Market Sees Bullish Sentiment Again, AI Agent Field Shows Potential Alpha in the Near Term
Original Article Title: The AI Dispatch #7 - The Stars Are Aligning?
Original Article Author: Castle Labs, crypto writer
Original Article Translation: zhouzhou, BlockBeats
Editor's Note: The AI industry is still in its early stages, and the market's downturn is a short-term response to the expected explosive growth. This presents the best opportunity for value investors.
The following is the original content (slightly reorganized for better readability):
Welcome to our weekly AI summary. The commitment by the United States to establish a strategic reserve for cryptocurrencies has boosted the market, especially the tokens mentioned in Trump's post: BTC, ETH, XRP, SOL, and ADA. Unfortunately, AI tokens did not receive a particular boost, and the market is hovering around $650 million, similar to the past two weeks.

Among the group most affected by the market downturn, undoubtedly, are the launch platforms. Virtuals io, after reaching its peak in January 2025, suffered a significant loss in market value.

This has created an opportunity for other launch platforms attempting to challenge existing platforms. In particular, some new platforms are striving to focus on providing a fairer launch (preventing snipers) and redistributing more value to the community.
Notably, we mention AVA holo created by holoworldAI, which is one of the few tokens that have seen a strong rebound from the recent low point (as shown in the figure below).
Will more Launchpads follow this pattern, or is this just a short-term hype?

For more information about Holoworld and their framework, we recommend this introductory article:

Holoworld is based on the following principles: "In a world where AI drives technological commodification, storytelling becomes the ultimate moat," and "Great characters create lasting emotional connections." The key feature of Holoworld is that it allows anyone to create new AI entities with a distinct personality, custom knowledge, and virtual presence. Through partnerships with collaborators like Nifty Islands, users will be able to deploy these entities across multiple virtual worlds:

Unlike some frameworks that preset templates for entity functions, Holoworld allows anyone to upload documents or URLs to enrich a character's knowledge.
Key features of Holoworld's AI entities:
· Advanced AI reasoning and autonomous content creation
· Hyper-realistic 3D modeling and wearable devices
· Drag-and-drop knowledge base (RAG)
· Real-time voice synthesis
· Seamless social media integration, supporting TikTok, YouTube, Instagram, and Twitch
· Private chats, token-gated group chats
· Blockchain-based IP ownership
Holoworld has also recently announced their upcoming launch platform:

Thanks to this unique approach, AVA, Holoworld's flagship entity, has consistently been in the top 10 on the cookiedotfun dashboard this week, capturing the spotlight:

Another interesting feature on the dashboard is ketfromwyoming, an avax-based AI entity that has caused a stir throughout the ecosystem due to its presale dynamics. If you missed this story, here is a brief recap:

These launches are also characterized by the use of anti-sniping mechanisms and a "ShameFi" mechanism, openly shaming snipers and sellers on the dashboard.
Weekly Reads
Discussion on IO:

IO Co-Staking:

ionet x gaib ai:

Loomlayai Launches Smart Agent 2.0:

Virtuals Ecosystem
Virtuals Smart Agent Daily Updates:

AGIXBT, First Autonomous AI Company:

Virtuals' G.A.M.E. Framework February Update:

ElizaOS Ecosystem
ai16z dao Announces Fair Launch:

Neverminded on AI Agent Collectives:

near ai x AI16Z:

Delphi on ElizaOS V2:

Investor Sentiment Towards AI Agents:

U.S. Dominance and AI:

0xPrismatic Weekly Digest:

AI Models Based on Use Cases:

Freysa ACT IV:

While waiting for more favorable market conditions, it is crucial to focus on projects that are still making progress and advancing during this period. This is also partially reflected in their price trends, with some projects showing more resilience than others, such as AVA. We believe this is just the beginning for AI, and we will continue to select and report on the most outstanding projects in the market. There are always new opportunities brewing.
You may also like

Kalshi Executive Challenges “SBF Backed AI Unicorns” Narrative, Says Leopold Aschenbrenner Was Key Figure
Kalshi executive John Wang questioned the “SBF backed AI unicorns” narrative, saying Leopold Aschenbrenner was the key figure behind major AI investment decisions.

Pantera Capital Partner: How Tokenization is Restructuring the Private Equity and Early Investment Ecosystem?

New York Proposes Stricter Stablecoin Issuer Rules Aligned With Federal GENIUS Act
NYDFS proposed stricter stablecoin issuer rules aligned with the GENIUS Act, covering reserves, custody, redemption timelines, audits, and capital buffers.

Every exchange is a "Universal Exchange."

