Author: Ayan Khokhar&Teng Yan Compiled by: Tim, PANews 1. Current Market Situation The market cooled down this week. AI hype in the crypto world fell to a yearly low, with the total market capitalization of AI tokens dropping 2% to $21.5 billion and the robotics sector falling 9% to $1.05 billion. With the official launch of the Monad mainnet, market attention has shifted to the zero-knowledge proof and EVM sectors. Meanwhile, with the release of Gemini 3.0 and Grok surpassing 10 million daily active users, the usage of general artificial intelligence has reached a record high. After being listed on Binance, KITE surged by 21% due to the AI agent economy boom and the influx of new funds. $ONO broke out strongly after a period of consolidation, driven by a surge in DePIN network revenue and miners' accumulated holdings, with a single-day increase of 75%. Token listing $REPPO launched with a supply of 1 billion and an initial circulating supply of 16.5%. $SSS launched with a supply of 1 billion and a circulating supply of 15.2%. Event Preview Almanak: Strategy Builder v1 will be released on November 29th. 2. Chart Perspective Gensyn testnet transaction volume surpasses 500,000 transactions Source: Gensyn Testnet Explorer A chart that makes you want to see it a second time. The Gensyn public testnet has surpassed 500,000 transactions per day, rising steadily from approximately 350,000 in less than a week. The total transaction volume has now exceeded 84 million, serving over 155,000 users. Most of them come from early machine learning applications: RL Swarm tests distributed reinforcement learning (over 33,000 connected nodes) BlockAssist is capturing behavioral data from interactive environments (with over 1 million trained models). CodeAssist tests the editing and reasoning features in programming tasks (over 55,000 problems solved). Currently, most of the usage still comes from Gensyn's native applications. The real test lies in how much activity from external developers will be revealed after the network is fully opened. Earlier this week, the testnet did experience an RPC issue that caused some nodes to disconnect and go offline. However, the blockchain itself is still running and can be fixed simply by restarting it. 3. Project Analysis CodecFlow: Replace scripts with "Operators" A few months ago, I came across CodecFlow, an execution layer for AI agents and robots. At its core, it uses the "Optr" (Operators) model, which allows developers to apply the same automation logic to a computer desktop or a robotic arm without rewriting the code. Source: Codec Docs Operating principle Operators are small AI entities that continuously monitor the dynamics on a screen or in a robot's camera, analyze the information they see, and execute the next action. This process is repeated continuously. Each operator runs on an independent microcomputer, transmitting video streams to an artificial intelligence system and receiving operational instructions such as clicks, button presses, or robotic arm movements. Training operators is essentially demonstrating the task process to them. The system can learn from the demonstration after only one or two manual interventions. Once the operators have mastered the skills, they can be released for others to use. Source: Codec Docs Precautions Operators rely on consistent behavior across different machines. Since real robots and their actual environments do not always maintain uniform behavior, unexpected situations can arise rapidly. Codec also developed the Fabric architecture, which enables the rapid deployment of machines running Operators and seamless migration of tasks between the cloud, local computers, and real robots without interruption. Its core advantage lies in the fact that each agent runs in an independent, secure, and isolated environment, ensuring that task execution is undisturbed. 4. Highlight Events Financing news Numerai has raised $30 million in Series C funding at a $500 million valuation, which will be used to expand its AI-driven hedge fund. AlphaTON Capital has secured $82.5 million in funding to build GPU infrastructure for its Cocoon AI project (related to TON). ZENi has raised $1.5 million in seed funding to build an intelligent data layer for AI agents. Basic Protocol Prime Intellect released INTELLECT-3, the first fully open-source expert hybrid reinforcement learning model with over 100 billion parameters, achieving state-of-the-art performance on mathematical, coding, and inference tasks. Monad has launched the AI Blueprint program, providing comprehensive support for AI applications, including resources and infrastructure assistance, to help developers build, launch, and scale projects. Applications are now open. Akash Network has officially launched AkashML managed inference service, providing managed inference services for open-source models through its decentralized GPU marketplace. Caesar has partnered with Centrifuge to become the first AI company to