VIRTUAL’s market value reaches US$3 billion. What stories are the AI projects in the ecosystem telling?

Virtuals Protocol token VIRTUAL breaks through 3 USDT, with a market capitalization of $3 billion. The previous week's article "ARC Reaches 30 Million Market Cap, Understanding the New AI Token Narrative" mentioned that the tokens with actual products and applications using AI have seen the most rapid growth. Highest market cap: $55 million, current market cap: $28.4 million. VaderAI points out that AI Agents have evolved to a new level, able to independently execute complex tasks. More specifically, VaderAI believes AI Agents can generate income through IP (effectively monetizing KOL influence) 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. · 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 carried out, with the official form data being "N/A".) · AI KOL: VaderAI interacts with the cryptocurrency community through tweets, comments, citations, and retweets by autonomously managing its accounts on X platform. The content VaderAI currently publishes includes AI Agent token indices, hot token reports, and token volatility. Staking tokens is a prerequisite for participating in the Investment DAO, with 100,000 VADER tokens required to invest 1 SOL. It may also become the airdrop standard for other tokens in the VaderAI ecosystem. Highest market cap: $29 million, current market cap: $21.2 million. 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 deep conversations, retain information across sessions, and make autonomous decisions. Currently, it is supporting over 200 Agents and has processed over 1 million requests in the initial two months." Apart from this introduction, the AI has no official Twitter, whitepaper, or other credible official endorsement, and most of the transaction addresses are bots. Highest market cap: $55 million, current market cap: $19.1 million. 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 an automated Telegram system, where developers submit Agent information, and the evaluation engine collects multi-dimensional performance data. If the criteria are met, smart contracts automatically execute investment transactions and deploy resources. The author attempted to submit the sekoia whitepaper to its "Telegram automated submission system" earlier this week, but has not received any response so far. Highest market cap: $55 million, current market cap: $13.9 million. · AI Evaluation System: Generates metrics such as trust scores and AI scores to help assess the credibility and AI-generated nature of Agent content. · Multi-dimensional Evaluation Methodology: Agent evaluation comes from the integration of data from Bittensor (assessing content AI generation probability by accessing specific subnetworks), Kaito (obtaining facts, insights, and sentiment analysis), and user interaction data (optimizing scoring algorithms and Agent behavior). · Modular Improvement: Adopts a modular design, where components 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 scoring standards, incorporate new data, and adjust parameters, enabling the scoring algorithm to improve as Agent behavior evolves. Highest market cap: $55 million, current market cap: $9.8 million. 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, with other main identities including Virtuals Protocol advisor, Mocaverse and Xai ambassador.) Highest market cap: $55 million, current market cap: $7.8 million. · Project Purpose: Emulate @aixbt_agent to become an Agent that can broadly assist the NFT and digital art sectors. · Data Sources: Ethereum (including L2s like @Base), Solana, Bitcoin, and Tezos, among the major market platforms. For data querying and monitoring, GMGN is still recommended, as it provides more comprehensive displays of trader, holder, and historical data, and is more user-friendly and efficient compared to the native Virtuals data interface. Additionally, Virtuals has far fewer tokens than Solana, and "conspiracy" tokens make up a higher proportion, so users have more time and need to monitor and review the top addresses. For users who have not or have rarely interacted with the Virtuals and Base ecosystems, there are two pain points: VIRTUALS is too expensive, and ETH is too expensive, especially the former being a necessary token for on-ramp trading. To address this, some Telegram Bots added the function to directly buy ETH for the on-ramp in early December, including BananaGun and Maestro, where the Bot converts ETH to an equivalent amount of VIRTUALS during the trading process on behalf of the user. For users focused on the Sol ecosystem who previously did not hold ETH and do not want to buy it for now, the current universal tool is UniversalX, which supports users directly using SOL and other tokens to buy Base ecosystem tokens, based on Particle's chain abstraction technology.