Author: Teng Yan, Researcher (Focusing on Crypto x AI)

Compiled by: Astrea, PANews

Did you attend the Hong Kong Consensus Conference? Hope you had a great time! Although we didn't go, we carefully studied the conference timeline, and here are the key takeaways:

• Decentralized AI infrastructure has become a hot topic. Everyone is discussing data ownership, verifiable computation, and confidentiality issues.
• AI agents are rapidly developing. Think of Allora models, 3D avatars, and voice interaction agents. When the market recovers, agile teams will be in a favorable position.

Meanwhile, the open-source movement is in full swing. Major Web2 players are releasing their models:

• Perplexity R1 1776 — a DeepSeek R1 variant without corporate restrictions, providing only raw knowledge.
• NVIDIA (Evo 2) — a large language model (LLM) focused on DNA, used for decoding "junk" DNA, predicting mutations, and fully open-source.
• xAI (Grok 3) — Grok 2 is about to go open-source.
• Microsoft (Omniparser V2) — transforms any large language model (LLM) into an agent for screen reading and UI control.

Why is this crucial for the cryptocurrency space? Open-source AI reduces costs, enhances security, and drives decentralized innovation. The market may be sluggish, but AI is accelerating.

In this issue of "Weekly AI Edge," we will explore:

• AI making waves on the BNB Chain
• Kaito AI launching the long-awaited KAITO token
• Virtuals launching major features and Anand's optimistic predictions

1. Market Conditions

ENQAI stood out this week with a 50% increase, likely driven by its new team's expansion (new Chief Marketing Officer and new plans). NMT rose 23% after launching Net Mind XYZ on the BNB Chain (details later). Meanwhile, TAO increased by 18%, likely boosted by the Coinbase listing.

However, not all AI tokens performed well. ELIZA, GRIFFAIN, and ARC were severely impacted, each dropping around 40%. Are Solana AI agents losing their shine? We will find out soon.

Now, let's take a look at where the big funds are flowing this week.

Source: nansen.ai

Virtuals led the market with $3.5 million in inflows, primarily driven by the strong performance of the sports agent platform HeyTracyAI and AskBillyBets, while its spot betting business continues to expand market share.

The team recently launched the Agent Commerce Protocol (ACP) — the first blockchain protocol enabling autonomous collaboration among AI agents. A demonstration case showed that five AI agents successfully operated a simulated business scenario for Lemonade on-chain, all without pre-set trigger mechanisms.

Freysa attracted $600,000 in net inflows by releasing the Sovereign Agent Framework, which allows users to create tamper-proof AI agents based on cryptographic proofs and decentralized governance. They also launched Freysa Act IV — a virtual game where players control AI digital avatars in a simulated city. If the digital avatar wins in an 18-day competition, players will receive a six-figure prize (over $100,000).

2. Weekly Chart Highlights

Is the AI boom brewing on the BNB Chain?

Source: cookie.fun

The BNB Chain may be on the verge of a resurgence, with AI agents leading the trend. CZ (Changpeng Zhao) continues to push for real AI applications on-chain, and this time it's not just talk — this week, BNB Chain AI agents claimed three of the top five spots in market cap growth.

Does this mean the return of the DeFi summer era? Back then, the BNB Chain was our main battlefield.

First, inspired by the popular AI influencer AIXBT, the AI agent BNBXBT launched this week. It is built on the ElizaOS framework and focuses on in-depth research of the Binance Smart Chain (BSC). According to Cookie Fun data, it captured 2% of the AI market share in just one week and attracted over 6,000 holders — a commendable performance for a newly launched project.

This week, NetMind (NMT) partnered with the BNB Chain to launch NetMind XYZ — a brand new AI agent platform. It can be seen as an agent launchpad platform where users can quickly deploy, automate, and coordinate AI agents, supported by NetMind's decentralized computing and model API.

The first agent launched on the Netmind platform is Zoey, a health-focused AI application that provides personalized health guidance, longevity supplements, and mental health support, all closely connected to a major longevity center in London. Zoey's token NML was issued this week, with its market cap soaring by 270% to approximately $8 million.

This week's AI highlights on the BNB Chain include:

• My Shell AI, an AI consumer layer on the BNB Chain, has launched its Token Generation Event (TGE). The project was oversubscribed by 11,425%, locking in over $97 million worth of BNB and reaching its funding goal in just 21 seconds.
• The BNB Chain is hosting an AI agent competition to attract developer talent.
• The BNB Chain is injecting $4.4 million in liquidity for top meme coins, including AI agents built on Holoworld and My Shell AI.
• The important AI model Deepseek R1 has now been permanently preserved on the BNB Chain through Eternal AI.
• With the recent AI boom, is the BNB Chain about to make a significant comeback? We shall see.

3. Project Highlights

Launch of KAITO

Kaito AI's airdrop event has launched as scheduled, causing on-chain chaos as expected.

The project aims to reconstruct the attention economy system by returning value distribution rights to users, creators, and brands through an AI-driven information financial model (InfoFi Model) and the $KAITO token, rather than allowing centralized platforms to monopolize profits. Its mechanism ensures that all content contributors receive fair compensation, truly achieving the decentralized circulation of attention value.

In the GenAI era, attention equals value (or "Yaps" as Kaito calls it). The $KAITO token serves as the economic infrastructure to realize this value transformation mechanism.

