Interpretation of Virtuals Ecosystem Token Data and Project Business (Market Value 10-100 Million US Dollars)

hi (@Assassin_Malvo)

Original Title: Odaily Planet Daily (@OdailyChina)

Author: Nan Zhi (@Assassin_Malvo)

On December 17, the Virtuals Protocol token VIRTUAL broke through 3 USDT, with a market value of 3 billion USD. Among the tokens mentioned in the Solana AI narrative interpretation article " ARC Quick Pass 30 Million Market Value, One Article to Understand the Narrative of New AI Tokens ", the "doing" type or AI with actual products and applications has risen the fastest.

Therefore, in this article, Odaily Planet Daily will interpret the token data and the project business behind the tokens with a market value ranging from 10 million to 100 million US dollars in the Virtuals ecosystem.

VaderAI

Data Overview

The highest market value is 55 million USD, and the current market value is 28.4 million USD.

What problem does VaderAI solve?

According to VaderAI, AI Agents have reached a new stage of development and can perform complex tasks autonomously. Specifically, VaderAI believes that AI Agents can generate income through IP (in fact, KOL influence monetization) or financial speculation and puts forward 6 potential application scenarios: autonomous hedge funds, AI Agent-based KOL organizations, on-chain arbitrage operations, game NPC guilds, customer support solutions, video games, entertainment content production, etc.

What is VaderAI doing?

Autonomous trading AI: At present, VaderAI itself is an AI Agent that can autonomously trade AI Agent tokens. The white paper states that more Investment DAOs will be opened in the future, and each DAO will be managed by an AI Agent and share 20% of the fees with VaderAI. (At present, this module has not been implemented, and no actual purchase operations have been carried out. The official form data is "N/A".)

AI KOL: VaderAI independently operates its account on Platform X and interacts with the cryptocurrency community through tweets, comments, quotes, and forwarding. At present, VaderAI mainly publishes content such as AI Agent token index, hot token broadcast, and token movements.

Token Staking

Staking tokens is a prerequisite for participating in Investment DAO. Every 100,000 VADER staked can invest 1 SOL. In addition, it is possible to become the airdrop standard for other tokens in the VaderAI ecosystem.

Although the token ranks among the top in terms of trading volume, market value, and number of addresses, it has significant risks. This section is only used for data listing and reference.

Data Overview

The highest market value is 29 million USD, and the current market value is 21.2 million USD.

AI Introduction

According to the token introduction on the Virtuals page: “Prefrontal Cortex Convo is designed to have meaningful, dynamic conversations. It integrates perception, long-term memory, and decision-making capabilities to provide personalized, contextual responses. Unlike traditional agents, it consciously decides how to respond, can engage in deep conversations, retain information across sessions, and make autonomous decisions. It is currently powering more than 200 agents and has handled more than 1 million requests in its first two months.”

Risk Warning

Apart from this introduction, the AI has no official promotion, white paper or other credible official endorsement, and most of the transaction addresses are robots.

Data Overview

The highest market value is 55 million USD, and the current market value is 19.1 million USD.

Project Business

According to Sekoia, traditional venture capital relies on a few unicorn investments to obtain returns, while Sekoia will establish an AI-based venture capital (VC) system to create value through a large number of small but predictable returns.

Projects seeking investment can use Telegram's automated submission system. Developers submit Agent information, and the evaluation engine collects multi-dimensional performance data. If the standards are met, the smart contract automatically executes the investment transaction and deploys resources.

The author attempted to submit Sekoia's white paper to its “Telegram automated submission system” on Tuesday, but has not received any response so far.

Data Overview

The highest market value is 55 million USD, and the current market value is 13.9 million USD.

Project Business

AI evaluation system: Generates indicators such as trust scores and AI scores to help determine the credibility and degree of artificial generation of Agent content.

Multi-dimensional evaluation method: The evaluation of AI Agent comes from Bittensor (accessing specific subnets to determine the possibility of AI generation of content), Kaito (obtaining facts, insights and sentiment analysis), user interaction data (optimizing scoring algorithms and agent behavior), etc. for comprehensive evaluation.

Modular Improvement: With modular design, each component can be updated, replaced or expanded independently, and can evolve with the development of data sources and agent ecosystems. Developers and community members are allowed to improve scoring criteria,