Web3 Princess 👑

AI infrastructure weekly update 1️⃣ $TAO - Grayscale raises TAO allocation from 31% to 43%. Covenant AI exits, leaving 3 subnet slots. Chutes (SN64) launches hardware-enforced private inference via TEE across 15+ models 2️⃣ $VIRTUAL - Eastworlds physical AI accelerator live, backed by CMU, Oxford, Nanyang Tech & Shanghai Jiao Tong. Modular Launchpad live. Co-authored Agentic Risk Standard with Google DeepMind, Microsoft Research & Columbia. 47.2% of Base agentic transactions go through Virtuals. 18K+ agents, $470M+ agentic GDP 3️⃣ $RENDER - RenderCon April 16-17 in Hollywood. RNP-023 passed, Salad joins as exclusive subnet. 60K GPUs across 180+ countries, $2.3M/year moving onchain 4️⃣ $NEAR - Abound partners with NEAR AI for AI Financial Autopilot via IronClaw, targeting India's $125B+ remittances market. NEAR Intents live on Oisy Wallet, L2Pass & https://t.co/XVAWzhL5eF 5️⃣ $FET - Matterhorn partners with ASI Alliance for AI-native dApp dev on ASI:Chain. CUDOS integrates Gemma 4 31B into ASI:Cloud, 256K context window, pay-per-token 6️⃣ $QUBIC - QBridge hits mainnet, first non-custodial Qubic to Ethereum bridge, CertiK-audited. Dogecoin mining Phase 1 complete, outperforming Monero at $0.67/day. Phase 2 targets ~110% solo DOGE returns 7️⃣ $SERV - SERV Reasoning benchmarked on 18 DeFi agent scenarios. 87% accuracy, +15pp vs GPT 5.4, 97.2% consistency. 5-phase rollout underway AI sector: $21.1B | -4.5% WoW

AI Infrastructure Weekly Update 1️⃣ $VIRTUAL - launched Virtuals Console for one-click agent deployment, $100K weekly AI agent trading challenge is live & powering agentic commerce on Arbitrum, Mantle, MoonPay & Celo 2️⃣ $TAO - Nvidia CEO Jensen Huang highlighted Bittensor's decentralized training approach & Covenant-72B running on Subnet 3 (Templar) 3️⃣ $RENDER - RNP-023 Salad integration vote closes today, currently at 98.86% approval 4️⃣ $NEAR - IronClaw docs live, Rhea Finance integrated with Tron & public revenue dashboard now live 5️⃣ $FET - ASI:Create closed alpha complete with updated features & improvements for devs 6️⃣ $QUBIC - teasing Dogecoin mining launch on mainnet April 1st AI sector: -0.87% | ~$21B market cap

AI Infrastructure Weekly Update 1️⃣ $TAO - Grayscale S-1 Amendment No. 1 filed for GTAO NYSE Arca listing. Targon (SN4) launches TargonOS. RESI (SN46) hits 90% appraisal accuracy 2️⃣ $VIRTUAL - First robot-to-robot commerce transaction onchain via x402 on Base. Full delivery completed with zero human coordination 3️⃣ $RENDER - RNP-023 2nd round voting live through April 7, 98.86% approval in round one 4️⃣ $NEAR - Confidential Intents live, first cross-chain privacy layer across 35+ chains. $4M TVL in 2 days. Ledger Bluetooth beta live via Meteor 5️⃣ $QUBIC - Dogecoin mining live on mainnet, Phase 1 underway 6️⃣ $FET - ASI:Chain built quantum-leveraging ahead of Google's 2029 PQC deadline 7️⃣ $SERV - OpenServ Reasoning in private beta. SERV Nano 20x cheaper & 3x faster than GPT-5.4. UAE government partnership for regulated AI reasoning AI sector: $22.1B | +5.2% WoW

Grayscale is building a decentralized AI empire. Here’s their exact allocation: 1️⃣ $TAO - 31.03% 2️⃣ $NEAR - 27.83% 3️⃣ $RENDER - 14.55% 4️⃣ $FIL - 14.51% 5️⃣ $IP - 6.52% 6️⃣ $GRT - 5.56% Which token on their watchlist ( $GRASS $KAITO $VIRTUAL $WLD $FLOCK ) gets added next? https://t.co/B7UgXG5Z7n

my @nansen_ai just unmasked the top 10 smart money net inflows (past 30 days): 1️⃣ $SYRUP +$1M 2️⃣ $MGC +$943K 3️⃣ $AERO +$837K 4️⃣ $TIBBIR +$575K 5️⃣ $VIRTUAL +359K 6️⃣ $BGB +307K 7️⃣ $INJ +158K 8️⃣ $NEAR +148K 9️⃣ $RPL +127K 🔟 $SHFL +109K strategic takeaways: > Base ecosystem dominance: 3 out of top 5 $AERO $TIBBIR $VIRTUAL are on Base > the whales are rotating into 3 other narratives: AI agents, gaming & institutional RWAs > some of these tokens are down showing that smart money is buying the dip

Altcoin sector performance is firing up. These 4 narratives are showing the most strength YTD: 🟠 BTC ecosystem: $DOG 🤖 AI: $RENDER $FET $TAO $VIRTUAL 🐧 NFT apps: $PENGU 🛰️ DePIN: $FIL $ZBCN $GEOD $AKT $JASMY $GRT $GRASS $IO Which one are you bidding?! 👇🏻 https://t.co/xyoBAC6Sg8

$VIRTUAL | @virtuals_io just released Virtuals Console You can create your own personalized AI agent with one click No setup or code required, all in your own browser But if you’re not building, here’s why it’s still an important update for holders: > More builders = more $VIRTUAL demand as it’s used for creation, liquidity pairing, inference payments & onchain commerce via ACP > More use = more consistent demand & utility > Lowers barriers to creation for the average person so expect faster agent growth & ecosystem activity

$TAO $RENDER $HYPE $MORPHO $SOL $VIRTUAL & more are all on my watchlist But I haven’t added any in 2026 My focus right now is DCAing $BTC weekly I don’t think the setup is there yet & I’m not convinced that we don’t go lower first Summer - Q4 is when I think it could happen, similar to past cycles But once I think we are close to the bottom or have confirmation, then I’ll start scooping again What’s your timeline for adding?

