cutepandaweb3

After the new staking rules for Virtual are implemented, I probably won't choose to lock in for half a month or a month because un-staking alone takes fourteen days. If the project locks for too short a period and the product isn't that great, it’s really hard to make it work.

If I sell directly without staking, there’s a cooldown on points, which is a loss. If the effective staking time is short, it may turn into a yellow lock while I'm still staking, and if the retail investors dump, I lose both my position and points, which is even worse.

So I’m optimistic about two options:
The first option is @Bizzy_agent, which starts with a three-month lock to give people peace of mind. Once I buy, I can stake for a couple of months without any issues.
The second option is @VaderResearch with $VIRGEN, which is clearly an officially supported meme. They airdrop money to you, and everything is unlocked from the start. You can trade however you want—it's just to create a pure meme for Virtual, so forget about the staking part.

Aside from these two, participating in projects with short locks will indeed require a lot of effort to deal with the potential of suddenly turning into a yellow lock, and you also have to worry about the project team unlocking tokens and causing a dump. In the end, you might not even see the product before it gets dumped.

So let’s keep it simple. I hope future project teams that are conducting genesis presales can please lock in for a bit longer to show their sincerity. I really don't want to see the next $ROAST. Even if we are diamond holders, we still need to pick some good diamonds.

This month, with the rise of Ethereum, the memecoins above ETH have shown some signs of recovery. There has also emerged $RATO, a hundred-fold wealth creation opportunity.

It can be observed that the current hotspots are still centered around Matt Furie's comic series. Recently, a friend recommended that I get into $GASS, which is the cat from the new book released on the 24th. The contract is this:
0x774eaF7A53471628768dc679dA945847d34b9a55

After observing for a few days, the trend has been good, so I went ahead and bought some. If friends have better meme concepts, feel free to let me know.

The projects currently on virtual presale are of increasingly high quality

Going back three years, this thing was called VC coin; good projects had to be chased down to even have a chance to invest
What's different now is that the chips used to belong to VCs; now @virtuals_io distributes these chips to retail investors with points

Wow, have we become VCs?

Just as I wanted to take a break, I saw that Virtual has made a big change again, and now I can't sleep a bit.

Virtual announced in the evening that the points strategy for diamond hands has been changed again, saying that only staked tokens will earn diamond hand points.
At first, I completely didn't understand it, my biggest confusion was why those DYOR tokens that don't give diamond hand points are listed on the official website allowing staking.
It wasn't until later that @felixincrypto explained it to me that I understood, so thanks to the big guy for the explanation, it really helped me understand in one sentence.

Here, I will explain what this adjustment is about so that even if you have never played in the Virtual ecosystem, you can understand.

First of all, the Virtual platform has two parts of points.

The first part is the points automatically issued every day.
This includes points for staking, holding Virtual tokens, purchasing behavior, staking Virtual, etc. They will be consolidated and automatically sent to you, credited daily.

The second part is the diamond hand points (Diamond Hand Bonus, abbreviated as DHB).
This involves participating in the Genesis pre-sale, purchasing green-locked tokens, and after holding the tokens, you can claim diamond hand points daily on the points page. You must manually claim in the position shown in the image below every day to receive them, and they are more likely to expire.

This change affects the second part of the【diamond hand points】:
Holding to earn points -> Staking to earn points.

If you still want to earn diamond hand points, you need to stake the green-locked tokens, like the one below.

As for yellow-locked and DYOR types, similar to the one below, staking will only yield staking points, not the diamond hand points anymore.

Additionally, after staking, you need to wait 14 days to withdraw.

So tonight, after $ROAST turned yellow-locked, it directly plummeted.
While $BIOS and $WINT both rose. Why? Because they are locked for six months, and if bought and staked, the impact is much smaller.

This sudden change has indeed caused some controversy, the biggest point being that the withdrawal time is too long. For projects that are locked for half a month or a month, waiting fourteen days is practically the same as waiting for death; when you withdraw, it plummets.

As for my evaluation, friends who know me actually know that I personally don’t really like staking behavior. I only stake what I consider to be a zero-value venture, purely as a supportive action. Currently, I can only say that earning points is indeed getting harder. The decision of whether to stake has really left me in a dilemma for a long time, and I guess others are also in a confused and conflicted state; overall risk is bound to be greater.

