Week in AI: Majors Bleed, Agents Run BTC’s brutal November hits AI; sector mcap -7.3%.
Let’s dive in. 🧵
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📈 Market Overview
BTC posts one of its worst Novembers as yen carry and leverage unwind, spilling into alts. AI sector mcap fell 7.3% (~$1.5B) as thin-liquidity AI tokens sold off.
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🤖 TAO Holds the Line
Most big AI tokens ended the week red, but Bittensor (TAO) kept its lead after NEAR’s sharp drop. TAO’s emissions halving is <2 weeks away, yet clear long-term accumulation still looks muted.
3/7
🏆 Small-Cap AI Agents Pop
While majors bled, small caps ran:
🔹 Tradoor (TRADOOR) +105.7%
🔹 GRIFFAIN (GRIFFAIN) +54%
🔹 Turbo (TURBO) +33%
🔹 INFINIT (IN) +30.1%
AI agent narratives stayed the main hunting ground for upside.
4/7
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