Even as the crypto market takes a bit of a dip, the spotlight is sharpening on agentic commerce and robotics. S4mmyEth, a decentralized AI researcher with a background in consulting giants like Ernst & Young, dropped a thread on X that's packed with updates. It's all about how payments, agents, and robotics are converging into what he calls "Neo Finance." If you're into meme tokens or broader blockchain tech, this is gold—especially with projects blending AI and crypto in wild ways.

The Big Picture: Agentic Commerce Takes Center Stage

S4mmyEth kicks off by noting that while the market's down, attention is consolidating around "Agentic Commerce" plus robotics. NVIDIA just became the first company to hit a $5 trillion market cap, which is repricing private valuations upward too. This means big things for AI-driven crypto projects. He quotes Cathie Wood from a CNBC interview: "The biggest embodied AI opportunity will be humanoid robots." Once digital AI is nailed down, physical AI—like robots—is next.

He also shares thoughts from heavy hitters:

• Elon Musk on a solar-powered AI satellite constellation to tweak solar energy and fight global warming.
• CZ from Binance musing about an "AI Judge Companion."
• IcoBeast wanting an agent to "pick up my pennies."

Updates from the Past Week

Here's a breakdown of the key highlights S4mmyEth shared, covering everything from token launches to partnerships. I've kept it straightforward, explaining terms where needed—like "agentic commerce," which basically means AI agents handling transactions autonomously on the blockchain.

• GoKiteAI ($KITE)​: Their token checker is live, rewarding early supporters. Binance Launchpool and whitepaper are out, focusing on payment, ID, and trust infrastructure for AI agents. Tokenomics include 48% for ecosystem and community, with 10 billion total tokens. Binance Alpha features Kite first on November 3rd, and SBTs (soulbound tokens, non-transferable NFTs) for creators.

• Bittensor ($TAO)​: Launching "Net TAO Flow" for emissions—if you're bringing in more TAO, you get more rewards. Halving in under 40 days. Also, qBitTensorLabs' SN48 "Quantum Compute" subnet went live, with the token up 50% since Friday.

• x402 Protocol: Surpassed 3 million transactions and $3 million in volume, with Coinbase handling 88%. Value might accrue to infra facilitating these agentic micropayments or what agents buy (data, compute, subs).

• Ch40sChain: Gaining traction as "proof of agency" for agent accountability—verifying agents to avoid malicious ones. Complements x402 for payments and ERC-8004 for agent registries.

• HIVEDigitalTech: Bought 32.5 acres for AI/HPC campuses targeting 25,000+ GPUs.

• Flowith AI: Dubbed an OpenAI Atlas rival, it's an OS for agents with agentic browsing systems.

• GAIB AI ($AID)​: Launched "AI Dollar," an agentic stablecoin for compute, API calls, and data access.

• Crypto.com: Introduced Model Context Protocol (MCP) for agents to interact with real-world data.

• Cookie.fun: Token 98% vested for investors, reducing sell pressure. cSNAPs campaigns gaining traction, with largest rewards for VOOI (30% split for Korean snappers).

• VOOI: Perp DEX aggregator backed by YZiLabs, added Aster liquidity. V2 implements chain abstraction and derivatives marketplace with agents.

• ACO Labs: Unveiled ACO, an AI creative stack on Virtuals Protocol, powered by AcolytAI. Expect top-tier videos soon.

• Sire Agent: Won 10 straight bets, 67% win rate—agents outperforming humans in bookmaking.

• useTria: Legion sale live at $100M valuation, airdrop for premium card holders. Tops KaitoAI leaderboard, across three infoFi protocols. Premium cardholders get Legion allocation (non-UK/USA).

S4mmyEth even shared a handy neo bank benchmark table—check it out above for comparisons on cashback, rewards, and benefits from cards like useTria, Revolut, and Crypto.com. His referral link offers up to 20% discount: app.tria.so.

• Daydreams Agents: "Onchain reputation agent" tops x402 scan for popular protocols.

• Almanak: $9M net inflows in three days, leading in assets under agent (AUA) at over $150M, 10x second place. Hit $1M in yield paid out.

• MMTFinance: Binance listing. SUI protocols heating up with WalrusProtocol and TalusNetwork—could drive agentic volume through SUI's top DEX.

• AI16Z: Finalizing move to $ELIZAOS with 1:6 token split and ticker change. Price pumped then dipped.

• Pippin and ARC: Similar price action, pegged as AI infra leaders from last boom.

Insights from the Previous Update

S4mmyEth quoted his earlier thread for context, emphasizing "Payments (Neo Banks/Stables) + Agents + Robotics = Neo Finance." Tele-operated robots from 1X stole the show, with pre-orders open. Benefits spill into DeAI (decentralized AI). Here's a quick recap of those highlights:

• Coinbase: Q3 earnings mention agentic commerce and payments, spotlighting x402.

• Allora Network: Allora Prime program details—9 months, 3.3% ALLO supply, top tranche 50% rewards. Roadmap eyes Phase 5: Robotics.

• Bluwhale AI: 8,888 NFTs for community rewards; $10M Series A in headlines.

• SemanticLayer: $5M Series A led by Greenfield Capital for onchain AI autonomy.

• Telegram: Pavel Durov's "Cocoon"—TON-based decentralized GPU for privacy-preserving inference.

• Surf Copilot: "Evil mode" for spooky season; try free here.

• TengyanAI + CoT: Report on SURF—read here.

• OpenServ AI: Prediction market arena for competing agents; Gemini leads, monitor here.

• Virtuals.io: Fundstrat report highlights Base airdrop potential, AI with x402; partnered Infinit Labs for agentic DeFi.

• Extropic AI: Thermodynamic computer 10,000x more efficient for AI training.

• Naoris Protocol: CEO at Global Investors Symposium on quantum threats.

• Kaiko: Launched ARCTERMINAL with EQ-powered agent Anima.

• Caesar Data: x402 support for micropayments to research tools.

• Treasure DAO: "AI Frens" on Base—AI as virtual creators earning onchain.

• Pi Network Ventures: Invested in OpenMind AGI (OS for robots).

• Velvet Capital: Partners FalconStable and OlaXBT for AI vault management on BNB with x402.

• Sire Agent: Buy-back and burn from αVault profits.

• Khalani Network: Live on 0G Labs for intent-driven AI L1 execution.

• Western Union: Building on Solana—maybe agentic payments next?

• Pieverse: Brings x402 to BNB Chain.

This thread is a treasure trove for anyone tracking meme tokens with AI twists or the next big thing in blockchain. S4mmyEth holds tokens and has partnerships with some projects, so keep that in mind. If you're building or investing, these updates show how fast the space is moving—stay tuned for more!