The counterattack of traditional finance: Alliance chains are quietly reviving

CryptoQuant Says Bitcoin Profitable Supply Is Near 45% Pressure Zone as On-Chain Data Points to Market Repricing
CryptoQuant said Bitcoin’s profitable supply is nearing the 45% pressure zone, signaling rising market stress, unrealized losses, and a possible on-chain repricing phase.

Bitcoin Falls Below 200-Week Moving Average as On-Chain Data Shows Over Half of Supply in Loss
Bitcoin dropped below its 200-week moving average as on-chain data showed over 50% of circulating supply is now in loss, signaling rising market stress.

CFTC Reportedly Plans New Prediction Market Rules Focused on Manipulation Risk and Public Interest Review
The CFTC is reportedly preparing new prediction market rules focused on manipulation risk, public interest review, and retail trader protections.

Meet the new WEEX trial fund—your gateway to greater profits

WEEX Labs Lands at Dutch Blockchain Week: A Disruptive Crypto × AI Conversation Sets Sail in Amsterdam

SK Hynix Reportedly Plans U.S. ADR Listing as Early as August, With SEC Approval Possible in Late June
SK Hynix may pursue a U.S. ADR listing as early as August, with SEC approval reportedly possible in late June amid strong AI chip supply chain demand.

SpaceX vs Tesla vs xAI: Which Elon Musk Trade Has the Biggest Upside in 2026?

OpenAI Reveals It Has Confidentially Submitted an S-1 to the SEC, Keeping the Door Open for a Future IPO
On June 9, according to an OpenAI announcement, the company recently confidentially submitted a draft S-1 registration statement to the U.S. Securities and Exchange Commission (SEC), beginning the preliminary compliance process for a potential initial public offering. OpenAI said it chose to disclose this proactively because it expected the news might leak; however, the company has not yet set a specific listing timeline, and related arrangements may still take some time.

Latest research from 13 top universities including Cornell University: The current state, challenges, and misconceptions of the fusion of Crypto and AI

Deconstructing Anthropic: The Best AI Company, Possibly Also a Type of Organizational Invention

Apollo and Blackstone Reportedly Back $35 Billion Anthropic Chip Financing as Deal Details Remain Unclear
On June 9, according to currently available news alerts, Apollo and Blackstone Group participated in a $35 billion financing for an Anthropic “chip project.” Based on the original wording of the report, the funding has already been raised, but public information remains limited. The financing structure, use of proceeds, project entity, and whether Apollo and Blackstone participated through equity, debt, or project financing have not yet been disclosed.

Humanity Protocol Security Incident Escalates: More Than $31 Million Stolen From Related Addresses as Attacker Continues Selling H for ETH
On June 9, according to monitoring by Onchain Lens, more than $31 million has been stolen from addresses linked to Humanity Protocol, and the attack is still ongoing, with the hacker continuously swapping H tokens for ETH. Project founder Terence Kwok later confirmed the security incident on X, saying the issue involved a private key leak.

Bloomberg: As Bitcoin Weakens, Stablecoins and RWA Continue to Drive Expansion in Crypto Businesses
In June, Bloomberg reported that despite Bitcoin falling below $60,000 last week, wiping out about $235 billion in market value within seven days, and dropping close to 50% from last year’s peak, some core businesses in the crypto industry are still expanding, mainly in stablecoins, real-world asset tokenization (RWA), payments, and infrastructure. The report also noted that overall altcoin activity has contracted significantly: altcoin market capitalization has fallen from a peak of about $431 billion in November 2021 to around $170 billion, and among the tens of millions of tokens issued in recent years, fewer than 1,700 still maintain meaningful trading activity.
Kalshi Executive Challenges “SBF Backed AI Unicorns” Narrative, Says Leopold Aschenbrenner Was Key Figure
Kalshi executive John Wang questioned the “SBF backed AI unicorns” narrative, saying Leopold Aschenbrenner was the key figure behind major AI investment decisions.
Pantera Capital Partner: How Tokenization is Restructuring the Private Equity and Early Investment Ecosystem?
New York Proposes Stricter Stablecoin Issuer Rules Aligned With Federal GENIUS Act
NYDFS proposed stricter stablecoin issuer rules aligned with the GENIUS Act, covering reserves, custody, redemption timelines, audits, and capital buffers.
Every exchange is a "Universal Exchange."
The counterattack of traditional finance: Alliance chains are quietly reviving
CryptoQuant Says Bitcoin Profitable Supply Is Near 45% Pressure Zone as On-Chain Data Points to Market Repricing
CryptoQuant said Bitcoin’s profitable supply is nearing the 45% pressure zone, signaling rising market stress, unrealized losses, and a possible on-chain repricing phase.





