🧵TOP 5 popular AI Agent frameworks in the last 7 days Deepseek has shaken the AI sector, and AI agents are net losers so far. From what I can tell, Deepseek is actually bullish for open-source and decentralized AI in general. I view current price action as short-term volatility. Some great entries across the board! Here's the 5 most popular agentic frameworks in the last 7 days: Ai16z - @ai16zdao Pippin - @pippinlovesyou Arc - @arcdotfun Send - @sendaifun Dreams - @daydreamsagents Observation: Ai16z dominance is decreasing (should be expected), and Pippin is rising fast. Volatility is especially high for AI agent coins, so be cautious. Here's some brief information about the most popular AI agent frameworks:

The iconic 🌐 emoji trades at $1 million market cap on @emojicoindotfun. 🌐 captures the essence of Aptos culture. If this goes bananas, it could turn into an incredible story for Aptos. Word on the street is that some folks in the Aptos community are good storytellers. 👀

Thrilled to announce that I’ve joined @APTopia_xyz as an ambassador! 2025 promises to be incredible for @Aptos and its ecosystem. 🌐

$COOKIE || @cookiedotfun "DATA Infrastructure For AI Agents" I bought COOKIE yesterday. I think it’s a solid play for the Agent infrastructure narrative. Cookie Fun, launched by Cookie DAO, acts as a key data infra for the entire agentic ecosystem. It tracks, analyzes, and provides insights for AI agents across all ecosystems. If you lock 10K COOKIE ($3.9K USD) on Cookie Fun, you unlock Premium features that are incredibly useful. ▫️1. Cookie Fun’s increasing adoption Cookie Fun is one of the top data distributors for the Agent narrative. With tens of thousands of investors using it daily, it’s now a major player in the agentic infrastructure space. You probably see everyday screenshots from Cookie Fun: ▫️2. COOKIE vs. the AI agent narrative COOKIE’s market cap is sitting at $124 million. The total agent market cap is $14 billion, and Cookie Fun tracks more than 1,300 agents. If Cookie Fun remains relevant as key agentic infrastructure, there’s a lot of room for growth. The current numbers already show an asymmetry in value. When you factor in the potential of the overall AI agent market (still early at $14 billion), that gap becomes even clearer. ▫️3. High adaptability potential Cookie Fun covers all kinds of AI agents—memes, infra, DeFi. This versatility gives it a high chance of staying relevant, even if the agent narrative shifts to a different vertical. The only question is: will the agent narrative stay relevant? With so much enthusiasm, blockchains pivoting, and hackathons/grants supporting agent-focused projects, it feels like we’re just getting started. COOKIE isn’t going anywhere imo. ▫️4. Beyond Cookie Fun Cookie DAO isn’t just about Cookie Fun. The ecosystem also includes staking and farming. Stakers qualify for airdrops from projects that use Cookie’s data solutions. With Cookie DAO’s strong position in the space and their partnership with Cookie3 MarketingFi, they could easily expand their offerings. ▫️5. Exciting roadmap ahead Cookie Fun will launch its own agent. COOKIE token will deploy on Solana. Cookie Fun v0.5 is coming soon. ▫️6. Mindshare versus. price Using Cookie Fun premium features, we can compare the mindshare versus the price. I like to see a strong decline in price while the mindshare is remaining stable. I expect a repricing son!

Things are about to get crazy. Trump’s big announcements are setting up a super risk-driven environment for investors. The S&P 500 is sitting at all-time highs. On the crypto side, Trump’s mandate ceiling is still a mystery. Overexpectations are allowed, and any disappointment is probably 8–12 months away. HIGHER

$MOVE || @movementlabsxyz MOVE chart looks nice here. With the mainnet launch just around the corner, we can expect many apps to deploy right from day one. Movement is an L2 on ETH, built on the MoveVM and that settles on Celestia. -It’s highly scalable and fast. -Movement Labs raised up to $40 million, ensuring plenty of funds to fuel ecosystem growth. -Current market cap sits at $2 billion. I’m starting to DCA now. It might take some time to fully play out since the ecosystem isn’t live yet, but I’m confident $MOVE will perform strongly once it gains momentum. When apps go live, there will also be staking opportunities and utility for MOVE tokens within the ecosystem. At that point, I’ll likely increase my DCA as the token’s use case expands.

