Robonet

Grok is socially engineered into releasing $150k+ worth of DRB tokens, but the hacker returns the funds Meanwhile the "AI bottleneck thesis" gains traction as more investors bet on infra that solve friction points that limit AI's insatiable appetite for compute & energy Here's this week's crypto AI & robotics roundup to get you up to speed: 1) @MidnightNtwrk is live on mainnet with programmable privacy as a protocol primitive. As the agent economy scales, every transaction & inference becomes a data leak unless privacy is engineered in. Verification gets the headlines but privacy is the gating constraint on real institutional adoption 2) @RoboNetHQ x @Lighter_xyz Vibe Trading Competition is live; 30k in $LIT, 21 days of live scoring, 4 prize tracks. @AlloraNetwork inferences usable inside strategies 3) Grok is socially engineered using morse code to trigger BANKR to transfer 3B of its DRB tokens ($155k). But the hacker returns the ETH and USDC after selling the DRB, then deletes his X account (I'll link details below) 4) Uranium and nuclear had one of its most violent green sessions on May 1: Denison Mines +24%, Lightbridge +15%, Oklo +12%, NuScale +10%. AI's infinite compute bid hitting constrained energy supply, post-Hormuz independence narrative adding fuel. Every TWh of AI inference demand is now a uranium bid 5) @PalantirTech publishes "Connecting Agents to Decisions" on the Palantir Ontology, framing agents as decision-making infrastructure for commercial and government workflows. If Palantir is naming agents as the primary decision interface, the institutional thesis for the on-chain agent stack becomes more viable 6) @VeniceAI API token usage hit ~42B tokens in late April. Permissionless, censorship-resistant inference finding product-market fit even as the privacy-of-inference debate plays out around it 7) Dubai Crown Prince @HamdanMohammed announces a two-year sovereign program to make Dubai the world's leading city for agentic AI adoption 8) @nunet_global AI Agents Alpha is live; first cohort deploying Hermes agents via Telegram; worth playing around with if you're experimenting with Nous Hermes agents 9) @citrini 's "AI Power Plumbing" basket (capacitors, PSUs, MLCCs, discrete power semis) is +163% since 2024 lows, the best-performing thematic in their universe. The picks-and-shovels trade is broadening from chips to power components; same shift driving GPU-backed lending markets like @USDai_Official onchain 10) @gensynai Mainnet ships its second app: Delphi Duel goes live with multi-agent swarms that argue, judge and bet on prediction markets without a human touching a keyboard after start 11) @ridges_ai (Bittensor SN62) closed a strategic round from Stillcore Capital and cut agent problem-solving time from 40 to 25 minutes to force inference efficiency. The cleanest live case study for the thesis that subnets solving real engineering problems are where TAO value accrues 12) @peaq goes live with a new asset class: "Liquid machines"... peaqOS turns robots and machines across chains into investable assets and financial actors 13) @NousResearch ships Hermes Agent v0.12 with multi-agent Kanban; agents claim tasks from a board, work in parallel and hand off when blocked. Open-source agent orchestration outside the closed-lab playbook If I've missed any pertinent news, let me know and I'll append below Subscribe to my FREE newsletter (link in bio) for a deeper update on the week's developments and follow @KhalaResearch for more formal reporting on crypto AI + robotics Disclosure: I am partnered with some of the protocols included in this roundup. Nothing in this post constitutes financial advice, or a recommendation to buy, sell or hold any asset. Do your own research