complete an on-chain equity issuance, pioneering the practice of putting equity on the blockchain. The AO mainnet is now fully operational, and the original computing system has been successfully migrated to its Hyperbeam architecture. Fleek has released the Weyl Gen AI API, a diffusion model inference service that achieves approximately 80% cost savings while maintaining similar speed and output quality. AI Agents and Applications Heurist AI launched a live demo of x402 Monopoly on the Base chain, enabling AI agents to conduct autonomous transactions using the x402 payment standard. WardenChain mainnet has officially launched, enabling an on-chain proxy identity system and proxy application store, and a verifiable AI network with 34 verification nodes is now operational. Questflow has released an AI development platform that supports developers in building and deploying AI agents and multi-agent workflows. OpenMid, as a native service provider of the x402 payment standard, has emerged to add an on-chain identity module and an upcoming reputation extension function to the AI agent payment system. OpenGradient adds a personal memory layer to its digital twin agent, enabling the agent to continuously record user context and historical interaction data. Bittensor ecosystem BitstarterAI, in partnership with Alpha Core, successfully launched its first crowdfunding subnet on SN66, attracting over 1,000 participants. Zeus has partnered with WeatherXM and Sportstensor to integrate data from thousands of weather stations into its validation layer. Numinous launched on subnet 6, upgrading its prediction mechanism from submitting prediction results to agents that evaluate predictions in real time in a transparent arena. Score partnered with Avia to deploy Vision AI at more than 3,000 gas stations, bringing real enterprise workloads to the network for the first time. On-chain robots Virtuals has launched the SeeSaw iOS app, which uses the ACP protocol to crowdsource real-world training data for robots. Auki has deployed its first paid pilot project in the United States, bringing its space AI retail platform Cactus to three locations in New England. RoboOS has released a beta version of its fleet management dashboard, enabling on-chain robot management, payments, and task orchestration via Solana and the x402 payment protocol. Prisma XAI introduces a portal leaderboard that rewards contributors who provide remotely controlled data for embodied AI models on the Monad mainnet.Author: Ayan Khokhar&Teng Yan Compiled by: Tim, PANews 1. Current Market Situation The market cooled down this week. AI hype in the crypto world fell to a yearly low, with the total market capitalization of AI tokens dropping 2% to $21.5 billion and the robotics sector falling 9% to $1.05 billion. With the official launch of the Monad mainnet, market attention has shifted to the zero-knowledge proof and EVM sectors. Meanwhile, with the release of Gemini 3.0 and Grok surpassing 10 million daily active users, the usage of general artificial intelligence has reached a record high. After being listed on Binance, KITE surged by 21% due to the AI agent economy boom and the influx of new funds. $ONO broke out strongly after a period of consolidation, driven by a surge in DePIN network revenue and miners' accumulated holdings, with a single-day increase of 75%. Token listing $REPPO launched with a supply of 1 billion and an initial circulating supply of 16.5%. $SSS launched with a supply of 1 billion and a circulating supply of 15.2%. Event Preview Almanak: Strategy Builder v1 will be released on November 29th. 2. Chart Perspective Gensyn testnet transaction volume surpasses 500,000 transactions Source: Gensyn Testnet Explorer A chart that makes you want to see it a second time. The Gensyn public testnet has surpassed 500,000 transactions per day, rising steadily from approximately 350,000 in less than a week. The total transaction volume has now exceeded 84 million, serving over 155,000 users. Most of them come from early machine learning applications: RL Swarm tests distributed reinforcement learning (over 33,000 connected nodes) BlockAssist is capturing behavioral data from interactive environments (with over 1 million trained models). CodeAssist tests the editing and reasoning features in programming tasks (over 55,000 problems solved). Currently, most of the usage still comes from Gensyn's native applications. The real test lies in how much activity from external developers will be revealed after the network is fully opened. Earlier this week, the testnet did experience an RPC issue that caused some nodes to disconnect and go offline. However, the blockchain itself is still running and can be fixed simply by restarting it. 3. Project Analysis CodecFlow: Replace scripts with "Operators" A few months ago, I came across CodecFlow, an execution layer for AI agents and robots. At its core, it uses the "Optr" (Operators) model, which allows developers to apply the same