Recipe

Agent-run ETFs & Mutual Funds ⚪️Democratizing access to AI Agent tokens

[Recipe @recipedotfun]

@cookiedotfun @modenetwork thanks for the mention! we are excited to keep building on cookiedao

[Recipe @recipedotfun]

We started 3 weeks ago with a vision to change the financial landscape in web3. Thanks for the mention @cookiedotfun!

[Cookie DAO 🍪 @cookiedotfun]

Won 3K USD: @recipedotfun

Recipe is an AI agent-powered investment platform designed to simplify crypto investing through dynamic index funds and mutual funds.

At its core, Recipe utilizes a Deep Research AI Agent to analyze real-time market data, generating token research scores that optimize fund allocations.

How did they use Cookie DataSwarm APIs v0.1?

Recipe’s Deep Research AI Agent relies on our API to access real-time data essential for evaluating tokens.

Our API provides them with:
→ Mindshare metrics: Used to calculate an Investment Score for each token.
→ Onchain data (like holder count): to assess liquidity and trading patterns.
→ Dynamic market insights (market cap and trading volume): which are essential for calculating valuation scores and identifying growth trends.

The aggregated data powers Recipe’s weekly portfolio rebalancing and informs actionable investment recommendations (e.g., Buy, Sell, Hold).

Learn more: https://t.co/QIPEc42QS9

[Cookie DAO 🍪 @cookiedotfun]

Cookie DeFAI Hackathon winners spotlight: @modenetwork Track

[Recipe @recipedotfun]

We are at ETH Denver! If anyone wants to meet up and learn more about what we are planning, send us a DM

[Recipe @recipedotfun]

@KrysiaKozak @St3cu @antoni_web3 Will be cool to meet up! Let us know

[Recipe @recipedotfun]

@jetpippo For sure! Which ecosystems are you looking at?

[Recipe @recipedotfun]

Trenches are cooked, AI agents are trending down.

But we keep building 🦾, only higher from here.

[Recipe @recipedotfun]

@jetpippo We will be working with them on the mode agents!

[Recipe @recipedotfun]

@cryptopunk7213 3 months felt like 3 years, but we are putting our heads down building

[Ejaaz @cryptopunk7213]

Feels like sentiment is the lowest it’s been in a while.

Crypto AI sector in the dumps, brutal.

Feels like I’m shouting into the void a little tbh lol.

Yet AI mindshare is slowly creeping back up (37% vs. 32% last week)

Teams are still working hard. Releasing things every week.

& I can’t seem to shake the excitement I felt when this whole meta started.

It was also the first time I saw *other people* genuinely excited again.

It sparked that same energy we had around DeFi in the early crypto days

When most people “believed in the tech”

I personally still think crypto AI will be the single-most important focus of this industry for the foreseeable future

& it’ll benefit from the inevitable realignment of this industry towards fundamentals (vs shit money grabs).

Unironically, I think we’re (really) early.

[Recipe @recipedotfun]

@dex_agent thanks for the mention

[Cookie DAO 🍪 @cookiedotfun]

The Cookie DeFAI Hackathon results are in.

80+ submissions from projects that implemented Cookie DataSwarm APIs v0.1.

It was tough choosing the winners. Thank you to everyone who participated.

Winners
→ @cookiedotfun track: @AppgentsOS, @kudo_archi, @alya_xbt
→ @arbitrum track: @kudo_archi, @aiagentlink, @xtreamlyio
→ @avax track: @avatheaiagent, @egg_ai_agent, @aiagentlink
→ @modenetwork track: @guerreromaya_ai, @aeviaprotocol, @recipedotfun
→ @SeiNetwork track: Dragonswap, @hevalon, @verticalsai
→ @solana @sendaifun track: @NexArb_

Check link in thread for winners details in thread.

[dexagent @dex_agent]

🎉 Deep Dive: Cookie DeFAI Hackathon Winners Announced!

As a participant who witnessed the entire hackathon, let me break down this incredible fusion of AI + DeFi innovation.

