In the morning, I checked AXR @ AIxVC_Sxelrod. Tell me the reason. 1/The positioning of AIXVC in the Virtuals ACP ecosystem ACP (Proxy Business Protocol) is one of the directions currently being promoted by Virtuals Protocol, with the core goal of solving information asymmetry, low efficiency, and trust issues in traditional financial transactions through multi-agent collaboration. ACP's applications are divided into two main directions: on chain transactions and social media content generation. This article focuses on the first direction, mainly discussing the positioning of AIxVC in transaction groups on the ACP chain. AIxVC: The C-bit in the ACP on chain transaction cluster According to official disclosure, the members of the Virtuals AI Dream Team include: AIXVC: Evaluate user risk status, allocate capital to low-risk return cultivation, medium risk liquidity pools, or personally engage in high-risk transactions. AIXBT/Velvet Unicorn/DEGENC/TRUST/SWARM/Athena: Find popular tokens and price signals to provide real-time alpha for AIXVC. Loky: Responsible for whale tracking, developer wallet insights, and CT sentiment. BevorAI: Audit smart contracts and be responsible for security. Moonwell&ChillFi: Providing stable income for individuals with low to moderate risk preferences. The role of AIxVC is similar to that of a fund manager in traditional hedge funds, integrating multiple data sources and strategies, and occupying the central and C-position of the system. 2/AXR Token Economics and Valuation Analysis AXR's positioning in the AIxVC ecosystem AIxVC is the next-generation on chain transaction underlying driven by AI, built around four core product lines: AI agent copying transactions (already online) Axelrod AI Hedge Fund (beta version to be released soon): Axelrod is a multi agent hedge fund of AIxVC, driven by AXR tokens. Smart Money/Whale Copy Trading AIxVC Institutional Portfolio Management In my personal understanding, AIxVC can benchmark against previous projects such as Unibot, which have the potential to revolutionize user transaction behavior and methods at the "gateway" level. The difference is that AIxVC has a higher narrative ceiling and greater difficulty in product construction. At its peak, Unibot had an FDV of around $200 million. Another question is, how is AXR valued? AIxVC has multiple product lines, and AXR is the token for Axelrod, one of them. According to official statements, 'other products may introduce independent access mechanisms or operate without tokens'. So, AXR cannot be regarded as the parent currency of the AIXVC ecosystem. Considering the current popularity of AXR (over fundraising by 19 times) and the horizontal comparison with other Genesis Launches tokens such as ROAST BIOS, a $10 million FDV should easily surge up. Finally, the above are personal speculations and may not be accurate. Don't take it as investment advice.