Virtuals Protocol has a market capitalization of over 3 billion dollars. Which AI projects within the ecosystem are worth paying attention to?
This article by Odaily Planet Daily will interpret the token data and the underlying project business for tokens in the Virtuals ecosystem with a market capitalization ranging from 10 million to 100 million dollars.Author: Nan Zhi, Odaily Planet Daily
On December 17, the Virtuals Protocol's token VIRTUAL broke through 3 USDT, with a market capitalization reaching 3 billion USD. The previous week, the Solana AI narrative interpretation article "ARC Quick Pass 30 Million Market Cap, Understand the New AI Token Narrative" mentioned that among the tokens, those with a "doing" type or actual products and applications of AI saw the most rapid increase.
Therefore, in this article, Odaily Planet Daily will interpret the token data and the underlying project business of tokens within the Virtuals ecosystem with a market capitalization range of 10 million to 100 million USD.
VaderAI
Data Aspect
Highest market cap of 55 million USD, current market cap of 28.4 million USD.
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 (essentially monetizing KOL influence) or engaging in financial speculation. VaderAI has proposed six potential applications: autonomous hedge funds, AI Agent-based KOL institutions, 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 management, sharing 20% of the fees with VaderAI. (As of now, this module has not been implemented, and no actual purchase operations have taken place, official form data is "N/A"".)
- AI KOL: VaderAI autonomously manages its account on the X platform, interacting with the cryptocurrency community through tweets, comments, quotes, and retweets. Currently, the content released by VaderAI includes AI Agent token indices, hot token reports, token fluctuations, and more.
Token Staking
Staking tokens is a prerequisite for participating in Investment DAOs, allowing investment of 1 SOL for every 100,000 VADER staked. Additionally, it may become a standard for airdrops of other tokens in the VaderAI ecosystem.
Convo
Although this token ranks high in trading volume, market cap, and number of addresses, it carries significant risks; this section is only for informational purposes.
Data Aspect
Highest market cap of 29 million USD, current market cap of 21.2 million USD.
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 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 in the first two months."
Risk Warning
Aside from this introduction, the AI has no official Twitter, white paper, or other credible official endorsements, and most trading addresses are bots.
sekoia
Data Aspect
Highest market cap of 55 million USD, current market cap of 19.1 million USD.
Project Business
Sekoia points out that traditional venture capital relies on a few unicorn investments for returns, while sekoia aims to establish an AI-based venture capital (VC) system to create value through numerous small but predictable returns.
Projects seeking investment can submit through an automated Telegram 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.
Seraph
Data Aspect
Highest market cap of 55 million USD, current market cap of 13.9 million USD.
Project Business
AI Evaluation System: Generates metrics such as trust scores and AI scores to help assess the credibility and human-generated extent of Agent content.
Multidimensional Evaluation Method: The evaluation of AI Agents comes from the integration of data from Bittensor (accessing specific subnetworks to determine the likelihood of AI-generated content), Kaito (gathering 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, evolving with the development of data sources and the Agent ecosystem. It allows developers and community members to improve scoring criteria, incorporate new data, and adjust parameters, enhancing the scoring algorithm as Agent behavior evolves.
Agent YP
Data Aspect
Highest market cap of 55 million USD, current market cap of 9.8 million USD.
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 gaming content, becoming the "AIXBT" of Web3 games.
(Note: YellowPanther previously focused on game content creation and holds other major identities, including advisor to Virtuals Protocol, ambassador for Mocaverse and Xai, etc.)
nftxbt
Data Aspect
Highest market cap of 55 million USD, current market cap of 7.8 million USD.
Project Business
Project Purpose: Imitate @aixbt_agent, becoming an Agent that provides extensive assistance in the NFT and digital art fields.
Data Sources: Major market platforms including Ethereum (including L2s like @Base), Solana, Bitcoin, and Tezos.
Related Tools
For data retrieval and monitoring, GMGN is still recommended. On one hand, GMGN provides a more comprehensive display for traders, holders, and historical data, making it more user-friendly and efficient compared to Virtuals' native data interface.
On the other hand, the number of tokens on Virtuals is significantly lower than on Solana, and the proportion of "meme" tokens is higher, allowing users more time and necessity to monitor and review the addresses in the front row.
For users who have not yet 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 since the former is a necessary token for buying in the internal market.
In response, some Telegram Bots added the function to directly buy ETH for internal market purchases in early December, including BananaGun and Maestro, where the Bot replaces the user in converting ETH to an equivalent amount of VIRTUALS during the transaction.
For users focusing on the Sol ecosystem who do not hold ETH and do not want 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 purchase Base ecosystem tokens, based on Particle's chain abstraction technology.
