AO Distribution Protocol Progress and Future Plans

July marked a significant milestone for Nubila, showcasing impressive growth and advancements in decentralized climate intelligence. The company successfully mined 73,734 B3TR across five mining rounds, with validator participation increasing and new partnerships being established. Notably, 415 Marco devices have been deployed globally, including 209 Cloud Nodes, 33 Rainy Nodes, and 109 Sunny Nodes. This expansion is crucial as Nubila builds the backbone of climate-aware AI, integrating real-time weather data into its ecosystem. The Nubila ecosystem has been active with various campaigns and initiatives. The ongoing Validation Campaign allows participants to earn rewards by reviewing real-time weather data, with the first 100 daily validators receiving B3TR. Additionally, the Nubila Global Tour has launched in Canada, offering opportunities to win Cloud Nodes and earn sNUBI. The Snap to Earn initiative, in collaboration with Nillion Network, encouraged users to share local weather images, resulting in hundreds of submissions and exciting prizes. Furthermore, the July rebate drop successfully redistributed 106,015 B3TR to Marco and Node owners, reinforcing the financial benefits of participating in climate infrastructure. Nubila has also formed strategic partnerships to enhance its offerings. Collaborations with Spheron, UX Link, NodeOps, and ChainAware.ai aim to provide cheaper decentralized GPU compute, unlock WeatherFi in Asia, and integrate predictive AI with weather data. As Nubila continues to innovate, it has gained recognition, winning the IoTeX Crypto’s Got Talent Season 1 and being featured in Cointelegraph. Looking ahead, the Validator Node Sale on August 6 and the launch of Snap-to-Earn Phase 2 are set to further propel Nubila's mission of connecting real-world environmental data to decentralized applications and AI, driving the climate economy forward.

In June 2025, IoTeX launched a beta interface for Quicksilver, a decentralized physical infrastructure network (DePIN) framework that allows AI agents to interact with data from connected devices. This interface enables developers to create and deploy AI agents, while users can query these agents through chat or API. On June 19, IoTeX implemented a significant upgrade (v2.2.0) that reduced block time from 5 seconds to 2.5 seconds, enhancing the network's theoretical throughput to 2,000 transactions per second (TPS). Additionally, IoTeX introduced a roadmap for Realms, which aims to create domain-specific ecosystems that group AI agents and contributors to facilitate structured intelligence across various sectors such as transportation and healthcare. Despite a decline in average daily active wallets by 26% quarter-over-quarter (QoQ) to 6,600, this figure still represents a remarkable 872% increase year-over-year (YoY). Similarly, average daily transactions dropped by 25% QoQ to 222,300 but were up 750% YoY. The protocol's revenue also saw a significant decrease of 53% QoQ, totaling $94,800, primarily due to a 93% drop in ioID activation fees. However, the overall revenue remains up 505% YoY, indicating a robust growth trajectory despite recent fluctuations in activity. The Quicksilver framework is designed to integrate AI agents with DePINs, enabling them to process real-world data and perform automated actions. The W3bstream layer verifies data from devices before it is utilized by AI agents. IoTeX's ioID framework provides a decentralized identity for devices, enhancing their interaction capabilities within the network. As IoTeX continues to evolve, it aims to solidify its position in the AI and DePIN sectors, with the Realms system expected to incentivize data contributors and enhance the quality of datasets for AI applications. This strategic direction highlights IoTeX's commitment to building a comprehensive ecosystem that leverages physical intelligence for various applications.

TAO Synergies, a Nasdaq-listed company, has significantly bolstered its treasury holdings in Bittensor, a decentralized artificial intelligence project. The company currently holds 42,111 TAO tokens, which it has acquired through purchases and staking. In July, TAO Synergies made a notable investment of $10 million in Bittensor tokens, further solidifying its strategy to focus on this digital asset. Following this announcement, the price of TAO saw a slight increase of about 3%, trading around $347, although it remains below its peak of $700 from December 2024. The recent acquisition of Bittensor tokens adds to the 29,899 tokens that TAO Synergies purchased for $334 each earlier in July. Joshua Silverman, the executive chairman of TAO Synergies, emphasized the company's commitment to accumulating TAO tokens through both purchases and staking. He stated that their strategy is centered around the intersection of decentralized AI and blockchain technology, positioning TAO Synergies as the largest publicly traded digital asset treasury company focused solely on the Bittensor network and its DeAI protocol. In addition to its investment strategy, TAO Synergies has partnered with BitGo to leverage its infrastructure for the custody, staking, and trading of its TAO holdings. The company's pivot towards AI-related cryptocurrencies began with its rebranding from Synaptogenix in late June. With the growing interest in decentralized AI, other companies like xTAO are also investing in Bittensor, with xTAO reporting holdings of 41,538 TAO tokens in July, indicating a broader trend in the market towards decentralized AI assets.

