這兩天本來是想休息放個假的.. 大概就是一年休息個幾天的這種頻率但一早看到市場又回暖只好又爬起來了!
主要是可以明顯感覺到這次除了 DeFi 幣種一樣強勢
ai agent 也是不輸的! $VIRTUAL $AIXBT $VADER
💡 當前 @virtuals_io DAW(daily active wallets ) 維持在 4-5K 的水準, 高峰為 11 日的 14K , 對我來說算是個好訊號, DAW 沒有出現持續下降的跡象
生態要有活力果然還是要拉盤啊
Virtual 昨天也貼出了月度更新, 分享幾個有意思的
💡 Axelrod $AXR 先前成為了 Genesis 系列第一個空投的幣種
💡@Bizzy_agent 上線的時候 base 網路的請求量暴增了 7 倍達到 50 萬的峰值
💡從一開始用戶上限 2500 擴充至 2 萬 , 4 週推出了 16 個更新, 只能說 Virtual 團隊確實非常捲
----
上週大熱點的 $IRIS 數據
2450 個錢包最終成為 Jeet Jail 狀態 ,
78% 的錢包仍持有 $IRIS 👀 佔領取代幣總量的 70%
source @JDHyper
----
接下來 $ROOM @usebackroom 應該也是近期大家最關注的一個了, 現在官方也自己推出了一個 Yap 計畫, 只要自己綁定 X 後, 留言互動的都會成為 referral
將有 1.5% 的代幣總量分給 referral 部分
---
後續看法:我認同 @rich_adul 稍早的推文以及近期 Virtual 社群討論的幾個重點
1️⃣ 當前有特色的 agent 確實不多, 就連前幾週大熱的黑客松項目 @solacelaunch 都已經 4 天沒更新推文, 最後一篇推文則是 roadmap , 真的不該是黑客松冠軍的水準 😅
2️⃣ 積分打新遠遠不夠激勵整個生態, 二級效應也很重要, 當前可以看出不同群體的 virgen 每日積分差異大, 除了要持續把好的團隊帶進 Virtual 生態發行之外, 二級市場或許也需要用點心, 總不能多數的 token 發出來就爛了
看看今天的 DYOR token ... 報酬還比很多綠鎖的高呢 ,這也是一種賺錢方式
DYOR token 開盤可直接賣出, 不會有懲罰
當然接下來還是希望讓有著更多明確賦能的 token 帶來財富效應, 讓團隊成功出圈, 也才能繼續吸引更多新玩家進入這場遊戲


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%. 🥶
------
$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
----
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
-----
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



20.14K
1
The content on this page is provided by third parties. Unless otherwise stated, OKX TR is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX TR. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX TR is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.