automation logic to a computer desktop or a robotic arm without rewriting the code. Source: Codec Docs Operating principle Operators are small AI entities that continuously monitor the dynamics on a screen or in a robot's camera, analyze the information they see, and execute the next action. This process is repeated continuously. Each operator runs on an independent microcomputer, transmitting video streams to an artificial intelligence system and receiving operational instructions such as clicks, button presses, or robotic arm movements. Training operators is essentially demonstrating the task process to them. The system can learn from the demonstration after only one or two manual interventions. Once the operators have mastered the skills, they can be released for others to use. Source: Codec Docs Precautions Operators rely on consistent behavior across different machines. Since real robots and their actual environments do not always maintain uniform behavior, unexpected situations can arise rapidly. Codec also developed the Fabric architecture, which enables the rapid deployment of machines running Operators and seamless migration of tasks between the cloud, local computers, and real robots without interruption. Its core advantage lies in the fact that each agent runs in an independent, secure, and isolated environment, ensuring that task execution is undisturbed. 4. Highlight Events Financing news Numerai has raised $30 million in Series C funding at a $500 million valuation, which will be used to expand its AI-driven hedge fund. AlphaTON Capital has secured $82.5 million in funding to build GPU infrastructure for its Cocoon AI project (related to TON). ZENi has raised $1.5 million in seed funding to build an intelligent data layer for AI agents. Basic Protocol Prime Intellect released INTELLECT-3, the first fully open-source expert hybrid reinforcement learning model with over 100 billion parameters, achieving state-of-the-art performance on mathematical, coding, and inference tasks. Monad has launched the AI Blueprint program, providing comprehensive support for AI applications, including resources and infrastructure assistance, to help developers build, launch, and scale projects. Applications are now open. Akash Network has officially launched AkashML managed inference service, providing managed inference services for open-source models through its decentralized GPU marketplace. Caesar has partnered with Centrifuge to become the first AI company to complete an on-chain equity issuance, pioneering the practice of putting equity on the blockchain. The AO mainnet is now fully operational, and the original computing system has been successfully migrated to its Hyperbeam architecture. Fleek has released the Weyl Gen AI API, a diffusion model inference service that achieves approximately 80% cost savings while maintaining similar speed and output quality. AI Agents and Applications Heurist AI launched a live demo of x402 Monopoly on the Base chain, enabling AI agents to conduct autonomous transactions using the x402 payment standard. WardenChain mainnet has officially launched, enabling an on-chain proxy identity system and proxy application store, and a verifiable AI network with 34 verification nodes is now operational. Questflow has released an AI development platform that supports developers in building and deploying AI agents and multi-agent workflows. OpenMid, as a native service provider of the x402 payment standard, has emerged to add an on-chain identity module and an upcoming reputation extension function to the AI agent payment system. OpenGradient adds a personal memory layer to its digital twin agent, enabling the agent to continuously record user context and historical interaction data. Bittensor ecosystem BitstarterAI, in partnership with Alpha Core, successfully launched its first crowdfunding subnet on SN66, attracting over 1,000 participants. Zeus has partnered with WeatherXM and Sportstensor to integrate data from thousands of weather stations into its validation layer. Numinous launched on subnet 6, upgrading its prediction mechanism from submitting prediction results to agents that evaluate predictions in real time in a transparent arena. Score partnered with Avia to deploy Vision AI at more than 3,000 gas stations, bringing real enterprise workloads to the network for the first time. On-chain robots Virtuals has launched the SeeSaw iOS app, which uses the ACP protocol to crowdsource real-world training data for robots. Auki has deployed its first paid pilot project in the United States, bringing its space AI retail platform Cactus to three locations in New England. RoboOS has released a beta version of its fleet management dashboard, enabling on-chain robot management, payments, and task orchestration via Solana and the x402 payment protocol. Prisma XAI introduces a portal leaderboard that rewards contributors who provide remotely controlled data for embodied AI models on the Monad mainnet.