VIRTUAL Market Cap Reaches $3 Billion, What Stories are AI Projects in the Ecosystem Telling?

Original Title: (VIRTUAL Market Cap Reaches $3 Billion, What Stories are AI Projects in the Ecosystem Telling?)

Original Author: Nan Zhi, Odaily Planet Daily

On December 17, the Virtuals Protocol token VIRTUAL broke 3 USDT, bringing its market cap to $3 billion. The previous week, an article on Solana AI narrative interpretation mentioned that among the tokens discussed, those with actual products and applications in AI saw the most rapid increase.

Therefore, this article by Odaily Planet Daily will interpret the token data and the underlying project businesses of tokens in the Virtuals ecosystem with a market cap range of $10 million to $100 million.

VaderAI

Data Perspective

Highest Market Cap $55 million, Current Market Cap $28.4 million.

What problem does VaderAI aim to solve?

VaderAI points 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 has 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. (As of now, this module has not been implemented, and no actual purchasing operations have been conducted; the official form data is 'N/A.')

· AI KOL: VaderAI interacts with the cryptocurrency community through tweets, comments, quotes, and retweets, autonomously managing its account on X platform. Currently, VaderAI's published content includes AI Agent token indices, hot token broadcasts, and token fluctuations.

Token Staking

Staking tokens is a prerequisite for participating in the Investment DAO; staking 100,000 VADER allows investment of 1 SOL. 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 $29 million, Current Market Cap $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 capabilities 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 processed 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 Perspective

Highest Market Cap $55 million, Current Market Cap $19.1 million.

Project Business

Sekoia points out that traditional venture capital relies on a few unicorn investments for returns, while Sekoia will build an AI-based VC system to create value through a large number of small but predictable returns.

Projects seeking investment can submit automatically through a Telegram automated submission system. Developers submit Agent information, and the evaluation engine collects multidimensional performance data. If the standards are met, smart contracts automatically execute investment transactions and deploy resources.

The author attempted to submit SEKOIA's white paper to its 'Telegram automated submission system' this Tuesday but has not received any response yet.

Seraph

Data Perspective

Highest Market Cap $55 million, Current Market Cap $13.9 million.

Project Business

· AI Evaluation System: Generates indicators such as trust scores and AI scores to help assess the credibility and human generation level of Agent content.

· Multidimensional Evaluation Method: The evaluation of AI Agents comes from Bittensor (accessing specific subnetworks to assess content AI generation probability), Kaito (gathering facts, insights, and emotional analysis), and user interaction data (optimizing scoring algorithms and Agent behaviors) through comprehensive data integration.

· Modular Improvement: Adopts a modular design where components can be updated, replaced, or expanded independently, evolving with the data source and Agent ecosystem. Allows developers and community members to improve scoring criteria, incorporate new data, and adjust parameters, enhancing the scoring algorithm as Agent behaviors evolve.

Agent YP

Data Perspective

Highest Market Cap $55 million, Current Market Cap $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 identities including advisor to Virtuals Protocol, and ambassador for Mocaverse and Xai.)

nftxbt

Data Perspective

Highest Market Cap $55 million, Current Market Cap $7.8 million.

Project Business

· Project Purpose: To emulate @aixbt_agent and become an Agent that significantly aids the NFT and digital art fields.

· Data Sources: Major market platforms such as Ethereum (including L2s like @Base), Solana, Bitcoin, and Tezos.

Related Tools

For data review and monitoring, GMGN is still recommended, as it provides a more comprehensive display for traders, holders, and historical data, compared to the native data interface of Virtuals, which is more user-friendly and efficient.

On the other hand, the number of tokens on Virtuals is significantly lower than that on Solana, and the proportion of 'meme' tokens is higher, thus users have more time and necessity to monitor and review connections for front-row addresses.

For users who have not yet or rarely been exposed to the Virtuals and Base ecosystems, there are two pain points: VIRTUALS is too expensive and ETH is too expensive, especially as the former is the essential token for internal purchases.

In response, some Telegram Bots added the functionality to directly buy ETH on the internal market in early December, including BananaGun and Maestro. The principle is that the Bot replaces the user in the trading process to convert ETH into an equivalent amount of VIRTUALS.

For users focusing on the Sol ecosystem who have not held ETH and do not wish to buy it for the time being, the corresponding generic tool available in the market is UniversalX, which supports users to directly buy Base ecosystem tokens using SOL and other tokens, based on Particle's chain abstraction technology.

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