📸 Market Snapshot: Just like the rest of the market, the AI agent sector keeps climbing, now sitting at ~$11.52B in total market cap with this week bringing some interesting rotations.
Analytics platform Cookie’s token, $COOKIE, absolutely ripped this week, surging 80%+ following the launch of Snaps (its version of “Yaps,” more on this in the article below). The rally has traders doing some interesting comparative math, noting Cookie's ~$150M market cap against Kaito's ~$475M.
With both platforms mapping similar territory, the market may be expecting that gap to narrow, and fast. Whether that happens via Cookie climbing toward Kaito's levels or Kaito getting dragged down closer to Cookie's current valuation remains to be seen—likely a mixture of the two.
Meanwhile, World's $WLD surged ~31% this week, riding the OpenAI momentum as Sam Altman announced acquiring legendary iPhone designer John Ive's secret AI company, in what looks like a play to own the entire AI stack from software all the way down to hardware.
Here's the thing: no one's entirely clear on how Altman plans to weave World(coin) into this broader empire he's building. Yet in a market where no one can get exposure to the company they read about or use daily, $WLD has found new utility as the only liquid way to bet on Altman's AI empire.
If you want to go a little deeper, the logic's still pretty straightforward—if Altman's really trying to control everything from AI models to the physical devices that run them, Worldcoin's identity verification and human-proof infrastructure starts to look like a pretty crucial piece of that puzzle.
Whether or not this dynamic solves the fact that the $WLD token’s fully diluted value is 7x+ that of its current circulating supply is another matter entirely, but we'll see what happens from here.
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NEWS ROUNDUP
Snap to Earn: How Cookie Is Gamifying InfoFi Loyalty
The nonstop mania and pace of crypto makes identifying who and what to pay attention to some of the most important decisions one can make as they navigate the industry.
Information Finance (InfoFi) hopes to help with this process, using market forces to better quantify, distribute, and monetize information, as well as attention.
While most know InfoFi via Kaito and its Yap’s program, a newer platform, Cookie, is making large strides in the field, most recently with Cookie Snaps — its newly launched creator network aiming to reward trust, impact, and intent.
Built as part of the broader Cookie ecosystem and launched alongside their official Cookie v1 platform, Snaps adds a social layer to crypto analytics, turning every post into a potential reward and emphasizing loyalty over volume.
It’s InfoFi infrastructure that feels less like a data product and more like a social game — where takes and contributions can earn tangible rewards. Here’s how it works.
Overall, Cookie looks to be the data layer for builders and AI agents, working through three core products: cookie.fun (analytics), Cookie Snaps (creator marketplace), and Cookie Data APIs. The $COOKIE token acts as the glue across the system, powering governance, contributor rewards, and premium analytics access.
Cookie Snaps sits newly at the heart of this architecture as a project-to-creator marketplace with a built-in rewards and airdrop campaign engine. Projects use it to grow mindshare, while creators use it to earn by contributing high-quality content.
Together, these form a system for projects looking to reward loyalty, and creators looking to stand out. Coupled with their v1 release, these provide:
Open, Ecosystem-Wide Leaderboards — Where every token and project, whether part of an active campaign or not, gets its own mindshare leaderboard with built-in loyalty scoring and a “Top Voices” chart. In other words, Cookie tracks social activity across the entire crypto ecosystem, so if a project has traction, it’ll show up on cookie.fun.
Opinion Leader Analytics — Analytics that automatically track and score users by engagement and content quality.
Trust & Intent Focus — Rather than rewarding users for shilling everything, Snaps weighs loyalty and alignment, rewarding consistent, positive contributions to fewer projects.
Snaps works through a real-time, transparent scoring system where every post is tracked and scored instantly using SNAPS points, based on how aligned, timely, and impactful your contributions are.
There are two types of SNAPS:
Global SNAPS — Earned when you join the platform and through referrals.
Campaign SNAPS — Earned by posting for specific project campaigns.
These points feed into ecosystem-wide leaderboards and sentiment analytics that play active roles in the scoring engine, which in turn drives how rewards are earned.The core mechanics here:
Real-Time Leaderboards — Eligible post appears on project-specific rankings within seconds.
