Summary and comments on the official Virtuals ACP cooperation project (AI Dream Team)

Summary, recommended focus on: @AIxVC_io @VU_virtuals @ChillFi_AI @alphakek_ai

1/ AIxVC

X: https://x.com/AIxVC_io

AI-driven tool platform for traders, with core product lines including:

  • AI agent copy trading (launched)

  • Axelrod AI Hedge Fund (beta version coming soon)

  • Smart money/whale copy trading (coming soon)

  • AIxVC institutional portfolio management (coming soon)

Token issuance status: Axelrod, one of its four product lines, has issued tokens, FDV $17M. It is unclear whether other product lines will issue tokens separately.

Potential risks: If other product lines under AIxVC issue tokens, it may adversely affect $AXR.

Potential growth points:

① Deeper collaboration with Virtuals, such as currently staking $AXR to earn points;

② AIxVC reveals it has received funding from "Top 20 L1s," specific details not disclosed.

2/ AIXBT

X: https://x.com/aixbt_agent

The most well-known X agent in the cryptocurrency space, with 450,000 followers.

Token issuance status: Issued, FDV $180 million.

3/ Velvet Unicorn

X: https://x.com/VU_virtuals

Velvet Unicorn is an AI agent incubated by Velvet, launched as a DeFi hedge fund based on the Velvet Capital technology stack.

Official website: https://www.velvet.capital/

Velvet:

  • Multi-chain DeFAI operating system based on Base, Solana, BNB Chain, Sonic, Bitlayer, and Ethereum;

  • Velvet AI smart trading terminal helps users discover, research, and trade any on-chain tokens while providing an asset portfolio management suite that supports the creation of tokenized strategies;

  • Supported by institutions such as YZi Labs (formerly Binance Labs), Blockchain Founders Fund, Mucker Capital, NexGen, Gate Labs, and Cointelegraph Ventures.

Token issuance status: Issued, FDV $3.2M.

  • Currently staking $VU to earn points.

  • Staking link: https://dapp.velvet.capital/VaultDetails/0x63cdfd614d8d5ce63b9e9ad6cd0b1266cea9774b

Note: It is unclear whether a native token will be issued in the future; it is advisable to keep a close watch.

4/ Degenc

X: https://x.com/Degenc_AI

A cutting-edge platform designed for degen users, with product lines including:

  • Advanced analytics and charting capabilities for tracking market trends and social sentiment;

  • Powerful trading platform supporting seamless trading;

  • Innovative index fund tailored for diversified investment strategies.

Token issuance status: Issued, FDV $1.8M.

  • The staking system is set to launch soon, potentially in communication with Virtuals to allow stakers to earn points.

  • Access to its terminal products requires holding 1 million $DEGENC (approximately $2100).

5/ TRUST

X: https://x.com/trustme_bros

AI trading agent:

① Built by OG trader @Degen__Ape__;

② Combining technical analysis and fundamental analysis;

③ Representing user trades, following the strategies and thinking of @Degen__Ape__;

④ Focused on providing alpha for users;

⑤ Weekly liquidity injection mechanism.

Token issuance status: Issued, FDV $6.9M.

  • Degen Ape Trader is an advisor for the upcoming Virtuals genesis launch project @nAIncytrades;

  • nAIncy labs will airdrop 1% of the total supply to the $TRUST community;

  • nAIncy positioning: Autonomous AI financial analyst analyzing political trade disclosures, macroeconomic trends, and financial report data, integrating them into concise and insightful narratives;

  • nAIncy's current role: Market prophet, reacting to congressional disclosures, marking strategic rotations, helping users understand elite capital flows;

  • nAIncy's future vision: Evolving into a crypto-native platform providing access to real-world assets through AI modeling and narrative-based strategies for crypto users.

6/ The SWARM

X: https://x.com/TheSWARM_ai

The mission of SWARM is to provide real-time, structured, and actionable blockchain insights through CryptoSlam's data aggregation, enhancing the intelligence of Web3 agents.

Token issuance status: Issued, FDV $1.5M.

Note: The SWARM team hosts a podcast that frequently interviews Virtuals ecosystem projects; users with strong English skills can follow.

7/ Athena AI

X: https://x.com/0xAthenaAI

Native AI agents built on the Virtuals Protocol technology stack, designed to support research and insights in the cryptocurrency field.

  • Initially focused on Ethereum and its Roll-ups for dApps, utilizing advanced on-chain data analysis;

  • Collaborating with other AI agents in the Virtuals Protocol ecosystem;

  • Long-term goal is blockchain wallet management functionality.

Token issuance status: Issued, FDV $0.75M.

