Agents, Infra, and Alpha
AI Dispatch #36 from Token2049
Welcome, welcome, dear sirs and sirettes!
This week’s edition will be fairly transactional, as our Castle envoys are headed to Token2049 in Singapore to gather all the local AI alpha. Expect more updates in the coming weeks.
But now, let’s get to this week’s updates!
Virtuals has officially launched Butler Agent, an interface that allows users to interact with Virtuals agents through X.
You can literally talk to Butler in DMs, and it’ll give you daily updates on the agents you own, including:
Smart money flows
Founders flows
Summarised updates
Executing transactions (swap, TP, SL)
REI just announced the integration of Alpha gg insights into its “Core Powered Units”, powering it with social trading insights.
It seems now Vader is moving on to other endeavours, focusing on smart glasses and robotics. Recently, he interviewed the founder of RoboStack. I think that’s an interesting and practical conversation to get a better idea of how robotics will work in production and its impact.
Some would say a bit late, but Nansen AI just launched on mobile, on Android:
In case you missed the flex, Alex has over $4.2m in his wallet (on his phone?)!!
Last but not least, we have a shameless self-shill.
This news has mostly gone under-appreciated, but Ethereum has recently launched the decentralised AI (dAI) team, with several ongoing developments.
We expect this to be one of the most interesting areas to watch in the short term.
Among those, the launch of the x402 extension to the Google Agentic collaboration protocol allows cryptocurrency payments - quite the breakthrough.
Talking about Cloudflare… as part of this, they recently announced NET Dollar, their own stablecoin. Pretty big deal if you ask me.
A very underestimated aspect, Ethereum’s recent efforts highlight the importance of not just building AI tools, but ensuring they have strong and solid decentralised structures at their core. @Defi0xJeff’s post here is a great piece on this exact subject.
If we truly want to elevate agentic communication, the shift away from LLMs is inevitable.
What does the future agentic architecture look like?
A bit more on the nerdy side, Heurist just announced its partnership with Oasis to offer confidential MCP services, allowing them to access sensitive data securely.
Token2029 Check In
Token2049 is in 2 days, and there are some interesting events related to AI that you, an AI dispatch reader, might not wanna miss. Here are the top ones we’ve hand-picked:
An interesting event on AI x Crypto, co-hosted by DCG, Google Cloud, and Acular. Tune in to understand the current infrastructure challenges and capital flows. Register here.
An open mic event at gm AI from 0xJeff, Almanak, CreatorBid, FLock, Monad, and OpenServ.
Dawn of Distributed AI by Hub and Aethir. Register here to learn more about distributed computing.
Proof of AI, hosted by Kite, PayPal Ventures, and 499. Tune in to learn more about the agentic payment and autonomous economy.
Agents Day, hosted by Epic Web3, Flipside, QuickNode, and others. Register to learn more about the autonomous agents and their current stage.
Intelligence x Infrastructure, by Amber, Arkham, and others. Understand how AI is helping improve the infrastructure and intelligence of the crypto industry. Register here.
For the AI, DePIN, and RWA builders, hosted by io.net, Taiko, Lagrange, and others. Expect insights on AI agents, compute networks, DePIN connectivity, and tokenisation. Register here.
AI Frontier, by 0G, Halborn, and others. Tune in to explore how AI is currently helping improve the established systems.
AgentFi Demo Day by Amber Group. Register here.
Founders and Investors connect by Pivot and Google Cloud. Tune in to connect and learn about different projects and investors.
Anywayyy, that’s almost the end for this week.
In case you’ve missed it, we’ve also written an article about Almanak and its focus on redefining DeFAI agents. Can they become your own quant?
We answer this in our little report.
TL;DR: Yes, but it needs human checks.