|| @_kaitoai "Is Kaito a Generational Airdrop In the Making?" 🧐 Kaito is a data-driven SocialFI platform that has been gaining lots of traction on X. Its standout feature is the "Yaps Leaderboard," which ranks crypto KOLs based on their content performance. Users earn "yaps" when they publish high-quality content. Accumulating more yaps boosts their position on the leaderboard. An airdrop is very likely to reward those who collect yaps over time. To join, simply link your X account to Kaito and ensure your profile has a blue check. Why could the Kaito Airdrop be a generational opportunity? -> it solves a major pain point -> Targeted audience has money -> Kaito adoption is massive -> SocialFI will boom ◽️1) It solves a major pain point Crypto projects and Web3 marketing firms often struggle to find quality KOLs due to the prevalence of low-tier influencers and fake followers. Identifying genuine contributors is time-consuming and inefficient. Kaito addresses this issue with two key metrics: "smart followers" and "yaps." These metrics allow projects to identify reliable KOLs quickly. The platform also offers customizable leaderboards, enabling projects to track their most active contributors. This creates two clear advantages: - Projects can reward engaged contributors with ambassador roles or airdrops. - The gamified design motivates users to produce more content, increasing visibility and engagement. ◽️2) High-stakes target audience Kaito targets multi-million and billion-dollar crypto projects, giving it a unique edge. Future TGEs like Monad, Berachain, Abstract, and Eclipse are expected to launch with billion-dollar valuations. Solving challenges for these large-scale projects makes Kaito’s value proposition far stronger than addressing small-scale needs. The web3 industry is also expecting to grow fast. Even better for long-term Kaito valuation thesis! 3) Kaito adoption is already massive Prominent CT accounts discuss it often, and the leaderboard’s gamified nature drives top KOLs to compete. This has generated significant buzz, with users constantly searching for ways to earn more yaps. Adoption extends beyond users. Kaito has already partnered with major projects like Berachain, Monad, Quai Network, Sei, and Eclipse. Kaito also raised up to $10 million. Backers include The Spartan Group, Dragonfly and Sequoia. ◽️4) SocialFI’s explosive potential Attention has become the new oil. With so crypto projects launching every day, the competition for consumer attention is fierce. Kaito offers solutions that help projects capture this attention more efficiently. This positions it as a key player in the rapidly growing SocialFI sector. ◽️Final thoughts I think Kaito is on track for a massive valuation. It bridges SocialFI, InfoFI, and AI (kaito even runs a subnet on Bittensor/Tao). If you are active on X, Kaito is worth exploring. There is no cost to join, and the potential airdrop could be highly rewarding. This post mainly focused on the "yaps" feature but Kaito also offers other tools, like the mindshare map. It's overall make a valuable platform for investors, companies and marketers!

$ALGO || @Algorand It's hard to deny ALGO's strength at the moment. Being around for years, Algorand has had ample time to establish key partnerships and expand its ecosystem. Let's explore the current state of Algorand: ▫️TVL Algorand's TVL currently ranks #41 on Defillama. The recent ALGO surge has been a key driver behind the TVL increase. The stablecoin market cap currently stands at $61 million. A defining feature of Algorand's ecosystem is its significant focus on RWAs (Real-World Assets): Lofty (property tokenization), Vesta Equity (property tokenization), and Meld Gold (gold tokenization) collectively contribute tens of millions in TVL. Folks Finance, a cross-chain lending app, leads the Algorand ecosystem in TVL. Overall, Algorand showcases a diverse ecosystem, combining core DeFi applications with more original projects. ▫️Onchain Trading Volume Onchain trading volumes have been rising over the past two months, coinciding with ALGO's recent price outperformance. Strong price action brings increased attention and activity to the ecosystem, which naturally results in higher volumes. Tinyman remains the top Algorand DEX by trading volume. Despite the growth, DEX volume on Algorand remains modest compared to other chains. It will be interesting to see if Algorand can solidify its position as a leading Web3 ecosystem moving forward. ▫️Institutional and Real-World Adoption Algorand stands out through numerous partnerships with established entities. For instance, it will soon be possible to use an ALGO debit card thanks to a partnership between Immersive, Pera Wallet, and Mastercard. Additionally, Algorand has collaborated with the United Nations Development Programme (UNDP) to launch a blockchain academy aimed at educating over 22,000 UNDP employees globally. Moreover, Algorand has partnered with Hex Trust to support the banking sector's adoption of digital assets by offering secure custody solutions for institutional clients. ▫️Final thoughts Years of building are clearly yielding results. Algorand's infrastructure is well-developed, supported by a highly engaged community. The ecosystem is also showing signs of growth. There's no reason not to be bullish on ALGO, in my opinion. Key accounts to follow from Algo community: @cryptosquench @lastsov @thabisomkosi @joyride_algo @KVD17876630 @algoindex_ @realvaluevision @sik_media87 @ivanferrua @thabisomkosi @MarcoGee12 @Hercules_algo @MinnerAlgo @Mr_Algosla @AdyX1337 @algo_cats @Hera_of_athens @algomaniacss @JaxNole_algo @blockedbyherbie @algo_willy @Cryptofactory11 @508Crypto @MrBagsAlgo @DuckWhistles @MyNameIsSimoni

