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📸 Market Snapshot: The AI agent sector continued its slide this week, with total market cap dropping another 5% to $9.4B at the time of writing, mirroring the broader market as it reels from capital shifting towards Circle's IPO and the ongoing Trump-Musk clash. Despite the overall weakness, some AI tokens are showing serious outperformance, proving there's still appetite for the right narratives.

Newly launched, Solana-native KLED AI ($KLED) absolutely exploded this week, up around 500% as prominent Twitter traders gravitated toward it as their play on the "upcoming surge" in original human data value. The thesis, as MiyaHedge puts it: "As AI companies like xAI, OpenAI, and Google enter an 'intelligence war,' scarce, high-quality data becomes critical for training advanced models." Here, $KLED stands out, acting as a broker, paying users to share data with AI companies.

While EVM-compatible L1 Vana tackles similar territory for data brokering, those eyeing $KLED may see it as a lower market cap, more direct play on this narrative. With a $23M market cap and a supportive quote from Michael Kives (founder of K5 Global who invested in SpaceX, xAI, and Binance) on their homepage, $KLED's run-up proves the trenches have appetite for seemingly serious AI projects when novelty appears.

Meanwhile, $FLOCK on Base is up 80% this week after announcing a strategic collaboration with Alibaba's open-source LLM series, Qwen. The team-up marks a major milestone as FLock becomes the first decentralized training project confirmed to work with Alibaba Cloud.

Also on Base, BankrCoin ($BNKR) and Vader ($VADER) outperformed the market, up 17.6% and 13.7% respectively. $BNKR's growth seems to be coming at $CLANKER's expense, which dropped 9% this week. This continues a divergence that began when $CLANKER faced founder-related scandal in early May. Since then, it's down 15% while $BNKR is up 25%. Vader continues cruising alongside the Virtuals ecosystem, with 55% of token supply staked and a whole slew of airdrops for $VADER stakers on the way.

Overall, it’s clear that while the market may be tough right now, there are still gems out there.

As we explored in our recent piece on vibe coding, AI is transforming software from a precious, months-long endeavor into something more like content — quick to create, easy to remix, and built for iteration.

This "contentification of software" has found a natural home in crypto, where open-source norms, composable smart contracts, and financial incentives create the perfect playground for rapid experimentation.

Now, a wave of crypto-native platforms are making this vision more accessible than ever. These tools let anyone turn ideas into onchain apps without writing code, often complete with built-in tokens and monetization.

Here's a look at four platforms leading the charge. 👇

🛠 dev.fun

Website | Twitter

Native to Solana, dev.fun takes the pump.fun ethos and applies it to app creation, turning natural language prompts into live apps tied to existing tokens. The platform offers Brainstorm Mode to refine ideas and Coding Mode for Git-style commits that track iterations. You can preview apps for free, but launching requires linking to a pump.fun token.

What Stood Out:

• Upload your own 2D and 3D assets
• $2 fee covers compute and deployment; apps can be remixed by others
• The dev.fun World Cup happening now — a global competition from June 5-15 where participants from Europe, India, Asia, and Africa compete for a $15,000 prize pool

🎮 Uber.fun

Website | Twitter

Also on Solana, Uber.fun lets you build apps, deploy them on their domain or yours, and launch adjoining tokens. You can select from ChatGPT 4.1, Claude 4, or Gemini 2.5, plus upload images to define your app. After leaving Believe over token launch transparency issues, the team built their own ufun token launchpad, which they plan to merge directly with Uber.fun soon. Over 10K apps have been launched on Uber so far.

What Stood Out:

• Must launch a token to deploy; choose between ufun or Believe
• Add assets mid-build like dev.fun

🧱 Ohara

Website | Twitter

Base-native Ohara turns prompts into functional apps but offers standout flexibility – you can launch an "App Coin" or monetize through integrated APIs like those from Flaunch. The API integrations drew me to Ohara: you can configure apps to use DEX aggregator 0x, deploy as World or Farcaster mini apps, build smart contracts via Third Web, or connect to Polymarket's API. You also get unlimited iterations before launch and, as of Wednesday, app generation has improved, supporting better outputs, auto-debugging, and prompt enhancement.

