NguyenHoang

$DEUS is honestly one of the more interesting launches on Virtuals right now. • ~$20M+ raised • ~$10M+ robotics treasury NAV • Current circ MC only around ~$44M • Built on @virtuals_io • Supported by Moonrock Capital / Simon Dedic ( @sjdedic ), who is officially involved as DAO Advisor + Scoring Committee member Treasury exposure includes: • Figure AI • 1X • Apptronik • Agility Robotics • NEURA Robotics Basically one of the only real robotics treasury / capital markets plays in crypto. What I find interesting: • Final Genesis Auction happened around ~$60M MC • Current market cap is now BELOW the final presale valuation • Presale participants only received 33% unlocked at TGE • Remaining 67% unlocks linearly over 12 months So even final-round presale buyers are still heavily locked and far from fully exiting here. Kang recently started pushing robotics again, and several companies inside @xmaquina treasury overlap with names Kang has exposure to. @Rewkang Fund reportedly trades around ~5x NAV. Meanwhile $DEUS is trading around similar levels while arguably being the only serious onchain robotics exposure available to retail. If humanoid robotics becomes one of the biggest industries of the next decade, protocols controlling: • treasury exposure • liquidity • governance • tokenized ownership could become extremely valuable. And currently, almost nobody in crypto is positioned for this narrative. Disclaimer This post reflects personal opinions only and is shared for informational purposes. Nothing here should be considered financial, investment, or legal advice. Crypto is highly volatile and involves significant risk. Always DYOR and manage your risk carefully before making any investment decisions

$ROBO – The First Titan of Virtuals Powering the Robot Economy $ROBO is the first Titan launched within the @virtuals_io ecosystem, positioning itself as the foundation of the Robot Economy through Fabric protocol — an infrastructure layer for autonomous AI agents to operate and transact onchain. 1. Project Overview • Part of the Virtuals ecosystem • Protocol: Fabric • Focus: Infrastructure for AI Agents / Robot Economy • Core token powering the Robot Economy $ROBO serves as the central asset enabling AI agents to interact, transact, and generate value autonomously. 2. Raise & Backers • Public Sale: $2M raised • 0.5% of total supply • FDV: $400M • 100% unlocked at TGE The public sale took place on Kaito Capital Launchpad (January 26, 2026). Previously, the @openmind_agi team raised $20M in 2025 to develop the Fabric protocol. • Total raise: ~ $22M Backed by: Pantera Capital, Coinbase Ventures, DCG, Ribbit Capital, Hongshan, Topology, Primitive Ventures. @FabricFND operates as a non-profit organization, with funding primarily sourced from token sales and strategic backers to support long-term ecosystem growth. 3. Launch Details • TGE: February 27, 2026 – 10:00 GMT • Format: Titan (direct public liquidity pool) • Trading: Virtuals + Uniswap V3 • Deployed on @base • Liquidity seeding: $250K in $VIRTUAL + 0.1% of $ROBO supply • First 14-day incentive: 0.01% supply distributed pro-rata to net buyers 4. Tokenomics – TGE Circulating (~22.31%) Approximately 22.31% of total supply will be unlocked at TGE, including: • 5% – Community Airdrops (100% unlocked) • 2.5% – Liquidity Provisioning & Launch (100% unlocked) • 0.5% – Public Sale (100% unlocked) • 5.4% – 30% of Foundation Reserve • 8.91% – 30% of Ecosystem & Community allocation The remaining allocations: • 24.3% – Investors (fully locked for the first 12 months) • 20% – Team & Advisors (fully locked for the first 12 months) Image credit: Thanks @cryptodiffer for the ROBO moonsheet visual used for illustration. Disclaimer This post reflects my personal opinion and is shared for informational purposes only. It does not constitute financial, investment, or legal advice, nor is it a recommendation to buy, sell, or hold any digital asset. The cryptocurrency market is highly volatile and carries significant risk. Always conduct your own research (DYOR), assess your risk tolerance, and consult a qualified professional before making any financial decisions.

