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Ethereum's dAI Push
Published on Sept. 19, 2025

Sponsor: KGeN — KGeN is building the Verified Distribution Protocol for the next Web3 wave.

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MARKET PULSE
Layers Within Layers

The onchain AI space has been steady in recent days, with the overall market cap of all AI coins hovering just over $32B, similar to what we saw at this point last week.

Per usual, though, some projects separated from the pack, and more than a few of the 7D outperformers came from Ethereum Ethereum Layer 2s. For example:

  • The Upsider ($UP +132%) — An AI agent on Base Base that serves as a guide to the Constellation Network, which supports building metagraphs, i.e. custom blockchains.
  • Neuron ($NRN +78%) — An AI and robotics R&D lab operating on Arbitrum Arbitrum that's centered around bringing new kinds of experiences to games via AI agents.
  • Vader ($VADER +55%) — An AI initiative on Base that has recently expanded toward robotics, focusing on crowdsourcing real-world data to train AI models for physical tasks.

Beyond L2s, the Bittensor Bittensor ecosystem also had some runners this week. The biggest gainers were Synth ($SN50 +183%), which serves as a synthetic data layer for agents, and Sportstensor ($SN41 +168%), a sports predictions network.

Altogether, for now the onchain AI action seems to be shifting away from broad market moves and toward pockets of experimentation. Keep your eyes peeled on the corners of the market that most people still aren’t watching yet!

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ROUNDUP
Ethereum's New Focus on the dAI Frontier
Bankless Author: William Peaster

Ethereum is doubling down on the AI frontier. This week, the Ethereum Foundation announced the creation of the dAI Team, led by Davide Crapis, to position Ethereum as the go-to coordination layer for all things artificial intelligence.

AI agents are surging, of course, but most rely on centralized infrastructure.

In contrast, Ethereum offers a neutral, verifiable, censorship-resistant base layer where agents can transact and build reputation without middlemen and data silos.

There's a lot of potential here accordingly, so the dAI Team will focus on two major fronts: 1) building up the AI economy on Ethereum, and 2) ensuring the future of AI isn’t locked into a handful of centralized platforms.

This rollout comes as we also just learned that the Ethereum Foundation was among the contributors to Google's Agent Payments Protocol (AP2) and the A2A x402 extension, the latter of which offers support for crypto payments like ETH transactions.

We won't have to wait long for further related advances, either.

For instance, the ChaosChain team has already created a prototype that integrates AP2 with Ethereum's recently introduced ERC-8004 "Trustless Agents" tech, and that's just an early taste of what's to come at this crossroads.

Bottom line: Ethereum’s value prop has always been neutrality + trustlessness, and these values are what autonomous AI agents need most to coordinate at scale. Will this dAI bet pay off in a big way? It's possible. And if it does, Ethereum will become indispensable for the next great era of onchain commerce. Cheers then, let's see what the dAI team cooks from here!


Plus, other news this week...


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