The market value of VIRTUAL has reached 3 billion US dollars. What stories are being told by the AI projects in the ecosystem?

Original | Odaily Planet Daily (@OdailyChina)

Author | Nan Zhi (@Assassin_Malvo)

On December 17th, Virtuals Protocol’s token VIRTUAL broke through 3 USDT, bringing its market value to 30 billion US dollars. Among the tokens mentioned in the previous week’s Solana AI narrative ‘ARC Speed ​​of 30 million market value, understanding the new AI token narrative in one article,’ those with practical products and applications AI had the most rapid rise.

Therefore, in this article, Odaily Planet Daily will interpret the token data and the project business behind the Virtuals ecosystem with a market value range of 10 million to 100 million US dollars.

VaderAI

Data Face

Highest market value of $55 million, current market value of $28.4 million.

What problems does VaderAI aim to solve?

VaderAI points out that the AI Agent has evolved to a new level and is capable of autonomously performing complex tasks. Specifically, VaderAI believes that the AI Agent can generate income through IP (actually KOL influence monetization) or engage in financial speculation. VaderAI has proposed 6 potential applications: autonomous hedge funds, AI Agent-based KOL institutions, on-chain arbitrage operations, game NPC guilds, customer support solutions, and video game and entertainment content production.

What is VaderAI doing?

• Autonomous Trading AI: Currently, VaderAI itself is an AI Agent capable of autonomous trading of AI Agent tokens. The white paper points out that more Investment DAOs will be opened in the future, each managed by an AI Agent for investment management, and sharing 20% of the fees with VaderAI. (At present, it seems that this module has not yet been implemented, and no actual purchase operation has been carried out. The official form data is “N/A”.)
• AI KOL: VaderAI interacts with the cryptocurrency community on X platform through its self-managed account, by tweeting, commenting, quoting, and retweeting, etc. Currently, VaderAI’s content includes several aspects such as AI Agent token index, hot token reports, and token anomalies.

Token Staking

The staked token is a prerequisite for participating in Investment DAO. Staking 100,000 VADER tokens allows for a 1 SOL investment. Additionally, this could become the airdrop standard for other tokens in the VaderAI ecosystem.

Convo

Although this token has a high trading volume, market value, and number of addresses, there are significant risks involved. This section is provided for reference purposes only.

Data Surface

Highest market cap of 29 million US dollars, current market cap of 21.2 million US dollars.

Introduction to AI

According to the token introduction on the Virtuals page: “Prefrontal Cortex Convo aims to engage in meaningful dynamic conversations. It integrates perception, long-term memory, and decision-making abilities to provide personalized, context-aware responses. Unlike traditional agents, it consciously decides how to respond, can engage in deep conversations, retain information across conversations, and make autonomous decisions. Currently, it is supporting over 200 agents and has processed over 1 million requests in the first two months.”

Risk Warning

In addition to this introduction, this AI does not have official Twitter accounts, whitepapers, or other credible official endorsements. Most of the trading addresses are robots.

sekoia

Data Face

Highest market value is $55 million, current market value is $19.1 million.

Business of the project

sekoia pointed out that traditional venture capital relies on a few unicorn investments to obtain returns, while sekoia will establish an AI-based venture capital (VC) system to create value through a large number of small but predictable returns.

Projects seeking investment can be submitted through the Telegram automated submission system. Developers submit agent information, and the evaluation engine collects performance data from multiple dimensions. If the criteria are met, the smart contract automatically executes investment transactions and deploys resources. ###

The author attempted to submit SEKOIA’s whitepaper to its “Telegram automated submission system” earlier this Tuesday, but has not received any response so far.

Seraph

Data Surface

Maximum market value of 55 million US dollars, current market value of 13.9 million US dollars.

Project Business

• AI evaluation system: generate indicators such as trust score and AI score to help judge the credibility and degree of artificial generation of Agent content.
• Multidimensional evaluation method: The evaluation of AI Agent comes from Bittensor (accessing specific subnets to determine the likelihood of AI-generated content), Kaito (obtaining facts, insights, and sentiment analysis), user interaction data (optimizing rating algorithms and Agent behavior), and other aspects of data integration for comprehensive evaluation.
• Modular Improvement: Adopting a modular design, each component can be updated, replaced, or expanded independently, evolving with the development of data sources and the Agent ecosystem. It allows developers and community members to improve scoring criteria, incorporate new data, and adjust parameters, thus enhancing the scoring algorithm as Agent behavior evolves.

Agent YP

Data Surface

Highest market value of $55 million, current market value of $9.8 million.

Project Business

Agent YP is an independent AI agent created by @yellowpantherx, focusing on Web3 games. Based on the latest market news and data, Agent YP aims to provide the fastest and most accurate game content, becoming the “AIXBT” of Web3 games.

Note: YellowPanther was previously focused on game content creation, and other main roles include being an advisor for Virtuals Protocol, as well as ambassadors for Mocaverse and Xai.

nftxbt

Data Surface

Highest market cap of 55 million USD, current market cap of 7.8 million USD.

Business Project

• The purpose of the project: emulate @aixbt_agent and become an agent that can be widely helpful in the field of NFT and digital art.
• Data sources: Ethereum (including L2s like @Base), Solana, Bitcoin, and Tezos, and other major market platforms.

Related Tools

In terms of data browsing and monitoring, GMGN is still recommended. On the one hand, GMGN provides a more comprehensive display of traders, holders, and historical data, which is more user-friendly and efficient compared to the native data interface of Virtuals.

On the other hand, the number of tokens on Virtuals is much smaller than Solana, and the proportion of “conspiracy” tokens is higher, so users have more time and more time to monitor and review the front-row addresses.

For users who have not yet or rarely come into contact with the Virtuals and Base ecosystems, there are two pain points: VIRTUALS is too expensive and ETH is too expensive, especially the former being a necessary token for buying on the internal market.

Some Telegram Bots, including BananaGun and Maestro, have added the functionality of directly buying ETH on the internal exchange in early December. The principle is that the Bot replaces the user in the transaction process by converting ETH into an equivalent amount of VIRTUALS.

For users who focus on the Sol ecosystem and do not currently hold ETH or do not want to buy it, the corresponding general tool on the market is UniversalX, which supports users to directly purchase Base ecosystem tokens with SOL and other tokens. Its principle is Particle’s chain abstraction technology.