RWAI by Virtuals price

As predicted, $AXR became the most oversubscribed project with 300M+ points contributed / the most successful launch (76x ROI with token skyrocketed to $17M at launch) Great on paper, but sucks for Genesis Launch participants $AXR Points Value — $0.021 per point (one of the worst). You need 4m points to get full allo Contrast this with $GPTWAI — $0.038 per point if you sold at ATH ($2.7M), $0.23 per point if you sold right now. You need 360k points to get full allo For a clearer picture, you earn around $2k for 100k points spent on $AXR vs you earn around $3.7k for 100k points spent on GPTWAI Investing in Genesis Launch is not just about contributing your point on a project that's hyped w/ a good product and a good team It's about selecting a project that's not as hyped but has a tendency to perform decently well (More of this kind of analysis + how I plan to play the whole Genesis Launch in my latest Substack article "Virgenesis - The Playbook" link in bio for those interested)

Virgen Points — @virtuals_io Genesis Launches Trends ​ - # of points required for max allo continues to increase from 200-600k points contributed per projects to 800k-1.7mn in recent projects (Whimbet & Burnie) ​ - @AIxVC_Axelrod becomes the most hyped project with already 211mn points contributed already (w/ about 2 hours to go before the end of the sale). You need to spend close to 3mn points in order to get max allo. ​ - Doesn't make sense to spend points here as return per point spent is likely to be low. I've gleaned the return per point spent based on calculating ATH valuation per point spent (taking estimated FDV of $15mn divide by total points contributed) — buying at TGE might provide better entry as only the top contributors that contribute millions of points are getting significant amount of supply (0.5%) ​ - Generally, each Virgen point is worth between $0.012 - $0.034 per point. Price point of the points remain at a solid range BUT the amounts of points getting contribute to projects continue to increase at rapid pace = you'll get less allocation in each new hyped launch = lower entry size ​ - Would max lock your $VIRTUAL to veVIRTUAL help? It definitely would. Initially, 15m-19m points per day was going to all $VIRTUAL held in circulation (650mn tokens). Now the same number of points are going to 1.35mn veVIRTUAL (you do the math lol) ​ - Does it make sense to max lock for 2 years? This really depends on your conviction in the ecosystem. If you think that Virtuals can continue bringing in builders to launch unique projects on Genesis Launch for an extended period of time, and you can derive more value than the amount that you staked, then sure. If not, better keep your $VIRTUAL stack liquid OR lock it for a shorter amount of time OR only max lock a small part of your $VIRTUAL stack ​ Have fun trenching Virgens ​ I'll share my strategy on how I plan to play this later on my Substack for those interested ​ (The analysis assume same $VIRTUAL price across all projects to exclude the impact of $VIRTUAL price to the ROI of the projects)

Glad to see more DeFi projects building AI products & using @virtuals_io as the distribution after the success of @BasisOS - Jarvis by @fractality_fi (prev. Y2K Finance — launched one of the most unique products during Arb szn: exotic derivatives for pegged assets, letting users bet on the downfall or hedge against stablecoins depeg) The team pivoted last year to Fractality, focusing on basis-yield strategies vaults (similar vibes to BasisOS / Ethena). Jarvis seems to be a DeFAI abstraction layer for on-chain actions, especially cross-chain bridging, aiming to drive more TVL to Fractality vaults. Jarvis is launching on Genesis Launch in about an hour (product not yet out though). - @Maneki_DeFi by @rivoxyz (prev. Locus Finance — on-chain indexes offering top DeFi yields + one of the best UI/UX for onboarding normies into DeFi) The team pivoted to Rivo / Maneki, a DeFAI abstraction layer focused on portfolio optimization i.e. The agent recognizes your holdings and suggests strategies to optimize your stablecoins, majors, etc., so idle capital isn’t just sitting around. Maneki is launching on Genesis Launch in about a week (closed beta of the product is live for you to play around with). Hope to see more & more DeFi projects launching AI products soon! Disclaimer: Not endorsing anything here, just spotting a trend. NFA / DYOR if you decide to ape lol

Additional thoughts on Virtuals Genesis Launch / Virgen Points ​ Turns out @RWAIAgent playbook works — allocating a small part of tokenomics to KOLs at >5x starting FDV with some lockups and partial unlock at TGE. ​ End result: 1,074% oversubscribed with ~50m points contributed to the sale. If you put in 100k points, you're only getting 0.08%. To max out allocation (0.5%) on RWAI, you'd need 650k points (vs. 350k points for NIYOKO to get max allo). ​ The impact of jeet jail shenanigans combined with private round KOL hype inflates the total points, leaving small retail players with minimal allocations. ​ The upside: no one loses money on the sale. The downside: if the bug isn't fixed soon, playing this Genesis game might not be worth the opportunity cost. Better to back solid agent teams with proven products & track records. ​ RWAI playbook will likely be replicated more but this time with Virtual KOLs getting allocations (instead of outsiders). Hopefully, this comes with more transparency around tokenomics. ​ Current launchpad iteration makes it tough for bigger projects to launch — they can't raise from VCs or strategics at high valuations (for runway & operations). ​ ^ The only viable option now: launch two tokens — an agent token representing the AI agent and an ecosystem token that accrues the majority of revenue streams. (But this model isn’t sustainable long-term, as airdropping the eco token to keep the community happy often leads to dumping of the AI agent token.) ​ But... who knows, we might see more success stories of small teams hitting $100m+ valuations from launching on Genesis, and bigger teams launching AI agent tokens with a product that can sustain the PA for both tokens. ​ Genesis launches can be a goldmine — only if you play the allocation game strategically ​ Note: I blacked out the section on the right because I don't have historical data points on "Total # Points Contributed," so I couldn’t calculate point valuations for past projects. If you have this data, would appreciate it if you could share — e.g., for BasisOS, Triviagent, ho11yw00d, and other hyped launches.

The points needed for a full $VIRTUAL commit peaked at ~80K and now sit around 46K. This surge was driven by top launches on @virtuals_io, including: ▫️ $HOLLY | @h011yw00dAgent ▫️ $NYKO | @niyoko_agent ▫️ $BIOS | @BasisOS ▫️ $TRIVI | @TriviAgent ▫️ $VRUFF | @Vruff_ ▫️ $RWAI | @RWAIAgent ▫️ $PTAI | @pilot3ai ▫️ $BOLZ | @TheRealBOLZ ▫️ $AISPACE | @aispace_bot ▫️ $WINT | @WhaleintelAI How many points have you stacked?