McKinsey forecasts the E-Commerce market could grow 5x to $20 trillion by 2040; The driver will be AI, through Agentic Commerce Meanwhile, initial money printer signs emerge, pivots from Vanguard in crypto sentiment while fears around the JPY carry trade unwind become yesterday's news Here's a roundup of the latest DeAI and DeRobotics developments: - The Bittensor halving is in 10 days (December 12th); Daily TAO emissions drop from 7,200 to 3,600. The main concern raised is around network security with an anticipated 20% drop in validators to < 2k; But is this a mandatory caveat before the supply crunch? - Safello's TAO ETP gained traction with 31% monthly volume increase to $10m on SIX Swiss Exchange and Deutsche Börse - @0xbeepit teases "Agent Trader - Season One: Grand Prix", which is a 14-day autonomous AI trading competition where multiple AI agents trade real capital on-chain with the goal of maximizing returns - @CocoonNikolaiAI, a privacy-focused decentralized AI compute platform, officially launched on @TON_blockchain : The platform utilizes a "client-proxy-worker" model where GPU owners rent out computing power to process AI queries in exchange for TON tokens. h/t @durov - @AnthropicAI released a report suggesting that AI agents are a threat to smart contract security. "AI found $4.6M worth of exploits in smart contracts" - @jarrodwatts - @chutes_ai partners with @zeussubnet to bring the best weather forecasting models to Chutes, starting with Microsoft Aurora - @xmaquina closed a strategic funding round led by Borderless Capital, signaling institutional confidence in tokenized robotics automation - @VPAY_Global launches vLink (instant global payments through a single link); This is powered by x402 (agentic payments standard) and lets anyone receive crypto instantly from any wallet and convert it to USD on a vPay Visa card. @virtuals_io ACP network is evolving - @wardenprotocol partners with @caesar_data to bring citation-backed research directly into AI agents and smart contracts. Caesar recently announced they were working with Centrifuge to issue tokenized US equity for its AI company - @SurfAI changes X handle and depreciates "Executor". Their Surf 2.0 upgrade will introduce a new UI and features that pave the way for better execution - @useTria rolls out its "Tria Treasure" campaign enabling users to make purchases with their Neo Bank card with a daily chance of being selected to have it reimbursed. Tria uses Best Path AI tech to find the optimal token swapping and settlement path on the back end - Advancements in the geospatial robotics sector arrive through the launch of the @helium Deploy app; The app integrates with Rovr Network, a DePIN project incentivizing the collection of high-definition 3D geospatial data critical for autonomous vehicle navigation - @vooi_io's final Epoch goes live with 30M points up for grabs ahead of its anticipated token launch. This YZi Labs backed protocol recently raised funds on Legion, Echo and uses AI as part of its PERP DEX aggregation platform Let me know in the comments if I've missed anything and I'll append below! Disclaimer: I hold several tokens and have partnerships with some projects mentioned in this post.
