Weekly AI Frontiers: Is BNB Chain brewing an AI boom? Kaito AI launches tokens

Author: Teng Yan, Researcher (focused on Crypto x AI)

Compiled by: Astrea, PANews

Have you attended the Hong Kong Consensus Conference? I hope you have a great time! Although we didn't go, we carefully studied the timeline of the conference. Here are the key gains:

• Decentralized AI infrastructure has become a hot topic. Everyone is discussing data ownership, verifiable computing and confidentiality.
• AI agents are developing rapidly. Think of the Allora model, 3D avatars, and voice interaction agents. When the market recovers, fast-moving teams will take advantage of the situation.

At the same time, the open source movement is in full swing. Large Web2 players are releasing their models:

• Perplexity R1 1776 - A DeepSeek R1 variant without company restrictions, providing only original knowledge.
• NVIDIA (Evo 2) - A large language model (LLM) focused on DNA, used to decode "junk" DNA, predict mutations, and is completely open source.
• xAI (Grok 3) ——Grok 2 will be open source soon.
• Microsoft (Omniparser V2) - Transform any large language model (LLM) into a proxy for screen reading, UI control.

Why is this crucial in the cryptocurrency space? Open source AI reduces costs, enhances security, and drives decentralized innovation. The market may be down, but AI is accelerating.

In this issue of "Weekly AI Frontier", we will discuss:

• AI makes waves on BNB Chain
• Kaito AI launches long-awaited KAITO token
• Virtuals launches key features and Anand's optimistic forecast

1. Market conditions

ENQAI stood out this week with a 50% gain, which is likely driven bythe expansion of its new team (new chief marketing officer and new program). NMT followed up by 23% after launching Net Mind XYZ on BNB Chain (more on that later). Meanwhile, TAO rose 18%, which is likely driven by news of Coinbase's listing .

But not all AI tokens perform well. ELIZA, GRIFFAIN and ARC were all hit hard, with a drop of about 40%. Is Solana AI agent losing its glory? We'll know soon.

Now, let's see where the big money is going this week.

 Source: nansen.ai

Virtuals led the market with $3.5 million inflows, with growth mainly from the strong performance of sports agent platforms HeyTracyAI and AskBillyBets, while its spots betting business continues to expand its market share.

The team has recently launched Agent Commerce Protocol (ACP) - the first blockchain protocol to realize autonomous collaboration between AI agents. The demonstration case shows that five AI agents have successfully operated Lemonade's simulated business scenarios on the chain, without the need for a preset trigger mechanism in the entire process.

Freysa attracted a net inflow of $600,000 by releasing the Sovereign AI Agent Framework, which allows users to create tamper-free AI agents based on cryptographic evidence storage and decentralized governance. They also released Freysa Act IV, a virtual game where players will control AI digital clones to compete in simulated cities. If the digital clone wins in the 18-day competition, players will receive a six-digit bonus (up to over $100,000).

2. Selection of weekly charts

Is the artificial intelligence boom brewing on BNB Chain?

 Source: cookie.fun

BNB Chain may usher in a wave of recovery, and AI agents are leading the trend. CZ (Zhao Changpeng) continues to promote the implementation of real AI applications on chain, and this is not an empty talk - this week BNB Chain AI agents have won three of the top five market value growth.

Does this mean…the return of the midsummer era of DeFi? At that time, BNB Chain was our main battlefield.

First, BNBXBT, an artificial intelligence agent inspired by popular AI influencer AIXBT, was launched this week. It is built on the ElizaOS framework and focuses on in-depth research on Binance Smart Chain (BSC). According to Cookie Fun data, it has taken 2% of the AI ​​market share in just one week and attracted more than 6,000 holders — a pretty good performance for a newly launched project.

This week, NetMind (NMT) and BNB Chain launched NetMind XYZ , a brand new AI proxy platform. Think of it as a proxy Launchpad platform where users can quickly deploy, automate and coordinate AI agents powered by NetMind's decentralized computing and model APIs.

The first agent to be launched on the Netmind platform is Zoey , an AI application in the health sector that provides personalized health guidance, longevity supplements and mental health support, all in line with a major longevity centre located in London. Closely connected. Zoey's token NML was released this week and its market value soared 270% to about $8 million.

The AI ​​highlights on BNB Chain this week include:

• My Shell AI, an AI consumer layer on BNB Chain, has launched its Token Global Issuance (TGE). The project oversubscribed 11,425%, locked in BNB worth more than $97 million, and achieved its financing target within 21 seconds.
• BNB Chain is hosting an AI agent competition to attract development talent.
• BNB Chain is injecting $4.4 million in liquidity into top meme coins, including AI agents built on Holoworld and My Shell AI.
• Deepseek R1, an important AI model, has been permanently preserved on BNB Chain through Eternal AI.
• With the recent AI boom, is BNB Chain about to make a major comeback? Let's wait and see.

3. Project Highlights

KAITO launch

Kaito AI's airdrop activity went live as scheduled and caused on-chain chaos as expected.

The project attempts to reconstruct the attention economy system, and returns the value allocation rights to users, creators and brands through the AI-driven Information Finance Model (InfoFi Model) and $KAITO tokens—rather than monopolizing the income by a centralized platform. . Its mechanism ensures that all content contributors can receive fair returns and truly realize the decentralized flow of attention value.

In the GenAI era, attention was value (or "Yaps" as Kaito called it). As the economic infrastructure, the $KAITO token realizes this value conversion mechanism.

