Market value reaches 5 billion USD, analysis of the popular narrative in the VIRTUAL ecosystem

Author: Nan Zhi, Odaily Planet Daily

In the article "VIRTUAL Market Cap Reaches $3 Billion, What Stories Are AI Projects in the Ecosystem Telling?" published on December 19, we summarized the narratives behind the million-dollar market cap projects within the Virtuals Protocol ecosystem, concluding that the most mainstream direction at that time was "AIXBT in Various Fields," including AIXBT in Web3 gaming and NFTs.

In the article "An Overview of Six New Leading AI Projects, What Concepts Are Hotly Pursued by the Market?" published the day before yesterday, we can see that the mainstream AI project direction on Solana has shifted from AI Meme to "AI Development Tools, Frameworks," and the application of AI in fields outside of Crypto, such as paper review and event prediction.

Today, the market cap of VIRTUAL has reached $5 billion, breaking the market cap ceiling while the lower limit has also risen significantly (reflected in the substantial increase of tokens with a market cap above $10 million). Which mainstream narratives are currently most favored by the market? We will summarize and review them in this article.

aixCB

Data Overview

Highest market cap of $120 million, current market cap of $110 million. (Current actual circulation is 50%, with the remaining tokens to be gradually unlocked after one year)

What Problem Does aixCB Aim to Solve?

aixCB believes that startup projects face a series of challenges in initiation and growth:

• Limited early funding: AI, AI Agent, and DeSci projects in the early stages often struggle to secure sufficient startup capital, limiting project initiation and early development.
• Resource gaps: Project founders generally lack guidance from industry veterans and effective marketing support.
• Lack of exposure: Highly potential projects struggle to gain sufficient exposure, making it difficult to attract users and investors, hindering project promotion and acceptance.
• Centralization barriers: Traditional investment models create numerous bottlenecks in the rapidly evolving AI and DeSci fields, limiting open collaboration and innovation.

How Does aixCB Plan to Solve This?

• Provide strategic funding: Invest strategic capital in highly potential projects, enabling them to have the necessary capital to bring ideas to fruition.
• Offer expert guidance: Leverage a vast network of industry leaders and successful founders to provide comprehensive guidance and support for projects.
• Utilize AI assistance: Use AI investment agents to provide customized insights for projects.

Special Design

• Sub-projects need to pair with AIXCB to form liquidity pools, aimed at reducing circulation and enhancing liquidity.
• Tokens can earn passive income from the staking pool.

Risk Warning

aixCB claims to have over ten years of experience in blockchain and possesses strong resources, but currently, there are no actual projects that have been launched, and it has already risen to $100 million, showing obvious signs of market manipulation.

TAOCat

Data Overview

Highest market cap of $53 million, current market cap of $43 million.

Project Business

Launched jointly by Masa and Virtuals Protocol, developed based on multiple Bittensor AI infrastructures, including Masa Bittensor Subnet 42, which is used to obtain real-time X platform tweet data and improve models; Bittensor Subnet 19, which enhances AI personalization performance, etc.

Masa is a decentralized network focused on user personal data, having raised a total of $17.65 million. The backgrounds of TAOCat, Masa, and Virtuals Protocol have been officially verified, making it one of the few projects with a strong background.

Additionally, it is worth noting that TAOCat has clearly orchestrated a massive collective promotion by KOLs, and readers can refer to the tweets that were batch retweeted by official accounts on December 31. (Based on the author's subjective judgment, this batch of KOLs belongs to the high-quality type, but there has been no significant price reaction.)

Neurobro

Data Overview

Highest market cap of $43 million, current market cap of $41 million. The team publicly holds 10% of the tokens, while six wallets with no purchase records hold 30.6% of the tokens.

AI Introduction

Based on AI insights sharing, currently launched on platforms such as X, TikTok, and Instagram.

Freya

Data Overview

Highest market cap of $55 million, current market cap of $34.4 million.

Project Business

Freya is primarily an AI character and IP in the game "Starfall Chronicles." The game manual mentions that the Freya token will become the utility token of the game, but details have not been disclosed.

Starfall Chronicles is an AI-driven Roguelike RPG game produced by Rosentica, set to launch on Immutable.

Gekko AI

Data Overview

Highest market cap of $39 million, current market cap of $30 million.

Project Business

Gekko AI is launched by Axal, whose flagship product is the AI-based trading assistant Autopilot. After users set a series of parameters, AI automatically executes trades for them. Gekko AI is the version of Autopilot issued on Virtuals Protocol.

Gekko AI itself is not particularly remarkable; the key lies in the developer Axal, which completed a $2.5 million seed round financing on October 31, 2024, led by CMT Digital, with participation from a16z.

H4CK Terminal

Data Overview

Highest market cap of $27 million, current market cap of $23 million.

Project Business

H4CK Terminal is a white-hat AI Agent that will continuously scan for contract vulnerabilities and compete on bounty platforms such as ImmuneFi and Sherlock to earn rewards. Additionally, community members can actively interact with H4CK Terminal to analyze and share potential vulnerabilities, then receive 50% of the bounty for any identified vulnerabilities.

Related Tools

The tools mentioned in the previous article include: BananaGun and Maestro, which allow users to purchase tokens directly with ETH on the internal market; GMGN, a token and address information tool; and UniversalX, which supports other ecosystem users to purchase Base ecosystem tokens with SOL and other tokens.

A new coin information push channel launched by the project Virtu on Virtuals, where users can view two channels, "New tokens!" and "New Red Pills," after joining the official TG. The former will push all Virtuals tokens, while the latter will only report tokens that have completed internal market launches. There is also a "Rug Alerts" channel that pushes dev selling information, but it is of little value.

The angle analysis tool Find Angle can search for tweets based on user-input contracts on platform X and summarize the concepts behind the tokens, including but not limited to Virtuals Protocol ecosystem tokens. It can summarize and analyze any publicly available information, but the quality of the output depends on the accuracy and comprehensiveness of the public information.