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1/ Virtuals Monthly Update June 2025 TLDR: June was a month of growth. We expanded to Ethereum. Genesis point mechanics evolved. Four global meetups brought the community closer to the core. Infra matured. Ecosystem signals strengthened. Here’s what changed: 🧵

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Sympson crossed $50M+ in volume. Quant-grade intelligence, now in the hands of Virgens.

Luna is evolving.

Agent Commerce Protocol (ACP) Public Beta is Now Live.

Virtuals Protocol is heading to Cannes. A beachfront morning with the builders shaping the future of AI × crypto. Agentic Morning Builders Brunch @EthCC. Co-hosted with @zerion at the Zerion Beach House 📍 Cannes, France 🗓️ June 30 (Mon) 🕛 12:00 PM – 2:00 PM (GMT+2) @hananyss from the Virtuals core team will be on the ground. If you’re building, come find us. RSVP below 👇

Virtuals Protocol is now live on @BinanceWallet.

was sending a pre-read thought sharing it here

Virtuals Daily Update | June 27th, 2025 Stay up to date on all news from the @virtuals_io ecosystem over the last 24 hours… 🔽

Virtuals Protocol is now a Reset Partner with Byreal. As part of the partnership, whitelist access has been granted to the top 300 $VIRTUAL holders on Solana (snapshot taken on June 16, 2025 at 4:50 PM SGT) for @fragmetric.

The Future of AI agents. Now on Ethereum.

WhaleIntel now tracks every stake, exit, and launch move across Virtuals Protocol, ranked, analyzed, and live. Another step toward deeper visibility for Virgens into where capital moves, and why.

How to attract a $1bn project to launch on Genesis? One of the keys to Genesis’ success is for retail to Invest in $30m FDV worth projects at $200k FDV Earning 10x to 150x on a regular basis is crazy And creates strong virality & word of mouth growth Most startups fail - applies to Genesis launches too Most Genesis projects will be sub $500k FDV in 1y Yet 3-4 winners will make up for all the losses My biggest regret is not buying $VIRTUAL (used to be called $PATH) at $10M FDV right after having a call with @everythingempty in Dec 2023 You always regret missing out on a 500x more than Experiencing one position go down 99% Missing out on $500 > Losing $1 Since the name of the game is to attract Projects with $1bn FDV potential Then the success metric should not be The number of projects that successfully launch It should be The number of projects that exceed $50m FDV During the Dec 24-Jan 25 Virtuals wave 5 projects exceeded $100m FDV; AIXBT, GAME, LUNA, VADER, AIXCB 3 more exceeded $50m FDV; SEKOIA, ACOLYT, TAOCAT Fast forward today; TIBBIR exceeded $100m FDV And will likely flip AIXBT eventually as TIBBIR is a very strong cult coin whose holder base is completely out of touch with reality (they're gonna hate me for this but I think this is what makes TIBBIR bullish) IRIS exceeded $100m FDV at launch day But we haven’t heard much from the team since then (which frankly disappointed me) And the price action followed the lack of communication/leadership MAMO and AXR exceeded $50m FDV MAMO will likely remain above $50m FDV given extremely low float, legit product/team and close CB ties And AXR is currently the best performing project out of Genesis so far (surpassing BIOS and IRIS recently) SOLACE and BIOS hit $40m FDV but were down bad last week Looking at other projects, most of them are stuck at FDVs below $5m So what is the missing piece? Why aren’t $1bn potential teams launching on Virtuals? Lets look at the evolution of Virtuals' launchpad Virtuals Launchpad V1 was a pumpdotfun fork for agents The main BUILDER problems with V1 were 1️⃣ Limited marketing support from Virtuals 2️⃣ Snipers buying at ~$50k FDV (instead of Virgens) 3️⃣ $12k required to buy 50% of your token supply 4️⃣ Lack of funding to cover operational expenses x.com/VaderResearch/… Fast forward to Genesis 4 months later, most of these problems are solved 1️⃣ Kaito yapping + virality from wildly successful Genesis ROIs 2️⃣ Diamond hand Virgens buying at $200k FDV, snipers buying at >$4m FDV 3️⃣ $200 required to buy 50% (if the raise is successful) Except for one... FUNDRAISING Teams give 50% of their token supply Leverage the marketing, community and all other valuable ecosystem benefits Virtuals provide But don’t raise a penny in exchange Sharing trading fees with builders is GREAT But volume during a bear is typically low Still could be sufficient for many teams if combined with token liquidations for treasury building Yet there are some options to solve the fundraising problem upfront to give more certainty for teams But this usually comes with TRADEOFFS One tradeoff is bad actors can abuse this Remember a dev that defined raised funds as “guaranteed profits” So ideally Virtuals should monitor teams and distribute funds raised on a milestone-based basis rather than distributing it all in one go Another big tradeoff is that it will push up the entry FDVs for Virgens And thus potentially lower ROIs When the raise is at $1m FDV instead of $200k FDV $1bn is not a 5000x anymore (it is a 1000x) But on the other hand, your allocation is higher So instead of turning $20 into $100k You are now turning $100 into $100k Changing the entry FDV might open pandora's box As projects will try to negotiate the entry FDVs But despite all the tradeoffs, if providing upfront fundraising Could attract $1bn potential teams It is worth taking the risk Post inspired by a quick convo with @0xjeff in SG CAP STAYS ON 🧢