$ZK || @zksync "ZkSync Ignite Is Already Producing Significant Results" zkSync Era has been on my radar for a while. I think ZK could be an interesting play for the upcoming altseason. The zkSync Foundation recently launched "zkSync Ignite," @ZKsyncIgnite an initiative designed to boost DeFi usage on ZK for the next nine months. This could serve as a long-term growth catalyst for the ZK ecosystem! Here's my reasoning for making a case for ZK: > They have been one of the largest fundraisers of this cycle, securing approximately $458 million in funding. > TVL has been rising steadily. > ZK performance has been among the most solid across L2s. > If an ETH season is approaching, ZK could be a major beneficiary. > On-chain trading, both perp and spot, has shown significant improvement over the past few months. > zkSync Ignite will contribute to onboarding and expanding ZK’s mindshare. ▫️Adoption Several indicators suggest increasing adoption for ZK: TVL TVL currently stands at $200 million, reflecting strong growth since December 24, largely driven by the zkSync Ignite initiative. TVL growth has been outpacing ZK's price, signaling meaningful ecosystem expansion. The figure doubled in just one month, primarily fueled by AAVE. On December 1st, AAVE's TVL was around $6.31 million, now exceeding $34 million on zkSync. Beyond AAVE, "Venus Core Pool," another lending protocol, also posted remarkable growth with a 165% increase in TVL over the last 30 days. The stablecoin market cap has followed suit, climbing from $65 million to $110 million within the same period. The emphasis on stable pools under zkSync Ignite appears to be delivering results, as stablecoin market cap expansion continues accelerating. ▫️On-Chain Trading Volume zkSync has been steadily climbing the ranks in on-chain trading activity, particularly in derivatives volume. Most derivative activity on zkSync comes from Satori Finance and Holdstation. Holdstation, a native perpetuals platform on zkSync, recently expanded into the AI agent narrative with the launch of an AI-driven trading platform. Currently, zkSync ranks #6 for derivative volumes. For spot trading, it regularly places in the top 15. Several multi-chain DEXs like Maverick and PancakeSwap are deployed on the network, while "Koi Finance" leads as the top native DEX by volume. ▫️Account Abstraction Account Abstraction has been a key focus area. Two standout features are: the ability to pay gas fees with ERC-20 tokens other than ETH and the use of smart contracts (paymasters) to cover transaction fees. These upgrades simplify user onboarding and contribute to greater adoption. ▫️Final Thoughts ZK appears to be a solid opportunity for gaining exposure to the Ethereum ecosystem. Its market cap and project maturity seem well-positioned for further growth. The next nine months, fueled by the zkSync Ignite initiative, could significantly expand the ecosystem's strength. The substantial fundraising also adds a bullish factor. zkSync Foundation has the resources to secure brand recognition and drive ecosystem expansion. Key Accounts to follow from ZK community @cryptotrader85 @XfintechROY @Jay68319679 @XfintechROY @Userjackcrypto @BjarneCrypto @itscam_eth @critic_ftw @TheZKnomist @DinoMaxZK @theHVS_ @WisdomZK @ZKMessirve @faizantariq26 @Lisancyt @METASHITTER @lilrikimaru9 @GrendelMarco @zksemo @Ozhar

