TombXBT is a crypto trader and analyst who shares market insights, strategies, and philosophical reflections on the intersection of health, wealth, and purposeful living. His content explores emerging trends and narratives in the cryptocurrency and AI landscapes. ^[1]

Agentic Outlook

Tomb analyzed the potential of AI agents, focusing on their ecosystems, infrastructure, and market dynamics. He observed stabilization in the initial growth of AI agent projects like $GOAT, with attention shifting to supporting frameworks, marketplaces, and launchpads for long-term growth. Infrastructure development, collaboration among AI protocols, and developer activity were identified as critical factors for sustained success. He highlighted key projects such as $AI16Z, $VIRTUAL, and $MODE, emphasizing their roles in advancing computing, storage, data, and model development. ^[2]

Tomb stressed the significance of narratives around privacy, regulation, interoperability, real-world applications, and associated opportunities and risks. He noted AI agent ecosystems' dynamic and volatile nature and urged caution against adhering to outdated narratives. He emphasized development quality, partnerships, innovation, and communication as success factors for investors. Market volatility was expected, with some projects reaching high valuations before sharp retracements. He advocated for projects with established, doxxed teams prioritizing rapid building, with tokenomics, branding, and design as key evaluation metrics. Highlighted projects included Virtuals, REI Network, Heurist, ai16z, and ARC. ^[3]

Emerging categories included agent orchestration frameworks such as $FXN (networking among agents) and $SNAI (serverless deployment). He emphasized branding's impact on adoption, warning against poorly branded projects while highlighting promising agent DAOs like $VADER and $SEKOIA. Tomb recommended cautious engagement, favoring infrastructure projects for long-term investment and swift profit-taking on speculative plays. He anticipated that if interest in agents waned, the market focus would shift towards AI-enabling infrastructure like GPUs and cloud storage.

He reflected on recent AI market trends, highlighting the importance of identifying early narratives, strategic investments, and learning from rapid market changes. While bullish on AI’s transformative potential, he acknowledged inherent risks, coining the phrase “Convenience kills.” He stressed partnerships and open-source development as key accelerators, remaining particularly optimistic about the AI16Zdao ecosystem and associated projects like $FXN and $IQ. Tomb also highlighted the DEFAI narrative, with projects like $WAGMI, $GRIFFAIN, and $GRIFT showing promise due to innovative economics and branding. Promising infrastructure plays included $LAY and $ARC. He emphasized the importance of branding, governance, and user experience as differentiators in the evolving AI market, advocating for holistic project evaluation through his "Four Pillars" framework: technology, branding, communication, and community. ^{[4] [5]}

Crypto 2024 - 2025

Tomb's 2024 crypto reflections highlight a year of rapid developments and significant milestones, including Bitcoin exceeding $100,000, ETF approvals, and the Bitcoin halving. Market dynamics showcased a memecoin surge, viral campaigns, and AI-driven innovations, including the emergence of AI agents in crypto. Despite these advancements, broader public interest remained subdued. Market trends in 2024 reflected manipulation strategies like meme promotion and small-cap gambles, challenging investors to adapt. AI continues integrating into every aspect of crypto, with tools and automation transforming workflows. Projects leveraging AI infrastructure rather than specific narratives are seen as more sustainable investments.

In 2025, Tomb anticipates growth in sectors like AI, decentralized science, real-world assets, and DeFi. Emerging themes include automation, robotics, and increased institutional adoption. While the potential for market disruptions like cyberattacks or major protocol failures remains, the parallels to the Roaring 1920s suggest opportunities for sustained growth, provided investors adapt and stay informed. ^[6]