AI Weekly Update: Popularity falls to a low point, but application and infrastructure development accelerate.

Author: Ayan Khokhar & Teng Yan

Compiled by: Tim, PANews

1. Market Status

This week the market has cooled down. The popularity of AI in the crypto circle has dropped to an annual low, with the total market value of AI tokens down by 2% to $21.5 billion, and the robotics sector down by 9% to $1.05 billion.

With the official launch of the Monad mainnet, market attention has shifted to zero-knowledge proofs and the EVM track. Meanwhile, with the release of Gemini 3.0 and Grok's daily active users surpassing 10 million, the usage of general artificial intelligence has reached a historical high.

After being listed on Binance, KITE surged by 21% due to the AI agent economy boom and new capital inflow.

$ONO has strongly broken through the consolidation phase due to a surge in DePIN network revenue and the accumulation of miner holdings, with a daily increase of 75%.

Token Launch

• $REPPO launched with a total supply of 1 billion and an initial circulation of 16.5%
• $SSS launched with a supply of 1 billion and a circulation of 15.2%

Event Preview

Almanak: Strategy Builder v1 will be launched on November 29.

2. Chart Perspective

Gensyn testnet transaction volume exceeds 500,000 transactions

Source: Gensyn Testnet Explorer

A chart that makes you want to see it a second time.

The Gensyn public testnet's daily processing volume has exceeded 500,000 transactions, continuously rising from about 350,000 transactions in less than a week. The total transaction volume has now surpassed 84 million transactions, serving over 155,000 users.

Most come from early machine learning applications:

• RL Swarm tests distributed reinforcement learning (over 33,000 connected nodes)
• BlockAssist is capturing behavioral data from the interactive environment (over 1 million training models).
• CodeAssist editing and reasoning functions in programming tasks (over 55,000 problem-solving cases)

Currently, most of the usage still comes from Gensyn's native applications. The real test will be how active external developers can be once the network is fully open.

Earlier this week, there were indeed RPC issues on the testnet, causing some nodes to disconnect and go offline, but the blockchain itself is still running and can be fixed simply by restarting.

3. Project Analysis

CodecFlow: Replace scripts with 'Operators'

A few months ago, I came across CodecFlow, which is an execution layer for AI agents and robots. Its core uses the “Optr” (i.e., Operators) model, allowing developers to apply the same set of automation logic to a desktop computer or a robotic arm without the need to rewrite code.

Source: Codec Docs

Operating Principle

• Operators is a small artificial intelligence entity that can continuously monitor dynamics on the screen or from a robot camera, analyze the information it sees, and execute the next steps. This process will repeat.
• Each operator runs on an independent microcomputer, transmitting video streams to the artificial intelligence system and receiving operation instructions such as clicks, keystrokes, or robotic arm movements.
• The process of training Operators is essentially demonstrating the task flow to them. After just a couple of manual operations, the system can learn from the demonstration. Once the Operators master the skills, they can be released for others to use.

Source: Codec Docs

Notes

The operation of operators depends on consistent behavior among different machines. Since real robots and actual environments do not always maintain uniform performance, unexpected situations can quickly arise.

The Codec company has also developed the Fabric architecture, which can quickly deploy and run machines for Operators, seamlessly migrating tasks between the cloud, local computers, and real robots without interruption. Its core advantage is that each agent operates in an independent and secure isolated environment, ensuring that the task execution process is not disturbed.

4. Highlight Events

Financing News

• Numerai completes a $30 million Series C funding round at a valuation of $500 million to expand its AI-driven hedge fund.
• AlphaTON Capital secures $82.5 million in funding to build GPU infrastructure for its Cocoon AI project (related to TON).
• ZENi completed a $1.5 million seed round financing to build an intelligent data layer for AI agents.

Basic Protocol

• Prime Intellect has released INTELLECT-3, the first fully open-source expert hybrid reinforcement learning model with over 100 billion parameters, achieving state-of-the-art performance among models of similar size in mathematical, coding, and reasoning tasks.
• Monad has launched the AI Blueprint program, providing comprehensive support for AI applications, including resources and infrastructure assistance, to help developers build, launch, and scale projects. Applications are now open.
• Akash Network officially launched the AkashML hosted inference service, providing hosted inference services for open-source models through its decentralized GPU marketplace.
• Caesar has partnered with Centrifuge to become the first AI company to complete on-chain equity issuance, initiating the practice of equity on-chain.
• The AO mainnet is now fully operational, successfully migrating the original computing system to its Hyperbeam architecture.
• Fleek has released the Weyl Gen AI API, which provides diffusion model inference services while achieving approximately 80% cost savings without compromising speed and output quality.

AI Agents and Applications

• Heurist AI launches x402 Monopoly live demonstration on the Base chain, enabling AI agents to conduct autonomous transactions through the x402 payment standard.
• The WardenChain mainnet is officially launched, enabling the on-chain agency identity system and agency application store, with a verifiable AI network supported by 34 validating nodes now operational.
• Questflow launches an AI development platform that supports developers in building and deploying AI agents and multi-agent workflows.
• OpenMid, as the native service provider of the x402 payment standard, debuts by adding an on-chain identity module and an upcoming reputation extension feature to the AI agent payment system.
• OpenGradient adds a personal memory layer to its digital twin agents, allowing the agents to continuously record user context and historical interaction data.

Bittensor Ecosystem

• BitstarterAI, in collaboration with Alpha Core, has completed the launch of the first crowdfunding subnet on SN66, attracting over 1,000 participants.
• Zeus has partnered with WeatherXM and Sportstensor to integrate data from thousands of weather stations into its verification layer.
• Numinous launched on subnet 6, upgrading the prediction mechanism from submitting prediction results to real-time evaluation in a transparent arena.
• Score collaborates with Avia to deploy Vision AI at over 3,000 gas stations, bringing real enterprise workloads to the network for the first time.

On-chain Robot

• Virtuals launched the SeeSaw iOS application, which crowdsources real-world training data for robots through the ACP protocol.
• Auki has launched its first paid pilot project in the United States, deploying its space AI retail platform Cactus at three locations in the New England region.
• RoboOS has released the beta version of its fleet management dashboard, enabling on-chain robot management, payments, and task orchestration through the Solana and x402 payment protocols.
• Prisma XAI has launched the Portal Ranking to reward contributors who provide remote operation data for embodied AI models on the Monad mainnet.