Here are my two suggestions:
1. Staking can be done, but I suggest canceling the staking time. If that’s not possible, at least shorten the withdrawal time to within three days. Don’t let retail investors bear this time risk.

Otherwise, the current policy is too favorable for the project parties that can obtain tokens. Staking should be a choice made freely by retail investors. If the token fails and drops, wanting to leave means waiting fourteen days; by then, your heart will be shattered.
I have always believed that token trading should move towards a free market. Aixbt and Luna can reach several hundred million, and it’s not just through staking that they got there. Liquid chips are much more meaningful than forcibly immobile chips.

2. Properly reduce the frequency of changes to the points rules and confirm a version as soon as possible.

On one hand, I feel that the team’s efforts are indeed visible. In this month, they have made changes in one or two years that other products couldn’t achieve. The efficiency is indeed maximized, very impressive.
But on the other hand, the points policy has changed so much until now; retail investors may not easily keep up with such a rapid iteration speed. I myself study every day, and writing a tutorial might feel outdated in a few days.
I can only hope that it can stabilize overall and come up with a stable version.

Go Virtual!

@virtuals_io The link to the original tweet is as follows:
https://t.co/9otaMo4COC

The presale of this Virtual ecosystem $ARBUS opened steadily at the 10M position.

I invested about 150,000 points and actually acquired 36 Virtual.
Currently valued at approximately 1800 Virtual = 3400u, which should be around fifty times, and the return is quite good.
The staked 500 Vir portion has received ARBUS worth 40 Vir, which means this time I have recouped about 8%, a bit less than a quarter of the last time’s $AXR.

In these few days, as I have experienced the Vir ecosystem, I feel there are several obvious points that need attention:

1. The formula Points = Money is still effective, especially for projects that have clear official endorsement and where there is an official buy-in of shorts at the bottom, such as @virtuals_io. The returns on points are extremely high, and with the precedent of $AXR, the market cap can generally stabilize, since the lowest point is also from the official side rather than from snipers.

In future decisions, major points should be invested in projects with clear official support.

2. The yields from Virtual staking have decreased.
This time, the return of 8% compared to last time's 25% is indeed less. However, the previous AXR opened at 20M, so the data to compare should be 8%*2 = 16%.
Comparing 16% with 25%, staking yields have decreased by about one-third.
It also indicates that after the first airdrop, the number of stakers gradually increased.
So those who still want to stake for airdrops should reconsider the balance between airdrop portions and points returns before deciding.

I believe that in the future, as staking increases and matures, the staking airdrop returns should stabilize after a period of time, and will also trend towards points returns > airdrop token returns.

3. After integrating Kaito, the difficulty of obtaining Yaps points has increased, and more points are going to diamond hands.
After Virtual integrated Kaito, it gained more attention, and many people who initially used Kaito joined in, which has made it more difficult for those who previously found it easy to earn points.
However, this is also inevitable; the more people join, the more competitive it becomes, and the content quality improves.

The daily manually claimed points for diamond hands seem to be more than before.

My personal suggestion is that if you still want to earn more points, on one hand, improve the quality of your posts, and on the other hand, seek out official projects to participate in presales + find positions to build up. It is quite clear that the official points adjustments are leaning towards diamond hands.

Above.

In the past few days, after the official support for $AXR from the Virtual ecosystem opened, I haven't sold a single one and have been bottom-fishing continuously, gradually accumulating a total position of 1wu. Now it seems to have stabilized, and after a few days, it finally surged. I'm also up 50% in unrealized gains and remain optimistic.

The reason is quite simple because I'm thinking about a very important question.

Since @virtuals_io officially created
200M LUNA and 600M Aixbt at the end of last year,
now Virtuals also needs to create a star project, at least over 100M, which one will it be?

Currently, my answer is $AXR. It is indeed far ahead, so I entered the market.

Will there be changes in the future? There might be, and there could also be better options emerging that raise the overall quality expectations of the ecosystem.
If nothing new appears, then what I bought now will still be the leader.

Maintain a moderate optimism and always keep hope.

