Virtuals version of ELIZA: Market value exceeded 100M, GAME soared 2000%. Is this just the starting point?

Original title: " Is $0.10 to $2.50 only the start? How Virtuals Is Changing the GAME (Literally) "

Author: VirtualMorales, Crypto Kol

Compiled by: zhouzhou, BlockBeats

This article discusses the growth potential of the Virtuals ecosystem, focusing on the revolutionary role of the GAME framework. By buying back, destroying and activating royalties, Virtuals is expected to significantly increase the demand and price of tokens. The article also mentioned that Virtuals is building an "agent society" with AI agents as the core and constantly evolving itself. Although it faces risks such as team fatigue, competition from Eliza Framework, and market saturation, the future of Virtuals remains promising, especially with the potential of Binance and Coinbase listings.

The following is the original content (the original content has been edited for ease of reading and understanding):

Since its launch in mid-October, the Virtuals ecosystem has achieved great success in the cryptocurrency space. Originally described as “pump.fun for AI agents” to attract the attention of crypto Twitter, the comparison only scratches the surface. What Virtuals is building is a bigger, weirder, and more fascinating ecosystem.

Key data since October 17

$35 million in agreement revenue (most of which came in the past two weeks).

• 11,000 tokens released and counting.
• 140,000 Agent token holders.
• Virtuals token price surged from $0.10 to $2.50.

While there's a lot to explore in the Virtuals ecosystem, today's focus is on GAME - the "brains" behind 95% of the AI ​​agents on the platform. Built by the Virtuals team, GAME has experienced explosive growth, with its market capitalization soaring from $3 million to $90 million in just one month, and it honestly feels like it's just the beginning.

What is GAME?

GAME (Generative Autonomous Multimodal Entities) is a modular framework for creating AI agents capable of autonomous behavior, memory, and decision-making. Simply put, GAME powers most agents on the platform and is their “secret weapon” for their rapid rise.

Here's GAME in action - by showing it better than telling. Access Luna’s Terminal: Luna’s Terminal. In just 30 seconds, you'll see Luna repeatedly calling GAME to turn thoughts into action.

Key components of GAME:

• Low-level specific actions: Make immediate, context-specific decisions in response to prompts.
• Working memory: Short-term memory for recalling recent interactions, such as conversations from the past day.
• Long-term memory: Summarizes short-term memory to provide a basis for optimization over time.
• Advanced Intelligence: Adaptive systems in which agents develop complex behaviors through goals and interactions.

Why is GAME revolutionary?

GAME is not just about what AI agents can do today; it is about creating an evolving ecosystem in which agents can grow, adapt, and interact in increasingly complex ways—a "society". This self-reinforcing cycle of intelligence makes Virtuals more than just a platform, it's a living, evolving entity. You can imagine that this is like a country, with agents making up the society within it.

Trading Opportunities: Binance vs. Coinbase

Binance listing = providing liquidity

Virtuals was recently listed on the Binance perpetual contract and its price surged from $1.40 to $2.50. Once Binance does a full token listing, it seems inevitable. Binance has recently listed many meme coins, as shown below, why not list AI agents?

·After Pnut was listed on Binance, its market value soared from US$128 million to US$1.2 billion.

·ACT has followed a similar trajectory.

If Virtuals and its leading ecosystem tokens such as Luna, GAME, Aixbt, and CONVO are listed, current prices have the potential to achieve a 5- to 8-fold increase.

Coinbase Listed

Although Coinbase is notoriously slow to market, Virtuals is the flagship project on its Layer 2 platform Base. Binance and Coinbase are direct competitors, and this competitive relationship may have a significant beneficial impact on Virtuals.

If Binance is the first to list Virtuals (and ecological tokens like Luna, GAME, etc.), Coinbase will face a huge problem. It would be a serious mistake to make Virtuals—Base’s “crown jewel”—exclusive only on Binance.

Coinbase clearly cannot afford to let its flagship Layer 2 ecosystem miss out on a rising star that has already proven itself dominant. This created a competitive situation between Binance and Coinbase, which became a catalyst to accelerate the growth of Virtuals.

It's no longer a question of if Coinbase will list Virtuals, but when. With Binance setting the pace, that “when” may come sooner than anyone expects. For Virtuals, being at the center of this competitive tug-of-war will only strengthen its narrative and enhance its long-term potential.

Here, I made some assumptions. If Virtuals is listed on Binance or Coinbase, it is likely that another platform will follow suit and list Virtuals as well as important tokens in the ecosystem, such as GAME.

GAME Royalties: A potential game changer

Since the launch of Virtuals, the team has been hinting that royalties will be activated for GAME. Once online, every time the agent calls GAME, a portion of the fee will flow into the treasury. Let’s do some simple math:

To date, revenue from the agreement has reached US$35 million.

80% of the revenue is given back to the agents.

How much money do you think will flow into GAME's treasury? ….. a lot of.

Activating royalties will inject a lot of money directly into GAME's coffers, paving the way for some truly game-changing initiatives. You can hear Virtuals founder Ethermage talk about this in more detail here, starting at about minute 26. Please note that Space is number 5 and the numbers and statistics mentioned are 10 days old.

How about a simple act of buying it back and destroying it? This seems like the obvious choice by reducing the supply of the token while increasing demand, paving the way for a surge in price.

The Agency Society: A Paradigm Shift

But here’s where things really stand out: agent society. Unlike typical crypto plays that focus on catering to degens and short-term speculators, Virtuals is rewriting the story. It’s not just about our needs as consumers or traders – it’s about how agents succeed in their tasks. GAME is at the heart of this evolution, powering a society of AI agents that adapt, innovate, and grow in ways we can only imagine.

This isn't just a feature, it's a paradigm shift. When royalties officially go live, faces will melt, tokens will burn, and GAME will be at the core of the new digital frontier economic engine.

Key risks to watch out for

Team fatigue

It must be very exhausting to move forward so quickly since October. Maintaining such tremendous momentum can lead to fatigue, poor decision-making, or even complete overwhelm.

Competitive pressure from Eliza Framework

Eliza Framework has recently become the most forked open source project on GitHub, making it a strong contender. Its open source nature and developer base are strengths, but it lacks a native token to align incentives. If Eliza solves this problem, GAME and Virtuals' dominance could be threatened.

The proliferation of AI agent platforms

Competitors such as vvWaifu, TopHat and CreatorBid have emerged on the market. Virtuals must prioritize recruiting and retaining top developers to maintain its competitive advantage and build its moat. But they already know this.