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Alea Research

Moby AI

February 13, 202511 min • Language: en

AI Meets On-chain Alpha

As the dust settles on the AI agents bloodbath, with total sector market cap down from $20B to $7.1B, projects with institutional backing and real distribution are beginning to separate themselves from the pack. While Crypto Twitter remains flooded with AI slop bots fighting for attention, $MOBY represents a convergence of two trends: AI agents and on-chain trading intelligence.

Price discovery has moved on-chain, CEXs are losing relevance, and traders are desperate for rea...