AI agents are quietly building — even if prices look tired.
IP trades at $1.12 (-2.3%) and COAI at $0.305 (-2.2%), while stablecoin U holds its $1 peg. Despite short-term pullbacks, AI agent tokens now sit above $455M combined market cap — led by Story (IP) at $392M.
Big moves behind the scenes 👇
• Coinbase launches Agentic Wallets for autonomous on-chain actions
• 13,000+ AI agents registered on Ethereum (ERC-8004)
• Binance Alpha pushing IP & COAI airdrops + major trading competitions
• U stablecoin vault offering up to 20% APR
But there’s a twist: x402 transaction volume is down 92% from its Dec 2025 peak — meaning infrastructure is growing faster than usage.
Short term = mixed signals.
Long term = AI agents are getting real rails.
Is this early consolidation before expansion, or demand still needs to catch up?
