# AI Season Reloaded?

**Published by:** [Modular blockchain](https://paragraph.com/@modular-blockchain/)
**Published on:** 2025-09-11
**Categories:** ai
**URL:** https://paragraph.com/@modular-blockchain/ai-season-reloaded

## Content

1. Worldcoin (WLD) – The 5,348 % Side-ShowNasdaq-listed Eightco Holdings (OCTO) raised $250 m to corner WLD for its balance-sheet.OCTO shares exploded 5,348 %; WLD itself +123 % in 30 d, now $3.94 bn MC.Star power: tech-perma-bull Dan Ives (of “IVES” AI ETF) chairs the board.2. Bittensor (TAO) – The Brain ReserveThree listed micro-caps (xTAO, TAO Synergies, Oblong) added TAO to treasuries.Europe’s first physical TAO ETP files for SIX, Euronext, Xetra + Nasdaq Stockholm.MC: $3.25 bn (+5.9 % week).3. Story Protocol (IP) – From Copyright Layer to Agent Trade-HubGrayscale launches IP-only trust; token listed on Revolut and Upbit (Korea’s №2 volume).Nasdaq co. Heritage Distilling PIPE’d $223.8 m, will buy back $320 m of IP by 16 Nov.Co-founder Jason Zhao stepped to advisory role.MC: $3.13 bn (+32 % week).4. Virtuals Protocol (VIRTUAL) – Ethereum’s AI Hack-MachineCo-hosted “Ethereum is for AI” hackathon with the Ethereum Foundation (five tracks: DePIN, privacy, consumer, science, DeFi-AI).New Genesis v2 launchpad adds three-tier staking to tame bot wars.MC: $830 m (+21 % week).5. Kaito AI (KAITO) – The Revenue Beast$40 m annualised revenue in H1—claims top-earning crypto-AI app.Rolled out Capital Launchpad (AngelList-on-chain) + MindShare heat-map now tracks crypto stocks.6 m KAITO earmarked for ecosystem incentives.MC: $320 m (+33 % week).6. OpenLedger (OPEN) – Binance’s New Pet$8 m seed from Polychain & Borderless.September triple-listing: Binance Wallet Booster → HODLer → Alpha, plus Bithumb & Upbit.Post-listing spike: +231 %; MC $310 m.7. Codatta (XNY) – Data Farming on BNBGraduate of BNB Chain MVB VIII; first-ever Binance Wallet Booster + Pre-TGE project.Binance Futures perpetual live.Partnered with XPIN, Hooked, FLock; backed by NGC & KuCoin Ventures.MC: $96 m (+46 % week).8. FLock.io (FLOCK) – Privacy-Preserving AI + UN SealNasdaq-listed CIMG inks DAT treasury deal, co-develops LifeNode health-AI wearable.Endorsed by UNDP and Hong Kong government’s HKGAI lab.Listed on Upbit, Coinbase, Binance within two weeks.MC: $87 m (+48 % month).9. Sapien (SAPIEN) – Base-Native Data Labeling$15 m seed led by Variant & Animoca; ex-Base co-founder Rowan Stone at helm.Simultaneous debut on Binance Alpha & Coinbase.MC: $55 m (+39 % week).10. MyShell (SHELL) – One-Click AI App Store1.4 m applicants for ShellAgent 2.0; integrates Grok-4 & Kimi K2.BNB Chain 2025 Award finalist; second-round Binance HODLer airdrop.Subscription MyShell Pass opens premium inference.MC: $35.6 m (+17 % week).11. CreatorBid (BID) – Curated AI Creator Economy2.8 k ETH total volume, 2.5 k unique bidders.New curator program + SONAR data-driven emissions kill old farm-and-dump model.+63 % in seven days; MC $38.8 m.12. Quack AI (Q) – Governance, Duck-Style$3.6 m seed (Animoca co-lead).Supply cap 10 bn, float 16.16 %.Binance Alpha + Futures in same week.MC: $23 m (+18 % week).Bottom Line Washington’s “AI Manifesto” and Big-Tech’s open wallets have turned crypto-AI into the trade of the quarter. Twelve tokens, twelve different angles—treasury arbitrage, agent IP, data farming, health wearables, creator markets—but all riding the same wave of sovereign and institutional FOMO. If history is a guide, not every rocket will reach orbit, but for now the AI season is officially priced in.

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