Over the past year, I have undergone a significant shift in my thinking when evaluating crypto projects:

That is, the ultimate quality of a project must return to common sense:

For service-oriented projects, there must be revenue, net profit, and the ability to generate free cash flow; for product-oriented projects, the products/assets generated must have real utility.

Based on this shift, I pay special attention to whether project teams are steering their projects in these two directions when assessing projects in the crypto ecosystem.

Most projects that purely sell emotions or tell stories without practical implementation have been excluded from my consideration.

The same applies when I look at the Virtual project; I am very focused on whether the project team's description of the project vision aligns with one of the two points mentioned above regarding actual execution.

Initially, I noticed the project team's vision for building the Virtual ecosystem: to create a "nation" composed of AI Agents, with the Virtual token serving as the currency used in this "nation."

In subsequent execution, Virtual has become the essential token for AI token liquidity pairing and a must-have token for investing in AI Agents.

This vision and the actual execution are basically in line with each other, consistent with the project team's previously publicized ideas, and align well with my expectations for project development.

Recently, the project team released a tweet stating their intention to build a profit model within the Virtual ecosystem:

First, AI Agents will generate profits through interactions with humans (i.e., A to C);

Second, AI Agents will generate profits through interactions with each other (i.e., A to A).

This is the first time I have seen the Virtual team publicly articulate the business model of the Virtual ecosystem.

I am very excited about this business model; I believe it is the only way to pull the AI + Crypto track out of the denial of "pseudo-demand" and away from the external ridicule of selling emotions.

I also look forward to the AI Agents project itself steadfastly moving in this direction, using profit, net profit, and cash flow as hard indicators and development directions for evaluating its own project, rather than merely focusing on selling emotions, locking liquidity, and manipulating token prices.

Simply selling emotions, locking liquidity, and manipulating token prices are clever tricks that cannot truly scale, strengthen, or sustain a project in the long run; such practices can only turn AI Agents into another type of meme coin wrapped in a glamorous exterior.

From this perspective, I increasingly understand why Coinbase has made a high-profile announcement to integrate BYTE into its wallet.

Although BYTE currently earns very limited profits from this on-chain ordering business, which cannot compare to the short-term effects achieved through emotional manipulation and price control, once this model is successfully implemented and begins to generate profits on a large scale, the value that AI + Crypto brings to society will become immediately apparent.

BYTE's model is a typical A to C model.

As for the A to A model, what I can currently see is the AI Agents collaboration model based on the Virtual ACP protocol.

In recent days, some AI Agent project teams have begun to release internal testing screenshots of the ACP protocol on Twitter, showing interactions between several AI Agents.

It seems that the launch of ACP is just around the corner.

Among the A to C and A to A models, I am more optimistic about the A to A model because it faces little resistance in promotion and has no real-life obstacles in implementation; it is the "social" model native to the crypto ecosystem.

If both A to C and A to A models based on crypto technology can be successfully implemented, I believe that the crypto ecosystem will attract traditional investment giants on a large scale, leading to a true explosion and disruption in the crypto ecosystem.

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