Original | Odaily Planet Daily (@OdailyChina)
Author | Nan Zhi (@Assassin_Malvo)
On December 17, the Virtuals Protocol token VIRTUAL surpassed 3 USDT, bringing its market value to $3 billion. The previous week, the article on Solana AI narrative interpretation (ARC rapid understanding of the new AI token narrative reaching a market value of 30 million) mentioned that tokens with 'doing' type or those with actual products and applications of AI had the most rapid increase.
Therefore, in this article, Odaily Planet Daily will interpret the token data and the underlying project business of tokens with market values ranging from $10 million to $100 million within the Virtuals ecosystem.
VaderAI
Data side
Highest market value: $55 million, current market value: $28.4 million.
What problem does VaderAI aim to solve?
VaderAI pointed out that AI Agents have evolved to a new level, capable of autonomously executing complex tasks. More specifically, VaderAI believes that AI Agents can generate income through IP (essentially monetizing KOL influence) or engaging in financial speculation. VaderAI proposed six potential applications: autonomous hedge funds, AI Agent-based KOL agencies, 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 autonomously trading AI Agent tokens. The white paper states that more Investment DAOs will be opened in the future, each managed by an AI Agent for investment management, sharing 20% of fees with VaderAI. (Currently, this module has not been implemented, and no actual purchase operations have been conducted; official form data is 'N/A').
AI KOL: VaderAI autonomously manages its account on platform X, interacting with the cryptocurrency community through tweets, comments, quotes, and retweets. Currently, the content released by VaderAI includes AI Agent token indexes, hot token reports, token anomalies, and more.
Token staking
Staking tokens are a necessary condition for participating in Investment DAOs. Staking 100,000 VADER allows investment in 1 SOL. Additionally, it may become a standard for airdrops of other tokens in the VaderAI ecosystem.
Convo
Although this token ranks high in trading volume, market value, and number of addresses, it carries significant risk. This section is only for documentation and reference.
Data side
Highest market value: $29 million, current market value: $21.2 million.
AI introduction
According to the token introduction on the Virtuals page: 'Prefrontal Cortex Convo aims to conduct 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 sessions, and make autonomous decisions. Currently, it supports over 200 Agents and has handled over 1 million requests in the first two months.'
Risk warning
Aside from this introduction, this AI has no official Twitter, white paper, or other credible official endorsements, and most trading addresses are bots.
sekoia
Data side
Highest market value: $55 million, current market value: $19.1 million.
Project business
sekoia pointed out that traditional venture capital relies on a few unicorn investments to obtain returns, whereas sekoia will establish an AI-based venture capital (VC) system to create value through numerous small but predictable returns.
Projects seeking investment can submit through the Telegram automation submission system, where developers submit Agent information, and the evaluation engine collects multidimensional performance data. If standards are met, smart contracts will automatically execute investment transactions and deploy resources.
The author attempted to submit the SEKOIA white paper to its 'Telegram automation submission system' this Tuesday, but has not yet received any response.
Seraph
Data side
Highest market value: $55 million, current market value: $13.9 million.
Project business
AI evaluation system: Generates indicators such as trust scores and AI scores to help assess the credibility and human-generated level of Agent content.
Multidimensional evaluation method: The evaluation of AI Agents is based on data integration from various aspects such as Bittensor (to assess the likelihood of AI-generated content on specific subnets), Kaito (for fact, insight, and sentiment analysis), and user interaction data (to optimize scoring algorithms and Agent behavior).
Modular improvements: Adopts a modular design where each component can be independently updated, replaced, or expanded, evolving with the data sources and Agent ecosystem. This allows developers and community members to improve scoring criteria, incorporate new data, and adjust parameters, enhancing scoring algorithms as Agent behavior evolves.
Agent YP
Data side
Highest market value: $55 million, current market value: $9.8 million.
Project business
Agent YP is an autonomous AI agent focused on Web3 games created by @yellowpantherx. 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 previously focused on game content creation, with other main roles including advisor to Virtuals Protocol, ambassador for Mocaverse and Xai.
nftxbt
Data side
Highest market value: $55 million, current market value: $7.8 million.
Project business
Project purpose: To emulate @aixbt_agent and become an Agent that significantly helps the NFT and digital art fields.
Data sources: Major market platforms such as Ethereum (including L2s like @Base), Solana, Bitcoin, and Tezos.
Related tools
In terms of data inquiry and monitoring, GMGN is still recommended. On one hand, GMGN provides a more comprehensive display of traders, holders, and historical data, making it more user-friendly and efficient compared to Virtuals' native data interface.
On the other hand, the number of tokens on Virtuals is much lower compared to Solana, and the proportion of 'conspiracy' tokens is higher, so users have more time and necessity to monitor and review associations of front-row addresses.
For users who have not yet or have little exposure to Virtuals and Base ecosystems, there are two pain points: VIRTUALS are too expensive and ETH is too expensive, especially the former, which is a necessary token for buying in the internal market.
In this regard, some Telegram Bots added the function of directly buying ETH for internal trading in early December, including BananaGun and Maestro, where the principle is that the Bot replaces the user to convert ETH into an equivalent amount of VIRTUALS during the trading process.
For users focusing on the Sol ecosystem who have not previously held ETH and do not wish to buy it at the moment, the current corresponding universal tool on the market is UniversalX, which supports users in directly purchasing Base ecosystem tokens using SOL and other tokens, based on the chain abstraction technology of Particle.
