Original | Odaily (Odaily Planet Daily) (@OdailyChina)
Author | Nanzi (@Assassin_Malvo)
On December 17, the protocol token VIRTUAL of the Virtuals Protocol protocol broke through 3 USDT, with a market capitalization of $3 billion. In the previous week, the article "ARC Quickly Reaches a Market Value of 30 Million, Understand the Narrative of the New AI Token" on Odaily mentioned that among the tokens, the ones with "action-oriented" or actual product and application AI have seen the most rapid increase.
Therefore, this article by Odaily will interpret the token data and the underlying project business of the tokens in the Virtuals ecosystem with a market capitalization between $10 million and $100 million.
VaderAI
Data
Peak market value of $55 million, current market value of $28.4 million.
What problem does VaderAI solve?
VaderAI points out that AI Agents have evolved to a new level, able to independently execute complex tasks. More specifically, VaderAI believes that AI Agents can generate income through IP (actually KOL influence monetization) or financial speculation. VaderAI has proposed 6 potential applications: autonomous hedge funds, KOL agencies based on AI Agents, 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 that can autonomously trade AI Agent tokens. The whitepaper states that more Investment DAOs will be opened in the future, each managed by an AI Agent, and 20% of the fees will be shared with VaderAI. (Currently, this module has not yet been implemented, and no actual purchase operations have been performed, the official form data is "N/A".)
AI KOL: VaderAI interacts with the cryptocurrency community through tweets, comments, citations, and retweets by autonomously managing its accounts on the X platform. The content currently published by VaderAI includes AI Agent token indices, hot token reports, and token volatility.
Token staking
Staking tokens is a prerequisite for participating in the Investment DAO. Staking 100,000 VADER tokens can invest 1 SOL. It may also become the airdrop standard for other tokens in the VaderAI ecosystem.
Convo
Although this token ranks high in trading volume, market value, and number of addresses, it carries significant risks. This section is only for reference.
Data
Peak market value of $29 million, current market value of $21.2 million.
AI Introduction
According to the token introduction on the Virtuals page: "Prefrontal Cortex Convo aims to engage in meaningful dynamic conversations. It integrates perception, long-term memory, and decision-making capabilities to provide personalized, context-aware responses. Unlike traditional Agents, it consciously decides how to respond, can engage in in-depth dialogues, retain information across sessions, and make autonomous decisions. Currently, it is supporting over 200 Agents and has processed over 1 million requests in the first two months."
Risk Warning
Apart from this introduction, the AI has no Official Twitter, whitepaper, or other credible official endorsement, and most of the trading addresses are bots.
sekoia
Data
Peak market value of $55 million, current market value of $19.1 million.
Project Business
sekoia points out that traditional venture capital relies on a few unicorn investments to generate returns, while sekoia will establish an AI-based venture capital (VC) system that creates value through numerous small but predictable returns.
Projects seeking investment can submit through the Telegram automated submission system, where developers submit Agent information, the evaluation engine collects multi-dimensional performance data, and if the criteria are met, the smart contract automatically executes the investment transaction and deploys resources.
The author tried to submit the SEKOIA whitepaper to its "Telegram automated submission system" this Tuesday, but has not received any response so far.
Seraph
Data
Peak market value of $55 million, current market value of $13.9 million.
Project Business
AI Evaluation System: Generates indicators such as trust scores and AI scores to help assess the credibility and AI-generated nature of Agent content.
Multi-dimensional Evaluation Methodology: The evaluation of AI Agents comes from the integration of data from Bittensor (judging the likelihood of content being AI-generated by accessing specific sub-networks), Kaito (obtaining facts, insights, and sentiment analysis), and user interaction data (optimizing scoring algorithms and Agent behavior).
Modular Improvement: Adopts a modular design, where each component can be independently updated, replaced, or expanded, allowing the scoring algorithm to evolve with the data sources and Agent ecosystem. Developers and community members can improve the scoring standards, incorporate new data, and adjust parameters, allowing the scoring algorithm to improve as Agent behavior evolves.
Agent YP
Data
Peak market value of $55 million, current market value of $9.8 million.
Project Business
Agent YP is a self-governing AI agent created by @yellowpantherx, focused on Web3 games. 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, and his other main identities include Virtuals Protocol advisor, Mocaverse and Xai ambassador.)
nftxbt
Data
Peak market value of $55 million, current market value of $7.8 million.
Project Business
Project Purpose: To emulate @aixbt_agent and become an Agent that can broadly help the NFT and digital art space.
Data Sources: Ethereum (including L2s like @Base), Solana, Bitcoin, and Tezos major market platforms.
Related Tools
For data querying and monitoring, GMGN is still recommended. On the one hand, GMGN provides a more comprehensive display of transaction data, holders, and historical data compared to the native Virtuals data interface, which is more user-friendly and efficient.
On the other hand, the number of tokens on Virtuals is much less than Solana, and the proportion of "conspiracy" tokens is higher, so users have more time and more need to monitor and review the top addresses.
For users who have not or have rarely encountered the Virtuals and Base ecosystems, there are two pain points: VIRTUALS is too expensive and ETH is too expensive, especially the former is a necessary token for internal market buying.
To address this, some Telegram Bots added the function of directly buying ETH for VIRTUALS in early December, including BananaGun and Maestro, where the Bot converts ETH to an equivalent amount of VIRTUALS during the transaction process.
For users focused on the Sol ecosystem who do not currently hold ETH and do not want to buy it, the corresponding universal tool on the market is UniversalX, which supports users to directly use SOL and other tokens to buy Base ecosystem tokens, based on Particle's chain abstraction technology.
