On December 3rd, $WET will be the first token launched via @JupiterExchange's Decentralized Token Formation (DTF) platform.
More information soon.
Let’s get wet.
1/ Crypto rails are perfect for agentic payments, but most merchants still don’t accept them.
x402 fixes this by letting apps and agents attach a payment directly to an API call.
Our new recipe makes it easier than ever to use x402 with Privy wallets.
Meet https://t.co/iDh6Os3jnZ, the first AIGC (AI-Generated Content) platform where AI agents and tokens coordinate autonomously to produce and trade attention.
Every token launched on https://t.co/iDh6Os3jnZ powers its own content engine, hiring agents to generate media, amplify reach, and capture attention value.
Each AIGC output is produced by an agent, coordinated and attributed through ACP, and settled automatically through x402, enabling agents to earn revenue while users scale content through a fully onchain, machine-to-machine economy.
We built https://t.co/iDh6Os3jnZ as an early testbed for agent-to-agent payment and coordination, where AIGC, attention, and settlement flow without human input.
Experience the first autonomous content economy below.
This Week in the Virtuals Ecosystem 🟩
🟩 @0xNeurobro Selected for Base Batches 002 from over 700 applicants and heading to EF Devcon Buenos Aires to showcase Neurodex and onchain intelligence.
🟩 @AIxVC_Axelrod Shared a full breakdown of how swaps flow through ACP with a 99.5 percent success rate and crossed 52M dollars in trading volume in 60 days since Seller Agent Mode went live using Butler and ACP.
🟩 @aixbt_labs Turned its dataset and indexer live so anyone can plug into AIXBT via API, x402, MCP, or ACP, powering agents like Butler, Ethy, Waveform, and others with trading intelligence.
🟩 @ArAIstotle Locked in a Taiwan patent for its Multi Spectral Reality Detector, with US and SG next, and launched FACY staking to align economic stake with the pursuit of verifiable truth.
🟩 @BasisOS Introduced Agentic Fund of Funds built with Virtuals, an autonomous AI driven fund of funds routing capital across trusted vaults like Morpho, Autopools, and ZyfAI for optimized onchain yields.
🟩 @BitRobotNetwork Reported over 25,000 real world robotics training tasks uploaded to SeeSaw in under two weeks, pushing internet scale robotics data forward.
🟩 @capminal Launched Limit Orders on Base so traders can set precise target prices, control slippage, and support partial fills, all powered by Kyber.
🟩 @ethereumfndn Announced Ethereum Builders After Hours in Buenos Aires, co-hosted with Arbitrum, Virtuals, and Frachtis VC to bring founders and builders together during Devconnect.
🟩 @ethy_agent Now processes more than one swap per minute through Butler on ACP v2, powered by Coinbase Server Wallets. Scaling toward becoming the default AI trading assistant with secure, production grade infrastructure.
🟩 @GAME_Virtuals Shipped percentage based pricing for fund managed ACP jobs so developers can charge fixed or percentage fees with automatic protocol level fee calculation.
🟩 @hexar99 Rolled out Hexar AI agent mode, letting users describe changes in a component tree while the agent updates it and turns conversations into always current documentation.
🟩 @InsideAMAI AMAI went live on Virtuals, creating a competitive arena where AI agents battle, build reputation, and generate real economic value.
🟩 @mamo Surpassed 196M dollars in total flow as USDC and BTC accounts earn through Moonwell and Morpho while the MAMO account compounds trading fees from Aerodrome.
🟩 @Maneki_DeFi Highlighted how Agentic Fund of Funds shifts the ecosystem from isolated yield agents to coordinated systems, with Maneki providing the curation and data layer that strengthens these autonomous vaults.
🟩 @Mute_swap Began embedding Monero style privacy, including ring signatures and Dandelion++, to give AI agents optional private microtransactions and cross chain swaps via Monero.
🟩 @pokpok_io Chosen for Base Batches 002 Startup Track and set to pitch PokPok at EF Devcon in Argentina as part of the next wave of Base native builders.
🟩 @PrismaXai Showed up at RoboCon AI in New York, representing Virtuals aligned robotics and AI in a leading robotics forum.
🟩 @Shekel_Agentic Launched the Shekel V2 app with a refreshed interface and UX for agent powered financial coordination.
🟩 @solacelaunch Introduced its first staking mechanism where locking exactly 100,000 SOLACE grants up to 22 percent discounts on Solace Seed hardware, directly tying token utility to device presales.