$BLUE || @bluefinapp "WHY BLUE IS A GREAT SUI BETA PLAY" Bluefin - an AMM/Perp DEX on $SUI - recently launched its native token BLUE, and I think it’s a great opportunity to gain exposure to the SUI ecosystem. My reasoning: ▫️SUI has been outperforming for three months. There's a lot of attention and mindshare around the SUI token, as well as its betas. ▫️SUI perp and DEX volumes have risen sharply in the last few months. Both are now ranked in the top 10 in their respective segments. ▫️Bluefin ranks 10th among all perp DEXs in derivative volume, which is really impressive. ▫️Regarding SUI's total DEX volume, Bluefin ranks 2nd, just behind CETUS. It also shows the best Volume/TVL ratio, suggesting higher capital efficiency. ▫️Bluefin has raised up to $29 million, with Polychain as one of the main backers. ▫️The current market cap is below $100 million, making it very undervalued compared to competitors. ⚪️What is Bluefin? Bluefin is a decentralized exchange (DEX) on the Sui blockchain, offering spot and derivatives trading. It provides a user-friendly interface with features like perpetual contracts and options. By leveraging Sui's technology, Bluefin ensures rapid transaction confirmations and minimal fees, which enhance the overall trading experience. Since its launch on Sui in September 2023, Bluefin has achieved over $37 billion in total trading volume, becoming the largest protocol on Sui by volume. Its integration of zkLogin allows users to sign up with their Google accounts, eliminating the need for traditional wallets and simplifying onboarding. Bluefin's commitment to performance and user experience positions it as a leading platform in the decentralized finance ecosystem. ⚪️Adoption Some key metrics from Bluefin: TVL Historically, Bluefin only offered derivatives. They recently expanded into the spot trading market, which has already led to a significant increase in TVL. It surged from $20 million to $70 million in less than one month. Compared to direct competitors, Bluefin ranks 3rd in TVL. Spot Volume Launched just weeks ago, Bluefin DEX is already climbing the ranks! In the past seven days, Bluefin has been the 3rd DEX in volume on the SUI blockchain. With the launch of the BLUE token, I expect the community to grow rapidly. It wouldn't be surprising to see these numbers improve further. Derivatives Volume This is the key metric. Bluefin now ranks 10th in weekly derivative volume. There's still a lot of room for growth as the SUI ecosystem is just beginning. This bodes well for Bluefin’s mindshare and strengthens the case for a BULLISH BLUE thesis. ⚪️Final Thoughts SUI is on a strong trajectory, so increased on-chain activity is expected. I believe SUI will establish itself as one of the top ecosystems in the coming years, much like Solana did last cycle. SUI's unique position adds a premium to its main ecosystem tokens...BLUE looks like a very asymmetric opportunity to me! Key accounts to follow from BLUE community @matteodotsui @paraboli8crypto @gnarleysol @SuiMicky @firedsol @0xPain__ @0xbenye @0xiamjosh @T2tymez91 @jemima_cletus @S_a_m_T_o_m @jussy_world @Tunkunmi @gidwell @ZibahTheCreator @swill_eke @Goodylili @richie_bitcoin @Lizardkingx34x @0xJohannes_ @ADanmaigoro @wojak_sui @suinexus @lebinxie @SuiTrader @OG10o0x