8/ Loky

X: https://x.com/0xLoky_AI

Advanced AI-driven intelligent platform with core functions including:

  • Quantum analysis: A multi-dimensional framework combining technical indicators, on-chain activity, and sentiment analysis to provide actionable intelligence for traders and investors;

  • AI-driven market intelligence: Real-time insights and predictive analytics to help users understand and forecast market trends;

  • Smart money tracking: Identifying the behavior of whales, institutional investors, and high-performing wallets to replicate their strategies;

  • Advanced alerts: Custom real-time alerts based on market dynamics, whale activities, and new token listings.

Token issuance status: Issued, FDV $1.7M.

9/ Bevor AI

X: https://x.com/BevorAI_Agent

Smart contract auditing agents.

Token issuance status: Issued, FDV $1M.

10/ Moonwell

X: https://x.com/MoonwellDeFi

Decentralized lending protocol built on Base, Optimism, Moonbeam, and Moonriver.

Token issuance status: Issued.

11/ ChillFi

X: https://x.com/ChillFi_AI

Cryptocurrency asset management agent, built on TEE (Trusted Execution Environment), with core functions including:

  • Asset management, dedicated to value appreciation;

  • Sharp analysis, 24/7 market observation;

  • On-chain auditing, revealing false information and pseudo-agents.

Token issuance status: Originally planned to launch tokens in February 2025, but no updates have followed; the official X account has been inactive for three months.

12/ Luna

X: https://x.com/luna_virtuals

The first AI influencer platform designed for TikTok, Instagram, and YouTube.

Core functions:

  • AI influencer licensing: Provides customizable AI influencers for brands, creators, and Web3 projects, with projects required to pay a 5% token allocation;

  • Self-service AI creator platform (launching Q3 2025): No-code AI influencer creation tools generating 2D/3D AI agents optimized for short videos and live streams.

Token issuance status: Issued, FDV $19M.

13/ Alphakek.AI

X: https://x.com/alphakek_ai

Current: meme strategist.

Long-term vision: To create a universal foundation connecting cryptocurrency agents, ecosystems, frameworks, meme coins, and the entire crypto world through the Magic Gateway Protocol (MGP).

Token issuance status: Issued, FDV $4.9M.

  • Currently, the meme coin Brett and the AI no-code terminal Vertical AI have joined MGP.

Development team: Vladimir Sotnikov

  • NVIDIA GTC speech (3 times):

    • 2021: AI for computer graphics

    • 2022: AI for astrophysics

    • 2025: Knowledge graph construction for AI models

  • OpenAI citation: Participated in early work during OpenAI's closed-door testing, related content showcased on OpenAI's official website;

  • Multiple AI conference speeches:

    • "From Pixels to Galaxies": PyData, Cyprus Data, Exness (2023)

    • "The Art of Code": Palta, Cyprus Designers (2023)

    • "The Evolution of AI Graphics": AWS User Group Cyprus (2024)

  • Alphakek AI research: Published on NVIDIA's official website, introducing proprietary knowledge layer Fractal.

14/ MUSIC

X: https://x.com/MusicByVirtuals

$MUSIC is dedicated to:

  • AI music and video generation;

  • Music IP tokenization: Artists and users will tokenize content into tradable IP assets, with ownership bringing royalties and monetization opportunities;

  • IP market and speculation: Fans and investors can trade and speculate on music IP tokens, driving a community-driven music economy.

Token issuance status: Issued, FDV $5.7M.

15/ PIPERX

X: https://x.com/PiperxProtocol

Native DEX powered by Story Protocol, dedicated to creating the ultimate DeFAI infrastructure.

Token issuance status: Not issued, strictly speaking, belongs to the Story ecosystem.

Issued projects ranked by FDV

  • AIXBT: $180 million

  • Luna: $19M

  • AIxVC: $17M

  • TRUST: $6.9M

  • MUSIC: $5.7M

  • Alphakek.AI: $4.9M

  • Velvet Unicorn: $3.2M

  • Degenc: $1.8M

  • Loky: $1.7M

  • The SWARM: $1.5M

  • Bevor AI: $1M

  • Athena AI: $0.75M

Analysis and patterns

Note: AIXBT is not strictly a Virtuals direct project and follows an independent path; thus, it is excluded from the discussion. The following are the patterns of Virtuals ecosystem projects:

① FDV range: The FDV ceiling for Virtuals launch projects is around $20M, and the floor is about $0.75M. The launch FDV is usually around $0.2M, with a lower risk of loss for participating in direct projects.

② Valuation and direction: Projects closer to trading directions (like AIxVC, TRUST) tend to have higher market valuations, while those purely providing data services (like Athena AI) generally have lower market caps.

③ New project FDV trends: The newer the launch project, the more likely FDV is to be overestimated. It is advisable to evaluate whether to sell after the cooling-off period.