Original | Odaily Planet Daily (@OdailyChina)

Author | Nan Zhi (@Assassin_Malvo)

On December 17, the Virtuals Protocol token VIRTUAL broke through 3 USDT, with a market capitalization reaching 3 billion USD. The previous week, the Solana AI narrative interpretation article “ARC Rapidly Reaches 30 Million Market Cap, Understanding the New AI Token Narrative” mentioned that among the tokens, those with practical products and applications, or "doing" types of AI, saw the most rapid increase.

Therefore, this article from Odaily Planet Daily will analyze the token data and the underlying project business of tokens within the Virtuals ecosystem that have a market capitalization ranging from 10 million to 100 million USD.

VaderAI

Data Aspect

Highest market cap: 55 million USD, current market cap: 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 proposes six potential applications: autonomous hedge funds, AI Agent-based KOL agencies, 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 the Investment DAO, with every 100,000 VADER staked allowing for an investment of 1 SOL. Additionally, it may become a standard for airdrops of other tokens within 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 provided for informational purposes only.

Data Aspect

Highest market cap: 29 million USD, current market cap: 21.2 million USD.

AI Introduction

According to the token introduction on the Virtuals page: “Prefrontal Cortex Convo aims to conduct meaningful dynamic conversations. It integrates perception, long-term memory, and decision-making capabilities 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: 55 million USD, current market cap: 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 that creates value through numerous small but predictable returns.

Projects seeking investment can submit through a Telegram automated 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 yet.

Seraph

Data Aspect

Highest market cap: 55 million USD, current market cap: 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 degree of Agent content.

• Multidimensional Evaluation Method: The evaluation of AI Agents comes from a comprehensive assessment of data integration from Bittensor (visiting specific subnets 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, allowing each component to 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 standards, incorporate new data, and adjust parameters, enhancing the scoring algorithm as Agent behavior evolves.

Agent YP

Data Aspect

Highest market cap: 55 million USD, current market cap: 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 gaming.

(Note: YellowPanther previously focused on game content creation, with other major roles including advisor for Virtuals Protocol, ambassador for Mocaverse and Xai, etc.)

nftxbt

Data Aspect

Highest market cap: 55 million USD, current market cap: 7.8 million USD.

Project Business

• Project Purpose: Imitating @aixbt_agent, aiming to become 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 inquiry and monitoring, GMGN is still recommended. On one hand, GMGN provides a more comprehensive display for traders, holders, and historical data, being more user-friendly and efficient compared to the native data interface of Virtuals.

On the other hand, the number of tokens on Virtuals is significantly lower than on Solana, and the proportion of "meme" tokens is higher, so users have more time and a greater need to monitor and review the front addresses.

For users who have not yet or have had little exposure to the Virtuals and Base ecosystems, there are two pain points: VIRTUALS is too expensive and ETH is too expensive, especially the former is a necessary token for buying in the internal market.

In response, some Telegram Bots added the function of directly buying ETH for internal market purchases in early December, including BananaGun and Maestro, where the principle is that the Bot replaces the user in the trading process to convert ETH into an equivalent amount of VIRTUALS.

For users focused on the Sol ecosystem who previously did not hold ETH and do not wish to buy it for now, the corresponding universal tool on 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.

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