What Stood Out:

• Direct Farcaster integration for Mini App deployment
• Unlimited generation and extensive API integration
• Weekly contests where top market-cap apps win $100 investment and promotion

🌊 Poof

Website | Twitter

Built on Solana via AllianceDAO's accelerator, Poof specializes in Solana-native dApps with the smoothest interface of all the platforms tested. Still in beta with 1K+ dApps created (deployment limited to devnet), Poof excites me most for its "coming soon" features. "Download Your Code" would let you export to platforms like Cursor or Windsurf. "Raise Money for your App" hints at fundraising which, given the AllianceDAO connection, (hopefully) doesn’t require instant token deployment but rather access to the accelerator’s network (would be cool).

What Stood Out:

• Clear task summaries with focus areas and implemented changes
• "Retry with additional instructions" for easy iteration on completed work

Overall, Ohara stands out as the most mature option today. Its native integrations and direct Farcaster Mini App porting make it the clear winner for vibe coding in crypto right now. You're not just building an app, you're plugging into a live social graph.

But, these platforms don't rival holistic tools like Cursor or Windsurf just yet. As we land more crypto-native SDKs (cue OnchainKit and MiniKit), and with APIs shipping LLM-friendly docs, spinning up advanced apps with AI coding assistants is getting much easier.

But, what these crypto-native platforms lack in power and flexibility, they make up for in accessibility and built-in financialization. They're lowering the bar for builders who want to experiment with social, financial software. And, as the tools mature, only one thing will separate those who want to build dApps from those who do: the agency to build.

Want to see what the community's building? Check out our weekly Vibe Coding section below, where we highlight the latest releases, resources, and apps built by putting these tools to work.

Plus, other news this week...

🤖 AI Crypto

• Ionet x Flashback — partnered up to run the first privacy-preserving AI training using decentralized compute
• 🔥 Grass — decentralized data provider rolled out Video Search, letting you scan a billion+ public web videos to find the exact moment or visual you’re looking for
• Rumi — opened private beta. Users train an AI by watching TV and get rewarded for helping it learn scenes frame by frame
• Yuma — DCG's Bittensor subsidiary teamed up with UConn to launch BittBridge, a student-run AI subnet on Bittensor, and partnered with BitGo to launch institutional $TAO staking.

📣 General News

• Anthropic — dropped Claude Gov, a custom AI suite built for U.S. national security use in classified environments, with tools for intel, defense, and cyber ops
• ElevenLabs — released Eleven v3 (alpha), their most expressive Text-to-Speech model, yet. Now supports 70+ languages, emotional tones, and multi-speaker dialogue, 80% off this month
• FDA — launched Elsa, an internal AI tool in GovCloud, for label reviews, protocol comparisons, and clinical evaluations, first step in scaling AI agency-wide
• OpenAI — rolled out coding agent Codex to ChatGPT Plus and added “record mode” on macOS, which turns meetings or voice notes into action items, plans, or even code
• 🔥 xAI x Polymarket — teamed up to make Polymarket the “Official Prediction Market Partner” of xAI and X

💻 Vibe Coding

• Bethany Crystal (resource) — shared lessons from vibe coding an internal evals dashboard for her app, which evaluates how "good" an AI output is
• 🔥 Cursor (release) — v1.0 is out with BugBot for reviews, Background Agents, project memory (big deal), and one-click MCP setup
• svvvg3.eth (showcase) — launched Friend Finder, a vibe-coded mini app that shows who you follow that doesn’t follow back (and vice versa)

📚 Reads

• Cipher Research — Bittensor Ecosystem Map
• Joanne Jang (OpenAI's model behavior & policy lead) — Some thoughts on human-AI relationships
• TechCrunch — Early AI investor Elad Gil finds his next big bet: AI-powered roll-ups

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On this week’s AI Rollup, David, Ryan, and special guests Daniel and Arvind square off in a debate that hits at the core of our AI future: runaway superintelligence or just a fancy tool?

The crew dives into the tension between existential risk and practical utility, as Daniel Kokotajlo argues we’re on the brink of an intelligence explosion, while Arvind Narayanan says AI’s power is real — but very human, very slow, and very controllable.

They also catch up on Anthropic’s Claude Gov, FDA’s new AI assistant Elsa, ElevenLabs’ emotional TTS update, and OpenAI’s push to bring Codex and Record Mode to everyone’s workflow.

Tune in for the full debate and the latest AI drops 👇