# The AI Dispatch #23 - Virtual Ecosystem, Kaito, TEE, Vader > Crypto AI weekly: Virtuals genesis launches hit by the downturn, Vader team wallet concerns, newcomers WARP, MANTIS and WACH, plus Kaito and how TEEs secure AI. - Source: https://castlelabs.io/research/the-ai-dispatch-23-virtual-ecosystem - Published: 2025-06-30 - Authors: Castle Labs - Topics: AI, Markets, Deep Dives - Assets: $KAITO, $MANTIS, $SOL, $TAO, $VADER, $WACH, $WARP, $EIGEN, $ETH, $VIRTUAL, $WLD - Publisher: Castle Labs (https://castlelabs.io) --- ![](https://substack-post-media.s3.amazonaws.com/public/images/49daf642-5519-44c3-84fb-d8d419a17924_2800x1339.png) These are probably some of the quietest weeks for our dispatch. Nonetheless, AIs don’t sleep (literally), and they are \*maybe\* going to take over 50% of our jobs in the next five years, whether we like it or not. ![](https://substack-post-media.s3.amazonaws.com/public/images/8528f6c4-184d-476e-9a63-e0727c85a416_1262x686.png) Or are they? Aside from doomsday predictions, what is the market telling us this week? * * * # Market Recap ![](https://substack-post-media.s3.amazonaws.com/public/images/f693a730-f5f3-4e4d-bc64-340f72047461_1708x1280.png) This week, there have been no significant changes, except that Ethereum has become the market leader, even if only by a slight margin. We expect the SOL ecosystem to also pick up steam, especially following recent speculations on an approved ETF, and overall positive onchain metrics. ![](https://substack-post-media.s3.amazonaws.com/public/images/bf6f4b97-ef43-40aa-8213-85d88af6833c_1478x1818.png) **Aside from the usual suspects, a few new names are in this week’s top 10:** - [$WARP](https://x.com/search?q=%24WARP&src=cashtag_click) - [@wardenprotocol](https://x.com/@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. ![](https://substack-post-media.s3.amazonaws.com/public/images/957767cb-4b34-4229-b088-55430e8f2ce8_3214x928.png) - [$MANTIS](https://x.com/search?q=%24MANTIS&src=cashtag_click) - [@mantis\_app](https://x.com/@mantis_app): AI-powered applications allowing users to type their intent to swap, bridge, and so on, and execute it automatically. ![](https://substack-post-media.s3.amazonaws.com/public/images/11238ee1-81ce-4fc3-8d8f-b794ee874929_1914x1684.png) - [$WACH](https://x.com/search?q=%24WACH&src=cashtag_click) - [@WachXBT](https://x.com/@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](https://x.com/@Slappjakke) got you covered: ![](https://substack-post-media.s3.amazonaws.com/public/images/6691765b-ac7f-40f0-855b-fbe137549501_1202x1660.png) * * * # 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: ![](https://substack-post-media.s3.amazonaws.com/public/images/0871e791-57af-4ae9-8123-283eb933229c_1196x734.png) Virtuals also partnered with Byreal. Here’s the first Reset launch. New trend? ![](https://substack-post-media.s3.amazonaws.com/public/images/35cc3715-f20e-45f2-bdc6-01c7bf40db94_1188x1136.png) 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. ![](https://substack-post-media.s3.amazonaws.com/public/images/90a48310-6a60-4d14-b85c-3a8510dd4bbf_1194x1472.png) CryptoeternalAI launches its first gaming agent: ![](https://substack-post-media.s3.amazonaws.com/public/images/5e69588e-1323-43ef-9875-a2400fd4f022_1166x984.png) A case for Creatorbid: ![](https://substack-post-media.s3.amazonaws.com/public/images/757f4dc7-d3b4-4522-889e-8f31dec12d84_1200x674.png) Nader on authenticity and social media in the era of AI: ![](https://substack-post-media.s3.amazonaws.com/public/images/22c91b1d-ddbc-47ca-a544-96e5c28d122a_1196x1418.png) 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: ![](https://substack-post-media.s3.amazonaws.com/public/images/ede093cd-acb5-4b40-96e3-dcbaa442ee94_1186x1350.png) Where is crypto x AI heading? ![](https://substack-post-media.s3.amazonaws.com/public/images/7311af6d-3805-4d6d-bc2c-e17d2b8e4199_1198x950.png) What about AI itself? here’s the cofounder of OpenAI on it: ![](https://substack-post-media.s3.amazonaws.com/public/images/8dac3069-1a38-4039-8285-5ec1b377be31_1196x1612.png) On Bittensor subnets: ![](https://substack-post-media.s3.amazonaws.com/public/images/e2d7d966-b758-4b22-aea1-20cd6ff07209_1204x1676.png) On Worldcoin and the world ID in the age of AI; ![](https://substack-post-media.s3.amazonaws.com/public/images/6853b59a-6b44-4872-b30a-6014ed01ae3c_1198x1526.png) How anthropic uses TEE: ![](https://substack-post-media.s3.amazonaws.com/public/images/aa4a713b-59f4-416d-a21e-6031d82729e7_1196x1150.png) EigenCloud: the verifiable cloud: ![](https://substack-post-media.s3.amazonaws.com/public/images/4e2bb599-d162-479d-b535-a2a2a86db2f6_1208x1022.png) Here’s how Aethir is leveraging it: ![](https://substack-post-media.s3.amazonaws.com/public/images/0f22cac2-61a1-490f-91ea-9292e195abfa_1202x1404.png) Kaito: the distribution layer of crypto: ![](https://substack-post-media.s3.amazonaws.com/public/images/01a6392a-522f-42e1-abd0-4e551f86641c_1204x934.png) COT research on computing: ![](https://substack-post-media.s3.amazonaws.com/public/images/712477e5-08f6-4dce-bd81-73897af8170d_1214x1048.png) With Claude you can just… do things… here’s sandra quickly spinning up a movie list for her BF in a few minutes! ![](https://substack-post-media.s3.amazonaws.com/public/images/508fe562-55ef-490f-b2bf-060d924a76cb_1200x1502.png) 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.