RWAI by Virtuals价格

🟦 最近24小时在Base上的AI顶级赢家 谁在你的关注列表中领先？👇 🔹 $BILLY | @AskBillyBets 🔹 $AIBRK | @AI_BRK 🔹 $BUY | @BuyfiApp 🔹 $SAGE | @0xSimulation 🔹 $TIBBIR | @ribbita2012 🔹 $BOOKIE | @Bankrolled_app 🔹 $ELYTRA | @Elytra_Virtual 🔹 $LEGEND | @LegendAI_Agent 🔹 $1000X | @1000xAgent 🔹 $RWAI | @RWAIAgent

Virgen Points — @virtuals_io Genesis 启动趋势 - 每个项目所需的最大分配点数从200-600k点增加到最近项目（Whimbet & Burnie）的800k-1.7mn点 - @AIxVC_Axelrod 成为最受关注的项目，已经贡献了211mn点（距离销售结束还有大约2小时）。你需要花费接近3mn点才能获得最大分配。 - 在这里花费点数没有意义，因为每点花费的回报可能很低。 我通过计算每点花费的ATH估值（将估计的FDV $15mn除以总贡献点数）得出了每点花费的回报——在TGE购买可能提供更好的进入点，因为只有贡献数百万点的顶级贡献者才能获得显著的供应量（0.5%） - 通常，每个Virgen点的价值在$0.012 - $0.034之间。点数的价格保持在一个稳定的范围内，但贡献给项目的点数数量继续快速增加=你在每个新的热门启动中获得的分配会减少=较低的进入规模 - 最大锁定你的$VIRTUAL到veVIRTUAL会有帮助吗？绝对会。最初，每天有15m-19m点数分配给流通中的所有$VIRTUAL（650mn代币）。现在相同数量的点数分配给1.35mn veVIRTUAL（你自己算算吧，哈哈） - 锁定2年是否有意义？这真的取决于你对生态系统的信心。 如果你认为Virtuals可以继续吸引建设者在Genesis Launch上推出独特项目，并且你可以获得比你质押的更多的价值，那么当然可以。 如果不是，最好保持你的$VIRTUAL流动性，或者锁定较短的时间，或者只最大锁定你$VIRTUAL的一小部分 玩Virgens时要开心 我将在我的Substack上分享我的策略，告诉那些感兴趣的人我计划如何操作 （分析假设所有项目的$VIRTUAL价格相同，以排除$VIRTUAL价格对项目ROI的影响）

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.