Virtuals announces $48 million ecosystem buyback plan. Which projects benefit the most?
Original | Odaily Planet Daily ( @OdailyChina )
Author: Azuma ( @azuma_eth )
On the evening of January 15, Virtuals Protocol, a leading AI Agent issuance platform, announced a major ecological repurchase plan.
Specifically, Virtuals Protocol announced that it has accumulated 12,990,427.85 VIRTUAL tokens through post-bonding transaction fees since October 16, which is worth approximately $48 million at a unit price of $3.7. All of these fees will be repurchased and destroyed based on the time-weighted average price (TWAP) of major AI Agent tokens in the Virtuals Protocol ecosystem within the next 30 days.
Influenced by this good news, the Virtuals Protocol ecosystem generally rose sharply today. As of 10:20, the representative projects increased as follows:
VIRTUALs market value is now $3.7 billion, up 27.8% in 24 hours;
aixbt by Virtuals (AIXBT) has a market value of US$764 million, up 42.56% in 24 hours;
GAME by Virtuals (GAME) has a market value of US$247 million, up 28.23% in 24 hours;
VaderAI by Virtuals (VADER) has a market value of $108 million, up 29.71% in 24 hours;
Luna by Virtuals (LUNA) has a market value of $87 million, up 25.5% in 24 hours;
Prefrontal Cortex Convo Agent by Virtuals (CONVO) currently has a market value of US$53 million, with a 24-hour increase of 61.55%.
Specific repurchase details
While announcing the repurchase plan, Virtuals Protocol also disclosed the specific repurchase details. A total of 50 AI Agent tokens were included in the repurchase list. The specific repurchase list and amount are as follows:
GAME: 1616443 VIRTUAL
CONVO: 1106759 VIRTUAL
AIXBT: 881921 VIRTUAL
SEKOIA: 712488 VIRTUAL
MISATO: 690345 VIRTUAL
VADER: 435857 VIRTUAL
SAINT: 401197 VIRTUAL
VU: 259376 VIRTUAL
AIRENE: 254053 VIRTUAL
GLUTEU: 224240 VIRTUAL
POLY: 216208 VIRTUAL
NFTXBT: 178819 VIRTUAL
CYI: 177427 VIRTUAL
MUSIC: 159932 VIRTUAL
GUAN: 152468 VIRTUAL
SQDGN: 146837 VIRTUAL
VIRTU: 145768 VIRTUAL
SAM: 132681 VIRTUAL
H4CK: 125718 VIRTUAL
POD: 108395 VIRTUAL
AIXCB: 103523 VIRTUAL
PH: 92201 VIRTUAL
SERAPH: 91348 VIRTUAL
WAI: 88328 VIRTUAL
CALLS: 86714 VIRTUAL
GEKKO: 81219 VIRTUAL
BRO: 78450 VIRTUAL
ACOLYT: 77611 VIRTUAL
101 : 74359 VIRTUAL
FREYA: 74232 VIRTUAL
WHIP: 65445 VIRTUAL
ECHO: 65414 VIRTUAL
NIKITA: 61123 VIRTUAL
ATHENA: 59708 VIRTUAL
REX: 9617 VIRTUAL
PANIK: 58121 VIRTUAL
DEGENC: 57800 VIRTUAL
SPLOOT: 51688 VIRTUAL
DORA: 50580 VIRTUAL
TAOCAT: 50380 VIRTUAL
AIBLKS: 49092 VIRTUAL
LOKY: 48381 VIRTUAL
SATOSH: 47185 VIRTUAL
AIYP: 46797 VIRTUAL
JOE: 46734 VIRTUAL
INTERN: 46164 VIRTUAL
WEBSIM: 43632 VIRTUAL
PUPAI: 42384 VIRTUAL
DREAM: 41751 VIRTUAL
TRUST: 39940 VIRTUAL
Which projects are most profitable?
Shortly after the Virtuals Protocol announcement was released yesterday, on-chain analyst hitesh.eth conducted further calculations on the repurchase strength of different projects and their corresponding market capitalization share.
As shown in the previous list and this chart, in terms of absolute amount, the five ecological projects with the largest buybacks in this round of Virtuals Protocol are:
Virtuals Protocol is the crown prince and the ecological framework GAME;
CONVO, another major infrastructure of Virtuals Protocol ecosystem;
AIXBT, the AI Agent project with the highest mental performance in the industry;
On-chain AI fund project SEKOIA;
Set up a very detailed character AI agent project MISATO;
From the perspective of the ratio of repurchase amount to market value, some projects with smaller market value actually have a greater favorable impact - the pre-repurchase amount of some projects even exceeds the circulating market value at the time of the announcement. Combined with hitesh.eths statistics, it can be seen that the projects with the greatest repurchase amount/market value benefits are: PUPAI, MISATO, WHIP, SATOSH, and POD.
Judging from the actual market performance, these projects have also been at the top of the ecosystem growth list since the announcement. GMGN data shows:
PUPAIs 24-hour increase exceeded 1,200%;
MISATOs 24-hour increase exceeded 549%;
WHIP 24-hour increase exceeded 893.8%;
SATOSHs 24-hour increase exceeded 200.8%;
PODs 24-hour increase exceeded 320.5%;
Considering that the repurchase of Virtuals Protocol has not really started yet (next 30 days), the Virtuals Protocol ecological tokens in the expected list will generally have strong buying support in the future market, and are expected to maintain good price performance. However, considering that the FOMO sentiment from last night to now has driven a round of explosive pull in the short term, investors also need to pay attention to the risk of callback volatility after a short-term increase.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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