LIMITUS ($LMT)

AI Round-up | May 14th
*Join our Research Alpha Group for the FULL AI project summary, including $Virtual, $Ai16z, $Aixbt, $Ava, and other recently launched tokens.

Executive Summary:
The AI market cap increases by 1% to $11.4b mcap, as reported by @cookiedotfun. Highlight of the day: $Anon for its HUD v1 Chrome extension going live. Top gainers include: $Com (+60%), $Dpcore (+30%), $Tibbir (+15%), $Lmt (+15%), & $Griffain (+10%).

$Virtual Ecosystem ($1.27b mcap)
- @virtuals_io: Staking $Virtual for veVIRTUAL is live, distributing 20% of Virgen Points to holders, enabling Genesis Airdrops and future governance.
- $Gloria re-locked developer supply, signaling onchain commitment; @j0hnchen confirms revised tokenomics with Green Lock on Virtuals.
- @miratisu_ps: New "Genesis" label on Virtuals helps identify Genesis-launched agents, enhancing safety for, Applied for the upcoming @AIxVC_Axelrod's TGE.
- @ethermage releases short-term roadmap targeting snipers, enabling dynamic FDVs and enhancing $Virtual utility.
- @symphonyio’s V1, an adaptive AI trading interface, launches on @virtuals_io.
- @virtuals_io’s Yap-for-Points v2.0 with @KaitoAI is live; top yappers and eligible $Kaito stakers earn Virgen Points today onwards.

$ai16z Ecosystem ($380m mcap)
- @Raiinmakerapp introduces TRAIIN AGENT, integrated with @elizaOS, delivers human-validated AI embodying values, emotions, and ethics, blurring human-machine lines.

$Alch No code App Dev ($125m mcap)
- @alchemistAIapp introduces: 3D Studio that lets you create and customize high-quality 3D assets for apps and games, blending uploaded and AI-generated models in real time.

$Anon DeFai Platform ($105m mcap)
- @HeyAnonai introduces Build 1.2: Gemma Pulse offers real-time Web3 insights, Plan Flow visualizes AI-driven transactions, and UI upgrades include pinned assets, unified settings, and smoother onboarding.
- HUD v1 Chrome extension is now live, overlaying real-time Solana trading data on platforms like Axiom, GMGN, and with AI-driven TA, profit lines, and Gemma assistance.

$Ava Audio/ Visual ($76m mcap)
- @tong0x states that; Agent Studio, built before Internet Capital Markets, combines AI agents and ICM for revenue-generating agentic products, poised to dominate as the largest TAM.
- @Mirai_terminal: Refunds completed; 50% of 76,831 $Sol raised and all funds sent after block 339081946 returned

Interesting Crypto x Ai thoughts
@dbarabander: If AI agents in a decentralized bazaar pay each other for services, crypto becomes essential for secure, trustless transactions, enabling a permissionless ecosystem to outcompete centralized systems.

✈️🚁🔧 Wisk CEO Brian Yutko Moves To Lead Boeing Commercial Product Development

🔹 Summary:

Brian Yutko, CEO of Boeing-owned Wisk Aero, is shifting to head product development at Boeing Commercial Airplanes while still overseeing Wisk’s autonomous air taxi projects.

The move strengthens Boeing’s integration of Wisk’s pioneering electric and autonomous flight innovations into its broader commercial aviation roadmap.

🔹 Key Points:

• Yutko previously led Boeing R&D on future aircraft systems before joining Wisk in 2023.

• Wisk is developing its 6th Generation electric, four-seat autonomous air taxi.

• Boeing sees Wisk’s technology as key to the future of autonomous flight.

• Sebastien Vigneron, Wisk’s former SVP of engineering, is stepping in as the new Wisk CEO.

• Boeing leadership says combining projects under one umbrella will drive long-term innovation gains.

@CMEActiveTrader Tickers Of Interest: $BA $ES $NQ $YM $ZN
Tickers Of Interest: $BA $JOBY $ACHR $EH $LMT $RTX $SPY $QQQ $XLI $USD $DXY

🇺🇸🇾🇪⚔️ U.S.-Houthi Ceasefire Halts Bombing, But Threats To Israel And Shipping Remain

🔹 Summary:

The U.S. has paused its nearly two-month bombing campaign against Yemen’s Houthis after a ceasefire deal, though officials warn the group remains a resilient and dangerous force.

Despite heavy strikes under Trump’s intensified Rough Rider operation, the Houthis retain the capacity to threaten Israel and global shipping, fueled by Iranian support.

🔹 Key Points:

• The U.S.-Houthi ceasefire was mediated by Oman, halting mutual attacks in the Red Sea.

• Over 1,000 Houthi targets were bombed, with hundreds of fighters and some leaders killed.

• Despite setbacks, Houthis struck Israel’s Ben-Gurion Airport just days ago.

• U.S. officials warn the group can recover if Iran continues supplying weapons.

• The U.S. operation has cost billions and seen the loss of several high-value MQ-9 drones.

@CMEActiveTrader Tickers Of Interest: $CL $BZ $NG $GC $ZN
Tickers Of Interest: $USD $ILS $IRR $WTI $BRENT $XLE $RTX $LMT $NOC $GD

🇺🇸🏛️💼⚙️ U.S. Bill Aims to Reintegrate Medically Disqualified Recruits Into Defense Workforce

🔹 Summary:

Bipartisan lawmakers will introduce the Defense Workforce Integration Act to channel Americans disqualified from military service into critical civilian roles in defense and national security.

The bill targets workforce shortages in areas like manufacturing, logistics, and cybersecurity by retaining talent the military has already invested in.

🔹 Key Points:

• The bill directs the DoD to inform medically disqualified recruits about civilian job paths.

