Market value reaches US$5 billion, analysis of VIRTUAL ecology’s current popular narratives

Author: Nan Zhi, Odaily Planet Daily

In the article "VIRTUAL's market value reached US$3 billion" released on December 19, what stories are the AI ​​projects in the ecosystem telling? 》In the article, we summarized the narrative behind the tens of millions of dollars in market value projects in the Virtuals Protocol ecosystem, and concluded that the most mainstream direction at that time was "AIXBT in various fields", including Web3 games, AIXBT in NFT, etc.

The day before yesterday, "A glance at six new leading AI projects, what are the concepts that are popular in the market?" ", you can see that the mainstream AI project direction on Solana has changed from AI Meme to "AI development tools and frameworks" and the application of AI in fields outside Crypto, such as paper review, event prediction, etc.

Today, the market value of VIRTUAL has reached US$5 billion. While the market value ceiling has been opened, the lower limit of market value has also increased (reflecting the significant increase in tokens with a market value of over US$10 million). Which mainstream narratives are currently most popular in the market? We will take stock and summarize in this article.

ikB

Data plane

Peak market cap: $120 million, current market cap: $110 million. (The current actual circulation is 50%, and the remaining tokens will be unlocked one year later)

What problem is aixCB trying to solve?

aixCB believes that start-up projects have a series of difficulties in starting and growing:

• Limited early-stage funds: Early-stage AI, AI Agent, and DeSci projects often have difficulty obtaining sufficient start-up funds, which limits the start-up and initial development of the projects.
• There is a gap in resources: Project founders generally lack guidance and effective marketing support from industry seniors.
• Lack of exposure: It is difficult for projects with great potential to gain sufficient exposure, resulting in the inability to attract users and investors, hindering the promotion and acceptance of the project.
• Centralization obstacles: The traditional investment model has created many bottlenecks in the rapidly developing fields of AI and DeSci, restricting open collaboration and innovation.

aixCB How do you want to solve it?

• Provide strategic funding: Invest strategic funding into projects with high potential, giving them the capital they need to bring their ideas to fruition.
• Provide expert guidance: Provide comprehensive guidance and support for projects with the help of a large network of industry leaders and successful founders.
• Use AI to help: Use AI investment agents to provide customized insights for projects.

special design

• Sub-projects need to be paired with AIXCB to form a liquidity pool, aiming to reduce circulation and enhance liquidity.
• Tokens are able to earn passive income from staking pools.

Risk warning

aixCB claims to have more than ten years of experience in blockchain and has strong resources. However, it has already risen to 100 million without any actual projects, and there are obvious traces of bankrolling.

TAOCat

Data plane

Peak market cap: $53 million, current market cap: $43 million.

Project business

Jointly launched by Masa and Virtuals Protocol, it is developed based on the AI ​​infrastructure of multiple Bittensors, including Masa Bittensor Subnet 42, one of the Bittensor subnets, used to obtain X platform tweet data in real time and improve the model; Bittensor Subnet 19, used to improve AI personalized performance, etc.

Masa, on the other hand, is a decentralized network that focuses on users’ personal data and has raised a total of US$17.65 million. TAOCat's background, Masa and Virtuals Protocol, have both been officially announced and proven, making it a rare project with a strong background.

It is also worth noting that TAOCat apparently planned a massive KOL collective announcement. Readers can refer to the batch of tweets forwarded by the official account on December 31. (Based on the author's subjective judgment, this batch of KOLs are of high quality, but there is no obvious reaction in terms of currency prices)

Neurobro

Data plane

Peak market cap was $43 million, current market cap is $41 million. The team’s public wallet holds 10% of the tokens, and another 6 wallets with no purchase records hold 30.6% of the tokens.

Introduction to AI

AI-based insights sharing is currently available on X platform, TikTok, Instagram and other platforms.

Freya

Data plane

Peak market cap: $55 million, current market cap: $34.4 million.

Project business

Freya is first and foremost an AI character and IP in the game "Starfall Chronicles". The Starfall Chronicles game manual mentions that Freya tokens will become the game's utility token, but no details were disclosed.

Starfall Chronicles is an AI-driven roguelike RPG game produced by Rosentica and will be launched soon on Immutable.

Gekko AI

Data plane

Peak market cap $39 million, current market cap $30 million.

Project business

Gekko AI is launched by Axal. Axal's flagship product is the AI-based trading assistant Autopilot. After the user sets a series of parameters, AI automatically executes transactions for the user. Gekko AI is the version of Autopilot released on VIrtuals Protocol.

Gekko AI itself has few highlights. The key is that the developer behind it, Axal, completed a US$2.5 million seed round of financing on October 31, 2024, led by CMT Digital, with participation from a16z.

H4CK Terminal

Data plane

Peak market cap was $27 million, current market cap is $23 million.

Project business

H4CK Terminal is a white hat AI Agent that will continuously scan contract vulnerabilities and compete on bounty platforms such as ImmuneFi, Sherlock and others for bonuses. In addition, community members can also actively interact with the H 4 CK Terminal to jointly analyze and share possible vulnerabilities, and then receive 50% of the bug bounty.

Related tools

In the previous article, the tools we mentioned include: BananaGun and Maestro, which can directly use ETH to purchase tokens on the internal market, GMGN, a token and address information tool, and support other ecological users to purchase Base ecological tokens with tokens such as SOL. UniversalX.

A new currency information push channel launched by Virtu, a project on Virtuals. After joining the official TG, users can view two channels: "New tokens!" and "New Red Pills". The former will push all Virtuals tokens, while the latter will only push Report those tokens that have completed internal launch. There is also a "Rug Alerts" channel that pushes dev selling information, but it is of little value.

The angle analysis tool Find Angle can search for tweets on the X platform and summarize the concepts behind the tokens based on the contracts entered by the user, including but not limited to Virtuals Protocol ecological tokens. Anyone with public information can conduct summary analysis, but the quality of the generation Depends on the accuracy and completeness of publicly available information.