Updated Virtuals Genesis Tier List 🐒
Tier 1:
N/A
Tier 2:
🟢 ROBOT → Led by a PHD student studying at a world-class university and is endorsed by Kaito/Virtuals/Bittensor early investor Jasmine. Robotics narrative is hot. That said I’m not sure what problem the business aims to solve or whether the team will be able to ship it – I’m not a domain expert to evaluate. They didn’t want to come to the spaces and I completely respect their decision.
🟢 NAINCY → Nancy Peloisi memecoin + copytrading agent. Incubated by the group that incubated YGG, SOVRUN and more. We wanted to launch this one as a VaderAI EAO in the past.
Tier 3:
🟡 BOOKIE → Sports betting app. Despite being a Virtuals hackathon project, I am not 100% sold on this one. I don’t understand what a sportsbook run by AI Agents mean – at the end of the days, its all ML algos. And the focus area seems to be the consumer app rather than the underlying models (vs Billy/Sporttensor). Also there is almost 0 information about the founders - meaning they choose to not dox themselves. Would be great to host spaces with them and have Billy & Tracy devs as co-hosts to learn more.
🟡 CAP → DeFi team, I don’t have a strong view on this one. Botted X engagement and product not seeming incredibly innovative makes me a bit worried.
🟡 MELLO → OnlyCall founder Sid, who is a very nice guy, is also the cofounder of this project, and the other cofounder’s X account only has 20 followers. The product seems like a good idea but its execution is pretty hard. Based on this preliminary analysis, I’ll keep this in Tier 3.
🟡 AIN → The team has reached out to me and provided their documentation, LinkedIn profiles and previous work. They used to do outsourced software development so no concern on whether they can ship. That said I still don’t know them that well so hard to endorse as Tier 2.
Tier 4:
🔴 FATAL → Led by an employee at Irys – potentially lacks commitment.
🔴 XOE → Founder previously launched a token under the same name, its trading around $50k FDV.
🔴 VERDANT → Already has a live token on Abstract
🔴 HUB → Pass
🔴ONEIRO → Pass
🔴ORB → Pass
🔴 CALORIES → Pass
Appendix:
🟢 → APE
🟡 → DYOR
🔴 → PASS
9,5 rb
0
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