• Army and Navy personnel programs will mirror successful Air Force models for civilian referrals.

• The goal is to improve access to defense jobs, though it does not guarantee employment.

• Lawmakers stress the patriotic value of keeping trained individuals in national service.

• The bill addresses labor gaps in key defense sectors vital to U.S. military readiness.

Tickers Of Interest: $USD $LMT $RTX $NOC $BA

🔥🇺🇦🛩️ Russian Drone Strikes Hit Odesa, Kharkiv Fuel Station as Fires Erupt

🔹 Summary:

Russian drones struck Ukraine's port city of Odesa and central Kharkiv early Thursday, causing fires and significant damage to civilian infrastructure, according to Ukrainian officials.

While casualty details remain unconfirmed, visuals show widespread destruction as critical urban areas come under renewed aerial assault.

🔹 Key Points:

• Odesa sustained heavy damage to homes and infrastructure from drone strikes.

• Multiple fires broke out across the city, per regional governor Oleh Kiper.

• In Kharkiv, a drone hit a petrol station in the city center, sparking another fire.

• Officials have yet to report on casualties from either location.

• The attacks highlight ongoing pressure on Ukraine's urban centers and energy infrastructure.

Tickers Of Interest: $RSX $LMT $RTX $XLE $BZ $USD

🇺🇸🇺🇦💼 U.S. and Ukraine Launch Joint Reconstruction Investment Fund

🔹 Summary:

Ukraine and the U.S. have signed an agreement to establish a U.S.-Ukraine Reconstruction Investment Fund aimed at attracting global capital to rebuild Ukraine while enhancing mutual economic and security cooperation.

The fund may include direct U.S. financial support and defense-related assistance, such as air defense systems, alongside broader private investment incentives.

🔹 Key Points:

• First Deputy PM Yulia Svyrydenko announced the fund on social platform X.

• The fund aims to rebuild Ukraine’s infrastructure and grow both nations’ economic potential.

• U.S. contributions could include financial investments and defense assets like air defense systems.

• The initiative is part of broader efforts to strengthen Ukraine’s post-war recovery and security.

• The fund is expected to attract international private capital through joint U.S.-Ukraine cooperation.

Tickers Of Interest: $RTX $LMT $USD $XAR $EFA

🇺🇸🚀📡 Senate Panel Advances Trump Picks for NASA and FCC Leadership Roles

🔹 Summary:

The U.S. Senate Commerce Committee approved President Trump’s nominees for NASA and the FCC, positioning close SpaceX ally Jared Isaacman to lead the space agency and GOP staffer Olivia Trusty to shift the FCC’s balance.

Isaacman’s appointment underscores Trump’s privatization push in space, while Trusty’s confirmation would give Republicans a 3–2 FCC majority.

🔹 Key Points:

• Jared Isaacman, CEO of Shift4 and private astronaut, is set to lead NASA with strong ties to Elon Musk’s SpaceX.

• Isaacman has flown twice on SpaceX missions and played a key role in commercial space partnerships.

• Olivia Trusty, a Senate aide, would shift the FCC majority to Republicans if confirmed by the full Senate.

• Trusty’s appointment could reshape U.S. telecom policy on issues like broadband regulation and net neutrality.

• The nominations reflect Trump’s broader strategy of aligning federal agencies with private-sector and partisan allies.

Tickers Of Interest: $SPCE $LHX $LMT $IRDM $TLK $XLC $QQQ

⛏️🇺🇸🇺🇦 Ukraine Pushes Back on Trump Mineral Deal: “Our Resources, Not Payback”

🔹 Summary:

As the U.S. and Ukraine negotiate a deal granting America access to mineral revenues in exchange for aid, Ukrainians warn against exploitation, stressing that their mineral wealth belongs to the people.

President Zelenskiy said the terms are improving, but public skepticism remains high over tying aid to Ukraine’s natural resources amid its war with Russia.

🔹 Key Points:

• Trump pressured Kyiv to exchange military support for U.S. access to Ukraine's mineral wealth, including rare earths and iron ore.

• Locals in mining towns like Kryvyi Rih and Zhovti Vody say the resources are national assets and reject external control.

• Zelenskiy said recent negotiations made the draft agreement “more equitable” for both nations.

• Prime Minister Shmyhal confirmed the deal would not retroactively repay U.S. military aid.

• Ukrainian lawmakers and citizens fear their country’s wartime vulnerability is being leveraged unfairly by a foreign ally.

@CMEActiveTrader Tickers Of Interest: $HG $ZC $ZS
Tickers Of Interest: $USD $UAH $RTX $LMT $XME $XLB

🇺🇸🛡️🔄 Pentagon Purges Advisory Panels to Align With Trump-Era Defense Priorities

🔹 Summary:

U.S. Defense Secretary Pete Hegseth has removed multiple members of Department of Defense advisory committees following a 45-day review, citing the need to align with new strategic priorities under the Trump administration.

The move reflects broader efforts to reshape the Pentagon’s policy advisory landscape amid shifting geopolitical and budgetary goals.

🔹 Key Points:

• Members were dismissed as part of a post-review restructuring of defense advisory boards.

• The review aimed to ensure alignment with the department’s evolving policy direction and resource efficiency.

• Hegseth thanked outgoing members but emphasized the need for fresh perspectives under current priorities.

• The shake-up may impact advisory input on issues ranging from AI and cyber to defense innovation and alliances.

• Similar board purges occurred in prior administrations during strategic realignments.

@CMEActiveTrader Tickers Of Interest: $ZT $ZN
Tickers Of Interest: $LMT $RTX $BA $NOC $USD $SPX $XAR $ITA

My only mistake now is I should have bought more $OPAIUM