In the past few days, after the official support of the Virtual ecosystem for $AXR opened, I haven't sold a single unit, and I have been continuously buying the dip. I've accumulated a total position of 10,000. It seems that after a few days of stability, it has finally started to rise, and I am now seeing a 50% profit. I still remain optimistic.

The reason is quite simple because I am thinking about a very important question.

Since @virtuals_io officially created
200M LUNA and 600M Aixbt at the end of last year,
what star project does Virtuals need to create now if it wants to be at least over 100M? Which one will it be?

My current answer is that it is indeed far ahead, so I have entered the market.

Will there be changes in the future? There may be, or there may be even better options that arise, leading to higher overall ecosystem quality.
If none appear, then what I have bought now is still the leader.

Maintain a proper optimism and always keep hope alive.

Recently, the trading volume and price of the Telegram Gift section have soared. Here's a summary of the price increase for the floor prices of the leading Gifts this week:

Plush Pepes 600 TON → 1386 TON
Durov’s Caps 70 TON → 315 TON
Precious Peaches 64 TON → 219 TON
Signet Rings 11.8 TON → 24.34 TON
Vintage Cigars 17 TON → 25 TON

The good news is that I bought them all.
The bad news is that I bought too few.
The cute little frog that I casually sent to @Dincocoin also seems to have increased by 70%. Happy happy!

If you're interested in learning more, you can check out these two articles I wrote:
《Summary of the Telegram On-chain Ecosystem》（Includes the new gift section）
https://t.co/bNa6jBU9IH
《Telegram's Gift Ecosystem Operation Guide》

Integrated information about the projects currently on presale by Virtual @arbusai up to now

1. This time @arbusai's presale will restart, and the invested points and $VIRTUAL tokens will be refunded.
The reason for the restart is that it is publicly supported by @virtuals_io, preparing to adopt a higher valuation and increase staking rewards. The Virtual team will sponsor 42,000 $VIRTUAL to airdrop tokens to users who stake Virtual.
You can view the official announcement tweet here
https://t.co/QhHRBJ4EA1
https://t.co/PhnB7JG5cf

So those who haven't participated yet can wait, just put it in again tomorrow.

2. The reason this project is quite good is that its product has been developed for two years, and it currently has around 500 active users each month.
The collaborating institutions are also quite clear:
@LunarCrush
@COTInetwork
@thirdweb

3. Regarding the agency's work, it uses AI to quantify and track the market situation of the project. You can check @arbusai's previous tweets for specifics.
Personally, I feel that this concept is somewhat homogenized. I am more interested in the products they plan to launch in the future: one is an automated AI KOL, and the other is a gamified contributor engine. It seems to suggest a combination of aixbt and Kaito. Looking forward to more disclosures and interpretations.

The founder's original post is here @toffee248 for your own understanding.
https://t.co/nEJCRvt7rx

---------------------------------------------------------

Virtual The first day's staking points are quite a lot @virtuals_io

The first wave was sent out around eleven in the morning, 500 Virtual staked for two years earned over five thousand points.
If this amount can be sustained, and if some tokens are airdropped occasionally, maybe I can recover my investment through several projects.

What's going on? Am I becoming a Virtual miner? Staking Virtual to mine gold?

I just found out that Telegram allows you to attach gifts to your name
So I transferred my Plush Pepe in and attached it, not bad

Yesterday, @virtuals_io mentioned the staking surprise in the first 24 hours, which should be the airdrop of staking points given right after the launch of $AXR. Teacher Gang @Dincocoin staked 2500 tokens and received an airdrop of 1500u. I staked 500 tokens and received a little over 200u in airdrop. It means that as long as you stake to the maximum, you can get back a quarter of your investment first.

For this $AXR pre-sale, I invested 120,000 points, with an effective investment of 17vir and over 30u. Overall, I can sell for almost 3000u, which is close to a hundred times, more than my expected 50 times.

I can only silently envy those who truly hold a large number of points. Filling 556vir means directly getting 10wu in hand. What can make money come in so quickly?

Of course, at the end of the day, the formula remains unchanged:
Points = Money

But that being said, I actually have some other expectations for the Virtual ecosystem. I hope it can also provide more opportunities for retail investors to make money. The current gameplay still relies heavily on major KOLs and whales calling the shots.
I believe the overall ecosystem also needs to settle down, gradually build up the valuable leaders, stabilize the prices, and first create an impact on a market cap of over 100M.

