Latest Mode (MODE) News Update

Deep Dive

1. Next-Gen Trading Agents (12 November 2025)

Overview: James Ross (Mode contributor) announced upcoming AI trading agents on X, promising 10x performance improvements. These agents integrate proprietary x402 data streams with partners like SynthdataCo and Thirdweb, using LLMs including GPT-5 and Alibaba’s Qwen 2.5. Trades will execute directly on Mode Trade, with verifiable signals via EigenCloud.
What this means: This is bullish for MODE as it could attract algorithmic traders seeking AI edge, potentially boosting platform activity and token utility. However, delayed launches or underperformance could undermine credibility. (James Ross)

2. Latest Agent Trades Feature (27 October 2025)

Overview: Mode Network launched a "Latest Agent Trades" section, displaying real-time trades executed by AI agents with rationale. This transparency aims to help users understand AI decision-making and mimic strategies.
What this means: This is neutral-to-bullish for MODE, enhancing user trust and engagement. Yet, reliance on AI performance risks user backlash if strategies underdeliver during volatility. (Mode Network)

3. TVL Collapse (4 August 2025)

Overview: Onchain data shows Mode’s TVL plummeted 99% from $582M (May 2024) to ~$4M, contradicting its claimed "500M+ TVL." The MODE token also fell 98% from its ATH, with minimal onchain revenue despite hosting 50+ DeFi projects.
What this means: This is bearish for MODE, signaling eroded investor confidence and unsustainable tokenomics. Recovery depends on new incentives beyond temporary yield programs. (Yahoo Finance)

Conclusion

Mode’s AI innovations show ambition but face stiff liquidity and trust hurdles. Can its tech-driven trading tools outpace lingering capital flight concerns?

Deep Dive

1. @modenetwork: AI Quant launch ahead of schedule 🟡 bullish

"Can analyze/find edge in Kalshi crypto markets using Synthdata predictive intel"
– @modenetwork (257K followers · 11.2K impressions · 2025-09-04 14:46 UTC)
View original post
What this means: Bullish for $MODE as AI trading tools could attract quant-focused capital, though adoption metrics post-launch (Nov 2025) need verification.

2. @modenetwork: 70% APY staking claims 📉 bearish

"$MODE stakers earned 70% APY in Epoch 5"
– @modenetwork (257K followers · 8.3K impressions · 2025-07-11 13:11 UTC)
View original post
What this means: Bearish context – APY claims clash with DefiLlama data showing 99% TVL drop to $4M (vs $582M peak). High yields may signal unsustainable tokenomics.

3. @delucinator: L2 farming fatigue 🤷 mixed

"Mode points, Scroll Marks, Blast Gold... besides top 2~3, good luck!"
– @delucinator (28.5K followers · 1.1K impressions · 2025-10-23 00:44 UTC)
View original post
What this means: Neutral – reflects broader skepticism about L2 incentive programs, but confirms Mode remains part of active farming conversations.

Conclusion

The consensus on $MODE is mixed – bullish on AI-driven product launches but bearish on fundamental metrics like TVL (-99%) and price (-98% from ATH). Watch the Kalshi AI Quant adoption rate through November 2025 as a make-or-break catalyst. Does speculative tech outweigh evaporating network value? The market’s verdict is pending.

Deep Dive

1. Verifiable AI Agents (12 November 2025)

Overview: Mode is integrating GPT-5 and Alibaba’s Qwen 2.5 LLMs into its AI agents, alongside EigenCloud for verifiable computation. These agents will execute trades on Mode Trade via proprietary x402 data streams.

The update focuses on enhancing transparency and performance of AI-driven trades. Verifiable computation ensures users can audit agent decisions, addressing trust gaps in algorithmic trading.

What this means: This is bullish for MODE because it positions the platform as a leader in accountable AI trading, attracting users seeking transparency. Reduced reliance on opaque “black box” models could improve adoption. (Source)

2. Agent Trades Dashboard (27 October 2025)

Overview: Mode Trade now displays real-time AI agent trades, including rationale for each decision, accessible via a public dashboard.

The feature aggregates execution data from agents using permitted trading pairs, providing visibility into strategies like arbitrage and trend following.

What this means: This is neutral for MODE—while it enhances transparency, it risks exposing proprietary strategies. However, it could educate users on AI trading dynamics, fostering ecosystem engagement. (Source)

3. AI Quant Launch (4 September 2025)

Overview: Mode deployed an AI Quant system leveraging SynthdataCo’s predictive models to identify edges in Kalshi’s crypto prediction markets.

The Quant analyzes historical and real-time data to forecast market movements, with trades executed directly on Mode’s infrastructure.

What this means: This is bullish for MODE as it expands use cases beyond basic DeFi into predictive markets, potentially capturing niche trading volumes. However, reliance on third-party data (SynthdataCo) introduces counterparty risk. (Source)

Conclusion

Mode’s codebase updates emphasize AI transparency and predictive trading tools, aligning with its “DeFAI” (Decentralized Finance + AI) narrative. While technical strides are evident, adoption hinges on proving these tools’ profitability versus manual strategies. How will verifiable AI impact MODE’s market share against rivals like Aevo?

Deep Dive

1. Next-Gen Trading Agents (19 November 2025)

Overview
Mode plans to launch upgraded AI trading agents by 19 November 2025, as announced by James Ross. These agents will use proprietary x402 data streams, integrate third-party platforms like SynthdataCo and EigenCloud, and execute trades directly on Mode Trade. Testing includes advanced LLMs like GPT-5 and Alibaba’s Qwen 2.5.

What this means
This is bullish for MODE because AI-driven trading could boost platform activity and attract quant-focused users. However, reliance on unproven AI models poses execution risks if performance lags expectations.

2. veMODE Governance Expansion (Q1 2026)

Overview
Mode is collaborating with Balancer and Aragon to expand its veMODE program, directing $OP and $MODE rewards to liquidity providers (Balancer forum). The initiative aims to deepen liquidity for DeFi pools and stabilize MODE’s TVL, which dropped 99% from its 2024 peak.

What this means
This is neutral for MODE: while incentives may revive ecosystem participation, sustained growth depends on reversing the TVL decline and improving onchain revenue (currently minimal per Yahoo Finance).

3. Mode Trade Perps DEX Upgrades (2026)

Overview
Mode’s Perpetuals DEX, built with Orderly Network, plans AI tooling upgrades and cross-chain expansion. Recent listings like ZEC with 10x leverage and a $18K trading incentives program signal a push for volume growth.

What this means
This is cautiously bullish: derivatives growth could improve fee revenue, but competition from established perps DEXs (e.g., dYdX) and MODE’s low turnover (0.558) suggest liquidity challenges.

Conclusion

Mode’s near-term catalyst is its AI trading agent rollout, while longer-term success hinges on rebuilding liquidity and differentiating its DeFi offerings. Will verifiable AI agents deliver the promised edge, or will hype outpace utility? Tracking developer adoption and TVL trends will clarify the trajectory.