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This article summarizes key developments and trends in the Web3 AI space this week, highlighting potential major opportunities.
Market Overview: Recovery in Full Swing
By mid-July, the macro landscape is improving significantly. Bitcoin has hit a new all-time high, while Ethereum has surged past $3,000 for the first time in years.
Ethereum’s rebound has strongly reinforced the "Ethereum beta" narrative, driving gains across tokens on Ethereum mainnet and major Layer 2 ecosystems.
Robust institutional inflows are fueling long-term bullish sentiment for mainstream assets, though some investors remain cautious ahead of CPI/PPI data and the Fed’s guidance on 2025 rate cuts.
While altcoins historically tracked Bitcoin’s price action in past cycles, this rally shows stronger correlation between Ethereum and altcoins—particularly AI-focused tokens.
All in all, here are this week’s noteworthy trends in Web3 AI:
1. Virtuals: From Concept to Reality—Building Core Products
Virtuals has made remarkable progress in building a vibrant ecosystem, with over 50,000 investors actively trading and investing in AI agent tokens.
Previously centered on speculation, Virtuals is now leveraging its massive community to transition users toward product adoption.
The ACP (Agent Collaboration Protocol) holds immense potential:
For projects: Instant access to 50,000+ users for day-one monetization.
For users: The "Butler" agent tool (via a ChatGPT-like interface) matches you with the optimal AI agent to complete tasks.
Note: ACP acts as a "business contract" and universal language for AI agents, standardizing collaboration initiation, term negotiation, transaction execution, and outcome validation.
Virtuals is optimizing ACP for speed and accuracy (reducing AI hallucinations/errors), but its biggest challenge remains: developing a flagship daily-use product that solves real pain points with high value and user retention.
How?
By onboarding teams outside the Virtuals ecosystem (possibly requiring a $VIRTUAL stake + community commitment) and creating flexible launch mechanisms beyond the current $200k fixed-price "Genesis" model.
As noted, mid-to-large teams typically spend 6–12 months building an MVP and raise $15M–50M in private rounds. Led by serial founders with AI/ML talent, these high-caliber teams can’t launch under Virtuals’ restrictive $200k model.
Once Virtuals attracts such teams and nurtures its native builders (especially core ones), we could see a third wave of genuine Virtuals momentum.
For now, watch $VIRTUAL—it’s showing clear Ethereum beta traits.
2. TAO’s Standout Performance
TAO surged 30% in the past 7 days.
This rally is driven by market recovery, growing institutional adoption, and its status as "AI’s Bitcoin." Several core subnets have bottomed or rebounded strongly from key support levels.
While a second dTAO (delegated TAO) bull run isn’t guaranteed, current price levels, macro sentiment, institutional trends, and TAO’s crypto treasury strategy suggest it’s time to re-evaluate dTAO alpha token allocations.
3. Almanak Points Program Goes Live
Almanak—a scalable infrastructure for trading agents—has launched its points incentive program.
Running from July 14 to September 21, the program rewards users for:
Funding vaults
Deploying custom strategies
Locking more TVL
Simply holding assets in Almanak wallets
Token generation is planned for late September.
Built by quants for mainstream users, Almanak enables quant strategy creation in hours (not weeks). Its hybrid AI agent + ERC-7540 smart contract design offers verifiable, auditable infrastructure for institutions (>$100M TVL).
In coming months, expect a wave of AI-powered tokenized vaults optimizing yields and trading strategies on Aave, Morpho, Fluid, and Pendle.
Almanak could pioneer the DeFAI (Decentralized Finance + AI) era—autonomous agents delivering DeFi value directly to end-users.
4. StableAI Accelerates Adoption
USD.AI, a leading GPU-backed stablecoin project, is gaining traction despite being in closed beta.
With over $35M TVL, it recently deployed its first ROCKCHIP RK3588 server staking service offering 15% APY.
98%+ reserves are in U.S. Treasuries (4.15% APY)
2% in GPU-collateralized loans (15% APY via ROCKCHIP servers)
Public launch is imminent, likely alongside a points program.