At that time, we can really say, 'It's back, it's all back.'

《Telegram On-Chain Ecosystem Summary》（Including New Gift Section）

Although many people check Telegram groups daily, not many truly understand its asset ecosystem.

Telegram holds a significant position in the crypto space, being a standard platform for every project, with a large number of users residing directly in Telegram communities.

In the past two years, the two most relevant trends in the crypto space are:
The first wave was the trading bot craze that began in 2013, including unibot, master, banana, and later pepegboost gmgn among a host of trading bots.
The second wave is the Telegram mini-game $NOT in early 2024, which directly created a myth of benefit through airdrops.

In addition to the trading bots and mini-games mentioned above, Telegram itself also has its own ecosystem, which is what will be discussed next.

1. Username Trading
Telegram supports putting usernames on-chain.
Among them, scarce names are very valuable. For example, the username news sold for as high as 994,000 TON, which is about three million dollars at the current TON price.
This part of the benefit belongs to the earliest users who registered usernames on Telegram. Securing a short, versatile username is like picking up a large sum of money with your eyes closed.

2. Anonymous Phone Numbers
Anonymous phone numbers are a scarce asset launched in December 2022. Once the sale ends, it will not be increased again. It can be used for anonymous login to Telegram. I have also introduced this several times on Twitter; it was a good alpha I discovered in my early stages.
Anonymous + scarce = rigid demand.
So even though the initial sale price was below 10 TON (about 20 USD), it has hardly dropped along the way. Now the floor price has reached 580 TON, valued at about 2000 USD, making it a perfect hundred-fold asset.
I bought a few back then, which I still use now; for example, my Telegram phone number is +888 09990888 (anonymous numbers start with 888).

An interesting thing is that when this phone number was first sold, I encouraged a friend to buy with me. He bought a few and sold them after a couple of months when he saw they didn’t rise much. As a result, they almost took off every month afterward. Every time they soared, I took a screenshot and sent it to him, making him continue to slap his thigh.

3. Gift Section [New Section]
This part is what I recently started researching; it is essentially gifts that can be mutually given, released by Telegram. In the chat box, it appears as a moving emoji, and you can also see it on the personal profile page.
Taking the highest trading volume Plush Pepes as an example, when it was first released, the price was 2000 STAR ≈ 31 USD.
Now the floor price is 1050 TON ≈ 3500 USD, another hundred-fold asset.

In recent days, the trading volume of the Gift section has started to increase significantly. Personally, I have been on a buying spree and can’t seem to stop.
If I had to sum up this asset in one sentence, it would be【A good asset shell with speculative expectations】, worth allocating.
Its downsides are quite obvious, such as:
① In terms of actual use, it cannot compare to phone numbers; it is just a mutual gifting emoji.
② As long as Telegram is willing, it can continuously launch new series of Gifts, which may have a siphoning effect.

However, in my view, for the early released Gifts, the quantity is relatively small, and the number available for sale is not high, with trading volume not large, but the price is steadily rising. This means that if there is capital willing to continue speculation, it is not difficult for the price to multiply several times. I even feel that the recent abnormal increase in trading volume may have attracted some investors.
I personally bought some of almost every Gift after posting it on Telegram; I bought two top frogs and five hats, and it indeed becomes more thrilling the more I shop.

You can purchase specifically on these two websites; currently, I feel the buying experience on getgems is better, while purchases on fragment can be converted to Telegram to gift.
https://t.co/UDBVtnpMMr
https://t.co/c6qHMWqBAk

I will write another article later to explain how to operate specifically and the conversion between on-chain and Telegram.

As for other things, I will briefly mention them; interested parties can learn more on their own:
① Using $TON to activate Telegram Premium (membership) is half the price of the official one.
② The embedded wallet in Telegram can participate in TON DeFi to earn returns, but there are many restrictions in some regions.
③ Use $TON to publish ads and receive ads.

The degree of point mutual staking in this Virtual ecosystem $AXR is far greater than the last $ROAST. Many people directly staked all their points, which is quite exaggerated. The average points for the front row have already reached two to three million. Once again, it has broken the record for Virtual overfunding, and expectations are very high.