$MODE || @modenetwork -->MODE is Now My Fav AI Agent Pick Time to make a strong case for MODE: >AI Agent infrastructure >Positioned at the intersection of AI and DeFi, driving the broader AiFi narrative >Part of the OP Superchain, offering maximum interoperability with enhanced connectivity >Strong partnerships with well-known names in the AI space >Incubating several promising projects through the Mode AiFi accelerator program >MODE's market cap is $110 million, presenting significant asymmetry compared to its fundamentals ▫️What is Mode Network? Mode Network is blending AI and DeFi to create a platform where AI agents take the lead in powering decentralized financial apps. Built on Optimism's OP Stack, Mode uses its AiFi approach to let on-chain agents handle tasks like MEV searching, arbitrage, and auditing. With initiatives like the Mode AiFi Accelerator, it’s driving innovation in AI-powered financial tools while opening up new opportunities in the DeFi space. ▫️Mode x AI Mode has been making waves recently with its big pivot toward AI. With AI expected to dominate as a major narrative this cycle, Mode’s move could turn into something huge! Mode Network is bringing artificial intelligence (AI) into decentralized finance (DeFi) through several exciting initiatives: AiFi Economy: Mode is combining AI and DeFi to build the AiFi economy. By using on-chain agents, it’s creating AI-powered applications that can handle tasks like MEV searching, arbitrage, and smart contract auditing, aiming to scale DeFi to billions of users. Mode AiFi Accelerator: This program fosters innovation by supporting projects that combine AI with DeFi. For example, QuillAI's QuillShield, an AI agent designed to improve security for decentralized applications, is one of its standout projects. AI Agent App Store: Mode launched a platform where users can interact with autonomous agents to run complex DeFi strategies. The store already features agents like ARMA for yield optimization and plans to add more, including Olas Modius, a liquidity farming strategist for decentralized exchanges. Synth Subnet Bittensor: Mode Network has launched Synth, a subnet on Bittensor's decentralized AI network, to enhance financial forecasting for AI agents. Synth generates synthetic price data to support tasks like MEV searching, arbitrage, and auditing. The Testnet models Bitcoin price movements, offering insights for trading and portfolio management Mode Network’s efforts to integrate AI into DeFi are setting it apart, enhancing efficiency, scalability, and security across its ecosystem. ▫️Ecosystem Mode already has a growing ecosystem of apps and a respectable TVL, which is something I highly value. The current TVL sits close to $200 million. When comparing MODE's price to the chain's TVL, it’s clear that TVL is outperforming price, which doesn't necessarily indicate organic growth. With the TVL nearly double Mode’s market cap, the mcap/TVL ratio makes a strong case for MODE. The stablecoin market cap remains very low, so it’ll be interesting to see how that evolves. Similarly, MODE's DEX volume is modest, averaging $1.5 million traded daily according to DeFiLlama. Adoption is still minimal, so there’s no need to get overly excited. That said, given the market cap and the potential of AI integration, the current ecosystem is in a solid position. ▫️Team James Ross, co-founder of Mode Network, brings over seven years of experience in the crypto industry. He has advised notable projects like Eigenlayer, Ethena, and Hashflow. ▫️Funding Mode Network has raised approximately $5.4 million, including a 2 million OP token grant (about $5.3 million) from the Optimism Foundation in January 2024 and $110,000 through an IEO in May 2024. These funds are fueling the development of its AiFi-focused ecosystem and DeFi initiatives. ▫️Final Thoughts Considering its strong fundamentals, the healthy state of its ecosystem, its outlook as an AI-driven chain and its market cap makes it a great deal right now! Some accounts from MODE community to follow: @ElonTrades @tehMoonwalkeR @0xAero8 @blackbeardXBT @0xQuentinD @tombheads @ETHachiUchiha @Thnayeem360 @cryptoo_doctor @dkingweb3 @jamesrosst @flb_xyz @Mac3pq @cryptokevin2011 @crypto_smurph @o_ponle @GACapitalVC @pm_me_your_knee

$KAS || @KaspaCurrency Glad to get back into KAS at these prices. It’s been consolidating within a wide range for months now. With Kasplex and KRC20, users have more ways to interact with the network. Just yesterday, @kasplex announced that atomic swaps will go live on the mainnet on December 10th. The ecosystem is evolving steadily, and the Crescendo Upgrade is set to be another major catalyst. Onchain Insights: Live TPS Since the Kasplex relaunch in September, there’s been a notable uptick in the network’s live transactions per second (TPS). As expected, launch day created a lot of buzz, and KAS hit an impressive live TPS average of 198 during that period! After the initial hype settled, activity naturally slowed but has remained surprisingly robust. Kaspa continues to maintain solid transaction levels, showing sustained usage. Here’s a chart from Token Terminal comparing the average live TPS of various networks: It’s worth noting that live TPS should always be taken with context—different networks calculate this metric differently, and some even include "system transactions" that artificially inflate their numbers. That said, for a project with Kaspa’s market cap and a relatively young ecosystem (especially without smart contracts yet), this level of activity is impressive. It highlights how engaged the community is. Unique Active Addresses Unsurprisingly, active addresses have been growing too. Kasplex 2.0 has onboarded a wave of new users and significantly boosted network usage. The numbers are impressive. Over the past three months, Kaspa has averaged 80,000 unique active addresses interacting with the network daily. That’s solid growth for a project in this stage. ▫️Final Thoughts KAS looks like a strong opportunity right now. The onchain metrics are pointing to growing adoption, the price has been consolidating for months (which means a potential breakout could be massive), and the upcoming Crescendo Upgrade could act as a major catalyst. Key accounts from Kaspa Community: @KaspaCurrency @KaspaSilver @KaspaKii @KASPAEnthusiast @KaspaFuture @KaspaGuru @Kasfinex @DesheShai @plzsats @Fibonaccious @elldeeone @Chris_Hutch7 @rock_the_kaspa @travladd @AlexCryptoDubai @Cryptographur @mikroweller @YorichiiCrypto