🟩 @TeamLurky Announced Royalties so speakers earn residual income whenever their conversations are used in x402 or ACP powered API calls and alpha reports, turning voice data into owned revenue.
🟩 @the_small_thing Completed a mesh network stress test across 10 ocean nodes in the Mediterranean, validating real time telemetry, multi hop routing, and power efficient, self healing connectivity for scalable ocean cleanup robotics.
🟩 @UndercoverIRIS Finished integration with Virtuals ACP so I.R.I.S. can now coordinate autonomously with other agents and access the onchain agent network through Butler.
🟩 @Vader_AI_ Launched EGOPLAY V2, a physical MMO where players record daily life to earn rewards on iPhone and Android, and kicked off a 3M VADER ticket based reward pool for Season 1.
🟩 @Wach_AI Published a detailed look at ERC 8004 for agent identity, reputation, and validation, and demoed how WachAI mandates and validation agents verify jobs before settlement, helping make x402 a trustless protocol.
🟩 @WaveformBackup Announced its upcoming plugin marketplace where users can connect plugins directly into their AI trading agents and pay in stablecoins via x402, with a 5 percent fee used to buy back WAVE.
🟩 @Xtreamlyio Joined the Virtuals agent cohort to provide market depth and volatility models that enhance risk management and return profiles for agents across the ecosystem.
🟩 @ZyfAI_ Partnered with Virtuals and BasisOS to bring automated yield routing to the Agentic Fund of Funds on Base, helping direct capital to the strongest agentic yield strategies.
🟩 @virtuals_io Introduced Agentic Fund of Funds and Agentic Micropayments by Butler, bringing real time yield optimization and sub cent precision transactions to ACP.
Unveiled Pudgy AI where tagging @pudgypenguins and @Butler_Agent generates custom Pengu videos directly on X.
Released Tom Lee (@fundstrat) and Jansen Teng (@ethermage) discussing the agentic economy and AI crypto powered infrastructure led by Virtuals Protocol.
Agents keep shipping. See you next week. 🟩
New launches on Solana:
> @hush_wallet
Privacy wallet for Solana, launching in the next few days on the Chrome Extension store
You can Sign up for the waitlist right now
> @harmonic_gg
This is gonna be like a Jito competitor, open block building system optimized for validator revenue
Built to make Solana faster and fairer
> @vanishTrade
Private trading on Solana, backed by @colosseum, @SolanaVentures their public beta is already live
> @cleopetrafun
Liquidity terminal for @solana DEXs, for now built on Meteora with already prepared strategies
> @cloaklabz
Private payments for Solana it's similar to privacy cash, but it even has it’s own miners doing proof-of-work
There is Huge Privacy meta on Solana right now
I found 7 early projects, (from Arcium Ecosystem):
1/ @meleemarkets
Prediction markets with private order flow, need invite code to start, and you can join waitlist
2/ @UniFi_Labs
First private perpetuals trading on Solana, not live yet, but pretty cool
3/ @vanishTrade
Encrypted trading interface, they're coming to protect your Alpha, build for trades with size, trades publicly, project teams, market makers, funds, and everyday users who are tired of being tracked, copied, or front-run
Pre-Seed raise $1M from Solana Ventures and Pivot Global
4/ @darklakefi
Encrypting swaps and flipping MEV into LP yield (Private liquidity and dark pools)
5/ @UmbraPrivacy
Incognito mode for Solana, works only on Devnet, you can test the app right now
6/ @stealf_finance
The first neo bank on Solana that offers the possibility to make 100% anonymous transactions, Virtual and Phisical card you can join a whitelist right now
All of this projects build because of Arcium privacy layer that connects blockchains together
Over a dozen applications are already live on Testnet, with more joining through the @colosseum Hackathon
When Arcium mainnet will go live, most of these applications also will go live for use
virtuals protocol에 대한 62page 보고서로..
이 글은 보고서의 마지막 부분, 투자 아이디어 페이지를 한글로 요약했는데..
$virtual 홀더분들은 전문을 한번 찬찬히 읽어보셔도 좋을거 같습니다.
------------------------------
제공해주신 이미지는 'Virtuals'라는 프로젝트에 투자해야 하는 이유(Investment Case)를 7가지로 요약한 내용입니다. 각 항목을 쉽게 설명해 드릴게요.
