s4mmy.moca

s4mmy.moca

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Current: Head Analyst at @OriginsNFT Previous: CA, Ernst & Young http://s4mmyeth.substack.com I ⏩ 1% Club Publications are my opinions only.

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Yield optimisation agent infra The more competitive the stablecoin market becomes, the more choice and incentives to attract users AI Agents will be the most efficient means of optimizing for maximum yield/incentives, so if these benefits flow back to the agent token then that

One clear trend in the market: Everyone and their mom is trying to figure out how to get exposure to the upcoming stablecoin boom, yet there is no sound way to invest in this trend. Very odd market dynamic.

The stablecoins market cap just smashed its prior record and is now > $230bn. "I see more stablecoin startups than alts" - @cz_binance The wild thing is that agents will be managing a lot of this capital to auto optimize yield @gizatechxyz's ARMA has already traded $5.4mm in twitter.com/S4mmyEth/status/19...

There's two points in the new Wayfinder terminal that you need to pay attention to: 1) Agents 2) Kaito Yapper PROMPT airdrop 1) Autonomous Agents i) Transaction agents will become a one stop shop for DeFAI; a complete overhaul of the DeFi UI across multiple chains. Chain twitter.com/S4mmyEth/status/19...

AI Agent renaissance on BNB? Who's building the @bankrbot or @clankeronbase of BNB Chain? "While crypto is the currency for AI, not every agent needs its own token... Launch a coin only if you have scale. Focus on utility, not tokens" - CZ

BNB ChAIn. I was waiting for the AI hype to die down a little to pushing. Real builders stay after the hype. x.com/BNBCHAIN/statu…

AI Agent development continues despite the adverse crypto price action, specifically Manus captures headlines "Manus is the most impressive AI tool I've ever tried" - @victormustar Here's an agentic roundup to plug the gaps over the past few days 🧵(1/15)

This is insane! An AI Agent manages 50 social media accounts, simultaneously. Likely a strong indicator of what’s to come, but not just socials but games, chat centre assistants and much more!

Hytopia are using Grok and Claude to develop a Fortnite style game👇🏼 twitter.com/S4mmyEth/status/18...

AI Agent Market Analysis (February 28, 2025) The AI sector sees mixed performance today. There are some strong outliers despite overall declines in market cap, and significant drop offs in volume. The broader crypto market with Bitcoin dipping below $80k for the first time twitter.com/S4mmyEth/status/18...

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