Virtuals announces $48 million ecosystem buyback plan. Which projects benefit the most?

Original | Odaily Planet Daily ( @OdailyChina )

Author: Azuma ( @azuma_eth )

On the evening of January 15, Virtuals Protocol, a leading AI Agent issuance platform, announced a major ecological repurchase plan.

Specifically, Virtuals Protocol announced that it has accumulated 12,990,427.85 VIRTUAL tokens through post-bonding transaction fees since October 16, which is worth approximately $48 million at a unit price of $3.7. All of these fees will be repurchased and destroyed based on the time-weighted average price (TWAP) of major AI Agent tokens in the Virtuals Protocol ecosystem within the next 30 days.

Influenced by this good news, the Virtuals Protocol ecosystem generally rose sharply today. As of 10:20, the representative projects increased as follows:

• VIRTUALs market value is now $3.7 billion, up 27.8% in 24 hours;

• aixbt by Virtuals (AIXBT) has a market value of US$764 million, up 42.56% in 24 hours;

• GAME by Virtuals (GAME) has a market value of US$247 million, up 28.23% in 24 hours;

• VaderAI by Virtuals (VADER) has a market value of $108 million, up 29.71% in 24 hours;

• Luna by Virtuals (LUNA) has a market value of $87 million, up 25.5% in 24 hours;

• Prefrontal Cortex Convo Agent by Virtuals (CONVO) currently has a market value of US$53 million, with a 24-hour increase of 61.55%.

Specific repurchase details

While announcing the repurchase plan, Virtuals Protocol also disclosed the specific repurchase details. A total of 50 AI Agent tokens were included in the repurchase list. The specific repurchase list and amount are as follows:

• GAME: 1616443 VIRTUAL

• CONVO: 1106759 VIRTUAL

• AIXBT: 881921 VIRTUAL

• SEKOIA: 712488 VIRTUAL

• MISATO: 690345 VIRTUAL

• VADER: 435857 VIRTUAL

• SAINT： 401197 VIRTUAL

• VU: 259376 VIRTUAL

• AIRENE: 254053 VIRTUAL

• GLUTEU: 224240 VIRTUAL

• POLY: 216208 VIRTUAL

• NFTXBT: 178819 VIRTUAL

• CYI: 177427 VIRTUAL

• MUSIC: 159932 VIRTUAL

• GUAN: 152468 VIRTUAL

• SQDGN: 146837 VIRTUAL

• VIRTU： 145768 VIRTUAL

• SAM: 132681 VIRTUAL

• H4CK: 125718 VIRTUAL

• POD: 108395 VIRTUAL

• AIXCB: 103523 VIRTUAL

• PH: 92201 VIRTUAL

• SERAPH: 91348 VIRTUAL

• WAI: 88328 VIRTUAL

• CALLS: 86714 VIRTUAL

• GEKKO: 81219 VIRTUAL

• BRO: 78450 VIRTUAL

• ACOLYT: 77611 VIRTUAL

• 101 ： 74359 VIRTUAL

• FREYA: 74232 VIRTUAL

• WHIP: 65445 VIRTUAL

• ECHO: 65414 VIRTUAL

• NIKITA: 61123 VIRTUAL

• ATHENA: 59708 VIRTUAL

• REX: 9617 VIRTUAL

• PANIK: 58121 VIRTUAL

• DEGENC: 57800 VIRTUAL

• SPLOOT: 51688 VIRTUAL

• DORA: 50580 VIRTUAL

• TAOCAT: 50380 VIRTUAL

• AIBLKS: 49092 VIRTUAL

• LOKY: 48381 VIRTUAL

• SATOSH: 47185 VIRTUAL

• AIYP: 46797 VIRTUAL

• JOE: 46734 VIRTUAL

• INTERN: 46164 VIRTUAL

• WEBSIM: 43632 VIRTUAL

• PUPAI: 42384 VIRTUAL

• DREAM: 41751 VIRTUAL

• TRUST： 39940 VIRTUAL

Which projects are most profitable?

Shortly after the Virtuals Protocol announcement was released yesterday, on-chain analyst hitesh.eth conducted further calculations on the repurchase strength of different projects and their corresponding market capitalization share.

As shown in the previous list and this chart, in terms of absolute amount, the five ecological projects with the largest buybacks in this round of Virtuals Protocol are:

• Virtuals Protocol is the crown prince and the ecological framework GAME;

• CONVO, another major infrastructure of Virtuals Protocol ecosystem;

• AIXBT, the AI Agent project with the highest mental performance in the industry;

• On-chain AI fund project SEKOIA;

• Set up a very detailed character AI agent project MISATO;

From the perspective of the ratio of repurchase amount to market value, some projects with smaller market value actually have a greater favorable impact - the pre-repurchase amount of some projects even exceeds the circulating market value at the time of the announcement. Combined with hitesh.eths statistics, it can be seen that the projects with the greatest repurchase amount/market value benefits are: PUPAI, MISATO, WHIP, SATOSH, and POD.

Judging from the actual market performance, these projects have also been at the top of the ecosystem growth list since the announcement. GMGN data shows:

• PUPAIs 24-hour increase exceeded 1,200%;

• MISATOs 24-hour increase exceeded 549%;

• WHIP 24-hour increase exceeded 893.8%;

• SATOSHs 24-hour increase exceeded 200.8%;

• PODs 24-hour increase exceeded 320.5%;
  

Considering that the repurchase of Virtuals Protocol has not really started yet (next 30 days), the Virtuals Protocol ecological tokens in the expected list will generally have strong buying support in the future market, and are expected to maintain good price performance. However, considering that the FOMO sentiment from last night to now has driven a round of explosive pull in the short term, investors also need to pay attention to the risk of callback volatility after a short-term increase.