Morning Summary | January 29th
Executive Summary:
BTC stable at $102k as alts and select AI tokens rebounded modestly off lows ahead of today’s FOMC meeting; where expectations are no changes to a fed funds rate between 4.25-4.5%. We think crypto and AI tokens have already de-risked (sold-off), thus further downside (if any) post meeting is curtailed. On the AI front,
$ARC partnership with Solana Foundation made headlines and new token
$PKIN garnering strong volume as an alternative to
Pump.fun (@pumpdotfun).
$AI16Z Ecosystem
-
@nillion partners with
@ai16zdao to bring privacy and security to
@elizaOS. This integration lets users connect to Nillion’s secretvault from Eliza’s chat.
-
@InferiumAI partners with
@elizaOS to provide performance metrics like efficiency, accuracy, and latency for each agent created, while leveraging Proof of Inference for transparency.
-
@Galadriel_AI partners with
@ai16zdao with their verified inference API to prove Eliza agents on-chain on Solana.
-
@shawmakesmagic announces that ai16z is being rebranded to ElizaOS whereby
@elizawakesup (
$Eliza ) will continue to be the mascot and the face of the project. Its noted that for now the $ai16z ticker remains, with future changes to be voted on by the community when the DAO voting module launches.
$ARC Infra
-
@shuttle_dev publishes an article on building a Discord summarization bot with DeepSeek and
@arcdotfun
-
@arcdotfun teams up with
@SolanaFndn to accelerate AI innovation on
@solana in terms of
$ARC awarding targeted grants to devs building rust-based agents powered by rig that streamline solana actions, from defi flows to developer tooling.
$VIRTUAL Ecosystem
-
@spheron announces air drops of
$SPON for
@virtuals_io holders.
-
@Eval_Engine (
$EVAL ) is now live as the first cross framework AI evaluation plug-in in partnership with
@virtuals_io on
@Chromia and
@GAME_Virtuals
-
@Agent_YP hits major milestones in terms of holder count 80k , being in top 3 ai agent mindshare across 24h/7d/30d, and tech updates such as dataset v1, economic loop, controls an autonomous wallet with more than $50k, and partnership with ARC Agents.
-
@rektguy (
$REKT ) announces an airdrop for
@virtuals_io holders.
-
@everythingempty highlights Chartered Alternative Investment Analyst (CAIA) studies will include 'agents' in their curriculum.
-
@GAME_Virtuals (
$GAME )announces that the Team will be in SF and there will be a subtrack for GAME builders under
@virtuals_io‘s track!
$SWARMS Infra
-
@KyeGomezB highlights that the distilled R1 model by
@GroqInc is going to be used for hedge fund swarm and other applications.
- The dev introduces Mamba R1 as a new foundation model architecture leveraging Mamba Mixture of experts GRPO, which in theory could beat DeepSeek's R1 model in terms of speed, intelligence, and lower memory usage.
-
@swarms_corp revamps its website to make it clearer, smarter, and more insightful in terms of modern design, Interactive swarm architecture diagrams, industry-specific use cases for swarms, A deep dive into full feature set, and Insights on frameworks in its ecosystem.
$ALCH Platform
-
@alchemistAIapp introduces Flight Prices API as an add-on in an all-in-one travel planner.
$GRIFFAIN Platform
-
@griffaindotcom announces Griffain Agent Studio.
$GRIFT Platform
-
@orbitcryptoai highlights that its next version of Orbit will redefine how one experiences crypto.
$ALPHA Platform
-
@AlphaArc4k is putting in efforts to attract and retain devs.
$Cookie Data Layer
- $ai16z and
$arc back on top in mindshare whereby $virtual struggles.
- Top 5 mindshare gainers today: $FARTCOIN $AI16Z
$GOAT $BNKR $BOTTO
-
@fwielanier sat down with
@buzzdefi0x to discuss the future of agents and DeFAI.
$SPICE Framework
-
@AI_Mentat highlights that its Near-term roadmap updates include: Product demo, Referral code program for beta user testing, and Beta testing as of next week.
New Tokens:
1/
$isaacx ($2m FDV) | @Isaaceditor_ | A new first infrastructure for autonomous scientific agents whereby Research agents create, compute, and collaborate autonomously based on cybernetic principles.
2/
$AGUI ($1m FDV) | @AgenticGUI | A new open-source, multi-platform AI assistant designed to transform how one interacts with technology
3/
$FRIDAY ($1m FDV) |
@friday_dot_run | A new project that uses AI to turn real-time news into tokens.