Is it worth betting on Virtual?
Today, the valuation cap is roughly calculated: comparing to Uniswap's peak market cap of 20 billion, while at the same time, the market cap of ETH was 400 billion, with activity at 5%; assuming the base index is 10% of ETH, that would be 47.8 billion. If we assume that virtual reality is amazing and can reach 5% of that base, it would be 2.39 billion, now doubled.
If we assume the base is 2 times that of ARB, it would be 20 billion, thus virtual has already surpassed 5% of the base market cap. Back in the day, UNI was undoubtedly the well-known leader.
My viewpoint:
1. The economic model of virtual is somewhat like Luna, it has enough explosive power, but the collapse is equally frightening.
2. The current agent is at the moment of DeFi and also the moment of inscriptions.
3. The goat is not the BTC of the agent ecosystem, but the ORDI of the agent ecosystem.
Data shows that the proportion of retail investors playing agents is about 50%.
I tend to believe that there are still successors in the market, and another wave can come!
