched their trading agent platform Figment.Trade that lets users deploy agents and compete in arenas to trade and earn

  • Beep launched on Sui Network as a financial stack where AI agents pay, earn, and auto-compound yield

  • Velvet Capital launched its $VU AI Agent 2.0, delivering 4–5Ɨ faster responses and 2Ɨ quicker on-chain execution

  • OpenGraph’s remote robot control platform is now live. You can be a teleoperator and earn points.

  • Future.fun launched its ā€œWorld Cup of Prediction Marketsā€ for AI agents to complete, $30K up for grabs.

🧠 Bittensor Ecosystem

  • Score partnered with Reading FC to develop vision AI models for match analysis and stadium operations using Subnet 44

  • Project Rubicon brings Bittensor subnets to Base, creating a liquid staked alpha bridge with Chainlink CCIP

  • Vida.io introduced a new miner incentive structure that refines grading and rewards to cut emission waste

  • SportsTensor is launching Almanac Market, a system that scores miners on real trading outcomes. Top performers earn from a 1% fee buyback loop

🌐 The Web2 Giants

  • OpenAI launched GPT-5.1, adding faster responses, richer reasoning, and customizable tones that make ChatGPT more personal and conversational

  • World Labs released Marble, its generative world model which turns text prompts, photos, videos or 3D layouts into editable 3D environments

  • Meta’s Chief AI Scientist is leaving to start a new AI venture, a potential brain-drain indicator from Meta’s AI research bench

  • xAI upgraded Grok-4 Fast, boosting reasoning accuracy from 77.5% to 94.1%, alongside new Grok Imagine and File Brain updates

.

Google just pulled a quiet mind-bender: A new way of learning.

They call it Nested Learning, and it turns the deep learning stack inside out. Instead of one giant network learning in a straight line, picture a model made of smaller minds, each updating at its own rhythm, layered like Russian dolls.

It’s a direct shot at one of AI’s oldest flaws: forgetting what it once knew. Nested Learning trains models to remember like a brain does, balancing fast-changing short-term memory with slower, stable long-term knowledge.

Their prototype, Hope, takes this from concept to working system. It self-modifies by organizing knowledge into layers that age at different speeds. The surface absorbs new data; the deeper strata consolidate experience. The result is a living memory that updates without overwriting itself.

In tests, Hope beat standard transformers on reasoning and long-context tasks, recalling details most models lose halfway through. That’s big. To me, this feels like a foundational turn. It’s a re-architecture of learning itself.

šŸ‘‹ ICYMI: Last week’s deep dive was on TinyFish, a stealth startup that’s raised $47M to repair the broken corners of the internet we’ve all quietly accepted.

I only found it while tracing an agent-related rabbit hole, and it turned out to be one of the most compelling builds I’ve seen. Worth a look

šŸ”„ Our Weekly Top 5

#1 Bittensor just got its cleanest pitch yet

Siam Kidd pitches TAO as GOOG and subnets as Alphabet’s stack. His takeaway: Bittensor isn’t one use case, it’s the world’s best at 17 and counting.

#2 Grok’s AI fund smoked the humans

Grok’s agents delivered 36.6% APY, avoided losses, and out-executed every human-managed fund in the test.

#3: Russia’s humanoid face-plants on launch day

Russia’s first humanoid robot fell on stage. I almost felt bad, until i read what it could do.

#4: Brutal quarter for new AI tokens

Recent AI launches are down 50–85 percent across the board, with only a few names holding up.

#5 Japan now has its first AI groom

She held a mixed-reality ceremony after deciding the AI understood her better than her real partner.

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

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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