OGDfarmer

Next on deck for me in terms of @virtuals_io launches is @useBackroom.

Backroom is a new SocialFi primitive that flips the usual model on its head: instead of creators running gated chats or managing communities, it lets people speculate on access to their signal without needing them to do anything.

I skipped friendtech entirely, and all similar products, but this one kinda allows for quality of signal and speculation to go rampant without all the hassle: no group to mod, no social contract to maintain. Tokens represent access to the value stream, not the person.

Besides, it’s on Virtual launchpad which has been on fire and lead dev is been around for a bit.

I always like simple: if someone consistently drops alpha, people will pay to stay close. But unlike past models, the creator doesn’t need to perform or engage, they just keep doing what they do. Trading fees reward them passively. Of course nfa dyor yaddayadda but imho at least worth a readup.

ETHERNUM

Aight, today in the Virtuals eco we talk a bit about my peeps @VaderResearch.

They are basically the incubator and OG generator of the @virtuals_io launchpad that so much success is having right now.

They used to be called EAO and had 3 succesfull launches, @AskBillyBets and @TheSWARM_ai in particular I really enjoyed.

But eventually they merged for a win win with Virtual’s mother launchpad: the Virtual team got an out of the box system that worked extremely well and battletested and Vader got the best points per dollar value you can buy on the market right now. $Virgen staker get 20% of the entire point supply every day, $Vader staker get 5%.

At a billy to 50 milli mcap it’s easy math, if we consider points in a vacuum.

After some rebranding, Vader became some sort of superKOL of the Virtual space, with a lot of projects jumping on Spaces with or even getting incubated by the Vader crew, who helps them along the way in exchange for some supply that gets all redistributed to Stakers.

Really looking forward to that stream starting to get distributed, and be backdated too, wouldn’t be fair if everyone joining now gets the same exact amount imho. But good for you newcomers if they do.

In general I hope this evolves into more and more of a well defined and rich product, but there are solid foundations and they cut themselves an important seat at the Virtual table as a cornerstone fo the ecosystem.

And not to forget they also created the only meme of the entire ecosystem as a “one and done” with $virgen.

The hat stays on 🫡

You basically have 48 hours to rack up as many points as you can: this week on @virtuals_io is insane. They even chaddified Vitalik! 😂

No one has enough bid power after today’s launch, I like how they launch right before bAIby too, makes for some interesting betting strats…

For the past couple of weeks, I’ve been trying to actually USE - wild, I know - the various apps and agents of the @virtuals_io ecosystem, to see how much of this is solid product vs vaporware and how far along things have gone. I’m gonna do a rundown of my favourites in the next few weeks.

First on tap is the guys @BasisOS: $BIOS is the first on-chain vault-strategy agent in the ecosystem.
It was also the first big launch on the Genesis launchpad, yelding an impressive 150x for participants.

It spins up Hyperliquid vaults, hunts delta-neutral basis edge, and compounds 24/7. Currently the BTC vault - the one I’m in - has close to 5 millions and an insane 380% apr, with Bios incentives sugaring the pot and taking the lion share of rewards. But a very respectable base apy of 11% on your USDC is encouraging.

This is not a memecoin, it’s a money robot.

Stake BIOS and the agent handles venue picks, funding hedges, and auto-rebalances. Performance + entry fees ( all vaults have a 0.35% usdc deduced right away from your deposit ) flow to BIOS buyandburn: value accrual baked in. I think this matters a lot, and it’s pretty straightforward, giving some direct correlation between performance of the playform and token value, so omce more, not just a meme or participation trophy.

I’m way too smoothbrained to understand how risky this pool is, so I’m playing with a smallish size and deffo dyor and all that, but so far I’m impressed. It basically plays like an untested Ethena, and sits under 30 milli FDV and near zero hype.

We must stop normalizing connecting telegram/discord to wallets with sizable positions to “verify holdings” and access token gated chats and services. So much unnecessary attack surface.

It’s 2025 people, do better.

If fartcoin can’t hold a buck in this environment, with this amount of mindshare and with a Coinbase listing, then pure memes are really cooked for good.

And maybe that’s a good thing.

Very very important “signal” from the @virtuals_io eco today: the crew from $AXR was the first major unlock of the platform from the yellow lock expiring. This is probably their most “visible” token right now, so it was an important test.

It fell ~20% in the couple of days prior to unlock, and considering that yesterday we had an absolute market crashout across the board that’s already pretty good. But then today we had a hard snapback and the entire dump is pretty much recovered post unlock, and project is trading around the 30 milli mcap already.

