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DeAI and Robotics Roundup November 2025: Softbank Dumps NVIDIA, Burry's AI Bubble Bet, and Key Project Updates

DeAI and Robotics Roundup November 2025: Softbank Dumps NVIDIA, Burry's AI Bubble Bet, and Key Project Updates

The world of decentralized AI (DeAI) and robotics is buzzing with activity, even as traditional AI faces some headwinds. In a recent thread on X by @0xSammy (view the original thread), we get a comprehensive roundup of the latest developments. From big market moves to innovative project launches, this update highlights how DeAI is pushing boundaries while tying into broader crypto trends, including those with meme token vibes in hyped sectors.

Let's break it down. Softbank has been offloading its NVIDIA stock, signaling potential caution in the AI hardware space. Meanwhile, Michael Burry—famous for predicting the 2008 financial crisis—has opened positions betting against what he calls the "AI bubble." Adding to the intrigue, Anthropic recently thwarted an agentic espionage attack, underscoring the growing security challenges in AI.

On the DeAI front, a16z dropped a report on AI marketplaces, explaining how they can scale by cutting human labor costs and improving matches between buyers and sellers. This could revolutionize how agents interact in decentralized systems. Check out the full report here.

Grid of DeAI and robotics project logos

Virtuals.io is making waves with its ACP Scan, essentially a "Craigslist" for AI agents to boost discoverability. Bluwhale AI launched WhaleTank V2 on BNB Chain, positioning itself as a Virtuals-like platform. Former 1X CTO Dr. Nicholas Nadeau joined NRN Agents as a strategic advisor, bringing expertise to the table.

Foxglove, a robotics data platform, secured $40M in Series B funding, showing investor confidence in data-driven robotics. Near Protocol's intents platform is seeing traction with a second token sale via Calyx, and details for Near Con 2026 in San Francisco are out—mark your calendars for February.

Bitcast Network opened mining registration for TAO Subnet 93 on X. PEAQ's latest vested offering sold out on Lucid Labs, with robo-farms in Hong Kong yielding 18% from crop sales. KPK.io launched agent-powered vaults on Morpho Labs, blending AI with DeFi.

Auki and GAIB AI partnered to tokenize robots for scaled deployment and capital raising. Warden Protocol unveiled The BetFlix League of Traders, a competitive system rewarding traders with pumps across leaderboards—sounds like a gamified meme token play in the making.

Vader Research introduced "Pet to Earn," where users wear glasses to collect pet interaction data for rewards, ramping up robo-data collection. xMaquina's BOT-06 proposal executed, acquiring more shares in Apptronik via its DAO.

MiyaHedge from StreetFDN announced gradual rollouts of the Batch S1 humanoid robotics with ERC-S, with applications open until Christmas. Marcello AI joined the Ethereum Foundation's dAI team, focusing on AI-security intersections, especially timely after Anthropic's incident.

Almanak's strategy builder (formerly Kitchen) goes live later this month with full features. Keep an eye on security protocols like Naoris Protocol, which partnered with Facil Pay for messaging, AI, and post-quantum security.

Gafin.io and PlayBaishi are bringing AI agents to decentralized GameFi. Parthbl teased new Tria functionality for automatic rebooking on discounted payments, plus cash withdrawals and Bitcoin support. Vooi.io is the first token on the new Cookie.fun ICO launchpad, with perks for snappers and capital holders.

Refik Anadol acquired more Blackwell RTX Pro 6000 GPUs, reaching 100 for his DATALAND, the world's first Museum of AI Arts. Roba Labs is seeing user growth as participants tackle robotics challenges ahead of its no-code tooling launch.

Google DeepMind spotlighted SIMA 2, its advanced AI agent for 3D worlds. CoinGecko rolled out an in-app AI agent for token analysis, making crypto research more accessible.

This roundup builds on a previous post by @0xSammy, which covered flips like ICP overtaking TAO in market cap, Near's privacy swaps, OpenTensor's halving, and more. It's a reminder that while meme tokens often steal the spotlight with viral hype, the underlying DeAI tech is where real innovation—and potential long-term value—lies.

If you're diving into DeAI, projects like these offer entry points beyond pure speculation. Stay tuned for more updates, and remember, always DYOR—disclaimers apply as holdings and partnerships may influence views.

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