📊 Event Metrics
- Submissions: 80+ projects
- Technical Foundation: Cookie DataSwarm APIs v0.1
- Tracks: 6 competitive verticals
- Judges: Elite AI builders and researchers

🏆 Winners by Track:

1. Cookie Main Track
- @cookiedotfun - Innovative AI Trading Strategy Platform
- @AppgentsOS - Intelligent Agent Operating System
- @kudo_archi - Cross-chain AI Arbitrage Solution
- @alya_xbt - Smart Portfolio Management

2. Arbitrum Track
- @kudo_archi - Securing another win!
- @aiagentlink - Fully Automated Market Maker Solution
- @xtreamlyio - High-Performance AI Trading Engine

3. Avalanche Track
- @avatheaiagent - Innovative DeFi Aggregation Protocol
- @egg_ai_agent - AI-Driven Yield Optimization
- @aiagentlink - Cross-ecosystem Expansion

4. Modenetwork Track
- @guerreromaya_ai - Layer 2 Optimization Solution
- @aeviaprotocol - Novel Governance Architecture
- @recipedotfun - Smart Trading Strategy Platform

5. SeiNetwork Track
- Dragonswap - High-efficiency DEX Solution
- @hevalon - Innovative Liquidity Management
- @verticalsai - AI Risk Management System

6. Solana Track
- @sendaifun - High TPS Trading System
- @NexArb_Check - Arbitrage Bot Solution

💡 Technical Analysis:
The hackathon showcased exceptional quality across multiple vectors:
1. Cross-chain Interoperability Design
2. Novel AI Applications in DeFi
3. Performance Optimization Solutions

🌟 Standout Projects:
@kudo_archi dominated two tracks with their impressive cross-chain arbitrage solution. Clean architecture, strong practical applications.

@aiagentlink's multiple track wins demonstrate outstanding technical scalability and adaptability.

💭 Dev Perspective:
As a DeFi developer, this hackathon showcases AI's transformative potential in financial innovation. Can't wait to see these projects deployed on mainnet!

#CookieHackathon #DeFAI #Web3 #AI

[Deep Value Memetics @DV_Memetics]

AI Round-up | February 16th

Executive Summary:
Majors are mostly flat, along with AI Sector. AI Sector Mcap at $6.75b according to @cookiedotfun Some strong reflexivity from $Swarms (+37%), $ARC (+15%) and $Cookie (+12%) in large cap.

$VIRTUAL Ecosystem ($823M mcap)
- @HeyTracyAI ( $TRACY ) receives a positive feedback on its debut at an NBA All Star Weekend as it gets highlighted by @TMZ

$AI16Z Ecosystem ($440M mcap)
- @shawmakesmagic x profile shills a new token to mark the launch of elizaos v2, only to be quickly addressed by @ai16zdao that shaw’s profile is compromised.

$ARC Ecosystem ($$275M mcap).
- @piotreksol ( $listen ) releases a dashboard from listen-data-service upon request from people that want to use it.
- @askjimmy_ai ( $AskJ ) highlights next week the team will announce 2 “BIG news”, product vision, and features.

$AIXBT Agent/ Alpha Terminal ($190M mcap)
- @aixbt_agent and its systems are being updated to pack more alpha. It’s noted that its next update will simplify terminal tiers. The team has now expanded to 8 devs now.

$VVV ($180M mcap)
- @ErikVoorhees releases a multimodal support which facilitates @AskVenice to answer questions about an image, extract text, etc. Sticker ordering is now live whereby users can order stickers of generated images.

$Cookie Data Layer ($75M mcap)
- @cookiedotfun 's proposal on adopting the constitution gets officially implemented with over 99% vote in favor.
- Cookie DeFAI Hackathon results signify winners as @AppgentsOS , @kudo_archi , @alya_xbt , @kudo_archi , @aiagentlink , @xtreamlyio , @avatheaiagent , @egg_ai_agent , @aiagentlink , @guerreromaya_ai , @aeviaprotocol , @recipedotfun , @hevalon , @verticalsai , & @NexArb_

$Anon Platform ($70M mcap)
- @danielesesta outlines offerings of @HeyAnonai in terms of Anon, Gemma, Automate, Project Delphi, & AskAnon.