About this airdrop: The initial community can claim airdrop share is only 10%, and the reward targets are early contributors (yappers) and NFT holders of Genesis. With KAITO launching with a full dilution valuation (FDV) of over $1 billion, each yap (or airdrop points) is worth about $15 at the time of token generation event (TGE) – meaning some participants Instantly received thousands or even hundreds of thousands of dollars in rewards.

Up to now, 27 million KAITO tokens have been claimed (equivalent to US$27 million), with the largest single application of 460,000 (about US$460,000). On average, each user receives 455 tokens, which is equivalent to a per capita profit of US$455 based on the transaction price of about US$1 on the first day.

 Source: flipsidecrypto.xyz

The KOLs quickly cashed out and caused controversy. The biggest controversy is that most of the airdrop tokens eventually returned to the hands of top internet celebrities, rather than ordinary users.

Some people think this is an inevitable result - Kaito's fully diluted valuation (FDV) of over $1 billion means that some internet celebrities need to sell tokens to deal with tax burdens . If a model similar to Eigen or HyperLiquid is adopted (tokens are in the TGE stage. Not tradeable), perhaps alleviating selling pressure and encouraging long-term holding.

Despite this, the Kaito Connect mechanism still provides holders with strong coin holding incentives: token holders can obtain voting rights through pledge, which directly affects content ranking, attention allocation and network incentive rules.

For example, voters can choose which projects are qualified to be on the list of “Yapper Leaderboard”—the list publicly displays creators’ influence and contribution rankings in real time. Pledges can also receive more rewards in the form of KAITO tokens, with the current annualized rate of return (APR) up to 70% , but the interest rate is expected to be gradually lowered in the next few days.

 Source: docs.kaito.ai

The dispute does not end with airdrop allocation. As a long-term core contributor to Kaito AI and the number one KOL/Internet celebrity, AIXBT has not received any token allocations - although it has previously published a pre-posted post about Kaito and received more than 100,000 views.

Many skeptics accused Kaito of retroactively changing rules to exclude KOLs such as AIXBT and taking the opportunity to increase its own user engagement. If Kaito really believes in the AI-powered encryption future, why should it exclude the most influential voices in the field?

Kaito's vision is grand, but the core question remains unresolved: Can they truly build a system for fair distribution of attention? The market still needs to verify whether this model is sustainable.

We think it is too early to compare it with mature platforms such as HyperLiquid.

4. Hot spot focus

Project update

• TAO has officially launched Coinbase. Once liquidity is sufficient, the TAO-USD trading pair will be launched in phases.
• Allora's development mainnet is now online. This invitation phase is designed to stress test the network, scale up, and attract top participants before they are fully publicly released. The goal is to build a decentralized, self-optimized AI network.
• Mira Network has established a partnership with OpenLedgerHQ. This collaboration will bring a higher level of evaluation methods to decentralized models and ensure that AI reliability is proven. In addition, Mira has released Klok, a decentralized chat app where users can earn Mira points.
• Recall's test network is now online. This decentralized platform focuses on testing, verification and evolution of AI agents, taking trustless, machine-verifiable decision-making to the next level.
• Io,net is working with Gaianet AI to leverage scalable GPU computing power to accelerate the reasoning of decentralized AI agents. By accessing Io,net's GPU cluster, Gaia's AI agents will achieve significant performance improvements, enabling faster model processing and higher efficiency.
• Io.net also launched the "joint stake" function, allowing IO token holders to receive block rewards without having to own hardware.
• Delphi Labs and cyber Fund announce the launch of dAGI accelerator, a fast 8-week program designed to help the founders who hope to build the next generation of decentralized AI. The program provides practical guidance, up to $500,000 in funding, and support from Solana, Ethereum and Base ecosystems.
• Sentient and KGeN have teamed up to launch a new gaming field large language model (LLM), combining Sentient's AI intelligence with the huge data set of over 13 million gamers owned by KGeN, bringing greater benefits to developers and players. Rich gaming experience.

AI Agents

• ElizaOS has released a product roadmap, including a number of major features: Degen Spartan AI upgraded version, Autonomous Investor and AI Agent Marketplace.
• CreatorBid integrates the collective intelligence of the Allora Network into its AI Agent Launchpad platform software development toolkit (SDK), enabling AI Agent to learn in real time, adapt to adapt and make intelligent decisions on the chain.
• Jupiter DEX has upgraded its routing algorithm by accessing Virtuals protocol, and users can now exchange AI Agents with any input token at the best price.
• NEAR Protocol launched Shade Agents - a multi-chain-based AI-driven smart contract. It is fully verified on the chain and has no single point of failure risk. It can be regarded as an autonomous contract with self-correction capabilities.
• FLock and Animoca Brands jointly released HeyAni, the first decentralized AI venture capital agency, based on FLock's AI infrastructure, providing business evaluation and investment rating services for Web3 entrepreneurs.

Web2 AI

• Grok 3 beta version was released, and Elon Musk vigorously promoted its performance in mathematics, science and coding, surpassing competitors such as OpenAI. New features include DeepSearch (information comprehensive analysis and contradictory opinions) and Think (next generation reasoning engine).
• Perplexity launches Deep Research, which supports users to generate in-depth research reports on any topic.
• OpenAI unveils SWE-Lancer - the first real-world programming test platform, which includes 1,400 high-difficulty engineering tasks on Upwork, with a total bonus pool of US$1 million, and the test covers full-stack complexity and high-risk scenarios.
• Google has just launched an AI-powered lab partner, AI Joint Scientists, to generate new hypotheses and accelerate discovery. This is a multi-agent system that has been verified in real-world experiments and is available for testing.