The AI Dispatch #23 - Virtual Ecosystem, Kaito, TEE, Vader

These are probably some of the quietest weeks for our dispatch.

Nonetheless, AIs don’t sleep (literally), and they are *maybe* going to take over 50% of our jobs in the next five years, whether we like it or not.

Or are they?

Aside from doomsday predictions, what is the market telling us this week?

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Market Recap

This week, there have been no significant changes, except that Ethereum has become the market leader, even if only by a slight margin.

We expect the SOL ecosystem to also pick up steam, especially following recent speculations on an approved ETF, and overall positive onchain metrics.

Aside from the usual suspects, a few new names are in this week’s top 10:

• $WARP - @wardenprotocol: full-stack L1 that allows anyone to add an AI layer to their application. It focuses on the creation of a verifiable environment where models are accessible, verifiable by anyone, and able to power smart applications.

• $MANTIS - @mantis_app: AI-powered applications allowing users to type their intent to swap, bridge, and so on, and execute it automatically.

• $WACH - @WachXBT: one of the latest Virtual Genesis launches, also focused on the verifiability aspect of AI. What does it do? You may be wondering.

@Slappjakke got you covered:

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On The Virtual Ecosystem

Generally, the past few weeks have shown that the Virtual's flywheel is not immune to market turmoil. Aside from the largest agents, most genesis launches have been particularly impacted by this downturn, further exacerbated by their limited liquidity.

Not even $VADER is immune to FUD.

This week, there were several concerns with regard to some staked wallets belonging to the team. Here’s the official answer from Vader:

Virtuals also partnered with Byreal. Here’s the first Reset launch. New trend?

The top 300 holders of Virtual on SOL have been granted a whitelist spot.

What does Synthdata bring to Mode? Pretty interesting insights in both Bittensor subnets and the role of predictive intelligence and data.

CryptoeternalAI launches its first gaming agent:

A case for Creatorbid:

Nader on authenticity and social media in the era of AI:

This ties in well with this post by s4mmy, showing a tangible use case in how reputation (through ethos in this case9 can be leveraged by protocols and users alike to either offer or earn benefits:

Where is crypto x AI heading?

What about AI itself? here’s the cofounder of OpenAI on it:

On Bittensor subnets:

On Worldcoin and the world ID in the age of AI;

How anthropic uses TEE:

EigenCloud: the verifiable cloud:

Here’s how Aethir is leveraging it:

Kaito: the distribution layer of crypto:

COT research on computing:

With Claude you can just… do things… here’s sandra quickly spinning up a movie list for her BF in a few minutes!

This week our team will attend several AI events at EthCC in Cannes with the objective to bring you the best alpha for next week’s AI dispatch!

Stay tuned.