S4mmy (s4mmy)

S4mmy

Decentralized AI Research Previous: CA, Ernst & Young Join 6.500 subscribers FREE https://s4mmyeth.substack.com/

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OpenSea = NFTs, 2021. Virtuals = AI Agents, 2025/26. On Steroids. The difference this time is AI Agents are a macro trend that will disrupt every industry. Some agents already generate revenue & drive operational efficiencies to end users. NFTs have some useful features, but nowhere near as disruptive. AI + NFTs (iNFTs: @0G_labs ) are the next iteration. Too many people are hyper-focused on the Genesis launchpad that they are missing the bigger Agent Commerce Protocol ('ACP') vision. You're being given an opportunity to get into hundreds of these agents at a $200k market cap with very little capital. Some will go to zero, but others have the potential to become interwoven into the fabrics of society. That's the multi-million dollar asymmetric opportunity. The downside cost to get exposure is capped, but upside is blue sky. Virtuals is providing the tools to pick and chose which agentic teams to bet on. We haven't even seen the agents collaborating properly yet. This changes once ACP goes live.

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Smart money is buying the dip on your AI Coins over the past 24 hours. i) Virtuals : IRIS (Backed by @nethermind) cooked on thursday with a ~500x on the Genesis launch. This has driven increased attention to the Virtuals' ecosystem as they launch a new points campaign rewarding secondary trading and net staking. Many are using the dip to buy in at a discount. ii) @gizatechxyz : DEFAI solution whereby you can set an agent up to auto earn yield on your stablecoins. Recently onboarded institutions (RE7 Capital) onto the protocol. The protocol has juiced the yield to 14%+ APR with GIZA token rewards and also recently integrated the solution into @rainbowdotme wallet. iii) @freysa : Initially offered prizes for hackers to socially engineer the agent into releasing funds, catching the attention of Musk. It's since been developing a digital twin that is getting closer to launch: "We’re close to launching FAI’s privacy-focused, on-device digital twin." - econoar Data Source: @nansen-ai

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Pixel farmers are about to make a bag Congrats to those who follow my content Master airdrop farming spreadsheet in the last publication of S4mmy’s Snippets FREE to subscribe - Link in bio For gaming join Raiden’s Gaming Chronicles https://x.com/s4mmyeth/status/1755537281153188199?s=46&t=EG7dcLd2CemBevTEON_GRQ

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Top casts

Pixel farmers are about to make a bag Congrats to those who follow my content Master airdrop farming spreadsheet in the last publication of S4mmy’s Snippets FREE to subscribe - Link in bio For gaming join Raiden’s Gaming Chronicles https://x.com/s4mmyeth/status/1755537281153188199?s=46&t=EG7dcLd2CemBevTEON_GRQ

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Working through a master airdrop farming spreadsheet, is this of interest to people? I'm at >100 protocols so far (& growing) - I will likely finish over the next couple of days. If there's traction I'll include the link in my Tuesday newsletter: https://s4mmyeth.substack.com/ Recast if you’re interested.

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Smart money is buying the dip on your AI Coins over the past 24 hours. i) Virtuals : IRIS (Backed by @nethermind) cooked on thursday with a ~500x on the Genesis launch. This has driven increased attention to the Virtuals' ecosystem as they launch a new points campaign rewarding secondary trading and net staking. Many are using the dip to buy in at a discount. ii) @gizatechxyz : DEFAI solution whereby you can set an agent up to auto earn yield on your stablecoins. Recently onboarded institutions (RE7 Capital) onto the protocol. The protocol has juiced the yield to 14%+ APR with GIZA token rewards and also recently integrated the solution into @rainbowdotme wallet. iii) @freysa : Initially offered prizes for hackers to socially engineer the agent into releasing funds, catching the attention of Musk. It's since been developing a digital twin that is getting closer to launch: "We’re close to launching FAI’s privacy-focused, on-device digital twin." - econoar Data Source: @nansen-ai

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