In short, it’s a top-tier concept, top-tier background, and top-tier official support.
If you’re interested, you can refer to @ZaggyGoKrazy and @iamyourchaos for their interpretations of this project.
https://t.co/nL8q2hoG38
https://t.co/TNxqyNIoU2

My personal prediction is that this investment will at least conservatively estimate to be 50x or more.

Additionally, starting tomorrow (May 15th), the first wave of points will begin to expire one after another, which also means that the points themselves will become increasingly rare. Use them wisely and cherish them.

《Suggestions for Obtaining Points in Virtual》

Recently, I have often received private messages and comments, with a focus on these two questions:
1. How should newcomers get started if they want to participate in the Virtual ecosystem?
2. I am a Virtual participant, but earning points feels too slow. How can I earn points more quickly?

Here, I will combine my practical experience to discuss several current participation methods, explaining how to efficiently earn points and how newcomers can get started.
The recommended methods are arranged in order from high to low.

Method One: Participate in the new Geneses presale of Virtual, then wait for a dip after the launch to buy some and hold (remember to manually claim daily).
Recommended Index: Five Stars ⭐️⭐️⭐️⭐️⭐️

In this $ROAST presale, I specifically tested this method.
Initial conditions: Two wallets with completely identical token holdings, totaling around 600 Virtual + around 400 in ecosystem tokens.
Each wallet holds 180u of $BIOS, 120u of $NYKO, 50u of $PTAI, and 30u of $RWAI, all held long-term.
① Wallet One did not participate in @burnieio presale and manually claimed diamond hand rewards of 340 points.
② Wallet Two participated in @burnieio presale, bought 100Vir at launch, and manually claimed diamond hand rewards of 4236 points.
The comparison is very clear; participating in the new Geneses presale and not selling the presale amount but instead buying some can yield a large amount of diamond hand points.

Newcomers also have a problem with not having initial points. This is easily resolved by holding Virtual in the wallet for a day. So the path should be:
Hold in wallet for a day $Virtual -> Participate in the latest Geneses presale -> Look for opportunities to buy a bit at launch -> Hold -> Claim manually every day.

The only downside of this method is that while the points are plentiful, they will expire. Currently, the expiration time seems to be around 12 days, which is shorter than before, so remember to participate in the new presale promptly.

Method Two: Promote Yaps on Twitter to earn points.
Recommended Index: Five Stars ⭐⭐⭐⭐⭐
This method for earning points is indeed good, essentially trading your influence for points.
Many newcomers and large holders have told me that their influence is too small and fear they won't earn many points.

Personally, I believe this method is not exclusive to big KOLs; there are opportunities for everyone.
An important reason is that Virtual has now integrated @KaitoAI, so there are indeed some operational methods.

Here are three suggestions for users with fewer followers:
1. After writing content, remember to mention relevant AIs, such as @aixbt_agent, @taocat_agent, @Vader_AI_.
These AIs will also appear in Kaito's statistics, and attracting their comments and interactions will surely increase points significantly.

2. After writing the content, submit it to Grok for optimization based on his suggestions.
Currently, Twitter’s push is based on Grok's input, so getting his approval will certainly help in achieving better visibility.

3. Try to write content in an organized manner, write more, and include images. This will not only increase interactions but may also help you gain more followers when it gets promoted.

Method Three: Hold Virtual tokens to earn points.
Recommended Index: ⭐⭐⭐
The advantage of this part is that the points are permanent. The downside is that you need to hold a lot of Virtual in your wallet because this is definitely tiered; the more you hold, the more you earn.
I personally do not particularly recommend this as it does require a lot of points. Based on my attempts, if you only hold a few thousand Virtual, the points awarded are indeed a bit insufficient, possibly only around two to three hundred points daily.
However, this is indeed the simplest starting method for participating in Method One, which is to first earn some points and then use Method One's plan to earn Holder points.

Method Four: Stake $Vader or other stakable tokens.
Recommended Index: ⭐⭐
For Vader, I staked thirty thousand tokens, worth about 1300u at the current price.
So how many points did I earn? As shown in the image, only 90 points, which is almost nothing. I feel that staking is the least effective method; it seems large holders might benefit, but I wouldn't recommend this for those with smaller funds.

