It's been a long time since I've been paying attention to the @virtuals_io ecosystem
The reason is that at the beginning of June, it may be because a certain token unlock was not calculated clearly, and it directly entered the TP cooling-off period, and then there was no increase in points for more than ten days.
Here's my current take on @virtuals_io Integrals:
1. First of all, this is a 33 model, a three-three model of points and tokens. Stake tokens to get points, points to get new tokens, theoretically have a good AI product to get new points, points will be very valuable.
2. Speaking of good AI products, in the past two weeks, I really haven't found any new and highly practical AI products from the virtual ecosystem. The fireworks in May are so gorgeous
3. When it comes to good AI products, there are actually some, but there are really not many, list a few that I like very much:
@polytraderAI, AI collects market information to assist in placing bets on the polymarket
$BRAIN, AI-assisted copy trading and contract trading in hyperliquild
As for the recently hot $IRIS, product positioning AI audit, isn't this what $CFX is doing... @ChainFoxHQ
In the case of similar product functions, one opening has a market value of 60M and a market value of 2M, and contract vulnerabilities and product vulnerabilities of multiple projects have been discovered.
RhFVq1Zt81VvcoSEMSyCGZZv5SwBdA8MV7w4HEMpump
4. Be simple, the way to make money is simpler, and please stay away from projects with a bunch of concepts and a bunch of hats



Simple sharing of the recent data you need to know about @virtuals_io Genesis
Let's start with the conclusion: there's no need to worry too much right now 👀
💡 From June 10 to now, the daily total points issued have increased from 190M to 324M, a growth of 70.5%.
This means that if your score growth in the past few days hasn't exceeded this ratio, then it's a decline. My personal score growth is 60.7% 🥶
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$VIRTUAL related data
Currently, the committed Virtual participating in the launchpad has exceeded 20M, with a current circulation of 654M.
Here we can also see that the sale of $IRIS on June 11 indeed saw the largest amount of investment, with a single investment exceeding 1M virtual.
Several larger withdrawal days (VIRTUAL unstaking) since May 21:
Including:
May 21: 1.1M (staked amount on that day 1.7M)
June 4: 2.3M (staked amount on that day 860K)
This day was the largest withdrawal day recently 🩸
June 9: 1.3M (staked amount on that day 2.9M 💥)
June 11: 1.4M (staked amount on that day 1.1M)
We can see it more clearly using another Dune made by @hashed_official.
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The number of daily active wallets has started to decline since June 11.
June 11: 14K -> June 14: 6.4K (-55% 📉)
I will put the links to several Dune in the comments, feel free to check them out if you're interested.
s/t to @JDHyper @hashed_official
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Based on the current data, there's no need to be overly concerned, as there hasn't been a large-scale exit. Of course, the active index needs to be monitored.
The first point to watch may be the end of June, to see if the wealth effect of IRIS has been fully digested (I expect that some will exit).
If we can get through this current phase, the subsequent test will be whether the Virtual ecosystem can continue to find good teams to keep the flywheel turning.
I also found several reasonable points in @Metabape's earlier sharing.
1️⃣ We should significantly increase the weight of secondary trading, which means the real buying part, to stimulate revenue and trading volume, as this is the most basic for the ecosystem.
2️⃣ Trading behavior itself is unrelated to the project's fundamentals; the current quality is still not enough. It cannot be denied that Virtual is indeed the best-performing AI agent launchpad on the entire network (almost all others have died).
However, we still need to bring more players into this game, aiming for "protocol revenue," "incentivizing token holders," and even the emergence of "new narratives" would definitely be good for everyone.
So far, I think the ecological positions of @aixbt_agent and @VaderResearch are indeed stable, but we need more roles like this!
Only then can we go further like other DeFi Cash Cows in the Ethereum ecosystem, such as @pendle_fi, @0xfluid, and @MorphoLabs, whose teams generally earn over 1M in a month.
At the same time, echoing @S4mmyEth's earlier tweet,
Opensea led the NFT boom in 2021.
Virtual, on the other hand, is allowing more players and teams to see the potential with the AI agent boom, and there’s still a big move with ACP (Agent Commerce Protocol) yet to be released. The AI agent track is still growing.
That's the multi-million dollar asymmetric opportunity.
Keep going
☑️ Look for potential teams
☑️ Look for fundamentally strong ecosystem tokens
☑️ Position for the next 5-10x token.



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