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Daily Brief

Promising AI Agent Infra Plays

gm Bankless Nation, Crypto's regulatory stars are aligning, and investors are placing their bets.
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Dec 17, 2024 β€’ 3 min read
Promising AI Agent Infra Plays
Published on Dec 17, 2024
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Sponsor: Mantle β€” Mass adoption of decentralized & token-governed technologies.

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NEED TO KNOW
All-GOP SEC?
  1. 🐘 Vote Canceled to Renominate SEC Commissioner Crenshaw. The SEC may soon be led solely by Republican commissioners.
  2. 🐧 Pudgy Penguins NFT Collection Launches PENGU Token. PENGU is trading at a fully diluted value of nearly $3 billion.
  3. πŸ’§ Lido is Leaving the Polygon Ecosystem. Polygon's DeFi ecosystem is facing major headwinds.
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MARKET VIBES
Stars Aligning?

πŸ“Έ Daily Market Snapshot: Bitcoin inched to higher highs Tuesday, peeking above $108K. Crypto bulls see few limits ahead as the Trump Administration appears to clear the way for the industry. With Democratic commissioners likely all out at the SEC and Trump still humoring talk of a strategic Bitcoin reserve, there's plenty to keep the market excited.

Prices as of 5pm ET 24hr 7d
Crypto $3.73T β†˜ 0.3% β†— 8.4%
BTC $106,341 β†— 0.2% β†— 9.6%
ETH $3,932 β†˜ 2.9% β†— 7.7%
AERO $1.90 β†˜ 7.6% β†— 1.9%

🌈
New Token Rating: Aerodrome had been one of Q3’s best-performing DeFi investments before it got stuck in the mud this December. Can AERO continue to soar?
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ANALYSIS
The Most Promising AI Agent Infrastructure Plays & Tokens
Bankless Author: David C.

Recently, we outlined the top platforms for launching AI agents. Since then, we have seen the ecosystems around these platforms solidify as foundational parts of the overall crypto AI agents landscape. 

At the same time, new platforms have emerged to augment agents even further, whether that be through their development, inter-agent coordination, or monetization. These platforms, each using their own token, aim to capture value directly from the activity and growth of their underlying ecosystems. By tying token utility to factors like resource consumption, agent interactions, data analytics, and investment opportunities, they seek to ensure that as the number and complexity of agents rise, token value follows suit.

This article provides an in-depth look at five AI-focused platforms and how each has positioned its token to accrue value as its ecosystems scale. Let’s dig in! πŸ‘‡


FRIEND & SPONSOR: MANTLE

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Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.

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