Agent tokens hit a wall after last week's stellar run. The momentum has dried up across the board—most are now trading in the red, even while the broader AI sector manages to keep its head above water.

There are exceptions though. $AIO (OLAXBT) posted an impressive +44.4% gain, while $ARC delivered a solid +33.4% week-over-week move. Not bad in a cooling market.

The real story here? Infrastructure plays are where the smart money is flowing. As the infra narrative dominates, expect the classic "picks and shovels" dynamic to keep playing out—those foundational layer tokens that power the ecosystem tend to outpace flashier but riskier bets. When everyone's building, the tool makers win.