Moreover, once staked, you cannot withdraw for at least thirty days; it feels much better to use this money to participate in presales or acquire new tokens that offer more points.
Perhaps the only benefit is that this part is also permanent, suitable only for large holders.

Other possible methods (untested):
Recently, I have also observed some older, smaller market cap Virtual ecosystem tokens suddenly rising, speculating that someone is attempting to buy and inflate the market cap to try to earn points.
I have not tested this and am unsure if some older tokens can also count toward points; the specific effectiveness is unclear. Everyone can research this on their own.

In summary:
1. As I mentioned in the article, the acquisition of points has gradients.
So the core is to hold more + hold longer.

2. Try not to transfer coins back and forth. Currently, after the cooling system upgrade, the regulation on wallet interconnections has become quite strict. If deemed to be transferring too much to earn points, you will be directly banned from earning points for nine days, which will be very painful.

3. The best way to get the latest content from Virtual, aside from following @virtuals_io, is to also follow the founder's Twitter @everythingempt0. Sometimes the founder’s posts come even earlier.

Recently started to gradually look at other ecosystems
I still regularly earn points on Virtual, treating it as savings, because I feel that running from 0.5u to now, although the profits for me can't compare to those big players who make tens of thousands of coins with one move, it still satisfies me. Thanks to @virtuals_io

Additionally, my current habit is not to invest in coins that I see going up with a green bar, because I have indeed suffered too many losses from that.
For example, last month I just returned and saw DogePump running quite high, so I put in money to catch the wave. Others were making dozens or hundreds of times profit, but I only entered then, resulting in a significant loss. It really is a garbage thing.

Chasing highs works for others, but not for me. I attribute this to a trading style issue; it could also be that I’m getting older and just can't keep up with others. Selling is also slow and clumsy for me. So, I might as well just avoid it. I see it and don't invest; you all can rise on your own; it has nothing to do with me.

Currently, my personal style leans towards ecosystems that don’t attract much attention, as it feels great to grow alongside them slowly.

Keep looking for opportunities; there are myths in the crypto world every day. My own small gains are what truly belong to me.

The virtual presale of $ROAST opened nearly 20 minutes ago, with a current market value of around 9M. It's unclear whether there will be a pullback.
In practice, an investment of fifty thousand points has yielded a profit of about fifteen hundred U.S. dollars or more. Although the actual effective portion is small, the multiplier is high.

Very strong @burnieio

I will continue to observe the @virtuals_io ecosystem. Many points from the first batch will begin to expire gradually starting on the 16th. Let's roll it out.

Points = Money

I really want to have 10 BTC, 100 ETH, 1000 SOL
When will I be able to have them?

Tonight on the @virtuals_io platform's pre-sale of $ROAST, the official account @burnieio
is really intense.
In less than an hour, the subscription volume exceeded 340%. The front row is filled with big point holders; it feels like they all threw in their points.
My points are really a bit lacking, and I'm torn about whether to enter.

However, looking at the start, it seems certain to see some gains. It's too exaggerated; will throwing in 10,000 points yield 5 Vir in effect?

Yesterday I said I wanted to take a look at the $WHIM situation in the @virtuals_io ecosystem. I actually missed the initial opening because I was sleeping in, which is a bit of a pity as I missed the buying opportunity during the opening phase. If I had gotten in at that time, it would probably have been 2-3 times the value.
So, looking at it now, this has performed particularly well.

Personally, due to various reasons like my wallet being frozen before, I don't have many points left.
This time, I have about 14,000 points, but the actual effective part is around 10Vir. Currently, I can withdraw 250Vir.
So the return on the presale is over 20X.

This @whimdotbet is indeed carefully selected by Teacher Gang, who is quite strong @Dincocoin.
The impressive thing is the deep connection with sekoia, and conceptually, it revolves around live streaming.
There’s also a sidekick with a similar live streaming concept that quite a few people have recently learned about. Many KOLs are casually playing games like Goose Duck and live streaming dog fights, etc. This track is definitely worth understanding.

So far, running up to 5M at the opening is indeed a great start. I should look for a sideways opportunity to try to acquire some. This project might also provide future references for valuations in the live streaming field.

The next highly anticipated one is @burnieio. Let's see if the top ten projects in the virtual marathon deliver!