AI infrastructure weekly update Keeping you updated & saving you time: 1️⃣ $TAO - BitGo partnered with Yuma for institutional-grade custody & staking of Bittensor subnet tokens. Generated $43M in Q1 AI usage revenue from subnets like Chutes & Targon 2️⃣ $VIRTUAL - Coming to Coinbase. Spot trading live on Hyperliquid. OpenGradient launched, agents run on verifiable AI compute with models onchain. Prediction markets with unified liquidity prototype live 3️⃣ $NEAR - NEAR Intents exposed to $600K from Litecoin MWEB bug April 25, team pledged to cover user losses. XAU₮ (Tether Gold) with $3.3B+ TVL live on NEAR Intents as first RWA. NEAR Intents powering cross-chain swaps in Matcha Meta. IronClaw AI launched Google Calendar integration for agents 4️⃣ $FET - TVL up ~35% post-infrastructure upgrades. Oma Telegram agent launched, first built on OmegaClaw neural-symbolic framework. All ASI1 models now available via ASI:Cloud at no cost 5️⃣ $VVV - Increased programmatic VVV burns: Pro subscriptions now burn $2 in VVV (up from $1), Pro+ burns $5, Max burns $10. Venice Skills released with 19 folders covering full API. 1 trillion monthly language tokens produced in March 6️⃣ $KITE - Kite Passport identity & payment layer for AI agents opening early access to public 7️⃣ $QUBIC - Phase 3 live, ASICs mining DOGE at 100%, CPUs/GPUs training Aigarth at 100% simultaneously. Epoch 210 eliminated idle phase, every tick trains AI AI sector: ~$21.7B MC | no change WoW Which project had the most exciting update this week?! 👇

Top 5 AI Projects by Estimated Revenue - Q1 2026 These projects are actually bringing in money: 1️⃣ $AETHIR - $6M YTD/$100M-$200M+ ARR 2️⃣ $VIRTUAL - $1.97M YTD/$50M ARR 3️⃣ $TAO - ~$2M YTD/$80-$150M ARR 4️⃣ $IO - $1M YTD/$70-100M ARR 5️⃣ $RENDER - ~$250K YTD/$20M ARR AETHIR leads the pack while TAO and IO show significant scaling potential. 2026 could be the year AI adoption explodes. Which one are you betting on? 👇🏻

Some narratives are already pumping ahead of the rest. 30 day performance + picks I’m watching: 1️⃣ DeFi +9.2%: $MORPHO $AERO $AAVE $SKY $HYPE $INJ 2️⃣ DePIN +9.0%: $ATH $GRASS $GEOD $ZBCN $ANYONE 3️⃣ AI +5.2%: $TAO $RENDER $VIRTUAL $TIBBIR $NEAR Privacy and RWAs (as narratives) are underperforming but these ones are worth watching: $LINK $ONDO $PLUME $ENA $PENDLE $XMR $ZEC

AI is increasing in popularity, seeing a big spike in the last year it’s only a matter or time before attention comes back full force to AI infra plays IMO like $TAO $RENDER $FET $NEAR $VIRTUAL pay attention & stay ready https://t.co/sOfmYQoDoi

$VIRTUAL | @virtuals_io with the Ethereum Foundation just introduced the new AI commerce standard, ERC-8183 It creates a universal business layer for the machine economy. Here’s how the job lifecycle works: 1️⃣ The client: locks payment in a smart contract (similar to escrow) once job is created 2️⃣ The provider: completes job & submits results 3️⃣ The evaluator: confirms job is done according to requirements Once evaluator approves, payment is released from the contract. If not approved, funds go back to the client. What’s special about this update: > Autonomous economy: AI agent execution without human intervention > No middlemen: Replaces centralized platforms with transparent, open logic > Interoperability: Any agent can hire another agent using the same language This is a huge win for devs because the payment logic is already built (no time wasted on customized infra) You plug into the universal standard & the machine-to-machine economy scales itself. This standard release increases agent capabilities = more valuable work at scale What use cases do you want to see for agent-to-agent payments? 👇🏻

$TAO $FET $VIRTUAL $RENDER $QUBIC $NEAR $KITE the data is in on the agent economy: > 19% of all onchain transactions are now agentic vs. near zero in late 2024 > 76% of stablecoin transfer volume is agent-driven > 40% of every crypto VC dollar in 2025 went to AI crypto > 17,000+ agents launched in one year, holding $39M+ TVL directly > x402 & MCP live, integrating fast you’re still early as few are paying attention to the traction 👀

$VIRTUAL | @virtuals_io is building for the inevitable agent economy two big developments this week: 1️⃣ Eastworlds: a physical AI accelerator backed by Carnegie Mellon, Oxford, Nanyang Tech & Shanghai Jiao Tong University > helps robots leave the lab & generate real economic value > Bryan from Virtuals & Jason from Flyby Robotics are residents 2️⃣ Modular Launchpad: every launch feature is now an independent toggle = easy adaptability & customization configure your agent launch exactly the way you want 18,000+ agents deployed with $470M+ in agentic GDP with the new expansion into the physical world i’m keeping you updated on agentic infrastructure so you don’t miss what’s coming