Some readers mentioned in the comment section that they haven't seen me share updates about Virtual for a while.

In fact, I have been keeping an eye on the developments of Virtual, monitoring the new projects launched daily and the progress of ACP. Because aside from this ecosystem, I really have little interest in other ecosystems.

A long time ago, I shared an interesting phenomenon that often occurs in the investment field in an article:

Often, projects that investors pay particular attention to at the beginning may have very average subsequent developments, while those projects that were initially not favored can later achieve remarkable success.

Recently, there have been two projects in the Virtual ecosystem that exemplify this phenomenon.

One is Mamo, and the other involves a video generation project related to adult content.

Mamo was launched during a time when Virtual was actively launching new projects. In my impression, there were projects with much higher popularity both before and after it. Therefore, its attention at that time, although present, was not high.

At that time, I also looked at the introduction of this project, and my impression was that it was an AI Agent similar to strategic financial management. Perhaps it was due to my fatigue with DeFi projects, or perhaps I just couldn't understand what it was really doing, so I had no interest in it and simply skipped over the project.

Later, the project team generously airdropped tokens to many users in the Virtual community, which did increase my impression of the project a bit.

Aside from that, there were no other impressive features about this project.

Recently, however, the project made significant progress: it was integrated into Coinbase's new application, Base App. With it, users can earn interest automatically on stablecoins stored in their Coinbase wallets, somewhat similar to the function of Yu'e Bao in Alipay.

With this news, the project's fully diluted market cap surged to over $100 million, almost catching up with the established AIXBT. Compared to other DeFi AI Agents that had been popular in the Virtual ecosystem over the past few months, it is undoubtedly the dark horse—both in terms of recognition and market cap.

I have always been cautious about DeFi AI Agents in the Virtual ecosystem, not because I am pessimistic about this field, but because I am not very optimistic about the areas that the community highly praises. On the contrary, I am more optimistic about some niche areas, such as betting and adult content.

Recently, there have been quite a few projects in these two categories launched, and I have been tracking them. There is one betting project that is currently on the rise, but the adult content projects seem to have quieted down after their initial hype.

However, in the past few days, an adult content project suddenly gained fame. Interestingly, this project is not one of those AI Agents that were previously favored by the community, but rather a seemingly ordinary video production AI Agent.

I had also looked at this project before, but my first impression was basically negligible; I only remembered it was an AI Agent for making videos.

When I saw this project, I thought:

What is this? Just find an application similar to Sora and put a shell on it, right? Perhaps you don't even need a shell; there are probably plenty of ready-made applications on the market that can be used directly.

Are such projects even worth launching?

Based on this impression, I didn't look into it in detail and filtered it out directly.

Unexpectedly, just in the past few days, this project suddenly came to prominence. The reason is that it met a certain user's demand for adult videos and exploded in popularity. I haven't watched the videos, but based on online comments, aside from a few shortcomings, the overall evaluation is quite good.

The project's sudden popularity has caused polarized reactions in the Virtual community. Some users believe this project will have a negative impact on the Virtual ecosystem; others argue that since this is a permissionless platform, such demands are the needs of a certain segment of users, and fulfilling this demand is perfectly fine.

The project team's response was quite calm and composed (essentially saying):

We are not producing adult content; we are just creating content that satisfies personal emotions.

I have always said that whether this round of new projects in Virtual and ACP can drive the entire ecosystem depends on whether it can produce AI Agents that meet real and urgent needs. This tolerance period is not long, probably just a few months. If such AI Agents cannot be produced within a few months, the Virtual ecosystem will be in danger.

Now it seems that although there are these two newly emerged projects, their overall scale and influence are still quite limited, and more larger projects need to appear.

So I will continue to patiently wait for a while longer.

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