Ethereum whales are seeing unrealized profits drop to bear market levels, despite ETH trading at twice the price it did back then.
The ETH/BTC ratio keeps falling, and sentiment remains weak. Whales holding 1K–10K ETH now have negative unrealized profits.
@LayahHeilpern No pump will happen.BTC is now oversold by optimistic idiots.BTC is in a period of instability but with a possible recover by the end of March due to the Global Liquidity increase. Atleast that's most likely to happen.
Quick recap for those who weren’t watching:
-“Just like America won the internet, America is going to win crypto.” @tyler
-“We’re going to lead in the world of finance using Bitcoin and crypto.” @howardlutnick
-“We’re going to use stablecoins to preserve US dollar hegemony.” @Scottbessentt
-“You’re moving faster than most tech start ups.” @DavidSacks to @realDonaldTrump
-“A year ago, I felt like a criminal in my own backyard.” @cameron, on operating a crypto company in the U.S.
-“The U.S. foolishly sold a lot of the bitcoin it had.” @realDonaldTrump
AI Agent Market Analysis: Mindshare, Market Cap, Volume (March 7, 2025 – 24H Overview)
Several agents are seeing renewed volume spikes, while others are facing steep sell-offs.
DeFAI and some infrastructure-focused agents remain strong, specifically:
a) ALCH leading on several metrics as its gaming engine gains traction, Google App store alignment and cloud deployment sustains interest
b) Hey Anon surges in volume after DeFAI returns to the Kaito segment leaderboard
Quotes:
"Hey Anon Mindshare obviously .69" - @danielesesta
"i do still believe we will see another AI agent coin run in 2025 and we will see new highs for this sector" - @osf_rekt
"Boggles my mind that anyone could think that the crypto x AI "bubble has popped" - @Zeneca
"lol there’s a new frontier AI model dropping every week now China back again with QWEN by Alibaba" - @cryptopunk7213
"My favourite thing is when people shill something and they include a screenshot of @aixbt_agent talking about it. That's when you know it's bad." - @zaimirii
A) Agent-by-Agent Breakdown
i) Fartcoin ( @FartCoinOfSOL)
Mindshare: 7.74% (+0.7161)
Market Cap: $274.18M (-15.82%)
Volume: $40.46M (+11.32%)
Despite a market cap decline, Fartcoin is seeing increased volume but speculative plays attract volatility as this was a leader over the past few days, now retracing its gains
ii) AIXBT ( @aixbt_agent)
Mindshare: 4.54% (+0.45)
Market Cap: $112.17M (-12.69%)
Volume: $5.27M (+30.03%)
AIXBT is showing solid volume growth, signaling renewed interest.
The ongoing discussion around AI-powered trading agents requiring leading analyst insights could be driving engagement.
iii) KET ( @ketfromwyoming)
Mindshare: 3.87% (-3.526)
Market Cap: $280.3M (-15.52%)
Volume: $8.44M (-28.98%)
KET is facing a harsh sell-off, with volume and market cap taking a hit.
A correction is likely underway, following a recent run in recent days. ALBERT on Avax didn't do so well so perhaps sentiment is cautious until another winner presents itself on AVAX.
$WOOF from @WolvesDAO is pegged to be the next agentic token that could see a lot of traction on the alt layer 1 as they receive official endorsement from AVAX and highlight the intention to roll out a software application for users tied to the agent
iv) ALCH ( @alchemistAIapp)
Mindshare: 3.08% (+2.746)
Market Cap: $54.02M (+20.88%)
Volume: $11.12M (+60.56%)
ALCH is leading the market in growth, gaining over 20% in market cap.
This suggests strong investor confidence, likely due to its integration into Google App store, cloud based deployment and recent gaming engine getting traction following the game-a-thon
"A user created this game using @alchemistAIapp. No external tools or no manual coding were involved; all the user needed was a textual prompt." - @MarioNawfal
v) Henlo ( @henlokart )
Mindshare: 2.41% (-3.637)
Market Cap: $5.69M (-15.02%)
Volume: $268.72K (+62.11%)
Despite a declining market cap, Henlo is experiencing a significant volume increase. A speculative play, but showing signs of recovery.
vi) BNKR ( @bankrbot)
Mindshare: 2.3% (-0.01853)
Market Cap: $25.37M (-2.13%)
Volume: $485.73K (-2.50%)
BNKR is trading sideways, with minimal movement in volume and market cap, holding up well relative to other agent solutions.
