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Simple sharing of recent @virtuals_io Genesis data you need to know
Conclusion first: Currently, there's no need to be too worried 👀
💡From June 10 to date, daily total points distribution increased from 190M to 324M, a 70.5% growth
This means if your score growth is less than this proportion, you've fallen behind. My personal points growth was 60.7% 🥶
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$VIRTUAL related data
Current committed Virtual in launchpad has exceeded 20M, current circulation is 654M
You can see that on June 11, $IRIS sale indeed received the largest investment, with a single investment over 1M virtual
Several major withdrawal days (VIRTUAL unstaking) from May 21:
Including
May 21: 1.1M (that day's staking 1.7M)
June 4: 2.3M (that day's staking 860K)
This was the largest withdrawal day recently 🩸
June 9: 1.3M (that day's staking 2.9M 💥)
June 11: 1.4M (that day's staking 1.1M)
Daily active wallets started declining from June 11
June 11 14K -> June 14 6.4K (-55% 📉)
Based on current data, there's no need for excessive worry as no massive exit has occurred, though active index needs attention
The first point of focus might be late June, to see if IRIS's wealth effect has been fully digested (expecting some exits)
If surviving this stage, the subsequent challenge is whether Virtual ecosystem can continue finding good teams to keep the flywheel spinning
Referencing @Metabape's earlier share, a few points seem reasonable:
1️⃣ Significantly increase secondary trading weight, real buying volume, stimulating income and trading volume
2️⃣ Trading behavior itself unrelated to project fundamentals, current quality still insufficient, cannot deny Virtual is currently the best AI agent launchpad (others almost dead)
Need to bring more players into the game, focusing on "protocol income", "incentivizing token holders", potentially creating "new narratives"
Currently, @aixbt_agent and @VaderResearch's ecological positions seem stable, but we need more such roles!
This could help Virtual progress like other DeFi Cash Cows in Ethereum ecosystem, such as @pendle_fi, @0xfluid, @MorphoLabs, whose monthly income typically exceeds 1M
Echoing @S4mmyEth's earlier tweet:
Opensea led the 2021 Non-Fungible Token wave
Virtual is riding the AI agent wave, attracting more players and teams, with ACP (Agent Commerce Protocol) yet to be unveiled, and AI agent track still growing
That's the multi-million dollar asymmetric opportunity.
Continuing to:
☑️ Find potential teams
☑️ Find fundamentally strong ecosystem tokens
☑️ Layout next 5-10x coins

Lipa
@专注投研版
06-15
Virtuals 实盘 Day 17 $BAIBY 翻车反思|Virtuals 生态集体跌📉|目前机制讨论 & 思考
出分!17 天收获总分数:235k
今日发射成功项目情况: $primo 0.018u $baiby 0.006u 如果项目背书评级差不多的话,超募数字将是近期唯一的重点了,之后都可以在 $Wint





Please excuse the typos in this article. I was dazzled before going to bed.
Make up a cash cows dune:
☑️ Planning for the next 5-10x coin
How do you write so much every day?
Too hot! @MirraTerminal
$aixbt $vader $virtual
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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