1/ 시장 주기상 유리한 위치 (Cycle Positioning):
* 암호화폐 시장은 약 4년 주기로 상승과 하락을 반복하는 경향이 있습니다. 지금은 이 주기의 후반부일 가능성이 높습니다.
* 역사적으로 이 시기에는 비트코인(BTC)보다 다른 코인들(알트코인)이 더 크게 상승하는 경향이 있었습니다.
* 'Virtuals'도 이런 알트코인 중 하나로, 곧 가격이 크게 오를 수 있는 좋은 시점에 와 있다는 신호가 보입니다.
2/ 거시 경제의 순풍 (Macro Tailwinds):
* 미국 중앙은행(연준)이 최근 금리를 낮추기 시작했습니다. (첫 금리 인하)
* 금리가 낮아지면 사람들은 은행 예금보다 주식이나 암호화폐처럼 위험하지만 수익성이 높은 자산에 더 많이 투자하려는 경향이 있습니다.
* 역사적으로도 금리 인하는 암호화폐 시장 전체에 긍정적인 영향을 줬습니다.
3/ 'Base' 생태계의 핵심 (Base Ecosystem Exposure):
* 'Virtuals'는 'Base'라는 블록체인 생태계에서 매우 중요한 프로젝트입니다.
* Base 생태계 내에서 시가 총액 2위, 수익 2위를 차지할 만큼 규모가 큽니다.
* 따라서 Base 생태계 자체가 성장할 것으로 기대한다면, 그 생태계의 핵심인 Virtuals에 투자하는 것이 좋은 방법일 수 있습니다.
4/ 'Base' 에어드랍 가능성 (Base Airdrop Speculation):
* Base 팀이 자체 토큰(코인)을 만들 수도 있다는 공식적인 이야기가 있습니다.
* 만약 Base 토큰이 새로 생기면, Base 생태계에 더 많은 관심과 자금이 몰릴 수 있습니다.
* Virtuals는 Base 생태계의 핵심 프로젝트이고, 관련 임원들에게도 인기가 많습니다. 이 때문에 나중에 Base가 새 토큰을 무료로 나눠줄 때(에어드랍), Virtuals 사용자들이 혜택을 볼 수도 있다는 기대감이 있습니다.
5/ AI 트렌드로 인한 수혜 (Virtuals Poised to Benefit From Secular AI Trends):
* 지금까지 AI 분야는 거대 AI 모델을 개발하는 데(하드웨어, 학습) 막대한 투자가 이루어졌지만, 앞으로는 이 AI를 실제 서비스에 적용하고 활용하는 쪽(배포, 애플리케이션)으로 투자가 옮겨갈 것입니다.
* Virtuals는 이런 AI 서비스(에이전트)를 만들고 관리하는 데 필요한 기본 기술을 제공합니다.
* 따라서 AI 기술이 널리 확산될수록 Virtuals가 더 큰 혜택을 볼 것으로 예상됩니다.
6/ AI 에이전트 기술 통합 (Virtuals Owns the Entire Agent Stack):
* Virtuals는 AI 에이전트를 처음 만들고(런치패드), 개발하며(프레임워크), 거래하는(커머스 프로토콜) 데 필요한 모든 기술(스택)을 통합하여 제공합니다.
* 덕분에 이 분야에서 선두 주자 위치를 차지하고 있으며, AI 에이전트 혁신이 가져올 큰 이익을 얻을 준비가 되어 있습니다.
7/ 네트워크 효과 (Virtuals Network Effect):
* Virtuals 생태계는 '네트워크 효과'(사용자가 많아질수록 가치가 더 커지는 현상)를 가지고 있습니다.
* 더 많은 사람들이 Virtuals 토큰을 예치(스테이킹)하면 → 유동성이 풍부해지고 → 세금 수익과 수수료가 늘어납니다 → 이 수익으로 에이전트 서비스를 더 좋게 만들고 가치를 높이면 → 더 많은 사람들이 생태계에 참여하게 됩니다.
* 이런 선순환 구조가 반복되면서 생태계 전체가 계속 성장하게 됩니다.
> 요약:
이 문서는 Virtuals가 시장 타이밍, 경제 상황, 'Base' 생태계 내에서의 강력한 입지, 그리고 AI 기술 트렌드의 핵심 역할 등 여러 측면에서 매력적인 투자처라고 주장하고 있습니다.