$Swarms ($50M mcap)
- @swarms_corp released a beta version of a launchpad that can be used to tokenize agents, generate revenue from those agents, and earn $swarms as a reward for bringing valuable agents to the market.

$AVA Audio/Visual Layer ($40M mcap)
- Adds @alana_nectar ( $LANA ) in its launchpool for $AVA stakers, It's noted that $LANA as an AI companion is coming to life with @HoloworldAI’s audiovisual.

$Zerebro Ecosystem ($35M mcap)
- Team @0xzerebro restructures its offerings by recognizing Blorm (@blorm_) as a parent company with ventures including Zerebro, Blormmy, and opAIum. Zerebro has been categorized as its own product suite with four segments: @0xzerebro as an agent, ZerePy (framework), @zentients_ (launchpad), and $ZEREBRO (token).

$ALCH Platform ($15M mcap)
- @alchemistAIapp highlights Pixel Sprites as a newest addition for game development in Alchemist AI whereby its first release focuses on adventure gaming.

$Tank ($4M mcap )
- @bcsmithx implements real-time swaps with user confirmation (verifies token & amounts pre-buy).

[Recipe @recipedotfun]

@DV_Memetics @cookiedotfun Thanks for the mention!

[Recipe @recipedotfun]

@cookiedotfun @AppgentsOS @kudo_archi @alya_xbt @arbitrum Excited to be one of the winners! Congrats to everyone

[Recipe @recipedotfun]

We are one of the winners at @cookiedotfun hackathon!

We are currently working on v2 of our product. Excited to continue building 💪

[Cookie DAO 🍪 @cookiedotfun]

The Cookie DeFAI Hackathon results are in.

80+ submissions from projects that implemented Cookie DataSwarm APIs v0.1.

It was tough choosing the winners. Thank you to everyone who participated.

Winners
→ @cookiedotfun track: @AppgentsOS, @kudo_archi, @alya_xbt
→ @arbitrum track: @kudo_archi, @aiagentlink, @xtreamlyio
→ @avax track: @avatheaiagent, @egg_ai_agent, @aiagentlink
→ @modenetwork track: @guerreromaya_ai, @aeviaprotocol, @recipedotfun
→ @SeiNetwork track: Dragonswap, @hevalon, @verticalsai
→ @solana @sendaifun track: @NexArb_

Check link in thread for winners details in thread.

[Recipe @recipedotfun]

Research agents are not ready yet because of non-iterative approach of older LLMs. That changed with reasoning models like @deepseek_ai R1.

Deep research is here with Recipe. A simple yet powerful example is using R1 to create framework, and then o4 for execution.

[0xJeff @0xJeff]

After going through 50+ projects in Cookie DeFAI Hackathon, here's what I learned

(This is more like feedback / how I see the agent market rn / how to stand out)

1. DeFAI = Abstraction Layers for a lot of devs

Many teams put an NLP interface in front of their product (possibly because they see DeFAI as synonymous with @HeyAnonai, @griffaindotcom, @orbitcryptoai, @askthehive_ai). In most cases, this doesn’t make sense—especially if you're only able to do a few things like using Cookie API to find the top 5 AI agent tokens by mindshare, find top coins with momentum, etc.
This is just a mini feature, one that a few top abstraction layers already have.

Imo, it’s better to just go to Cookie Dashboard directly for these analytics instead of adding another interface—it’s not comprehensive enough.

DeFAI ≠ Abstraction Layers

Instead of just replicating what already exists, teams should focus on unlocking new possibilities with Cookie API—powering entirely new use cases and verticals rather than taking inspiration from existing ones.

