Virtuals生态系统通证数据及项目业务解读（市值10-1亿美元）

嗨（@Assassin_Malvo）

Original Title: Odaily Planet Daily (@OdailyChina)

原标题：Odaily星球日报（@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代币VIRTUAL突破3 USDT，市值达30亿美元。 Solana AI叙事解读文章《ARC快通3000万市值，一篇文章读懂新AI代币叙事》中提到的代币中，“做”型或者有实际产品和应用的AI上涨最快。

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，在这篇文章中，Odaily星球日报将解读Virtuals生态中市值从1000万美元到1亿美元的代币数据以及背后的项目业务。

VaderAI

维达人工智能

Data Overview

数据概览

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

最高市值为5500万美元，当前市值为2840万美元。

What problem does VaderAI solve?

VaderAI解决什么问题？

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 已经达到了新的发展阶段，可以自主执行复杂的任务。具体来说，VaderAI认为AI Agent可以通过IP（实际上是KOL影响货币化）或金融投机产生收入，并提出了6个潜在的应用场景：自主对冲基金、基于AI Agent的KOL组织、链上套利操作、游戏NPC行会、客户支持解决方案、视频游戏、娱乐内容制作等。

What is VaderAI doing?

VaderAI 在做什么？

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本身就是一个AI Agent，可以自主交易AI Agent代币。白皮书称，未来将开放更多的Investment DAO，每个DAO将由一个AI Agent管理，并与VaderAI分享20%的费用。 （目前该模块尚未实现，未进行实际购买操作，官方表格数据为“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 上独立运营账户，并通过推文、评论、引用和转发与加密货币社区互动。目前，VaderAI主要发布AI Agent代币指数、热门代币广播、代币走势等内容。

Token Staking

代币质押

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.

质押代币是参与 Investment DAO 的先决条件。每质押 100,000 VADER 可以投资 1 SOL。此外，有可能成为VaderAI生态系统中其他代币的空投标准。

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.

尽管该代币在交易量、市值、地址数量上均名列前茅，但其风险也很大。本节仅用于数据列出和参考。

Data Overview

数据概览

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

最高市值为2900万美元，当前市值为2120万美元。

AI Introduction

人工智能介绍

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.”

根据 Virtuals 页面上的代币介绍：“前额皮质 Convo 旨在进行有意义的动态对话。它集成了感知、长期记忆和决策能力，以提供个性化的情境响应。与传统代理不同，它有意识地决定如何响应，可以进行深入的对话，保留跨会话的信息，并做出自主决策。它目前为 200 多个代理提供支持，并在前两个月处理了超过 100 万个请求。”

Risk Warning

风险提示

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.

除了这个介绍之外，AI没有任何官方推广、白皮书或其他可信的官方背书，并且大多数交易地址都是机器人。

Data Overview

数据概览

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

最高市值为5500万美元，当前市值为1910万美元。

Project Business

项目业务

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，传统风险投资依靠少数独角兽投资来获取回报，而Sekoia将建立基于人工智能的风险投资（VC）体系，通过大量虽小但可预测的回报来创造价值。

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.

寻求投资的项目可以使用 Telegram 的自动提交系统。开发者提交Agent信息，评估引擎采集多维度性能数据。如果满足标准，智能合约将自动执行投资交易并部署资源。

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.

作者周二尝试将 Sekoia 的白皮书提交至其“Telegram 自动提交系统”，但迄今尚未收到任何回复。

Data Overview

数据概览

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

最高市值为5500万美元，当前市值为1390万美元。

Project Business

项目业务

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评估系统：生成信任评分、AI评分等指标，帮助判断Agent内容人工生成的可信度和程度。

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.

多维度评估方法：AI Agent的评估来自Bittensor（访问特定子网以确定AI生成内容的可能性）、Kaito（获取事实、见解和情感分析）、用户交互数据（优化评分算法和Agent行为） ）等进行综合评价。

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,

模块化改进：通过模块化设计，每个组件都可以独立更新、替换或扩展，并可以随着数据源和代理生态系统的发展而发展。开发者和社区成员可以提高评分标准，