This Week in the Virtuals Ecosystem 🟩
🟩 @ACO_labs unveiled ACO, the AI Creative Stack built on Virtuals Protocol and powered by @AcolytAI, bringing creativity onchain for builders, creators, and brands.
🟩 @AIxVC_Axelrod surpassed $15M in agentic trading volume this week, marking a milestone for agentic onchain trading.
🟩 @agent_CEO launched a ve(3,3) DEX fully governed by an AI CEO agent, letting users choose missions and maximize yield autonomously.
🟩 @arbusai rolled out x402-powered subscriptions on its onchain terminal, starting at $50/month with API and AI assistant integrations for agent micropayments.
🟩 @BaseVolApp hit $140K in first-epoch deposits for its agent-powered 0DTE options vault, redefining structured trading on Virtuals.
🟩 @caesar_data activated x402 for deep research queries, enabling agents to access premium data through trustless, pay-per-query transactions.
🟩 @Delphi_Digital highlighted how Butler, ACP, and Unicorn form the core engine of aGDP, driving the agentic economy forward.
🟩 @FourPillarsFP spotlighted ACP’s renewed momentum amid x402 adoption, calling it a leading contender for agent commerce infrastructure.
🟩 @fs_insight released a research report on how the agentic economy’s next phase could unfold on Ethereum, featuring Virtuals Protocol as a key player.
🟩 @GAME_Virtuals powers Butler’s execution layer, reinforcing ACP’s coordination network.
🟩 @GigabrainGG integrated x402 directly into Brain, allowing any app, bot, or agent to leverage Brain intelligence.
🟩 @Infinit_Labs deployed its AI DeFi agent infrastructure onto Virtuals, bringing 30+ agents, 550K+ wallets, and Google-partnered strategies into ACP and Butler.
🟩 @joinwav3 launched its Alpha phase, rewarding Spotify listeners onchain.
🟩 @Loky_AI upgraded its ACP infrastructure to handle 10× more throughput and 1M+ monthly MCP requests, achieving 99% success rates under heavy load.
🟩 @MessariCrypto published a breakdown of how ACP standardizes coordination and transactions between AI agents.
🟩 @Mute_Swap unveiled the Whisper Trades ML Terminal, scanning wallets and OTC data for hyper-accurate trades while burning 150K MUTE in the process.
🟩 @okx listed $VIRTUAL, expanding access to global markets.
🟩 @pilot3ai integrated x402 to enable pay-per-use trading, eliminating subscriptions for real-time access to trading strategies.
🟩 @Rewkang highlighted Virtuals’ role in building open robot training datasets, noting token incentives could create the largest open-source robotics dataset.
🟩 @RingfenceAI introduced Personalized Sovereign AI, enabling agents to remember user goals and preferences for privacy-first, human-centered intelligence.
🟩 @symphonyio joined Virtuals ACP V2, powering 17,000 agents and 180,000 owners through its intelligent execution layer for perpetual trading.
🟩 @TeamLurky launched real-time X Spaces summarization, automatically parsing project mentions, coin data, and network insights through Virtuals ACP.
🟩 @TechFlowPost reported on ACP’s full-scale x402 integration, calling Virtuals the largest agent infrastructure platform driving the multichain agent economy.
🟩 @tengyanAI released “Virtuals ACP: Powering Agentic Payments Before It Was Cool,” noting how Virtuals pioneered the space before the hype.
🟩 @tiger_research spotlighted Virtuals ACP as the foundation of the trillion-dollar agent economy in its latest publication.
🟩 @virtuals_io Launched Butler Perp Trading on X, enabling 70+ asset perp trading directly through @Butler_Agent. In addition, announced winners of the Ethereum is for AI Hackathon with @ethereumfndn, 100+ teams building AI-agent coordination on Ethereum.
🟩 @wasabi_protocol integrated Butler on X for seamless perp trading execution.
Agents keep shipping. See you next week. 🟩
BREAKING:
The first ICO on our DTF platform will be @humidifi
They're a prop AMM responsible for nearly 35% of ALL volume on Solana.
So let us know: Who's ready to get $WET?
🔥 @0xMantle X Game7 🔥
Dungeons & Degens just got a massive update 🚀
We’re joining forces with @0xMantle to bring you more games and a bigger prize pool.
Play games and get rewarded now: https://t.co/gr6Oc0xYSt