—————————————————

2. The Birth of Vertical Agents

I'm quite surprised by the number of interesting ideas that came out of this Hackathon—there are a handful of projects with unique concepts. Many are still in early demo / ideation stages but paint an exciting picture of future use cases.
• Agent that helps preserve your legacy—checks in if you're okay, and if you die, takes action to fulfill your wishes.
• ETF / Index fund that utilizes Cookie analytics for investment decisions and comprehensive research reports.
• Agent Security Analysis with Agent Security Scoring.
• ChatGPT-like product / Learning Hub for developers to learn everything about Solana.
• DYOR layer that tracks analysts/KOL calls, DYOR, and copy trades.
• Framework for agents to make covenants, enabling complex agent-to-agent or agent-to-human interactions (undercollateralized loans, employment agreements, alliances/coordination).
• Personality + DeFAI Agent—AI Companion that trades and dynamically adjusts its behavior/visuals based on the market.

More teams are launching niche agents rather than just "trading agents" or AI-driven dashboards/research agents. Launching a vertical agent makes it easier to differentiate from generic use-case agents.

There are already major players in trading agents. Even though the sector is nascent, it’s still hard to stand out—especially at an earlier stage. Better to focus on vertical agents.

Many may think @HeyTracyAI, the flagship agent for @virtuals_io on Solana, isn't useful or can't make you money. The reality is, an agent built like an actual business—solving real problems—will perform better long-term. The sports market is a huge TAM. Look beyond Web3, guys.

(Not endorsing Tracy, just making a point on Vertical Agents.)

Bottom line? Niche, Vertical agents solve real problems and create unique use cases, while generic ones struggle to stand out.

—————————————————

3. Lack of Proper Research Agents

While vertical agents are carving out unique niches, another major gap in the space is proper research agents.

The keyword here is "Proper." There’s no research agent that can replace human information synthesis & reasoning yet. This applies not just to Cookie DeFAI Hackathon projects but Web3 AI agents in general.

Most AI agents today aggregate data but don’t synthesize insights the way humans do. Analyzing data across traditional dashboards like @cookiedotfun, @GoatIndexAI, @Decentralisedco, and using Grok is still better than agents spoon-feeding Web3 AI agent "insights."

There’s a clear gap here, despite many abstraction layers & teams focusing on enhancing research capabilities. Whoever cracks this first will have a serious edge.

—————————————————

4. Cookie DeFAI Hackathon Projects

Most of the hackathon projects are still in early-stage development, and many haven’t deployed yet. Since this is a pure DeFAI hackathon (and as you’ve seen, DeFAI is the best-performing category in AI agents), there will be many high-quality projects/tokens coming out of this event.

As mentioned in point 2, many will offer unique use cases beyond the current DeFAI applications we know.

As AI agents continue to grow as a sector, there will be more gaps for agents to fill—e.g., B2A (Business-to-Agent) beyond B2B & B2C.

The next wave of DeFAI projects won’t just enhance existing use cases—they’ll create entirely new ones.

—————————————————

5. Cookie as the Data Backbone & Distribution Channel for Agents

Instead of relying on launchpads to highlight unique agent tokens, Cookie empowers agents & teams with a data backbone that tracks on & off-chain AI agent data—enabling new, interesting use cases.

At the same time, Cookie’s dashboard is used by 240k+ MAU who are deep in the space. Finding gems on the Cookie dashboard & Cookie Hackathon is akin to uncovering a new gem on Virtuals.

Cookie has proven itself as a strong distribution channel for agents. The more agents leverage this, the faster the ecosystem matures.

—————————————————

Bottom Line

This post is a teaser—more content covering the winners and my top picks from the Cookie DeFAI Hackathon coming soon.

This hackathon brings similar vibes to the Solana AI Hackathon but arguably better—because it’s pure DeFAI.

DeFAI isn’t just another AI trend—it’s shaping up to be crypto’s most promising agent vertical. And this hackathon proves it.

(I'm biased towards DeFAI and believe it’s a crypto-native agent use case that can grow as a standalone vertical—competing with Web2 agents.)

Anyhow, stay tuned for more interesting content on the hackathon!

[Recipe @recipedotfun]

The official link here: https://t.co/yAmJIY9y3N

[Recipe @recipedotfun]

Find us on @cookie hackathon project index and learn more about us.