What other opportunities are there to participate in the Virtuals ecosystem with a market value of over US$3 billion?

Reprinted from jinse
12/24/2024·4MJessy, Golden Finance
After the crypto market experienced a decline for nearly a week, some strong currencies also experienced a certain degree of rebound on Christmas Eve. For example, the Virtuals Protocol token VIRTUAL of Base Ecosystem’s AI Agent project increased by nearly 24 hours in 24 hours. 20%, and the market value once again exceeded 3 billion US dollars. It seems that the overall decline of the market has nothing to do with it.
Not only the growth of Virtuals tokens, but also the general growth of tokens in its ecosystem. According to Coingecko data, the overall market value of Virtuals Protocol ecological tokens has increased by approximately 35% in the past 24 hours.
Virtuals Protocol is an AI Agent distribution platform for games and entertainment launched on Base in January 2024. Its main product function is to serve as a launchpad for AI Agents, allowing anyone to easily deploy AI agents, which is similar to Pump.fun serves as a memecoin launch pad. It is precisely because of its currency issuance function similar to Pump.fun that it has become a golden shovel in the Base ecosystem. In addition, Base’s on- chain traffic has increased sharply in recent months, and its currency price has also ushered in a downward trend. The rising tide lifts all boats again and again.
At present, to what stage has the ecology of this project developed? In addition to VIRTUAL, what other projects are worthy of attention in this ecosystem?
Reasons for the success of the Virtuals project
Virtuals is an officially publicly supported project on the Base chain, and Base officially provides it with some technical and marketing support. At present, the entire Base traffic is basically on Virtuals. It can be said that Virtuals has shouldered the important task of Base challenging Solana by itself.
The project chose to be released on the Base chain, and the Base chain itself did not issue tokens. As a popular project on it, Virtuals has undoubtedly taken on a large number of people's investment enthusiasm for the Base chain itself. Secondly, the design of its products itself also has great features and advantages.
The first is the project’s pursuit of hot topics. It undoubtedly stepped on the craze of combining AI Agents with cryptographic tokens. The AI Meme represented by Goat set off a wave of interest in AI Agent tokens. One week after Goat was launched Later, Virtuals launched its AI Agent token Luna, and earlier in 2023, Virtuals, a team that was originally a game guild, saw that ChatGPT led the AI After the technology became popular around the world and showed great potential, it resolutely transformed into an AI Agent platform. A keen grasp of industry trends and hot spots, as well as strong execution capabilities, are an important reason for the success of this project.
The Virtuals project solves the complex problem of applying AI Agent to consumer applications and provides a plug-and-play solution similar to Shopify, allowing games and consumer applications to easily deploy AI agents.
In terms of economic model design, the project adopts a co-ownership model to transform AI Agents into community assets. Users can invest in and jointly own virtual assets based on artificial intelligence, such as AI companions and virtual influencers, and participate in the governance of the agents. and income distribution. This model encourages shared responsibility and community ownership, shares benefits to all participants, and increases user engagement and loyalty.
What other projects in the Virtuals ecosystem are worthy of attention?
In the past 24 hours, the top eight market value increases of Virtuals ecological tokens (data source: Coingecko)
GAME
Developed by the Virtuals team, its core positioning is to provide developers with an efficient and open framework, making the development and launch of AI Agent as easy as building a WordPress website. Through Virtuals Protocol, developers can not only quickly build and deploy agents, but also tokenize them through IAO (Initial Agent Offering).
Specifically, we can understand Game as the "brain" of most AI Agents in the Virtuals ecosystem, providing power for 95% of AI Agents on the platform, and is a key factor in the rapid rise of these agents and their powerful capabilities. It can be said that it is the core engine for the continuous development and evolution of the entire Virtuals ecosystem, driving the development of various AI Agents and related projects in the ecosystem.
Just as Shopify provides infrastructure support for e-commerce, GAME provides a basic framework for autonomous agents to create and participate in agent commerce in the Virtuals ecosystem. It solves infrastructure problems and allows developers to focus on building more differentiated agent capabilities.
The current market value of the project’s token is US$235 million, with a 24-hour increase of nearly 20%.
Luna
AI virtual human launched by Virtuals Protocol. Integrating AI models and multi-modal technology, it can realize 7x24 real-time interaction on the live broadcast platform in the form of virtual idols, act like the characters in the IP, and bring users a richer and immersive experience. It can automatically manage social networking The media account, if employed by Story Protocol, takes over Story Protocol's official Twitter account and tweets as requested. In addition, Luna can autonomously execute on-chain transactions, organize activities autonomously, such as graffiti challenges, and pay bonuses from its wallet. You can also entrust other AI Agents to create content. For example, you can entrust the art AI Agent STIX to create images showing AI KOLs at a price of US$1 per image. The above demonstrates its ability in content creation and collaboration with other AIs.
The current market value of the project’s token is US$133 million, with a 24-hour increase of nearly 41%.
VaderAI
The goal is to enhance the autonomy of AI Agents so that they can perform various complex tasks. From independent hedge funds to realizing the value of KOL accounts, VaderAI proposed six application directions, covering multiple fields such as on-chain arbitrage, game NPC guilds, and customer support.
Taking investment as an example, VaderAI plans to open multiple Investment DAOs, and each DAO will be responsible for investment management by an AI Agent. These AI Agents rely on their data analysis, market insights and decision-making capabilities to provide professional support and guidance for Investment DAO's investment activities, and will share 20% of investment income with VaderAI. At present, VaderAI's Investment DAO related modules have not yet been fully implemented, and actual investment and purchase operations have not yet been carried out.
The current market value of the project’s token is US$62 million, with a 24-hour increase of nearly 30%.
Sekoia
The full name is Strategic Ecosystem Knowledge and Opportunity Investment Agent, which means strategic ecological knowledge and opportunity investment agent. It is committed to innovating the traditional venture capital model through AI technology, becoming an ecosystem fund for Virtuals, promoting the growth of the AI ecosystem, and realizing the concept of "AI investing in AI". It is based on a large number of small investments and conducts behavioral data analysis through an efficient evaluation engine. The project can automatically execute investment transactions through multi-dimensional information collection and smart contracts.
The current market value of the project’s token is US$33 million, with a 24-hour increase of nearly 5.7%.
ikB
AI Agent aims to analyze hot spots and trends in the encryption market through artificial intelligence, provide users with accurate market trend predictions and sentiment analysis, and help users quickly seize market changes and potential investment opportunities.
It uses AI Agent technology to integrate real-time data from more than 400 KOLs and social media, and conducts in-depth mining and analysis of these data through its own proprietary engine to extract valuable market information and trend predictions to provide investment insights. used by.
The current market value of the project’s token is US$330 million, with a 24-hour increase of nearly 8%.