Virtuals生態系通證資料及專案業務解讀（市值10-1億美元）

嗨（@Assassin_Malvo）

Original Title: Odaily Planet Daily (@OdailyChina)

原文標題：Odaily星球日報（@OdailyChina）

Author: Nan Zhi (@Assassin_Malvo)

作者：南植（@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.

12月17日，Virtuals Protocol代幣VIRTUAL突破3 USDT，市值達30億美元。 Solana AI敘事解讀文章《ARC快通3000萬市值，一篇文章讀懂新AI代幣敘事》中提到的代幣中，「做」型或有實際產品和應用的AI上漲最快。

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.

因此，在這篇文章中，Odaily星球日報將解讀Virtuals生態中市值從1000萬美元到1億美元的代幣數據以及背後的項目業務。

VaderAI

維達人工智慧

Data Overview

數據概覽

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

最高市值為5500萬美元，目前市值為2840萬美元。

What problem does VaderAI solve?

VaderAI解決什麼問題？

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.

VaderAI 表示，AI Agent 已經達到了新的發展階段，可以自主執行複雜的任務。具體來說，VaderAI認為AI Agent可以透過IP（實際上是KOL影響貨幣化）或金融投機產生收入，並提出了6個潛在的應用情境：自主對沖基金、基於AI Agent的KOL組織、鏈上套利操作、遊戲NPC行會、客戶支援解決方案、電玩遊戲、娛樂內容製作等。

What is VaderAI doing?

VaderAI 在做什麼？

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".)

自主交易AI：目前，VaderAI本身就是一個AI Agent，可以自主交易AI Agent代幣。白皮書指出，未來將開放更多的Investment DAO，每個DAO將由一個AI Agent管理，並與VaderAI分享20%的費用。 （目前模組尚未實現，未進行實際購買操作，官方表格資料為「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.

AI KOL：VaderAI 在平台 X 上獨立經營帳戶，並透過推文、評論、引用和轉發與加密貨幣社群互動。目前，VaderAI主要發布AI Agent代幣指數、熱門代幣廣播、代幣走勢等內容。

Token Staking

代幣質押

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.

質押代幣是參與 Investment DAO 的先決條件。每質押 100,000 VADER 可以投資 1 SOL。此外，有可能成為VaderAI生態系統中其他代幣的空投標準。

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.

儘管該代幣在交易量、市值、地址數量上均名列前茅，但其風險也很大。本節僅用於資料列出和參考。

Data Overview

數據概覽

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

最高市值為2,900萬美元，目前市值為2,120萬美元。

AI Introduction

人工智慧介紹

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.”

根據 Virtuals 頁面上的代幣介紹：「前額皮質 Convo 旨在進行有意義的動態對話。它整合了感知、長期記憶和決策能力，以提供個人化的情境反應。與傳統代理人不同，它有意識地決定如何回應，可以進行深入的對話，保留跨會話的訊息，並做出自主決策。它目前為 200 多個代理提供支持，並在前兩個月處理了超過 100 萬個請求。

Risk Warning

風險提示

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.

除了這個介紹之外，AI沒有任何官方推廣、白皮書或其他可信的官方背書，而且大多數交易地址都是機器人。

Data Overview

數據概覽

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

最高市值為5,500萬美元，目前市值為1,910萬美元。

Project Business

專案業務

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.

Sekoia表示，傳統創投依靠少數獨角獸投資來獲取回報，而Sekoia將建立基於人工智慧的創投（VC）體系，透過大量雖小但可預測的回報來創造價值。

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.

尋求投資的項目可以使用 Telegram 的自動提交系統。開發者提交Agent信息，評估引擎採集多維度性能數據。如果符合標準，智能合約將自動執行投資交易並部署資源。

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.

作者週二嘗試將 Sekoia 的白皮書提交至其“Telegram 自動提交系統”，但迄今尚未收到任何回應。

Data Overview

數據概覽

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

最高市值為5500萬美元，目前市值為1390萬美元。

Project Business

專案業務

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.

AI評估系統：產生信任評分、AI評分等指標，幫助判斷Agent內容人工生成的可信度與程度。

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.

多維度評估方法：AI Agent的評估來自Bittensor（訪問特定子網以確定AI生成內容的可能性）、Kaito（獲取事實、見解和情感分析）、用戶交互數據（優化評分演算法和Agent行為） ）等進行綜合評估。

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,

模組化改進：透過模組化設計，每個元件都可以獨立更新、替換或擴展，並且可以隨著資料來源和代理生態系統的發展而不斷發展。開發者和社群成員可以提高評分標準，