Midas Market Pulse, AI Investing & Trends for 21st of July 2025

🔥 Capital Moves and Crypto Volatility Signal Broader AI Market Reset

Over the past 48 hours, AI and crypto markets have seen pivotal developments across early stage funding, public exit strategies, and token liquidity. From new capital flowing into developer tools to looming token unlocks and a resurgence of SPAC activity, signals are emerging that both the private and public investment pipelines in AI are resetting with greater discipline and intent.

💸 Funding Watch

Greptile, an AI startup based in San Francisco, is finalizing a 30 million dollar Series A round at a 180 million dollar valuation. Benchmark Capital is leading the raise. Greptile builds AI systems that automate code review and context search for developers.

While many startups chase broad language model applications, Greptile reflects a more focused wave of investment into infrastructure tools aimed at software teams. The company operates at the intersection of developer productivity and code intelligence, and its funding reflects investor confidence in specialized tooling over general purpose chat systems.

📈 Deal Flow Insight

After two quiet years, special purpose acquisition companies, also known as SPACs, are gaining renewed momentum. As of mid July, 74 deSPAC transactions have closed in 2025, raising more than 14.7 billion dollars.

Unlike the boom and bust cycle of 2021, the current wave is more disciplined. Many target companies are in high growth enterprise AI, synthetic data, and robotics segments. Investors are viewing this as a viable path to liquidity for firms not yet positioned for traditional IPOs but mature enough to scale under public scrutiny.

🪙 Crypto Liquidity Watch

This week, over 442 million dollars worth of tokens are scheduled to unlock across the crypto ecosystem. Major unlocks include tranches from Solana, Dogecoin, and several mid cap projects in the AI linked DePIN and compute token categories.

Large token unlocks can create short term volatility and pressure on token prices, particularly when liquidity is thin. For investors focused on AI infrastructure tokens, this week represents a critical window for positioning and risk assessment, especially as institutional trading volumes remain below earlier 2025 highs.

🌐 Global Tech Strategy

In Asia, the India AI Mission signed a new agreement with Singapore’s AI Verify Foundation to collaborate on responsible AI infrastructure and standards. The deal focuses on cross border alignment for safety, testing protocols, and compute transparency in foundational model deployment.

With both nations investing heavily in public sector LLMs and sovereign model capabilities, this agreement is one of the first international frameworks bridging AI governance between two rapidly scaling digital economies. It reflects a growing emphasis on cooperation in AI rule setting beyond North American and European blocs.

🧠 Founder Movement

Rohan Goel, a former principal engineer at Inflection AI, has launched his own stealth startup focused on synthetic agent design. The company, which has not yet been named, is reportedly building composable decision making models for enterprise workflow automation.

Goel’s departure from Inflection, a lab backed by Microsoft and LinkedIn’s Reid Hoffman, signals ongoing fragmentation across elite AI talent. As the market matures, more top technical leaders are spinning out to pursue narrower, high leverage product opportunities in agent infrastructure and interface design.

📊 Midas Perspective

Early stage capital is shifting toward deep tech and developer enablement, rather than consumerfacing chat.

The return of SPACs signals a renewed exit route for high growth but still preIPO AI firms.

Token unlocks this week could reset pricing and signal demand strength or weakness in on chain infrastructure.

Global coordination on AI safety is expanding with new Asia led partnerships.
Founder spinouts continue to drive the next chapter in AI product architecture and enterprise tooling.

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