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



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%. 🥶
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$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
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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
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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



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