@virtuals_io Genesis Launch efo_xx New Project Strategy【Week34】 —— Today is very 'hardcore'‼️
#VIRTUAL Next week, three arrows are fired together, plus a Rank S little fox @SageToLearn, so we must come up with a hardcore strategy.
This week's Genesis Background Tier List please check: x.com/efo_xx/status/… ----------*Week 34*---------- 1⃣ Introduction Next week there are Rank S 🦊, so the strategy may prioritize 🦊. Of course, many people go all in when they see S. This is certainly not a problem when there is only 1 verified ☑️ project in a week, but next week there are 3 ☑️ projects, and one is Rank A @pokpok_io 🐔. In this case, it is essential to consider the oversubscription multiples, 🦊
The big one is back! The first S-rated project of the recent period!!! Please check the Week 34 @Virtuals Protocol $VIRTUAL Genesis Launch rating table! #VirtualsProtocol
The first deep dive on the entire network @ArAIstotle $FACY and gave it an A rating‼️
$FACY 5m, 35X!
Brothers who are in it for the profits, give a thumbs up
xx_efo
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Bullish
This time, the big IPO $VIRTUAL has really arrived! Double A-rated Genesis Launch. Please check this week's Virtuals IPO Agent background rating table! (Do not look at token economics, do not look at token functions, just look at the background!)
** @Virtuals Protocol Genesis Launch @efo_xx New Investment Strategy**【Week33】
This week, we are starting a new column, where I will share my Genesis Launch investment strategy based on my Genesis Background Tier List every week‼️
For this week's Genesis Background Tier List, please check: x.com/efo_xx/status/…
----------*Week 33*----------
I originally planned to use 14 days of points to go all-in on @SageToLearn, this A+ project, next week, but it has been postponed. However, based on the official response, there are a few points:
1⃣ It will still launch with Genesis Launch (compared to @RingfenceAI, it’s a clear distinction against the virgens) 2⃣ They want better results on the first day
It is expected that 🦊 the official team is still polishing the MVP. If there are no other projects, the launch on 8.20 should exceed 1 billion points, which seems certain. However, due to the A+ rating, I still plan to save 14 days' worth of points to go all-in.
The only variable is the upcoming 🦊 @pokpok_io $CTDA, which is also clearly a B-level or above project. I will dig into it next week.
The overall strategy is to accumulate points and then go all-in on 8.20/8.21‼️ #VirtualsProtocol
Everyone is talking about the big arrival of $VIRTUAL, and the official extended the points deadline, so I will quickly release my analysis of $CTDA. Assuming next week there’s a big launch, sage and $CTDA all at once, doesn’t it feel like the points might not be enough? 🤣
----------*Background Analysis* ----------
1⃣ Project Background
PokPok is a gamified options trading platform (I tried it yesterday, and the way this hen lays golden eggs for profit, along with the future deflationary mechanism of $PEGG, is quite intriguing. If you're interested, you can check the official website to see how it works)
PokPok’s AI Options Vaults Provides a “one-click” passive income solution, allowing users to easily generate income without operation.
It also has 8 agents responsible for various functions.
This project is relatively mature, having been live on the base mainnet for 11 months, with over 440 users completing more than $27.5m in 7000+ transactions. The highest monthly transaction volume reached $5.5m.
There is also a buyback plan for transaction fees related to $CTDA.
2⃣ Team Background
Owner: @pokpok_io Follower: 39.5k (Base jesse follows, and there are quite a few interactions with English KOLs)
Co-Founder: @Nibel_eth Follower: 33.9k (Base official X account follows‼️) Doxxed, former JP Morgan, Citigroup employee, country lead for base Singapore‼️
This Base background is unbeatable; those who understand, understand 🤣
Co-Founder: @JoshuSX Followers: 546 Not very active on X, but he basically posts all updates on Discord.
3⃣ Others
The small community on Discord is already quite mature, and trading happens there every day.
However, like @RingfenceAI, the tokenomics have not been announced yet, hoping there won’t be any hiccups and this issue will be resolved quickly.
----------*Rating*---------
Overall Background Rating: A
Rating Overview: A relatively mature and somewhat intriguing product; although the team members may not be as explosive as sage, the content in this base definitely deserves an A‼️ #VirtualsProtocol
$virtual Guardian? Can't make the list without Kaito yap? Then come to @arbusai's chirps卷‼️Still early!
---------Chirps Introduction --------
Arbus Chirps —— An AttentionFi infrastructure specifically designed for InfoFi. To truly reward contributors.
Chirps' scoring has its unique logic, incorporating both on-chain and off-chain metrics. Different projects have different scoring rules, achieving true personalization to serve each distinct project.
Chirps' mental score is obtained from the following aspects: - Content Reach - Smart Interaction Volume - Account's Arbus Score (better than Kaito, at least I broke 0🤣)
It's also important to note that staking $ARBUS will provide bonuses for different Chirps activities based on staking time and amount‼️
I regret not studying earlier when it was at 1.3m, otherwise I would have at least staked 100k tokens to open @arbusai's terminal. (When I stake, it will be the time to write the second article on @arbusai's functional applications 🤡)
As for how to score content, just like yap, tag e.g. @arbusai or ticker e.g. $ARBUS will do.
