Original | Odaily Planet Daily (@OdailyChina)
Author | Nan Zhi (@Assassin_Malvo)
In the article (VIRTUAL Market Cap Reaches 3 Billion Dollars, What Stories Are AI Projects in the Ecosystem Telling?) published on December 19, we summarized the narratives behind the million-dollar market cap projects in the Virtuals Protocol ecosystem, concluding that the most mainstream direction at that time was 'AIXBT in various fields', including AIXBT in Web3 games and NFTs.
In the article (Overview of Six New Leading AI Projects, What Concepts Are Hot in the Market?) from the day before yesterday, it can be seen that the mainstream direction of AI projects on Solana has shifted from AI Meme to 'AI development tools, frameworks' and AI applications in fields outside Crypto, such as paper review and event prediction.
Today, the market capitalization of VIRTUAL has reached 5 billion dollars, opening the ceiling of market value while the lower limit of market value has also risen (evident in the significant increase in tokens with market caps above 10 million dollars). Which mainstream narratives are currently most popular in the market? We will review and summarize them in this article.
aixCB
Data Perspective
Highest Market Cap: 120 million dollars, Current Market Cap: 110 million dollars. (Current actual circulation is 50%, the remaining tokens will be gradually unlocked after one year)
What problem does aixCB want to solve?
aixCB believes that startup projects face a series of difficulties in initiation and growth:
Limited early funding: Early-stage AI, AI Agent, and DeSci projects often struggle to secure sufficient startup capital, limiting their initiation and early development.
Resource gaps: Project founders generally lack guidance from industry veterans and effective marketing support.
Lack of exposure: Highly promising projects struggle to gain sufficient exposure, preventing them from attracting users and investors, hindering their promotion and acceptance.
Centralization obstacles: Traditional investment models create many bottlenecks in the rapidly developing AI and DeSci fields, restricting open collaboration and innovation.
What does aixCB want to solve?
Provide strategic funding: Invest strategic capital in highly promising projects, enabling them to have the capital needed to bring ideas to fruition.
Provide expert guidance: Leverage a vast network of industry leaders and successful founders to provide comprehensive guidance and support for projects.
Utilize AI assistance: Use AI investment agents to provide customized insights for projects.
Special Design
Subprojects need to pair with AIXCB to form a liquidity pool, aiming to reduce circulation and enhance liquidity.
Tokens can earn passive income from the staking pool.
Risk Warning
aixCB claims to have over ten years of experience in blockchain and possesses strong resources, but currently, there are no actual projects that have landed and it has already risen to 100 million, showing obvious signs of market manipulation.
TAOCat
Data Perspective
Highest Market Cap: 53 million dollars, Current Market Cap: 43 million dollars.
Project Business
Jointly launched by Masa and Virtuals Protocol, based on multiple Bittensor AI infrastructures, including Masa Bittensor Subnet 42, used for real-time acquisition of X platform tweet data and model improvement; Bittensor Subnet 19, used to enhance AI personalized performance.
Masa is a decentralized network focused on user personal data, having raised 17.65 million dollars. Both Masa and Virtuals Protocol have been publicly verified, making them rare strong background projects.
Additionally, it is worth noting that TAOCat has obviously planned a massive collective publicity campaign with KOLs, readers can refer to the tweets that were bulk reposted by the official account on December 31. (Based on the author's subjective judgment, this batch of KOLs belongs to high-quality types, but there has been no significant response in terms of token price.)
Neurobro
Data Perspective
Highest Market Cap: 43 million dollars, Current Market Cap: 41 million dollars. The team publicly holds 10% of the tokens, and there are 6 wallets with no purchase records holding 30.6% of the tokens.
AI Introduction
AI-based insights sharing, which is currently launched on platforms like X, TikTok, and Instagram.
Freya
Data Perspective
Highest Market Cap: 55 million dollars, Current Market Cap: 34.4 million dollars.
Project Business
Freya is primarily an AI character and IP in the game 'Starfall Chronicles'. The game manual mentions that the Freya token will become the utility token of the game, but the details have not been disclosed.
Starfall Chronicles is an AI-driven Roguelike RPG game produced by Rosentica, which will soon be launched on Immutable.
Gekko AI
Data Perspective
Highest Market Cap: 39 million dollars, Current Market Cap: 30 million dollars.
Project Business
Gekko AI is launched by Axal, whose flagship product is the AI-based trading assistant Autopilot. After users set a series of parameters, the AI automatically executes trades for them. Gekko AI is the version of Autopilot issued on the Virtuals Protocol.
Gekko AI itself is not remarkable; the key lies in the fact that the developer behind it, Axal, completed a 2.5 million dollar seed round of financing on October 31, 2024, led by CMT Digital with participation from a16z.
H4CK Terminal
Data Perspective
Highest Market Cap: 27 million dollars, Current Market Cap: 23 million dollars.
Project Business
H4CK Terminal is a white-hat AI Agent that will continuously scan for contract vulnerabilities and compete on bounty platforms like ImmuneFi and Sherlock to earn rewards. Additionally, community members can proactively interact with H4CK Terminal to analyze and share potential vulnerabilities and then receive 50% of the vulnerability bounty.
Related Tools
The tools we mentioned in the previous article include: BananaGun and Maestro, which allow direct purchase of tokens with ETH on the internal market; GMGN, a token and address information tool; and UniversalX, which supports other ecosystem users to purchase Base ecosystem tokens with SOL and other tokens.
A new coin information push channel launched by Virtu on the Virtuals platform, users can view two channels 'New tokens!' and 'New Red Pills' after joining the official TG. The former will push all Virtuals tokens, while the latter will only broadcast tokens that have completed internal launch. There is also a 'Rug Alerts' channel that pushes dev dumping information, but it has little value.
The angle analysis tool Find Angle can search tweets based on user-input contracts on the X platform and summarize the concepts behind the tokens, including but not limited to Virtuals Protocol ecosystem tokens. Any publicly available information can be summarized and analyzed, but the quality of generation depends on the accuracy and comprehensiveness of the public information.
