I’m no longer pounding the table on AI agent coins like VIRTUAL or GRE. The vertical ran too far, too fast; most agents are still toys with zero cash flow. VIRTUAL keeps burning supply and has real Base momentum, so a “hold with tight stops” stance makes sense. GRE, on the other hand, looks like a liquidity zombie—no dev updates, volume down 95 %, unlocks looming, exit or ignore.
$VIRTUAL – Still live product, real buy-pressure (agents must pair with it), deflationary burns. Price already up 15-20× since January → most upside captured. Hold only if you’re willing to ride high-beta swings; set stop under recent range ($0.55 on Base).
$GRE – GitHub quiet since April, volume fallen off a cliff, next unlock dumps 8 % float in two weeks. Unless they ship a major update, treat as dead money. Cut or avoid.