Regarding this airdrop: the initial share of airdrop available to the community was only 10%, with rewards aimed at early contributors (yappers) and Genesis NFT holders. With KAITO launching at a fully diluted valuation (FDV) of over $1 billion, the value of each yap (or airdrop point) at the time of the Token Generation Event (TGE) was approximately $15 — meaning some participants instantly received rewards worth thousands or even tens of thousands of dollars.

As of now, 27 million KAITO tokens have been claimed (equivalent to $27 million), with the largest single claim reaching 460,000 tokens (about $460,000). On average, each user received 455 tokens, which, at the first day's trading price of about $1, translates to an average profit of $455 per person.

Source: flipsidecrypto.xyz

KOLs quickly cashed out, sparking controversy. The main point of contention is that most of the airdrop tokens ultimately returned to top influencers rather than ordinary users.

Some believe this was an inevitable outcome — Kaito's fully diluted valuation (FDV) of over $1 billion means some influencers needed to sell tokens to cope with tax burdens. If a model like Eigen or HyperLiquid (where tokens are non-tradable during the TGE phase) had been adopted, it might have alleviated selling pressure and encouraged long-term holding.

Nevertheless, the Kaito Connect mechanism still provides strong holding incentives for holders: token holders can stake to gain voting rights, directly influencing content rankings, attention distribution, and network incentive rules.

For example, voters can choose which projects qualify for the "Yapper Leaderboard" — a list that publicly displays creator influence and contribution rankings in real-time. Stakers can also earn more KAITO tokens as rewards, with the current annual percentage rate (APR) reaching 70%, although this rate is expected to gradually decrease in the coming days.

Source: docs.kaito.ai

The controversy did not stop at the airdrop distribution. AIXBT, a long-term core contributor and top KOL/influencer of Kaito AI, did not receive any token allocation — despite having previously posted about the Kaito pre-release, which garnered over 100,000 views.

Many skeptics accuse Kaito of retroactively changing the rules to exclude KOLs like AIXBT while seizing the opportunity to boost its own user engagement. If Kaito truly believes in an AI-driven crypto future, why exclude the most influential voices in the field?

Kaito's vision is grand, but the core question remains unresolved: can they truly build a system for fair distribution of attention? The market still needs to validate whether this model is sustainable.

We believe it is premature to compare it with mature platforms like HyperLiquid.

4. Hot Focus

Project Updates

• TAO has officially launched on Coinbase. Once liquidity is sufficient, the TAO-USD trading pair will be rolled out in phases.
• The mainnet for Allora has now gone live. This invite-only phase aims to stress-test the network, scale up, and attract top participants before a full public release. The goal is to build a decentralized, self-optimizing AI network.
• Mira Network has partnered with OpenLedgerHQ. This collaboration will bring a higher level of evaluation methods to decentralized models, ensuring the reliability of AI is proven. Additionally, Mira has released Klok, a decentralized chat application where users can earn Mira points.
• The testnet for Recall is now live. This decentralized platform focuses on testing, validating, and evolving AI agents, elevating trustless, machine-verifiable decision-making to a new level.
• Io,net is collaborating with Gaianet AI to leverage scalable GPU computing power to accelerate the reasoning of decentralized AI agents. By connecting to Io,net's GPU cluster, Gaia's AI agents will achieve significant performance improvements, enabling faster model processing and higher efficiency.
• Io.net has also launched a "joint staking" feature, allowing IO token holders to earn block rewards without needing hardware.
• Delphi Labs and cyber Fund have announced the launch of the dAGI accelerator, an 8-week fast-track program designed to help founders looking to build the next generation of decentralized AI. The program offers practical guidance, up to $500,000 in funding, and support from the Solana, Ethereum, and Base ecosystems.
• Sentient has partnered with KGeN to launch a new large language model (LLM) for the gaming sector, combining Sentient's AI intelligence with KGeN's vast dataset of over 13 million gamers to provide developers and players with a richer gaming experience.

AI Agents

• ElizaOS has released its product roadmap, which includes several major features: Degen Spartan AI upgrade, Autonomous Investor, and Agent Marketplace.
• CreatorBid has integrated the collective intelligence of the Allora Network into its AI Agent Launchpad platform's software development kit (SDK), enabling AI Agents to learn in real-time, adapt, and make intelligent decisions on-chain.
• Jupiter DEX has upgraded its routing algorithm by integrating the Virtuals protocol, allowing users to exchange any input token for AI Agents at optimal prices.
• NEAR Protocol has launched Shade Agents — AI-driven smart contracts based on a multi-chain architecture, fully verified on-chain and without single points of failure, which can be seen as self-correcting autonomous contracts.
• FLock has partnered with Animoca Brands to launch HeyAni, the first decentralized AI venture capital agent, based on FLock's AI infrastructure, providing business assessments and investment ratings for Web3 entrepreneurs.

Web2 AI

• The beta version of Grok 3 has been released, with Elon Musk strongly promoting its performance in mathematics, science, and coding, surpassing competitors like OpenAI. New features include DeepSearch (information synthesis and contradiction analysis) and Think (next-generation reasoning engine).
• Perplexity has launched Deep Research, allowing users to generate in-depth research reports on any topic.
• OpenAI has unveiled SWE-Lancer — the first real-world programming test platform, featuring 1,400 high-difficulty engineering tasks on Upwork, with a total prize pool of $1 million, covering full-stack complexity and high-risk scenarios.
• Google has just launched an AI-driven lab partnership — AI United Scientists, aimed at generating new hypotheses and accelerating discoveries. This is a multi-agent system that has been validated in real-world experiments and is available for testing.

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