It feels like AI Agent season might be slowly returning. Across the crypto market, major companies are quietly preparing for a world where AI agents become real economic actors. Some notable signals recently: • @brian_armstrong believes "AI agents could soon execute more transactions than humans, and crypto wallets will enable them to participate in the on-chain economy." • @cz_binance also stated that "AI agents may eventually make millions of times more payments than humans, and crypto will be the infrastructure powering those transactions." At the same time, major companies are building infrastructure for AI agents: • Coinbase launching agentic wallets • Binance introducing AI agent skills • OKX building agent wallet tools • https://t.co/ZzLwZqTsCr introducing Agent Key • Dune opening an MCP server that allows agents to access on-chain data from more than 100 blockchains. The infrastructure for a machine-to-machine economy is gradually being built. And on-chain data is already starting to show real traction. • x402 protocol has processed 50M+ transactions • Virtuals Protocol is tracking around $479M in AI-generated GDP from more than 23,500 active agent wallets This is no longer just experimentation. This is real economic activity. Why Virtuals still stands out While many teams are still building tools for AI agents, @virtuals_io is building the economic rails for them. • $400M+ market cap • $70M+ daily trading volume • 1M+ holders • thousands of tokenized AI agents • millions of dollars in agent-to-agent revenue Their infrastructure stack is becoming increasingly clear: • Agent Commerce Protocol (ACP) • x402 micropayments • ERC-8004 — identity and reputation layer for agents • ERC-8183 — a new commerce standard for AI agents, recently introduced by Virtuals together with the Ethereum Foundation dAI team Step by step, the core infrastructure for an autonomous agent economy is taking shape. And much of this momentum is happening on Base Interestingly, the initial wave of AI agents first exploded on @base , where many experiments and AI agent tokens began gaining attention in late 2024. That ecosystem effect is still very strong. Many of the tools, payment rails, and agent experiments today can trace their origins back to the early AI agent wave on Base. If DeFi Summer 2020 unlocked on-chain capital markets, then the AI agent economy could unlock on-chain labor markets. Agents trading. Agents hiring other agents. Agents generating GDP. And right now, Virtuals seems to be positioned very close to the center of that narrative. Disclaimer This content reflects my personal analysis and is for informational purposes only. It is not financial advice. Crypto markets are highly volatile and involve risk. Always do your own research (DYOR).

Recently, Virtuals’ new 60 Days mechanism has proven to be a major success, most notably through the launch of x402guard. This mechanism has effectively positioned @virtuals_io as the final destination for builders and projects looking to both launch their tokens and fully complete their products. As a result, more teams are increasingly choosing Virtuals as their long-term home rather than just a temporary launchpad. This sets the stage for a very interesting and active week ahead. Kicking off this busy week is Work402. 1. What is Work402? Work402 can be understood as a job marketplace for AI agents, similar to how Upwork connects humans with freelancers. Instead of requiring a single agent to integrate a wide range of skills and tools, Work402 allows agents to post jobs, hire specialized agents, and complete tasks through an on-chain escrow mechanism. The project is built within the Virtuals ecosystem, which is a clear advantage. Virtuals already has an existing supply of agents and real collaboration demand, helping the marketplace avoid the common problem of “having a platform but no users.” Payments are processed via x402 using USDC, with settlement times of around 2 seconds on @base and a 2.5% fee—significantly lower than traditional labor platforms. Agent identity and reputation are managed through ERC-8004, enabling transparent on-chain tracking of work history and performance reviews. This approach reduces risk when agents hire other agents, while allowing specialized agents to accumulate reputation over time and access more job opportunities. The core philosophy of Work402 is simple: AI agents don’t need to do everything—they need to know how to hire the right agent. As the agent ecosystem continues to expand, this model has the potential to become a critical infrastructure layer for agent-to-agent collaboration within the Virtuals ecosystem. 2. Development Capability & Founder @carlosmarcialt is a builder–artist who transitioned from Web2 to Web3, with a strong foundation in design, technology, and early-stage blockchain projects. Before entering the NFT space, he co-founded a blockchain-focused creative agency in Toronto (2017–2019), where he directly executed campaigns for major crypto companies, including Binance, during the industry’s formative years. He entered crypto art in 2019 and belongs to the first generation of NFT pioneers, prior to mass market adoption. Since 2020, Carlos has worked full-time in NFTs and has personally generated over USD 1 million in direct revenue from NFT sales, with more than 250 collectors worldwide—reflecting a high level of trust and sustained long-term demand from collectors. In 2021, Carlos was interviewed and featured by CNN, a leading global news network, highlighting how NFTs transformed the livelihoods and economic opportunities of digital artists. In 2023, his work was officially auctioned at Sotheby’s Paris, one of the world’s most prestigious and long-established fine art auction houses. This marked a rare milestone for a crypto-native artist entering the traditional art world at an institutional level. With roots in Web2 and deep involvement across both technology and creative domains, Carlos has built personal credibility beyond the NFT artist niche. He is followed by the founder of Virtuals and multiple core members of the Virtuals team, alongside top KOLs and investors such as Ansem, builders within the Base ecosystem, and Cameron Winklevoss—crypto billionaire and co-founder of Gemini—as well as the founder of Shiba Inu. This represents high-quality social proof and recognition from builders, founders, and operators at the highest tiers of the crypto industry. Beyond art, Carlos is also a full-stack Web3 & AI builder who directly develops and deploys AI-powered and blockchain-native products at production scale. His work includes an open-source RAG chatbot platform integrated with over 7,000 applications, an AI-powered DEX aggregator operating across Ethereum and Solana, and SaaS web applications with complex data and filtering systems. He is capable of combining AI inference, real-time data, on-chain logic, and off-chain infrastructure into complete, scalable, and commercially viable products. https://t.co/DznJnH5Ror Disclaimer This post reflects my personal opinion and is shared for informational purposes only. It is not financial advice, investment advice, or a recommendation to buy or sell any asset. Always do your own research (DYOR), assess your risk tolerance, and consult a qualified professional before making any investment decisions.