Quality-Weighted Scoring — Points awarded based on content quality, narrative alignment, and sentiment—not just volume. Low-effort posts get deprioritized.
Loyalty Bonuses — Detects whether you’re farming across tokens or showing sustained support, doling out multipliers for loyalty based on timeframe, post type, and consistency.
Transparent Ranking — Your scores and leaderboard positions are always visible, giving users a clear, open way to track performance and progress.
These rankings ultimately form a composite measure of a user’s impact across tokens and time. It’s not just who posts the most, but who actually moves the needle. That said, this scoring blends:
Mindshare — How much attention a project commands in broader conversation.
Sentiment —Whether a user’s posts are positive, neutral, or negative.
Consistency — Frequency and duration of engagement with a token.
Engagement Depth — Replies, reposts, and other meaningful reactions.
Network Strength — Users earn a share of their invitees’ Snaps, incentivizing early recruitment of large Twitter presences.
Sign up on cookie.fun — With the launch of Cookie's first campaign alongside Spark Finance, now everyone can sign up by connecting their Twitter and claiming their “SNAPS.” After logging in, you'll get a role (Rising Creator, Opinion Leader, or OG) based on your activity, network, or $COOKIE staking. Each role offers different invites and access, but all can earn rewards through participation.
Invite your network —Once you have 10 SNAPS, you can start generating referral links, and sharing your Cookie Snaps card on socials, to earn from others. You’ll receive 10% of your referrals’ accrued SNAPS forever.
Start posting — Tweet quality content, comment, share, and retweet.
Climb the leaderboard — Join campaigns, earn rewards, and compete for top spots. Remember, shilling too many different projects will reduce your SNAPS, so focus on your favorite projects.
Putting Cookie Snaps and Kaito Yaps side by side shows how their approaches to InfoFi diverge, despite both focusing on social analytics and creator rewards.
Earning Systems — Kaito rewards “Yaps” for broad engagement, while Cookie awards “SNAPS” with stronger weighting toward consistent loyalty (a particularly interesting feature, in my opinion) and sentiment.
Leaderboard Structures — While their platform does feature “Yap campaigns,” Kaito ranks users by verticals primarily—VCs, AI agents, and broader categories—offering cross-sector rankings. Cookie sticks to project-specific leaderboards, organizing its layout around communities and their individual tokens.
Access Models — Kaito uses a subscription-based Pro model, while Cookie offers free analytics though it gates its creator network. That makes Cookie more accessible for discovery, though its rewards remain selective as it uses stricter standards.
Overall, Kaito focuses on building broad InfoFi infrastructure and data aggregation services, while Cookie emphasizes community-driven analytics with loyalty incentives. Kaito is the macro view, while Cookie is the micro view.
Zooming out, Cookie Snaps offers a fresh take on InfoFi—one that rewards alignment over attention, and loyalty over volume.
With real-time leaderboards, sentiment-aware scoring, and project-specific rankings, it flips the usual incentives and gives creators a new way to build influence by further doubling down on the projects they care about.
If you want to stand out to your favorite project, here may be the place to start—head to cookie.fun, connect your Twitter, and start snapping!
Unlock the power of Unichain – a fast, decentralized Ethereum Layer 2 network built to be the home for DeFi and cross-chain liquidity. To bridge tokens to Unichain and start swapping today, get started with Uniswap Labs’ web app or mobile wallet.
On this week’s AI Rollup, David, Ejaaz, and Josh ask a blockbuster question: is Google’s new Veo 3 model about to dethrone Hollywood?
The Limitless trio unpacks Google’s AI progress avalanche—Veo 3, zero-shot coding agents, real-time translation glasses, and an AI-powered Search revamp—then pit it against Meta’s molecule-hunting “Robin,” Microsoft’s Codeium-crushing agent stack, and DeepMind’s Alpha Evolve.
Toss in self-improving models and humanoid housebots by 2027, and there's plenty of updates you don’t want to miss.
Catch up on everything by jumping into the full episode! 👇
Not financial or tax advice. Bankless content is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.
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