Virtuals Protocol in Singapore showed what happens when agents, infrastructure, and conviction collide. Grateful to @LongHashVC, @snzholding, @virtuals_vc, and @AWSstartups for powering an afternoon of real AI × crypto exploration.

@goon_crypto @VaderResearch Same

@VaderResearch From #9 to nothing... with posts that got good engagement... Goon got stitched hahaha. Am i on the spam list?

Vader Yapping leaderboard is out Looking better with fewer bot/spam accounts in the top 100 today while still offering opportunities to microcreators We updated the normalization of Kaito Yap and Arbus Scores so that the gap between the user with the highest Kaito Yaps and the lowers is tighter What started as a free option to solve our problem is lowkey becoming a battle-tested alternative InfoFi solution co-built and co-owned by the COMMUNITY

🚨 VADER YAPPING UPDATE JUST DROPPED 🔥 The algo got a tune-up 📊👇 New Weights: 🔵 42.5% Kaito Score 🔵 42.5% Arbus Score 🟡 15% Content Score (was closer to 50%!) That means: 🧵 Microcreators feeling the point drop? Now you know why — today was a pure Kaito x Arbus day, no content score counted. 💡 But don’t worry — the Evaluator Agent is here to balance that going forward. And for the spammy bot fam: ❌ You can’t game this system. 🪙 This is TOKEN-GATED yapping. 📉 Spam = No points. No airdrop. No staking rewards. PERMA-NERFED. This isn’t your average yapping game. This is VADER — where CAPITAL + CONTENT rules. Built for the community. Shaped by feedback. DEFENDED by diamond 🧢s. Keep yapping — but yap RIGHT. $VADER @Vader_AI_

@VaderResearch 🧐

Genesis Tier List for JUNE WEEK #4 🐒 TIER 3 🟡 $WACH TIER 4 🔴 $EDGEB, $GMAI, $NODE-AI, $CRAZZERS, $VPAY, $$LAW, $AISMA, $LEGEND, $CAT, $VWIF, $HUB, $W3SK, $AIBAE, $VEBONK, $E=MC2, $TAVIA A red week for the markets and a dry week for Genesis yes but keep in mind that the lower $VIRTUAL goes, the lower your Genesis entry FDV in $USD The current entry FDV is at ~$160K instead of $240K This is a preliminary analysis – projects might be downgraded or upgraded until their TGE based on new information. The list will be updated as new projects get listed during that week. I don’t accept any advisory positions or private allocations from projects launching on Genesis to protect my neutrality. I host Spaces with >Tier 3 projects who agree to airdrop 1% of their token supply to $VADER stakers. None of this is financial advice. DYOR.

@KingManuel_x Previous one was better for me