@hananyss once again posted about a project built on @virtuals_io — and this is the second time she’s done so. The first was $PRXVT, which later reached around $10M market cap. This time, it’s $ATEAM. About the project: ATEAM is built around the concept of a 0-person company. At its core is a SynthCEO (AI CEO) supported by an executive ATEAM (CFO, CTO, CMO, Sales, etc.). The SynthCEO turns strategy into executable plans, while the agents coordinate and operate 24/7. Users receive daily reports instead of manually prompting all day. The roadmap moves from SynthCEO core → multi-agent coordination → fully autonomous startup launch mode. About the dev: The project is led by @tamarandom — Co-founder & Managing Director of Commons Stack, Head of Product at Thrive (ex q/acc), and advisor to Token Engineering Commons. She has 25+ years in digital strategy and consulting, with prior experience at Google, Capgemini, and Sony Music, and has been building in crypto/DAO/token engineering since 2016. https://t.co/nOhT991Yl5 Current market cap: ~$400k (tax included). 🔗 Virtuals link: https://t.co/XX7LhhRrZb Disclaimer: This is my personal opinion, shared for informational purposes only. Not financial advice (NFA). Always DYOR and manage your own risk.

Yesterday I posted my $DEUS thesis around the ~$44M MC range and said this could be one of the most interesting launches on @virtuals_io right now. At the time: • the market was bleeding • presale sell pressure was massive • sentiment was extremely negative A lot of people expected $DEUS to keep dumping. But instead of breaking down, the market absorbed all of that sell pressure. $DEUS has now moved from ~$44M MC to nearly ~$60M MC in less than 24 hours. ~36% up from the thesis entry area. And if measured from the recent local bottom, the recovery is already well over 50%. What’s most impressive isn’t just the pump itself, but how the price managed to absorb enormous unlock and presale selling pressure while still continuing higher. Feels like the thesis is slowly getting validated by the market. Big thanks to @game_for_one, @rbthreek and @scalpsxbt for the incredible theses and conviction throughout the volatility. Definitely helped many of us hold through the heaviest pressure instead of fading the opportunity too early. And now, presale buyers around the ~$0.06 range are officially back in profit again. Disclaimer This post reflects personal opinions only and is shared for informational purposes. Nothing here should be considered financial, investment, or legal advice. Crypto is highly volatile and involves significant risk. Always DYOR and manage your risk carefully before making any investment decisions.

And a big congratulations to $WORK — the next project to successfully launch on @virtuals_io with the new 60-day mechanism. This week is shaping up to be an extremely active one, with many high-quality projects launching back-to-back, signaling a period full of opportunities and a lot of work ahead. Congratulations, @carlosmarcialt — you’ve done an outstanding job. Well deserved 👏

Congratulations to $INSTACLAW — the next project to successfully launch on @virtuals_io under the new 60 days mechanism. In the early phase, the market cap of @instaclaws moved sideways around the 850K–900K range (tax included) for quite an extended period. Price action remained stable without extreme volatility, showing that the new launch mechanism worked as intended and helped establish a healthy accumulation base. After the launch phase was completed, the tax mechanism ended and the token was listed on DEX. With buying pressure fully unlocked, the project quickly accelerated and reached an ATH of around 2.3M market cap. Projects that successfully launch under this new mechanism are gradually setting a new standard for builders: structured launches, protected early phases, and sufficient time to refine their products. This is increasingly positioning Virtuals as a preferred destination for teams looking to launch tokens — especially as the @base ecosystem continues to expand and attract long-term, serious builders.

This is the second time I’ve come across a post like this. The first time was when @hananyss — a member of the @virtuals_io team — shared a post about the $PRXVT project. It wasn’t promotional or hype-driven in any way, yet it quietly became a strong catalyst, helping the project launch smoothly and eventually reach around $10M in market capitalization. And this is the second time — now. This time, the post comes from @DonJohnsonSays , another member of the Virtuals team, who shared his thoughts on the developer and the $INSTACLAW project he is building. Posts like these don’t appear often. And when they do, it’s usually not by coincidence.