GM CT! 🙏🏾
Back with another edition of Stew’s Deep Dive in AI sharing fresh opportunities, alpha, and what’s brewing in AI + crypto.
STEW’S DEEP DIVE INTO AI
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Web2 / General AI Highlights
• @OpenAI says a group of agents using a next-gen model beyond GPT-6 Astra produced a solution to the Navier-Stokes Millennium Prize Problem. https://t.co/LNBhFtZmXM
• @deepseek_ai launches DeepSeek-V4.1-Flash. 552B MoE, native vision, live on API as deepseek-flash. Smaller KV cache and lower agent costs. https://t.co/NWjUEuW3zn
• @AIatMeta / @Muse launches Muse, a 24/7 personal agent powered by Muse Spark 1.3 that gets work done across apps. https://t.co/nePJb6GGCU
• @OpenAIDevs opens the Agents API in public beta. Managed Codex harness handles orchestration, long-running sessions, and context. https://t.co/RRaQJJBEZ5
• @ChatGPT adds a Data agent in ChatGPT Work. Connect company data and turn it into answers, dashboards, and actions by asking. https://t.co/JPJUgNLaVm
• @NousResearch Hermes Agent now shows live subagent activity. Steer or stop them from the CLI and Desktop app. https://t.co/hxLf2k3Gwa
• @AnthropicAI publishes its most detailed threat report. Claude was probed for cyber, surveillance, influence, biology, and weapons work. Every case in the report was disrupted. https://t.co/pUHOg2oopg
• SpaceXAI will livestream building a company from scratch with Grok Bot, Sep 15–17. https://t.co/cwpUg12L7i
Web3 / DeAI Highlights
• @circle Arc Mainnet goes live September 16. Livestream covers Arc, Circle Agent Stack, programmable money, and agentic workflows. https://t.co/oxJ6bp2e50
• Ant International teams with Visa and Mastercard on a shared standard for AI agent payments and Know-Your-Agent identity. https://t.co/xgj2lpecJo
• @PayBox adds Sunrise. Claude, ChatGPT, and Grok can prep Solana token trades. User approves with a passkey. Not available in the US. https://t.co/EUviJlv4rH
• Coinbase connector goes live on Grok. Check balances, analyze data, and place trades from chat. https://t.co/km2ZJDtxBh
• @minara launches Harness. Financial intelligence agent that turns signals into research, code, backtests, and execution. https://t.co/DI2Q9WRBAf
• @NEARProtocol AI Cloud runs TEE-hosted inference. Memory sealed from the host and operator. Hardware attests the exact code and model that ran. https://t.co/d078EnJspN
• @circle Agent Stack in the wild. An agent researches AI + payments daily and emails a briefing for about $0.05/day. https://t.co/td9O9vcQEh
No Funding Rounds this week, stay tuned for next deep dive!
The wealthiest families don't work for money — they own things that pay them. A rental property, a dividend stock, a business. Every asset you own is a worker that never sleeps. What's the first asset you'll buy that pays you? #BlackWealth#WealthBuilding#FinancialFreedom
5 times I predicted a pump before the announcement hit
These are five times I correctly predicted that a major announcement was coming that would send the prices of these @virtuals_io AI agents soaring:
$GAME – I called it at a $30M market cap, speculating the team would give it a real use case. That happened, and the price pumped to $76M a solid 2.5x.
$LUNA – Called at $18M. I pointed out that this is @virtuals_io flagship agent and that she was getting an upgrade. The announcement came, and she jumped to $34M an 80% gain.
$BILLY – Spotted at just $2.7M. I predicted he’d be the main agent for Cluster 3, and that a future migration to Base would push the price. Both happened, and $BILLY is now at $9M a clean 3.3x.
$AIKEK – I called it at $3M, saying the Virtuals team would likely focus on Ethereum after $IRIS launched. Shortly after, the team announced a rebrand and $AIKEK shot up to $6.2M a clean 2x.
$MAMO – Caught at $59M. I guessed the "Coinbase cabal coin" had something planned. Sure enough, they pulled off a surprise migration to Aerodrome, and the price jumped to $180M a clean 3x.