


adam endean
145 posts








Over the last few days I’ve acquired a sizable spot position in Virtuals. This was one that I mid-curved until recently, but after reevaluating the tech and positioning that it holds in the future of AI agents, I believe it should be priced closer to how L1s are for their respective ecosystems. At this point there are now over 150,000 wallets holding various Virtuals agent tokens, and the protocol is already averaging nearly half a million dollars a day in daily revenue. Clever Virtuals agents like AIXBT are already individually boasting $200M+ market caps, but what stands out to me is that with the extent of modularity to which the system is designed, we likely haven’t seen anywhere close to the peak of interesting agents that will be created here in the future; and there are very few limits on how they can be trained and where they can interact. If there’s interest, I can dive deeper into the tech that stands out to me in a follow-up post.