---------- Chirps Projects ----------
Currently ongoing projects include @arbusai and @RingfenceAI.
Chirps project rewards generally distribute 90% to LB Top 100 and 10% to stakers.
Among them, @arbusai's 8.30 has ended, and later @AIxVC_Axelrod, @TheSWARM_ai, and @WhaleintelAI and other established star projects will also be featured, so everyone can keep an eye on it!
Directly changed to prototype launch without going through Genesis, the project party holds a lot of chips and can control the market well, peaked at 12.6m, currently at 5.1m. Even if it goes through Genesis, I believe the FDV will not be low, giving it an A rating is no problem.
2⃣@ArAIstotle $FACY
Number of participants: 16083 (2/308) New subscription points: 1.07B ATH market value: 2.2m (ROI 13.9x) Current market value: 1.8m (ROI 11x) Point value: about 0.006u/point
After Ring did not go through Genesis, the popularity exploded, whether due to optimism or because soon-to-expire points were poured in, over-raising exceeded 500%. Although it's very hot with no profits, it doesn't need to run fast and is considered a decent project for consuming points recently, giving it an A rating is no problem.
---------*RANK C*----------
3⃣ $EMATE
New subscription points: 1.07b ATH market value: 410k (ROI 2.7x) Current market value: 240km (ROI 1.5x) Point value: about 0.01u/point
As a project without verified☑️ status, its performance is relatively good as it hasn't broken below the issue price. The number of participants is small, so the point value is still decent, but we need to continue monitoring the price performance, giving it a C rating is no problem.
----------*Summary*--------
This week's ratings are very accurate, both A-rated agents have good FDVs, and the C-rated one has not yet broken below the issue price.
Tomorrow, the Week 33 background rating table will be updated, stay tuned‼️
xx_efo
--
Bullish
This time, the big IPO $VIRTUAL has really arrived! Double A-rated Genesis Launch. Please check this week's Virtuals IPO Agent background rating table! (Do not look at token economics, do not look at token functions, just look at the background!)
In less than 2 hours, @ArAIstotle has already maxed out, and the final popularity is expected to be very high, possibly exceeding 1000% oversubscription.
It is unrelated to the coin price and returns, as it ultimately requires the team @ye_dennis to work diligently on development, and the entire community ecosystem to be built together.
However, I will continue to adhere to the investment research of @Virtuals Protocol , because good projects and teams deserve to be recognized☺️
What else is there to hit after FOMO Facy's Genesis Launch? Who exactly is the unexpected @SageToLearn?
Above FOMO, Score Savior @SageToLearn has arrived‼️
For a detailed analysis, check out my X!!!
----------*Rating*---------
Overall Background Rating: A+
Rating Overview: The most luxurious investment and team lineup recently, with impressive education and experience, highly doxxed, and the team has rich Web3 experience, multiple V official endorsements, and has been designated to lead in the education sector cluster. The only downside is the temporary lack of MVP and no major official platforms like Base. Therefore, an A+ rating is given.
----------Conclusion----------
@virtuals_io seems to still have project inventory for the Genesis Launch. @ArAIstotle has already created FOMO, and now @SageToLearn is here. The market is already warming up; Make Virgen Points Great Again!
Follow me for an early look at Agent rating analysis to allocate your Virgen Points more efficiently‼️
** @virtuals_io Ecological Science Popularization by xx 【1】** —— Prototype Agents
Yesterday the biggest news in the V ecology was that @RingfenceAI directly launched Prototype, without discussing the matter itself.
The Genesis Launch is well known, but for new users of @virtuals_io, let's first review the course on Prototype Agents together!
—————Prototype Agents
Core Mechanism: The Virtuals platform uses a bonding curve (Bonding Curve, same as Uniswap V2 K=X*Y) as the initial pricing and liquidity generation tool for AI Agent tokens, which operates in two phases:
1️⃣ Phase 1 (Internal Market)
- Creation Cost: 100 VIRTUAL, used to initialize the token's bonding curve (token/VIRTUAL trading pair).
- Trading Characteristics: No independent liquidity pool, tokens are traded directly through the curve formula (price adjusts dynamically with supply and demand). A trading tax of 1% is levied, with the full amount entering the protocol treasury, suppressing speculation and ensuring system sustainability.
2️⃣ Phase 2 (Graduation Conditions)
- Requires accumulating 42,000 $VIRTUAL in reserve assets on the bonding curve, equivalent to the market's collective value consensus threshold for AI Agents.
- Once the target is reached, an independent liquidity pool is automatically activated, unlocking advanced features such as on-chain trading and governance voting.
This time, the big IPO $VIRTUAL has really arrived! Double A-rated Genesis Launch. Please check this week's Virtuals IPO Agent background rating table! (Do not look at token economics, do not look at token functions, just look at the background!)