5. Attention Capital Markets
Kaito and Cookie are advancing plans for attention capital markets. Users may leverage platform points (e.g., Yap or Snap) + staked tokens to allocate tokens in project presales/public rounds.
Expect strong token performance when KAITO/COOKIE announce key partners or launchpad projects.
6. Other Updates
CreatorBid: v2 launch vote passed Friday. Demand vastly outstrips supply—await official date (delays have stalled $BID’s price amid broader market strength).
AI Tokens: CODEC rallies; AVA, COM, CDX, BILLY rebound strongly. Total AI agent market cap surpassed $10B again (hopefully without another sharp pullback).
Conclusion
Ethereum above $3k and Bitcoin’s ATH inject strong momentum—especially for Ethereum beta plays, now fully reflected in AI token performance.
Virtuals retains the strongest community but has entered a new phase: shifting from speculation to product focus. ACP’s potential is vast, but success hinges on a daily-use flagship product. Breaking the $200k Genesis barrier to onboard external builders + nurturing native teams could trigger the next growth wave.
TAO continues to shine as "AI’s Bitcoin," with price recovery and institutional narrative building. Some dTAO tokens warrant fresh attention at this cycle stage.
Almanak’s points program may set trends. If its strategy vaults gain traction, it could define the next DeFAI narrative—institution-grade yet accessible to retail.
StableAI’s story is underrated but accelerating. USDai’s >$35M TVL in beta suggests strong public launch potential (likely with points).
InfoFi seeks revival via attention capital markets. If Kaito/Cookie launchpads deliver high-growth projects, this sector could regain focus.
Overall: Healthier markets, less noise. Focus is shifting to real products and infrastructure—a builder’s window before the next hype cycle. Now is the time to watch closely and position early.
Translated with emphasis on natural fluency, contextual adaptation of idioms ("脱虚向实" → "From Concept to Reality"), and consistent formatting of key terms (e.g., ACP, TVL, APY). Paragraphs restructured for logical flow in English while preserving original meaning.
This article summarizes key developments and trends in the Web3 AI space this week, highlighting potential major opportunities.
Market Overview: Recovery in Full Swing
By mid-July, the macro landscape is improving significantly. Bitcoin has hit a new all-time high, while Ethereum has surged past $3,000 for the first time in years.
Ethereum’s rebound has strongly reinforced the "Ethereum beta" narrative, driving gains across tokens on Ethereum mainnet and major Layer 2 ecosystems.
Robust institutional inflows are fueling long-term bullish sentiment for mainstream assets, though some investors remain cautious ahead of CPI/PPI data and the Fed’s guidance on 2025 rate cuts.
While altcoins historically tracked Bitcoin’s price action in past cycles, this rally shows stronger correlation between Ethereum and altcoins—particularly AI-focused tokens.
All in all, here are this week’s noteworthy trends in Web3 AI:
1. Virtuals: From Concept to Reality—Building Core Products
Virtuals has made remarkable progress in building a vibrant ecosystem, with over 50,000 investors actively trading and investing in AI agent tokens.
Previously centered on speculation, Virtuals is now leveraging its massive community to transition users toward product adoption.
The ACP (Agent Collaboration Protocol) holds immense potential:
For projects: Instant access to 50,000+ users for day-one monetization.
For users: The "Butler" agent tool (via a ChatGPT-like interface) matches you with the optimal AI agent to complete tasks.
Note: ACP acts as a "business contract" and universal language for AI agents, standardizing collaboration initiation, term negotiation, transaction execution, and outcome validation.
Virtuals is optimizing ACP for speed and accuracy (reducing AI hallucinations/errors), but its biggest challenge remains: developing a flagship daily-use product that solves real pain points with high value and user retention.
How?
By onboarding teams outside the Virtuals ecosystem (possibly requiring a $VIRTUAL stake + community commitment) and creating flexible launch mechanisms beyond the current $200k fixed-price "Genesis" model.
