Web3 AI Sector Weekly Updates and Trend Analysis

With the improvement of the macroeconomic situation in mid-July, the cryptocurrency market has seen a strong rebound. Bitcoin has reached an all-time high, and Ethereum has also broken through the $3000 mark for the first time in years. This market trend provides strong support for the "Ethereum beta" concept, driving a general rise in mainstream tokens across the Ethereum mainnet and major Layer 2 ecosystems.

The large inflow of institutional funds is driving a long-term bullish sentiment for mainstream assets, but some investors remain cautious about the upcoming CPI and PPI data as well as the Federal Reserve's statements regarding interest rate cuts in 2025.

It is worth noting that in this round of market trends, there is a more pronounced price correlation between Ethereum and altcoins (especially AI-related tokens), which is different from the previous cycle where altcoins generally followed the trend of Bitcoin.

Here are some important developments and trends worth paying attention to in the Web3 AI field this week:

1. New Developments in the Virtuals Ecosystem

The Virtuals ecosystem has attracted over 50,000 investors to participate in AI agent token investments. Currently, the project is working to convert its large community into actual product users.

The ACP (AI Agent Cooperation Agreement) of Virtuals has enormous potential value: project parties can directly reach over 50,000 users for rapid monetization; users can find the AI services they need through the "Butler" agent tool.

Virtuals is working hard to improve the efficiency of ACP, including speeding up task execution and reducing AI errors. However, the current main challenge is to develop a core product that can solve real problems and has high value and user stickiness.

To achieve this goal, Virtuals may need:

• Integrate external teams into the ACP ecosystem
• Create a more flexible token issuance mechanism
• Attract and support high-spec AI development teams

2. Outstanding Performance of TAO

In the past 7 days, the price of TAO has increased by 30%. This increase is mainly due to the overall recovery of the market, the rise in institutional adoption rates, and the driving effect of the "AI Bitcoin" concept.

Some core subnetworks have already rebounded from their lows, while others have surged strongly from key support levels. Although it is still uncertain whether a second wave of the dTAO bull market will occur, considering the current price levels, market sentiment, institutional adoption trends, and the asset allocation of TAO, now may be a good time to reassess the allocation of dTAO Alpha tokens.

3. Almanak Points Program Launch

As a leading team in trading agency scalable infrastructure, Almanak has officially launched its points incentive program. This program will run from July 14 to September 21, and the token issuance is also expected to take place in September.

Users can earn points rewards through various methods, including funding the treasury, deploying custom strategies, bringing in more TVL locks, or even just holding funds in the Almanak wallet.

The innovation of Almanak lies in its hybrid model that combines AI agent clusters with smart contracts (ERC-7540), creating a verifiable and auditable AI infrastructure for large funds and institutional investors (with a TVL exceeding 100 million USD).

In the coming months, we may see more AI tokenized vaults emerging, which will enable intelligent asset management within mainstream DeFi protocols. Almanak has the potential to usher in a new era of DeFAI agency, achieving fully autonomous operation through AI technology, directly delivering DeFi value to end users.

4. StableAI Accelerated Layout

As one of the leaders in GPU-supported stablecoin projects, USD.AI has gained market recognition, despite still being in the internal testing phase. Currently, its TVL has exceeded 35 million USD, and the first batch of ROCKCHIP RK3588 server staking services has been deployed, with an annualized return of up to 15%.

The reserve fund allocation strategy of this project is as follows:

• 98% allocated to US Treasury assets, annualized yield of 4.15%
• 2% annualized return by obtaining a loan through GPU staking

USD.AI is about to open its products to the public and may simultaneously launch a points incentive program.

5. Attention Capital Market

Kaito and Cookie are planning their respective attention capital market launch plans. Users can determine the token allocation amount in the project pre-sale and public offering by holding platform points and staking tokens.

Once KAITO and COOKIE announce their core partners or the first batch of launch projects, their token prices may show significant performance.

6. Other Updates

• The v2 version of CreatorBid has initiated the voting process, with market demand far exceeding supply.
• CODEC token performs strongly, and tokens such as AVA, COM, CDX, and BILLY are also experiencing a strong recovery.
• The total market value of AI agents has once again surpassed the $10 billion mark.

Summary

As Ethereum breaks through $3000 and Bitcoin hits a historic high, the overall market shows a positive trend, especially in the direction of the Ethereum beta narrative. This trend has been fully reflected in the overall performance of AI tokens.

The Virtuals ecosystem is shifting from trading speculation to product-driven development, with the key being the development of a core product. TAO continues to demonstrate the benchmark effect of "AI Bitcoin," with institutional investor interest continuing to rise. Almanak's points program may become a leader in the new trend of DeFAI, while StableAI is accelerating its layout and gaining market recognition.

Overall, the market environment is becoming healthier, with more focus on actual products and infrastructure development. It seems we are entering a builder's window period, which may be the best time to closely monitor and make advance preparations before the next wave of enthusiasm arrives.