Author: Nan Zhi, Odaily Planet Daily
On December 17, the Virtuals Protocol token VIRTUAL broke through 3 USDT, reaching a market cap of $3 billion. The previous week's article on Solana AI narrative interpretation mentioned that among the tokens discussed, those with 'action-oriented' AI or actual products and applications saw the most rapid increases.
Therefore, this article from Odaily Planet Daily will analyze the token data and the underlying project business for tokens within the market cap range of $10 million to $100 million in the Virtuals ecosystem.
VaderAI
Data Perspective
Highest market cap of $55 million, current market cap of $28.4 million.
What problem does VaderAI aim to solve?
VaderAI points out that the AI Agent has evolved to a new level, capable of autonomously executing complex tasks. More specifically, VaderAI believes that the AI Agent can generate income through IP (actually monetizing KOL influence) or engaging in financial speculation. VaderAI proposed six potential applications: autonomous hedge funds, AI Agent-based KOL institutions, on-chain arbitrage operations, gaming 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 indicates that more Investment DAOs will be opened in the future, each managed by an AI Agent for investment management, sharing 20% of the fees with VaderAI. (Currently, this module has not been implemented, and no actual purchase operations have been conducted; the official form data is 'N/A').
AI KOL: VaderAI interacts with the cryptocurrency community by autonomously managing its account on platform X, through tweets, comments, quotes, and retweets. Currently, the content published by VaderAI includes AI Agent token indexes, hot token reports, token anomalies, and more.
Token Staking
Staking tokens are a prerequisite for participating in Investment DAOs, allowing an investment of 1 SOL for every 100,000 VADER staked. Additionally, it may become the airdrop standard for other tokens in the VaderAI ecosystem.
Convo
Although this token ranks high in trading volume, market cap, and address count, it carries significant risks; this section is only for informational purposes and reference.
Data Perspective
Highest market cap of $29 million, current market cap of $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 to provide personalized, context-aware responses. Unlike traditional agents, it consciously decides how to respond, can engage in deep conversations, retains information across sessions, and makes autonomous decisions. Currently, it supports over 200 agents and has processed over 1 million requests in the first two months.'
Risk Warning
Aside from this introduction, the AI lacks an official Twitter, white paper, or other credible official endorsements, with most trading addresses being bots.
Sekoia
Data Perspective
Highest market cap of $55 million, current market cap of $19.1 million.
Project Business
Sekoia points out that traditional venture capital relies on a few unicorn investments for returns, while Sekoia will establish an AI-based venture capital (VC) system to create value through numerous small but predictable returns.
Projects seeking investment can submit via the Telegram automation submission system, where developers submit agent information and the evaluation engine collects multi-dimensional performance data. If they meet the criteria, the smart contract automatically executes investment transactions and deploys resources.
The author attempted to submit the SEKOIA white paper to its 'Telegram Automation Submission System' this Tuesday, but has not received any response yet.
Seraph
Data Perspective
Highest market cap of $55 million, current market cap of $13.9 million.
Project Business
AI Evaluation System: Generates indicators such as trust scores and AI scores to help assess the credibility of agent content and the degree of human involvement.
Multi-dimensional Evaluation Method: The evaluation of AI Agents comes from a comprehensive integration of various data sources, including Bittensor (visiting specific subnetworks to determine the likelihood of AI-generated content), Kaito (gathering facts, insights, and sentiment analysis), and user interaction data (optimizing scoring algorithms and agent behavior).
Modular Improvement: Adopts a modular design, where each component can be updated, replaced, or expanded independently, evolving with the development of data sources and the agent ecosystem. This allows developers and community members to improve scoring criteria, incorporate new data, and adjust parameters, enhancing the scoring algorithms as agent behavior evolves.
Agent YP
Data Perspective
Highest market cap of $55 million, current market cap of $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 gaming content, becoming the 'AIXBT' of Web3 games.
(Note: YellowPanther previously focused on game content creation, with other main identities including consultant for Virtuals Protocol, and ambassador for Mocaverse and Xai.)
nftxbt
Data Perspective
Highest market cap of $55 million, current market cap of $7.8 million.
Project Business
Project Purpose: To emulate @aixbt_agent and become an agent that provides broad assistance in the NFT and digital art fields.
Data Source: Ethereum (including L2s like @Base), Solana, Bitcoin, and Tezos, among other major market platforms.
Related Tools
In terms of data retrieval and monitoring, GMGN is still recommended, as GMGN provides a more comprehensive presentation for traders, holders, and historical data, making it 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 lower compared to Solana, and the proportion of 'meme' tokens is higher, so users have more time and necessity to monitor and associate addresses in the front row.
For users who have not yet or have little contact with Virtuals and the Base ecosystem, there are two pain points: VIRTUALS is too expensive and ETH is too expensive, especially the former, which is a must-have token for internal purchases.
In this regard, some Telegram Bots added the function of directly purchasing ETH for internal purchases in early December, including BananaGun and Maestro, which works by the bot replacing the user in the trading process to convert ETH into an equivalent amount of VIRTUALS.
For users focused on the Sol ecosystem who do not hold ETH and do not wish to buy it for now, the corresponding general tool available in the market is UniversalX, which allows users to directly use SOL and other tokens to purchase Base ecosystem tokens, based on Particle's chain abstraction technology.
