我已经好久一段时间没有关注到 @virtuals_io 生态了
原因6月初的时候,可能因为某一个代币解锁没有算清楚,直接进入TP冷静期,然后就十几天没有涨分。
浅浅说说我对 @virtuals_io 积分当前的看法:
1、首先,这是一个33模型,积分、代币的三三模型。质押代币获得积分,积分打新获得新代币,理论上有好的AI产品打新,积分就会很有价值。
2、说到好的AI产品,最近两周,真的没有发现 virtual生态跑出来什么新的、又有很强实用性的AI产品。5月份的焰火绽放的太绚烂
3、说到好的AI产品,其实还是有一些的,但真的不多,列几个我很喜欢的:
@polytraderAI ,AI收集市场信息辅助在polymarket下注
$BRAIN ,AI辅助在hyperliquild进行跟单交易、合约交易
至于最近很火热的 $IRIS ,产品定位AI审计,这个不就是 $CFX 正在做的事情吗... @ChainFoxHQ
产品功能差不多的情况下,一个开盘就60m市值,一个2m市值,且已经发现了多个项目的合约漏洞、产品漏洞。
RhFVq1Zt81VvcoSEMSyCGZZv5SwBdA8MV7w4HEMpump
4、简单点,赚钱的方式简单点,套了一堆概念一堆帽子的项目请离远一点



Here's what you need to know about @virtuals_io Genesis data in the near future
Let's start with the conclusion: there is no need to worry too much about 👀 it at the moment
💡Since June 10, the total number of points issued per day has been 190M -> 324M, an increase of 70.5%.
In other words, if your score does not increase more than this percentage in the past few days, it is a regression, and my personal score growth is 60.7%. 🥶
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$VIRTUAL relevant data
Currently, more than 20M Virtual(committed) are participating in the launchpad, and the circulating supply is currently 654M
It can also be seen here that the sale of $IRIS on June 11 did usher in the largest amount of investment, with a single investment exceeding 1M virtual
SEVERAL LARGER WITHDRAWAL DAYS STARTING ON MAY 21 (VIRTUAL UNSTAKING)
contain
May 21st: 1.1M (1.7M stake on the day)
June 4th: 2.3M (860K staked on the day)
This is the biggest withdrawal day 🩸 in recent times
June 9th: 1.3M (2.9M 💥 staked on the day)
June 11th: 1.4M (1.1M stake on the day)
We'll see it better with another @hashed_official Dune
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The number of daily active wallets has been declining since June 11
Jun 11 14K -> Jun 14 6.4K (-55%) 📉
I put the above few Dune links in the message office, if you are interested, you can refer to it
s/t to @JDHyper @hashed_official
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Judging from the current data, there is no need to worry too much, because there are not a lot of exits, and of course the active index needs to be watched
The first point to watch is perhaps the end of June to see if the wealth effect of IRIS has been digested (and it is expected that someone will quit)
If it can survive the current stage, the follow-up test will be whether the virtual ecosystem can continue to find a good team to keep the flywheel spinning
Seeing that @Metabape shared earlier, I think there are a few points that are reasonable
1️⃣ The weight of secondary trading should be greatly increased, that is, the real buying part, to stimulate income and trading volume, which is also the most basic of the ecosystem
2️⃣ The transaction itself has nothing to do with the fundamentals of the project, the current quality is still insufficient, and it cannot be denied that Virtual is indeed the best AI agent launchpad on the whole network (the others are almost dead)
However, more players need to be brought into the game, and moving towards "protocol revenue", "incentivising token holders", and even "new narratives" is definitely a good thing for everyone
So far, I think the niche of @aixbt_agent @VaderResearch is firmly established, but we need more of these roles!
In this way, we can go further like other DeFi Cash Cows in the Ethereum ecosystem, @pendle_fi, @0xfluid, @MorphoLabs These teams basically earn more than 1M a month
Also echoing @S4mmyEth earlier tweets
Opensea led the NFT boom in 2021
Virtual is seen by more players and teams with the boom of ai agent, and there is still an ACP (Agent Commerce Protocol) big move that has not yet been released, and the track of AI agent is still growing
That's the multi-million dollar asymmetric opportunity.
Keep doing it
☑️ Find potential teams
☑️ Look for eco-coins with good fundamentals
☑️ Lay out the next 5-10x coins



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