Author: Nan Zhi, Odaily Planet Daily
In the article published on December 19 (VIRTUAL market cap reached $3 billion, what stories are AI projects within the ecosystem telling?), we summarized the narratives behind the million-dollar market cap projects in the Virtuals Protocol ecosystem, concluding that the most mainstream direction at the time was 'AIXBT in various fields', including Web3 games, NFTs, etc.
In the article from the day before yesterday (Overview of six newly listed leading AI projects, what concepts are gaining market favor?), it can be seen that the mainstream AI project direction on Solana has shifted from AI Meme to 'AI development tools, frameworks' and applications of AI in areas outside of Crypto, such as paper review and event prediction.
Today, the VIRTUAL market cap has reached $5 billion, raising the market cap ceiling while simultaneously increasing the market cap floor (evidenced by a significant increase in tokens with market caps exceeding $10 million). Which mainstream narratives are currently the most popular in the market? We will summarize and review them in this article.
aixCB
Data Aspect
Highest Market Cap: $120 million, Current Market Cap: $110 million. (Current actual circulation is 50%, remaining tokens will be gradually unlocked after one year)
What problem does aixCB aim to solve?
aixCB believes that startup projects face a series of challenges in launching and growing:
Limited Early Funding: Early-stage AI, AI Agent, and DeSci projects often struggle to secure sufficient initial funding, limiting their startup and early development.
Resource Gap: Project founders generally lack guidance from industry veterans and effective marketing support.
Lack of Exposure: Highly promising projects struggle to gain sufficient visibility, hindering user and investor attraction, as well as project promotion and acceptance.
Centralization Obstacles: Traditional investment models have created numerous bottlenecks in the rapidly evolving fields of AI and DeSci, restricting open collaboration and innovation.
How does aixCB intend to solve this?
Provide Strategic Funding: Invest strategic funding into highly potential projects, giving them the capital needed to realize their ideas.
Expert Guidance: Leverage a vast network of industry leaders and successful founders to provide comprehensive advice and support for projects.
AI Assistance: Utilize AI investment agents to provide customized insights for projects.
Special Design
Subprojects need to pair with AIXCB to form liquidity pools, 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, without any actual projects launched, it has already risen to $100 million, showing clear signs of market manipulation.
TAOCat
Data Aspect
Highest Market Cap: $53 million, Current Market Cap: $43 million.
Project Business
Jointly launched by Masa and Virtuals Protocol, based on multiple AI infrastructure developments from Bittensor, including Masa Bittensor Subnet 42, which is used for real-time acquisition of tweets from platform X to improve the model; and Bittensor Subnet 19, which is used to enhance AI personalization performance.
Masa is a decentralized network focused on user personal data, having raised a total of $17.65 million. TAOCat's background has been publicly verified by both Masa and Virtuals Protocol, making it one of the few projects with a strong background.
Additionally, it is worth noting that TAOCat has clearly orchestrated a massive collective promotion by KOLs, with readers able to reference the tweets that were bulk retweeted by the official account on December 31. (Based on the author's subjective judgment, this batch of KOLs belongs to a high-quality type, but there has been no significant response in terms of coin price.)
Neurobro
Data Aspect
Highest Market Cap: $43 million, Current Market Cap: $41 million. The team publicly holds 10% of the tokens, while another 6 wallets with no purchase records hold 30.6% of the tokens.
AI Introduction
AI-based insight sharing is currently available on platforms like X, TikTok, and Instagram.
Freya
Data Aspect
Highest Market Cap: $55 million, Current Market Cap: $34.4 million.
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 for the game, but details have not been disclosed.
Starfall Chronicles is an AI-driven Roguelike RPG game produced by Rosentica, set to launch on Immutable.
Gekko AI
Data Aspect
Highest Market Cap: $39 million, Current Market Cap: $30 million.
Project Business
Gekko AI is launched by Axal, whose flagship product is the AI-based trading assistant Autopilot, which executes trades automatically based on a series of parameters set by the user. Gekko AI is the version of Autopilot issued on the Virtuals Protocol.
Gekko AI itself is not particularly remarkable; the key lies in its developer Axal, which completed a $2.5 million seed round funding on October 31, 2024, led by CMT Digital, with participation from a16z.
H4CK Terminal
Data Aspect
Highest Market Cap: $27 million, Current Market Cap: $23 million.
Project Business
H4CK Terminal is a white-hat AI Agent that continuously scans for contract vulnerabilities and competes for rewards on bounty platforms such as ImmuneFi and Sherlock. Additionally, community members can actively interact with H4CK Terminal to analyze and share potential vulnerabilities, earning 50% of the bounty for any identified vulnerabilities.
Related Tools
The tools mentioned in the previous article include: BananaGun and Maestro, which allow users to purchase tokens directly with ETH on the internal market, GMGN for token and address information, and UniversalX, which supports other ecosystem users in purchasing Base ecosystem tokens with SOL and other tokens.
A new token information push channel launched by the project Virtu on Virtuals, where users can view the channels 'New tokens!' and 'New Red Pills' after joining the official TG. The former will push all Virtuals tokens, while the latter will only report tokens that have completed internal launches. There is also a 'Rug Alerts' channel that pushes dev dump information, but its value is minimal.
Angle Analysis Tool Find Angle can search tweets on platform X based on user-inputted contracts and summarize the concepts behind the tokens, including but not limited to Virtuals Protocol ecosystem tokens. Anyone with public information can conduct summarization analysis, but the quality of the generated content depends on the accuracy and comprehensiveness of the public information.