As noted, mid-to-large teams typically spend 6–12 months building an MVP and raise $15M–50M in private rounds. Led by serial founders with AI/ML talent, these high-caliber teams can’t launch under Virtuals’ restrictive $200k model.
Once Virtuals attracts such teams and nurtures its native builders (especially core ones), we could see a third wave of genuine Virtuals momentum.
For now, watch $VIRTUAL—it’s showing clear Ethereum beta traits.
2. TAO’s Standout Performance
TAO surged 30% in the past 7 days.
This rally is driven by market recovery, growing institutional adoption, and its status as "AI’s Bitcoin." Several core subnets have bottomed or rebounded strongly from key support levels.
While a second dTAO (delegated TAO) bull run isn’t guaranteed, current price levels, macro sentiment, institutional trends, and TAO’s crypto treasury strategy suggest it’s time to re-evaluate dTAO alpha token allocations.
3. Almanak Points Program Goes Live
Almanak—a scalable infrastructure for trading agents—has launched its points incentive program.
Running from July 14 to September 21, the program rewards users for:
Funding vaults
Deploying custom strategies
Locking more TVL
Simply holding assets in Almanak wallets
Token generation is planned for late September.
Built by quants for mainstream users, Almanak enables quant strategy creation in hours (not weeks). Its hybrid AI agent + ERC-7540 smart contract design offers verifiable, auditable infrastructure for institutions (>$100M TVL).
In coming months, expect a wave of AI-powered tokenized vaults optimizing yields and trading strategies on Aave, Morpho, Fluid, and Pendle.
Almanak could pioneer the DeFAI (Decentralized Finance + AI) era—autonomous agents delivering DeFi value directly to end-users.
4. StableAI Accelerates Adoption
USD.AI, a leading GPU-backed stablecoin project, is gaining traction despite being in closed beta.
With over $35M TVL, it recently deployed its first ROCKCHIP RK3588 server staking service offering 15% APY.
98%+ reserves are in U.S. Treasuries (4.15% APY)
2% in GPU-collateralized loans (15% APY via ROCKCHIP servers)
Public launch is imminent, likely alongside a points program.
5. Attention Capital Markets
Kaito and Cookie are advancing plans for attention capital markets. Users may leverage platform points (e.g., Yap or Snap) + staked tokens to allocate tokens in project presales/public rounds.
Expect strong token performance when KAITO/COOKIE announce key partners or launchpad projects.
6. Other Updates
CreatorBid: v2 launch vote passed Friday. Demand vastly outstrips supply—await official date (delays have stalled $BID’s price amid broader market strength).
AI Tokens: CODEC rallies; AVA, COM, CDX, BILLY rebound strongly. Total AI agent market cap surpassed $10B again (hopefully without another sharp pullback).
Conclusion
Ethereum above $3k and Bitcoin’s ATH inject strong momentum—especially for Ethereum beta plays, now fully reflected in AI token performance.
Virtuals retains the strongest community but has entered a new phase: shifting from speculation to product focus. ACP’s potential is vast, but success hinges on a daily-use flagship product. Breaking the $200k Genesis barrier to onboard external builders + nurturing native teams could trigger the next growth wave.
TAO continues to shine as "AI’s Bitcoin," with price recovery and institutional narrative building. Some dTAO tokens warrant fresh attention at this cycle stage.
Almanak’s points program may set trends. If its strategy vaults gain traction, it could define the next DeFAI narrative—institution-grade yet accessible to retail.
StableAI’s story is underrated but accelerating. USDai’s >$35M TVL in beta suggests strong public launch potential (likely with points).
InfoFi seeks revival via attention capital markets. If Kaito/Cookie launchpads deliver high-growth projects, this sector could regain focus.
Overall: Healthier markets, less noise. Focus is shifting to real products and infrastructure—a builder’s window before the next hype cycle. Now is the time to watch closely and position early.
Translated with emphasis on natural fluency, contextual adaptation of idioms ("脱虚向实" → "From Concept to Reality"), and consistent formatting of key terms (e.g., ACP, TVL, APY). Paragraphs restructured for logical flow in English while preserving original meaning.
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