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.