In Q2 2025, the Helium Network demonstrated remarkable growth, achieving a cumulative total of 2,721 TB of data offloaded from major U.S. mobile carriers, marking a 138.5% increase quarter-over-quarter (QoQ). The number of accounts registered with Helium Mobile surged by 94.1%, reaching over 311,200. This growth was accompanied by a significant rise in average daily Data Credit burns, which increased from $6,170 to $10,423. The Helium Foundation also launched a $50 million grant program aimed at enhancing network coverage, starting in New York City and expanding throughout the U.S. and Mexico over the next year. Additionally, Helium Plus was soft-launched, allowing businesses and public WiFi providers to join the network by upgrading their existing routers. The Helium Network operates as a decentralized wireless network, providing both cellular and low-power Internet of Things (IoT) connectivity. It utilizes a unique model where users deploy Hotspots and earn HNT tokens, incentivizing community participation. The network's partnership with telecom giants like AT&T and Telefónica's Movistar has enabled it to extend its reach and improve service quality, particularly in underserved areas. The Carrier Offload Program has been a significant driver of growth, allowing legacy telecom customers to connect to Helium Hotspots, which has led to a substantial increase in paid traffic and user engagement. Despite a broader market downturn that saw HNT's market cap decrease by 23.7%, the Helium Network's operational performance and strategic partnerships position it for sustained growth. The dismissal of the SEC lawsuit against Helium provided regulatory clarity, further strengthening its foundation. The implementation of HIP-141, which unified the governance model under HNT, has streamlined decision-making and encouraged long-term stakeholder commitment. With new product offerings like the “Sprout” kids plan, Helium is poised to expand its market presence and continue evolving as a decentralized alternative in the global wireless landscape.

Roam, originally known as MetaBlox, has evolved significantly since its inception four years ago, now connecting users to over 5.4 million self-deployed WiFi nodes across more than 190 countries. This transformation into a Web3 telecom leader reflects Roam's commitment to secure and seamless wireless access. By the end of the first half of 2025, the network boasted over 2.5 million users and 5 million nodes, bolstered by strategic listings on platforms like Binance Alpha and PancakeSwap, as well as the introduction of Global and Premium eSIMs that incentivized community participation and adoption. In January 2025, Roam launched the Roam Loan Program in partnership with Huma Finance, allowing users to acquire mining routers with a manageable down payment. The Pilot Burning Pool initiative enabled users to convert Roam Points into $ROAM tokens before the Token Generation Event (TGE), enhancing burn strategies and contributing to a node count increase of 500,000. Throughout the first half of the year, various initiatives, including a Certification System and bounty programs, further solidified Roam's position in the market, with $ROAM achieving significant trading volume upon its listing on multiple exchanges. Looking ahead, Roam aims to deepen its collaboration with AI Agent Mojo GoGo to enhance user engagement and introduce innovative features such as targeted ads and partnerships with gaming and travel platforms. The company plans to expand its Enterprise eSIM solutions globally, focusing on regions like Korea, Japan, and Southeast Asia. Co-founder YZ emphasizes that simplifying access to Web3 is crucial for mass adoption, aiming to create an inclusive environment for all users, including those unfamiliar with technology, while leveraging the economic benefits of Web3.

Render Network, a prominent player in the Decentralized Physical Infrastructure Network (DePIN) sector, has announced its strategic migration from Ethereum to Solana. This transition, spearheaded by founder Jules Urbach, aims to enhance the efficiency and scalability of decentralized GPU computing. The move is particularly timely, as the demand for decentralized computing resources continues to grow, allowing Render to better support tasks such as AI inference and blockchain validation in real-time. Following this shift, the RNDR token has seen a significant price increase, reaching $3.25, while the overall DePIN market has surged to a valuation of $7.8 billion, reflecting heightened investor interest and transaction activity. The integration of Solana's high throughput and low latency capabilities is expected to bolster Render's performance, enabling improved task execution across its global network of nodes. Industry experts have noted that this strategic move aligns with broader trends in the DePIN landscape, where blockchain infrastructure is crucial for fostering scalable and efficient decentralized systems. Historical precedents, such as Helium's successful expansion, underscore the potential benefits of such transitions, suggesting that Render's adoption of Solana could lead to increased innovation and user engagement within the decentralized computing space. As the DePIN ecosystem continues to evolve, Render Network is well-positioned to capitalize on the momentum generated by its recent infrastructure upgrades and price rally. Analysts have recognized Render as one of the top DePIN projects to watch in 2025, emphasizing the importance of effective integration with Solana's capabilities and the maintenance of a strong developer and user community. The ongoing evolution of decentralized computing models, exemplified by Render's initiatives, highlights the potential for significant technological and financial growth in this sector, making it an exciting area for both investors and technology enthusiasts alike.