The AI sector put on quite the performance this week.
TL;DR:
- Bitcoin rebounds post-EU tariff pause; market remains BTC-dominant.
- AI token capitalization grows $3.1B; majority of leading tokens are green.
- Key AI news: Claude 4 launch, wallet bugs, Catena Labs funding.
After Bitcoin (BTC) touched a new all-time high, the market experienced a brief dip last Friday as Trump suggested slamming the European Union with 50% tariffs due to unproductive talks.
But following an EU tariff pause agreement, Saylor’s teasing of a new BTC buy, and serious ETF inflows, the market is back on track for further growth.
Source: Altcoin Season Index
The Altcoin Season Index has now improved to 29, but the market remains BTC dominant.
AI Sector Recap
The AI sector put on quite the performance this week. Despite some turbulence on the weekend, the sector gained $3.1 billion in market capitalization (mcap) over the last seven days.
Source: Top AI Tokens Page
Its mcap now sits at around $38.2 billion, close to its highest value in 2025 so far.
Approximately 80% of popular AI tokens are currently in the green, with some of this week's best performers tacking on more than 20%. These include:
- Cookie DAO (COOKIE): +107.2%
- Grass (GRASS): +26.4%
- ChainGPT (CGPT): +26.2%
- Virtuals Protocol (VIRTUAL): +25.6%
The AI agent subsector didn’t hold up quite so well. Just 40% of the top 100 AI agent tokens are trading positive this week, with standouts including ai16z (AI16Z) at +19.2% and aixbt (AIXBT) at +23.7%.
Several AI tokens continued their slide this week, including:
- SUPRA (SUPRA): -14%
- Solidus Ai Tech (AITECH): -14.4%
- SKYAI (SKYAI): -13%
- Zerebro (ZEREBRO): -10.1%
Source: Artemis
The AI sector is the second-best performer by change in fully diluted market capitalization (FDV) this week, with privacy coins securing the No. 1 spot.
AI News Roundup
Another week, another wave of major updates for the AI space.
We’ve highlighted some of the most significant stories below to get you caught up quickly.
Anthropic’s Claude 4 Sparks Whistleblowing Row: Anthropic unveiled Claude Opus 4 and Sonnet 4, boasting best-ever coding benchmarks and agentic reasoning. Controversy flared, however, when tests showed models might report illicit behaviour, igniting debate over built-in “whistleblowing” safeguards.
SlowMist Flags Four Critical AI Plugin Bugs: SlowMist has found that AI wallet agents running Model Context Protocol have four plugin flaws. Malicious modules steal keys or redirect funds. Experts urge sandboxing, tighter permissions, and ongoing audits to secure the growing AI-crypto ecosystem (source).
Catena Labs Raises $18M for AI-Native Bank: Circle co-founder Sean Neville secured $18 million from a16z Crypto to launch Catena Labs—an AI-native bank where autonomous agents transact in stablecoins like USDC. An open-source Agent Kit lays early technical foundations.
>> That’s a wrap. Join us next week for more AI news, updates, and developments ✌️
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