Original | Odaily Planet Daily (@OdailyChina)
Author｜Nan Zhi (@Assassin_Malvo)
On December 17, the Virtuals Protocol token VIRTUAL broke through 3 USDT, with a market value of 3 billion US dollars. Among the tokens mentioned in the previous week's Solana AI Narrative Interpretation (ARC Quick Pass 30 Million Market Value, One Article to Understand the Narrative of New AI Tokens), the "doing" type or AI with actual products and applications has risen the fastest.
Therefore, in this article, Odaily Planet Daily will interpret the token data and the project business behind the tokens in the Virtuals ecosystem with a market value ranging from 10 million to 100 million US dollars.
VaderAI
Data plane
The highest market value is US$55 million, and the current market value is US$28.4 million.
What problem does VaderAI solve?
VaderAI points out that AI Agent has evolved to a new level and is able to perform complex tasks autonomously. More specifically, VaderAI believes that AI Agent can generate income through IP (actually KOL influence monetization) or engage in financial speculation. VaderAI proposes 6 potential applications: autonomous hedge funds, KOL institutions based on AI Agents, on-chain arbitrage operations, game NPC guilds, customer support solutions, video games and entertainment content production.
What is VaderAI doing?
Autonomous trading AI: Currently, VaderAI itself is an AI Agent that can autonomously trade AI Agent tokens. The white paper points out that more Investment DAOs will be opened in the future. Each DAO will be managed by an AI Agent and share 20% of the fees with VaderAI. (At present, this module has not been implemented, and no actual purchase operations have been carried out. The official form data is "N/A".)
AI KOL: VaderAI manages its account on the X platform independently and interacts with the cryptocurrency community through tweets, comments, quotes, and reposts. Currently, VaderAI publishes content including AI Agent token index, hot token broadcast, token movement, etc.
Token Staking
Staking tokens is a prerequisite for participating in Investment DAO. Every 100,000 VADER staked can invest 1 SOL. In addition, it may become the airdrop standard for other tokens in the VaderAI ecosystem.
Convo
Although the token ranks among the top in terms of trading volume, market value, and number of addresses, it has significant risks. This section is only used for data listing and reference.
Data plane
The highest market value is 29 million US dollars, and the current market value is 21.2 million US dollars.
Introduction to AI
According to the token description on the Virtuals page: “Prefrontal Cortex Convo is designed to have meaningful, dynamic conversations. It integrates perception, long-term memory, and decision-making capabilities to provide personalized, contextual responses. Unlike traditional agents, it consciously decides how to respond, can engage in deep conversations, retain information across sessions, and make autonomous decisions. It is currently powering more than 200 agents and has handled more than 1 million requests in its first two months.”
Risk Warning
Apart from this introduction, this AI has no official promotion, white paper or other credible official endorsement, and most of the transaction addresses are robots.
sequoia
Data plane
The highest market value is US$55 million, and the current market value is US$19.1 million.
Project Business
sekoia points out that traditional venture capital relies on a few unicorn investments to obtain returns, while sekoia will build an AI-based venture capital (VC) system to create value through a large number of small but predictable returns.
Projects seeking investment can use Telegram's automated submission system. Developers submit Agent information, and the evaluation engine collects multi-dimensional performance data. If the standards are met, the smart contract automatically executes the investment transaction and deploys resources.
The author attempted to submit SEKOIA’s white paper to its “Telegram automated submission system” on Tuesday, but has not received any response so far.
Seraph
Data plane
The highest market value is US$55 million, and the current market value is US$13.9 million.
Project Business
AI evaluation system: Generates indicators such as trust score and AI score to help determine the credibility and degree of artificial generation of agent content.
Multi-dimensional evaluation method: The evaluation of AI Agent is carried out through the integration of data from multiple aspects, including Bittensor (accessing specific subnets to determine the possibility of AI generation of content), Kaito (obtaining facts, insights and sentiment analysis), and user interaction data (optimizing scoring algorithms and Agent behavior).
Modular Improvement: With modular design, each component can be updated, replaced or expanded independently, and can evolve with the development of data sources and agent ecosystem. Developers and community members are allowed to improve scoring criteria, incorporate new data and adjust parameters, so that the scoring algorithm can be improved as agent behavior evolves.
Agent YP
Data plane
The highest market value is US$55 million and the current market value is US$9.8 million.
Project Business
Agent YP is an autonomous AI agent focused on Web3 gaming 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 gaming.
(Note: YellowPanther previously focused on game content creation, and other major identities include Virtuals Protocol consultant, Mocaverse and Xai ambassador, etc.)
nftxbt
Data plane
The highest market value is US$55 million and the current market value is US$7.8 million.
Project Business
Project purpose: Follow the example of @aixbt_agent and become an agent that provides extensive help to 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 access and monitoring, GMGN is still recommended. On the one hand, GMGN's display of traders, holders and historical data is more comprehensive, and it is more friendly and efficient than Virtuals' native data interface.
On the other hand, the number of tokens on Virtuals is much smaller than that on Solana, and the proportion of “conspiracy” tokens is higher, so users have more time and more need to monitor and review the front-row addresses.
For users who have not yet or have had little contact with the Virtuals and Base ecosystem, there are two pain points: VIRTUALS are too expensive and ETH is too expensive, especially the former is a must-have token for internal purchases.
In response to this, some Telegram Bots, including BananaGun and Maestro, added the function of directly buying ETH on the internal market in early December. The principle is that the Bot converts ETH into an equal amount of VIRTUALS on behalf of the user during the transaction.
For users who focus on the Sol ecosystem, do not hold ETH before and do not want to buy it for the time being, the corresponding general tool on the market is UniversalX, which supports users to directly use SOL and other tokens to buy Base ecosystem tokens. Its principle is Particle's chain abstraction technology.