$SUPRA || @SUPRA_Labs "New High-Perf L1 built on MoveVM" Supra has officially launched its token today on MEXC and other exchanges. I’ve been keeping an eye on this new Layer 1 for a few weeks, and here’s what really stood out to me: -Supra is built on MoveVM, similar to Aptos. -It’s a high-performance Layer 1 with up to 500K TPS and sub-second finality. -It supports multiple VMs, including MoveVM and EVM, with SolanaVM and CosmosVM support coming soon. -It features native oracles, so there’s no need to rely on external providers. -They’ve raised up to $42 million and are backed by solid VCs. -There’s a huge focus on building apps and growing an -ecosystem. -“Supra Containers” act like L2s but without the usual tradeoffs like fragmented liquidity or needing separate validators. -Proof-of-Efficient Liquidity: Similar to Berachain, Supra aligns on-chain liquidity with network security. ◽️What is Supra? Supra Blockchain is a high-performance Layer 1 platform that integrates oracles, verifiable randomness, automation, and cross-chain communication into a single ecosystem. This design offers developers a comprehensive suite of tools to build decentralized applications (dApps) efficiently. Supra's infrastructure supports multiple virtual machines, including EVM and MoveVM, providing flexibility in smart contract deployment. With transaction speeds reaching up to 500,000 transactions per second and finality times as low as 500 milliseconds, Supra aims to deliver a seamless and scalable blockchain experience. ◽️Supra Oracles Supra Oracles provide fast, secure off-chain data for decentralized applications (dApps) through direct integration with Supra's Layer 1 infrastructure. They support multiple virtual machines, like EVM and MoveVM, and are used beyond Supra, with platforms like ApeChain on Arbitrum leveraging their data feeds and randomness functions. ◽️Supra Containers Supra Containers are dedicated spaces on the Supra blockchain, letting developers build dApps with control and flexibility. They combine the perks of Layer 2s and AppChains—like customizable governance—without issues like fragmented liquidity. Running on Supra's infrastructure, Containers ensure shared liquidity and seamless composability, so developers can focus on innovation. ◽️Proof-of-Efficient Liquidity Supra’s Proof of Efficient Liquidity (PoEL) makes the most of liquidity providers’ (LPs) capital by letting them help secure the network while earning rewards. LPs can stake SUPRA tokens, which not only boosts network security but also keeps liquidity flowing smoothly. It’s a smart way to grow DeFi capital and build an ecosystem while contributing to network security. ◽️Ecosystem Tons of apps and builders are already jumping on the Supra chain. The ecosystem’s about to take off, with loads of opportunities for memecoins, NFTs, utility tokens, yield farming, and more. ◽️Final thoughts Supra feels like a potential banger. The new wave of modern high-performance L1s (SEI, SUI, Aptos) has been delivering strong results so far. There’s no reason to think Supra won’t follow a similar path. The tricky part for me is the timing. If I’m not mistaken, the circulating supply is around 5%, with a market cap under $100 million. At the same time, the mainnet is still very new, so the ecosystem has yet to grow. I’m curious about the investor strategies that could emerge around PoEL. It might be an interesting move to buy Supra now while it’s arguably dirt cheap and stake it for rewards. In any case, it’s always exciting to see new L1s pushing the boundaries of what’s possible to achieve technological supremacy! Some Key Accounts from Supra Community: @JonEvansJones @mickey_web3 @JoshuaTobkin @KongBTC @CryptoMichNL @0xteagan @shojaie_crypto @altc01n @Tanaka_L2 @Homalicious