Article Reprint Source: Odaily Planet Daily
Original | Odaily Planet Daily (@OdailyChina)
Author｜Nan Zhi (@Assassin_Malvo)
On December 17, the Virtuals Protocol token VIRTUAL broke through 3 USDT, bringing its market cap to $3 billion. The previous week's article on Solana AI narrative interpretation (ARC Fast Pass $30 million market cap, an article to understand the new AI token narrative) mentioned that among the tokens discussed, those with 'doing' types or actual products and applications in AI rose the most rapidly.
Therefore, this article from Odaily Planet Daily will interpret the token data and the underlying project business for tokens with a market cap between $10 million and $100 million within the Virtuals ecosystem.
VaderAI
Data Dimension
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 (actually monetizing KOL influence) or engage in financial speculation, proposing 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 and sharing 20% of the fees with VaderAI. (Currently, this module has not yet 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 through self-managed accounts on the X platform, using tweets, comments, quotes, and retweets. Currently, the content released by VaderAI includes AI Agent token indexes, hot token reports, and token movements.
Token Staking
Staking tokens are a prerequisite for participation in the Investment DAO, allowing an investment of 1 SOL for every 100,000 VADER staked. Additionally, it may become airdrop criteria for other tokens in the VaderAI ecosystem.
Convo
Although this token ranks highly in trading volume, market cap, and address count, it carries significant risks; this section is for informational listing and reference only.
Data Dimension
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 abilities 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 within the first two months.'
Risk Warning
Apart from this introduction, the AI has no official Twitter, white paper, or other credible official endorsement, and most trading addresses are bots.
Sekoia
Data Dimension
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 to obtain returns, while Sekoia will establish an AI-based venture capital (VC) system that creates value through a large number of small yet predictable returns.
Projects seeking investment can submit through the Telegram Automated Submission System, where developers submit Agent information, and the evaluation engine collects multidimensional performance data. If 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 Dimension
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-generated level of Agent content.
Multidimensional Evaluation Method: The evaluation of AI Agents comes from Bittensor (to assess the AI-generated likelihood of content through specific subnets), Kaito (to obtain facts, insights, and sentiment analysis), user interaction data (to optimize scoring algorithms and Agent behavior), and other data integration for a comprehensive evaluation.
Modular Improvement: Adopting modular design, each component can be independently updated, replaced, or expanded, evolving with the development of data sources and the Agent ecosystem. It allows developers and community members to improve scoring standards, incorporate new data, and adjust parameters, enhancing the scoring algorithm as Agent behavior evolves.
Agent YP
Data Dimension
Market Cap: $55 million, Current Market Cap: $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 game content, becoming the 'AIXBT' of Web3 games.
(Note: YellowPanther previously focused on game content creation, with other main identities including advisor for Virtuals Protocol, ambassador for Mocaverse and Xai, etc.)
nftxbt
Data Dimension
Market Cap: $55 million, Current Market Cap: $7.8 million.
Project Business
Project Purpose: Imitating @aixbt_agent, become an Agent that is widely helpful in the NFT and digital art fields.
Data Sources: Ethereum (including L2s such as @Base), Solana, Bitcoin, and Tezos, and other major market platforms.
Related Tools
In terms of data review and monitoring, GMGN is still recommended; on one hand, GMGN presents a more comprehensive view for traders, holders, and historical data, and is 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 than that on Solana, and the proportion of 'meme' tokens is higher, so users have more time and necessity to monitor and review front-row addresses.
For users who have not yet or have limited exposure to Virtuals and the Base ecosystem, there are two pain points: VIRTUALS are too expensive and ETH is too expensive, especially since the former is the essential token for buying on the internal market.
In response, some Telegram Bots added the functionality to directly buy ETH on the internal market at the beginning of December, including BananaGun and Maestro, where the Bot replaces the user in the transaction process by converting ETH into an equivalent amount of VIRTUALS.
For users focused on the Sol ecosystem who previously did not hold ETH and do not wish to buy it for now, the corresponding universal tool available in the market is UniversalX, which allows users to directly use SOL and other tokens to buy Base ecosystem tokens, based on Particle's chain abstraction technology.