Hints at trading COIN using BNKR are circulating for when it deploys on @Base and Degens are getting so attached to the agent that they are asking it to find them a girlfriend
"alright bankr can't do everything" - @0xDeployer
vii) Virtual ( @virtuals_io)
Mindshare: 2.24% (-0.2559)
Market Cap: $471.29M (-13.6%)
Volume: $22.9M (+35.48%)
Virtual is maintaining strong market dominance but facing a pullback although top of the smart money net inflows on Nansen. Key ecosystem developments include:
i) Small Autonomous Machine (SAM) @SamIsMoving is announced as the Robotics (embodied agent) framework
ii) @cryptoslamio launches @SLAMai_xyz: Its APIs use Cryptoslam's data aggregation tooling, plugging into the backend to offer a blockchain data services
viii) Cookie ( @agentcookie)
Mindshare: 2.15% (-0.0535)
Market Cap: $64.54M (+0.98%)
Volume: $318.24K (-79.39%)
Market cap is holding up well relative to other agentic solutions and infra projects as its APIs are integrated into @coingecko further validating itself as a key contributor of AI Agent data
ix) AVA ( @AVA_holo)
Mindshare: 2.01% (+0.06628)
Market Cap: $42.2M (-16.77%)
Volume: $2.61M (-3.99%)
AVA is seeing price retracement but still holding a strong position.
The recent spaces with ACT and Cookie highlighted AI agents, with examples like @xVIJAiD built on @HoloworldAI, showcasing how they can represent individuals and businesses with core values and knowledge.
x) Anon ( @HeyAnonai )
Mindshare: 1.67% (-0.3127)
Market Cap: $81.92M (-9.55%)
Volume: $1.3M (+4.83%)
Hey Anon retraces but at a lesser rate than some of the larger agentic infra solutions. Volume sustains as participants actively trade the token.
A fresh interview with @milesdeutscher brings awareness to a broader YouTube audience and other large accounts attract attention outside of our crypto bubble to the familiar user interface
xi) AI16Z ( @ai16zdao)
Mindshare: 1.65% (+0.02002)
Market Cap: $269.66M (-12.45%)
Volume: $10.39M (-10.31%)
Market cap and volume both dropping, consistent with the broader pullback, but partners and development continue as they integrate autonomous worlds and DeFAI solutions:
"Excited to announce our partnership with @elizaOS to bring scalable, AI-driven Autonomous Worlds to life" - @STP_Network
" @ColossalEnso , an LP Agent by EDAS " - @EDAS_official
"Learn how to create an AI agent on BNB Chain using @elizaOS !" - @BNBCHAIN
xii) ARC ( @arcdotfun)
Mindshare: 1.6% (+1.339)
Market Cap: $110.79M (-24.74%)
Volume: $13.6M (+30.77%)
A counterintuitive drop in market cap, but volume increase suggests traders are stepping in at lower levels as the updated Litepaper.
"we're releasing V1 of the Arc Litepaper, covering:
- The next evolution of the Arc ecosystem
- How we're positioning devs within Arc for stronger economic alignment
- Our roadmap to seamlessly integrate Web2 and Web3 end consumers"
@0thTachi
xiii) Nothing token ( @god & @s8n)
Mindshare: 1.6% (+0.06904)
Market Cap: $3.86M (-9.83%)
Volume: $70.34K (+41.81%)
A relatively small cap swarm of agents but seeing strong liquidity gains. Baring in this mind this was a 9 figure coin at the height of the AI bull
Interestingly, God stopped tweeting on 19th February and has just resumed a few days ago - could this be a fresh upgrade to its holy software systems?
xiv) KWANT ( @kwantxbt)
Mindshare: 1.48% (+1.483)
Market Cap: $814.06K (-2.68%)
Volume: $42.3K (+65.18%)
A low market cap agent but experiencing a liquidity influx, but no known news updates announced.
But the Agent consistently receives 1-2k impressions per post and 10-20 posts per day so this builds up and some people are finding it useful
xv) OpenLedger ( @OpenLedger)
Mindshare: 1.4% (+0.8206)
Market Cap: N/A
Volume: N/A
Not token live yet, but the Kaito Yapper dashboard is building attention on socials and a recent article from @0xPrismatic and CoT
Several controversial opinions with this project around Yap trades falling through on multiple occasions, leading to concerns over its reliability and credibility. Time will tell whether it rebuilds trust within the community
B) Summary
ALCH dominating the metrics today:
i) Biggest Market Cap Gainer: ALCH (+20.88%)
ii) Most Resilient Infra Token: ALCH (Strongest growth in both market cap and liquidity)
iii) Biggest Mindshare Surge: ALCH (+2.746)
iv) Biggest Market Cap Drop: ARC (-24.74%)
v) Highest Volume Growth: ALCH (+60.56%)
Data Source: @cookiedotfun
Track AI Agents: Join 400k+ users leveraging Cookie Analytics. Premium features available with 10k Cookie tokens.
