Fletcher

hi - if you are a national pizza brand with a box at MSG, i will promote your product in a disingenuous and highly disclosed way to my audience in exchange for 2 tickets to the knicks game tomorrow night. ty & dms open.

➥ Why I think $VIRTUAL is undervalued If I had to pick one project that looks undervalued at the current stage, it would still be $VIRTUAL. $VIRTUAL is currently sitting at around ~ $400M MC, nearly 90% below its ATH, while the team continues to build and expand beyond the first AI Agent cycle. Here are the five main reasons I'm still bullish: [1] Full-stack AI Agent infrastructure Virtuals is no longer just an agent launchpad. It is building infrastructure for agents to own wallets, receive jobs, make payments and operate as independent economic entities. [2] Agent Commerce Protocol ACP allows agents to discover, hire and pay each other. In my view, the real value may come from owning the commerce layer connecting thousands of agents, not just launching individual agents. [3] Direct value capture for $VIRTUAL $VIRTUAL is the base asset of the ecosystem: – Agent tokens are paired with $VIRTUAL – Users route through $VIRTUAL to buy agent tokens – Agents use $VIRTUAL to transact through ACP More agents and more activity could create more organic demand for $VIRTUAL. [4] Distribution through Base and Robinhood Chain Virtuals already has strong exposure to Base and integrated its AI Agent infrastructure with Robinhood Chain from day one. This gives the protocol access to both crypto-native users and the growing tokenized finance market. [5] Expansion into physical AI Eastworlds, the embodied AI and robotics arm of the ecosystem, partnered with Unitree Robotics and already has more than **30 Unitree G1 robots**. Virtuals is expanding from digital agents into robotics, teleoperation and real-world use cases. The market is still valuing $VIRTUAL at only a few hundred million dollars despite exposure to AI Agents, agent commerce, tokenized ownership and robotics. Of course, undervalued does not mean the price must pump immediately. Adoption, sustainable revenue and token value capture still need to be proven. But if Virtuals becomes the monetary and commerce layer for AI Agents, I believe the current valuation is worth a look. I'm still holding a large $VIRTUAL position. NFA!

Easy says Robinhood will never list $CASHCAT or any other memecoin on the Robinhood Chain “Robinhood’s not going to list them. I’ve been talking about this for an extended period of time there’s just no world where Robinhood lists memes from the Robinhood Chain” “If they list one meme, they’re going to get pestered nonstop to list every single meme across the board. They’re going to be tagged nonstop to list garbage over and over and over” “I genuinely think it’s so EV negative for them to list any meme. Their whole push is for RWAs"