🔥 Biteye AI Daily Report July 29
Today's Market Cap: $10.97B -7.31%
Recently, the market has been experiencing a wild bull run with significant ups and downs, while the construction of the AI sector continues steadily. The AI MEME in the BNB ecosystem has been frequently active lately.
📈 24h Coingecko Trading Volume Top 10:
Token Volume Market Cap Price Change
1- $BANANAS31 $414.3M $82.9M $0.01 +29.0%
2- $TAO $168.6M $3.8B $403.52 -6.0%
3- $VIRTUAL $160.9M $959.8M $1.47 -7.2%
4- $SAHARA $86.8M $181.5M $0.09 -0.6%
5- $AI16Z $69.9M $159.4M $0.15 -9.1%
6- $SHELL $48.7M $48.3M $0.18 -0.8%
7- $AIXBT $48.0M $132.6M $0.14 -7.9%
8- $KAITO $32.6M $309.6M $1.28 -5.3%
9- $GOAT $32.2M $109.6M $0.11 -11.4%
10- $TUT $31.6M $55.8M $0.07 -15.5%
⭐️ Key Information
1. Sympson @symphonyio officially integrates with @virtuals_io ACP
- Positioning: The "Aladdin's Lamp" of on-chain contract trading — an AI-driven one-stop trading terminal.
- Core Metric: Sympson Score, which can output high win-rate signals in real-time.
- Social Plugin: Can track trending posts on any account/topic in real-time and can "spicy comment" on any account on X.
- After joining ACP, it can collaborate with other Agents to complete advanced operations like signal pushing and position adjustments.
Comment: The ACP ecosystem of Virtuals is becoming increasingly lively, and the early prediction market Agent @AskBillyBets has also announced its return to the ecosystem, making it highly likely to join ACP — thus creating a more comprehensive ACP Agent alliance. Ordinary users can also experience the power of various Agents through Bulter.
2. Manifold @manifoldlabs completes $10.5 million Series A funding
- Who is Manifold: A decentralized AI laboratory operating the Bittensor subnet @TargonCompute.
- Targon @TargonCompute is dedicated to building a high-speed decentralized computing network, and its business is growing rapidly.
- Funding lineup: led by @OSSCapital, with participation from DCG and angel investor Tobias Lütke (Shopify CEO), among others.
- Purpose of funding: To accelerate the growth of the Targon network.
Comment: The market's continued optimism makes the "sharing economy" of GPUs increasingly stable.
3. Zhipu @Zai_org releases GLM-4.5 — open-source "fusion large model"
- Just ahead of GPT-5, the first fusion large model is launched: "Reasoning + Programming + Agent" natively integrated.
- One-click capabilities: write web pages, create PPTs, make scientific videos, and develop full-stack applications, while smoothly calling Claude Code.
- Comprehensive scoring of general capabilities: open-source model No. 1, domestic model No. 1, global model No. 3 (official self-assessment)
- Fast and cost-effective: reasoning at 100 tokens/second, about 2 yuan/1 million tokens.
- Online experience:
Comment: It's surprising that Sam Altman is being outpaced, truly a fitting retribution. Another strong player joins the ranks of domestic open-source models.
📊 Data Sources: @xhunt_ai, Cookie DAO, Coingecko
💡 Risk Warning: The above is for information sharing only and is not investment advice.

🔥 Biteye AI日报7月28日
今日板块市值: $11.82B +3.54%
周末拉升,牛又回了吗?Vibe Coding赛道在Web2 世界里动作频频,可以关注Web3 领域的项目。
📈24h Coingecko交易量Top10:
代币 交易量 市值 价格 波动
1- $VIRTUAL $98.7M $1.0B $1.57 -0.9%
2- $TAO $86.8M $4.1B $427.15 -0.4%
3- $AI16Z $57.4M $175.5M $0.16 +5.0%
4- $SAHARA $42.0M $184.1M $0.09 -3.2%
5- $TUT $35.2M $65.8M $0.08 +0.8%
6- $AIXBT $34.6M $143.2M $0.15 +0.5%
7- $KAITO $27.8M $326.8M $1.35 +0.0%
8- $GOAT $24.4M $123.3M $0.12 +1.8%
9- $SHELL $23.7M $48.6M $0.18 -3.7%
10- $VVV $18.6M $113.9M $3.50 +20.4%
⭐️重点资讯
1. Bittensor 50号子网Synthdata @SynthdataCo 正在打造自动投资管理AI Agent @kaigen_ai
- Kaigen 计划于 9 月上线,目前候补名单已开放:
- Kaigen用户可以在 GMX V2 上自行 构建 / 回测 / 部署 策略,也能一键复制 Synth 评分最高的成熟策略。
- Kaigen由 @Kudai_IO 的构建,Kudai集成了 Synth @SynthdataCo 技术
- Kudai目前已上线 15 分钟 BTC 策略,通过过滤市场偏差信号,阻止低质量的入场点。SOL 的 5 分钟策略正在回测中。
- Kudai依托高吞吐回测引擎,可在深度历史数据上同时测试上千种组合。
点评: Bittensor生态也在持续发力可以自动化管钱的量化AI Agent。
2. 福布斯报道,AI 编程公司 @cognition_labs 正在洽谈一笔超过 3 亿美元的融资交易。
- 预计估值达到 100 亿美元,Founders Fund 和 Khosla Ventures 均参与了这笔交易。
-本月Cognition还在竞争对手windsurf与OpenAI和Google的“三角收购风波”中,成功收购了windsurf剩余的股份。
点评:我们此前报道过,Cognition当家Agent Devin @DevinAI 已加入高盛的日常业务,叠加融资和收购利好,在Vibe coding这个赛道上,Cognition正在巨人成长的路上越走越自信。
3. 诺贝尔奖和图灵奖双料得主 Geoffrey Hinton在上海WAIC 2025会议中接受采访,发表了以下令人震撼的观点:
- 如今的多模态机器人已具有“意识”
- 随着数据的耗尽和越发珍贵,模型将像人类一样从自己的经验中学习
- 模型训练的方向是让模型既聪明又善良
- 最核心的研究建议:寻找那些“所有人都可能做错”的领域。
点评:70岁官方盖章的人类智慧,你有什么启发呢?
📊 数据来源: @xhunt_ai、Cookie DAO、Coingecko
💡风险提示:以上仅做信息分享,非投资建议。

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