I think it’s time for many to stop obsessing over ltf price action and farming, this is not https://t.co/KTp1qd7Xs3: the bigger picture has legs and fundamentals and it’s a hell of a moonshot if done right. I expect the predumps to be less and less significant on quality projects goong forward.

On the team’s end, it’s really really paramount to keep fine tuning the point algo, wich is a bit inconsistent, but more importantly to find and punish all the gaming that is happening, from sniping ( not easy, but would be a game changer ) to wallet volume farming ( much more doable ).

I remain giga bullish on the entire ecosystem, and expect it to be one of the faster runners if we sustain this btc rally, with ACP activation right around the corner, and a possible game changer if implemented well.

On a more serious note, when the world’s wheels are inequivocably coming off and headless chickens are on the driver’s seat, I don’t think you sell your one true chaos hedge on any reasonable timeframe.

This is exactly what Satoshi created Bitcoin for.

Mood.

On a more serious note, when the world’s wheels are inequivocably coming off and headless chickens are on the driver’s seat, I don’t think you sell your one true chaos hedge on any reasonable timeframe.

This is exactly what Satoshi created Bitcoin was born for.

Mood.

Fartcoin fixes this?

Fartcoin fixed this?

ETHERNUM

$LIQD is gonna be a kingmaker trade this cycle

Ultimate Virtuals megathread 📕

This is probably the “piece” I’ve been asked the most this year. Took a minute to put it together, wanted to be the one stop shop thread for it for a change, not just my usual brain farts .

Let’s start with some disclaimers: none of this shit is financial advice, dyor, and yes I have a very very big bag, as it’s always the case when I believe in something. Matter of fact, this eco as a whole ( $virtual + agents ) is my second buggest alt position after Hyperliquid eco.

I bullieve.

1/ First of all, what is @virtuals_io protocol?

The Virtuals Protocol is a decentralized platform that enables users to create, co-own, and monetize autonomous AI agents on the blockchain. It’s native token, $VIRTUAL, serves as the backbone of this ecosystem, facilitating various functionalities and governance mechanisms.

More importantly, every single agent that graduates on the platform is paired with $virtual in the LP.

Not just a gimmick then, but a true and direct correlation that can get exponential: when $virtual numba go up, it will lift all ecosystem agents with it nmw, usually much faster. On the way down, of course, the same is true.

This will give some wild exponential volatility in both bull on the way up and bear on the way down. So, plan accordingly.

Nice lil open for @Asynchronus_ai my first gemesis launch since @solacelaunch - a 20x for pledgers, $Virtual eco keeps cooking!

Megathread on the whole ecosystem tomorrow…

Welp, @LiquidLaunchHL was already my favorite project on the Hyperevm, but after today’s update I pushed myself into a top 20 holder position.

These guys are basically the de facto launchpad + aggregator for the HyperEVM eco. Imagine https://t.co/UDlYjPzrFT + 1inch in one neat lil package.

But after today’s update, staking will start and 100% of all revenue of both platform goes to stakers. Better yet, this is NONDILUTIVE revenue. Paid in Hype not their native token. Lots more focus on revenue generating protocols and fundamentals this cycle, as it should be. Don’t think it gets better than this in terms of risk reward, not at 30 milli mcap. First mover does matter in this particular arena as we’ve seen in other chains, but moat defense/usage is obviously the battle.

“Yeah man, bit of a rough weekend innit”

Me after touching grass as usual and deep into the $virtual eco…

Seriously though, I’m so out of the Dao things that this might be stupid or unfeasable, but why not dissolve the Dao?

It’s been nothing but a joke, and a drag on the entire ecosystem, pillaged and slow and inefficient and overpoliticized since inception, with unaligned bad actors and extractors everywhere.

It’s clear that @CryptoGarga’s Yuga would be better stewards, we’re close to end of staking anyways, just dissolve, disburse the rest to Yuga and maybe a nice lil proportional stimmy to all eco holders, god knows we could use one. I don’t see how a prop like this doesn’t pass at this point.

Remove the last part of massive bloat after they have rightfully sold all of the rest, from 10ktf to punks to moonbirds, and laser focus both attention and resources. As the boss said apes > otherside > ape, nothing else. Maybe we can start anew just in time for the next NFT cycle just as things are starting to bubble up again.

Mmmmm, Kodas almost doubled and now reaching very close to Mutant’s floor, 1.8 eth to 2.2 eth, and very, veeeery thin floor.

Something is brewing in The Otherside kitchen…