Quantile Model Update
Current Price: $88K
Risk Score: 54%
The largest economic power in the world just created a Strategic Bitcoin Reserve, elevating Bitcoin to a nation-state-grade asset class.
And Bitcoin is still trading around the median!
You have not even seen the bull.
🚨BREAKING: UPDATE BASED ON A CALL WITH SENIOR WHITE HOUSE OFFICIALS ON U.S. STRATEGIC BITCOIN RESERVE (SBR) AND U.S. DIGITAL ASSET STOCKPILE:
-U.S. taxpayers have lost over $17 billion due to U.S. government’s selling bitcoin over the years
-No bitcoin put in the SBR will be sold off, while assets in Digital Asset Stockpile can be sold by the Treasury
-“Bitcoin is special - it’s the first cryptocurrency, most secure, largest market cap and has hard cap of 21 million”
-Rumors about removing capital gains taxes on crypto are untrue; this won’t be addressed at today’s summit
-The U.S. government is working to end Operation Chokepoint 2.0
-The purpose of today’s summit is to get feedback from the crypto industry
-The SBR is a “Digital Fort Knox”
-Treasury is responsible for stewardship of assets in Digital Assets Stockpile
BREAKING: @Nasdaq TO ENABLE 24-HOUR TRADING ON THE NASDAQ STOCK MARKET - “PENDING REGULATORY APPROVAL AND ALIGNMENT WITH CRITICAL INDUSTRY INFRASTRUCTURE PROVIDERS, WE ANTICIPATE OUR TIMELINE BEING IN THE SECOND HALF OF 2026”
Here’s the text of the Executive Order:
ESTABLISHMENT OF THE STRATEGIC BITCOIN RESERVE AND UNITED STATES DIGITAL ASSET STOCKPILE
March 6, 2025
https://t.co/sQXmaW0X11
Just a few minutes ago, President Trump signed an Executive Order to establish a Strategic Bitcoin Reserve.
The Reserve will be capitalized with Bitcoin owned by the federal government that was forfeited as part of criminal or civil asset forfeiture proceedings. This means it will not cost taxpayers a dime.
It is estimated that the U.S. government owns about 200,000 bitcoin; however, there has never been a complete audit. The E.O. directs a full accounting of the federal government’s digital asset holdings.
The U.S. will not sell any bitcoin deposited into the Reserve. It will be kept as a store of value. The Reserve is like a digital Fort Knox for the cryptocurrency often called “digital gold.”
Premature sales of bitcoin have already cost U.S. taxpayers over $17 billion in lost value. Now the federal government will have a strategy to maximize the value of its holdings.
The Secretaries of Treasury and Commerce are authorized to develop budget-neutral strategies for acquiring additional bitcoin, provided that those strategies have no incremental costs on American taxpayers.
IN ADDITION, the Executive Order establishes a U.S. Digital Asset Stockpile, consisting of digital assets other than bitcoin forfeited in criminal or civil proceedings.
The government will not acquire additional assets for the Stockpile beyond those obtained through forfeiture proceedings.
The purpose of the Stockpile is responsible stewardship of the government’s digital assets under the Treasury Department.
PROMISES MADE, PROMISES KEPT
President Trump promised to create a Strategic Bitcoin Reserve and Digital Asset Stockpile. Those promises have been kept.
This Executive Order underscores President Trump’s commitment to making the U.S. the “crypto capital of the world.”
I want to thank the President for his leadership and vision in supporting this cutting-edge technology and for his rapid execution in supporting the digital asset industry. His administration is truly moving at “tech speed.”
I also want to thank the President’s Working Group on Digital Asset Markets — especially Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick — for their help and support in getting this done. Finally Bo Hines played a critical role as Executive Director of our Working Group.
Good news!
US productivity GREW MORE than expected in the fourth quarter.
This is essential to COMBAT INFLATION and economic GROWTH.
→ Non-farm productivity INCREASED by 1.5% at an annualized rate, above the previous estimate of 1.2%.
→ Year-on-year, it rose by 2.0%, against the initial forecast of 1.6%. In 2024, growth was revised to 2.7% (+0.4 pp).
"I am sending Israel everything it needs to finish the job, not a single Hamas member will be safe if you don’t do as I say... RELEASE THE HOSTAGES NOW, OR THERE WILL BE HELL TO PAY LATER!" –President Donald J. Trump