The Beacon Phase 2

Treasure DAO’s Agent Social Access, launching the week of May 5, 2025, lets users activate AI agents for select NFT collections like Smol Brains, Pudgy Penguins, and Bored Apes. These aren’t your typical NFTs—they’re autonomous digital characters powered by Treasure’s Neurochimp system, designed to interact across games, DeFi, and social platforms. With limited spots, users must “agentify” their NFTs to join (Treasure DAO X Post, 2025-05-02). This feature aims to redefine NFT utility, turning static assets into evolving companions that grow through user and on-chain activity [GAM3S.GG, 2025-04-22].Recent NewsTreasure DAO has been on a roll lately. In April 2025, they unveiled a roadmap focusing on AI agents, simulation-driven environments, and enhanced gameplay, expanding their $MAGIC-powered ecosystem. They also ended third-party publishing, prompting projects like Realms of Alurya to migrate to Ronin Network [GAM3S.GG, 2025-04-22]. This pivot shows Treasure’s focus on proprietary innovation, with AI agents at the core.Future PlansLooking ahead, Treasure plans to launch an AI Agent Marketplace where these agents can be traded, adding a new layer of value to NFTs. They’re also working on Smolworld and Canopy, projects that promise deeper integration of AI and gaming, aiming to create a fully immersive web3 ecosystem [GAM3S.GG, 2025-04-22].Onchain DataWhile specific onchain metrics for Treasure’s AI agents aren’t public yet, NFT trade volume across chains has been recovering in 2025. Pudgy Penguins, one of the supported collections, saw its market cap grow by 15% since Q4 2024, reflecting renewed interest in high-value NFTs [The Block, 2025].Community SentimentThe X community is buzzing with excitement. Users like @Agent_YP called it a “game changer for community engagement,” while @GpaAndy and @eeelistar are ready to jump in (X Replies, 2025-05-02). However, some, like @sabrinasab12345, raised concerns about accessibility, hinting at potential demand outstripping supply.Why It MattersThis launch could set a new standard for NFT utility, blending AI with blockchain in a way that’s never been done before. For collectors, it’s a chance to unlock dynamic value from their assets. For the broader crypto space, it signals a shift toward more interactive, AI-driven web3 applications.Risk DisclaimerWith limited spots, there’s a risk of FOMO-driven scams or inflated NFT prices. Always verify links and avoid unofficial marketplaces.

Treasure DAO is winding down its ZKsync-based layer-2 Treasure Chain following the TIP-52 vote, which passed earlier this month, granting the team emergency powers to manage the closure. Holders must bridge out all ETH, MAGIC, SMOL, and NFTs by May 30, 2025, 11:00 AM PST. Bridging to L1 Ethereum for MAGIC/ETH and SMOL, and to Arbitrum for Beacon WOP NFTs, is already in progress. This shutdown aims to cut high operational costs (around $450,000 annually) and extend the DAO’s USDC runway through Fall 2026, refocusing efforts on product development [Treasure DAO X Post, 2025-05-06]. Recent NewsTreasure DAO has faced financial strain in 2025. In April, the team executed deep cost-cutting, ending game publishing support and scaling back its L2 ambitions. A $100,000 USDC liquidation reserve fund was proposed to cover potential wind-down costs, reflecting cautious financial restructuring [Messari, 2025]. The chain’s closure, just five months after launch, underscores the challenges of sustaining layer-2 infrastructure in the gaming sector [Crypto.news, 2025-05-06]. Future PlansPost-shutdown, Treasure DAO is pivoting toward AI and NFT utility, with plans for agent-owned wallets, automated trading, and multichain expansion. This strategic shift aims to streamline operations and foster growth in its ecosystem, moving away from blockchain gaming [Messari, 2025]. Onchain DataSpecific onchain metrics like transaction volume or wallet activity post-announcement are unavailable due to the chain’s wind-down phase. However, historical data showed declining MAGIC transaction volumes in 2024, hinting at reduced engagement [Medium, DeMan, 2024-01-26]. Community SentimentOn X, reactions are mixed. Some users, like @0xKongy, sought clarity on NFT holdings, while others, like @CoreyEvensen, expressed uncertainty about MAGIC tokens. Treasure DAO’s responses have been proactive, guiding users on bridging assets, which has eased some concerns [Treasure DAO X Replies, 2025-05-06]. Risk DisclaimerBridging assets can involve network fees and timing risks—ensure you act before the deadline to avoid potential losses.