Nutcha 🦇🔊

My thesis: ERC-8004 will help Ethereum lead the first wave of A2A, even beyond the scope of web3. @virtuals_io will regain momentum as Ethereum wins; more projects will have to adopt ACP. Soon: VIRTUAL will experience strong growth again. GAME will grow exponentially. If this couldn’t convince you, look at the connections here:

just a reminder: this @virtuals_io team launched their first token at a 500m FDV near the peak of the gaming cycle. the token fell to 6m, so they pivoted to AI and kept building until it hit an ATH of 5b. it could very well be luck, but their never-stop-building attitude will bring us back to the right place again. @GAME_Virtuals @luna_virtuals @Butler_Agent

once again, this proves the @virtuals_io team is thinking years ahead of everyone. - ACP several months before Google's A2A - 1 year before OpenAI's ACP - expanded the robotics branch in mid-2025 (they have 30+ humanoid robots in the lab right now) - 1.5 years before pumpfun's agent launchpad (which, imo, is basically the original virtuals prototype launchpad with OpenClaw integration) and if you want to argue that this pumpfun's launchpad is about openclaw: it took the @virtuals_io team <48 hours to acknowledge openclaw's potential. and ~4 days for the first announcement about virtuals x openclaw. now study: https://t.co/JqmcesjHcq and ofc, https://t.co/YzsT3Ywx6s

isn’t this enough? $NOX @virtuals_io https://t.co/UotCKlFrfV

I think the @virtuals_io ecosystem and community should make it clear that projects launching here are responsible for growing their own business and generating revenue. If your project dies, because you failed to execute, don’t blame others for your own lack of progress. Bullish on solana:3iQL8BFS2vE7mww4ehAqQHAsbmRNCrPxizWAT2Zfyr9y and most active projects here.

my thesis still stands nox / cxx = evaluator layer (and I believe this is tier a/b:🦉= 🌙 ) initially, i thought it would be cxx, but now nox appears to be the more correct answer @virtuals_io @nox_virtuals (is this the real account?)

I strongly believe this blue girl will outperform VIRTUAL @virtuals_io @GAME_Virtuals https://t.co/2Wee1wOEcN

send it all. there's no pvp (yet) on @virtuals_io $X40G → https://t.co/CJKnFpmCW9 $TENX → https://t.co/wNvubhbcEI #NFA look for entry; do not top blast

Some constructive feedback for @virtuals_io. I think the main issue right now is lack of capital — not specific to Virtuals, but crypto as a whole. But if there’s a team that can break out of this cycle, I believe it’s this team. As we know, Virtuals created a lot of new millionaires during the Prototype and Genesis launches. Both were so successful that a lot of people could take profits and liquidity out. Yes, that’s normal. But in the end, that kind of extraction can’t sustain our ecosystem forever. Now it’s time to talk about solutions, which I believe the team has already been working on. I believe the best solution is bringing in new, aligned capital from good participants. And I think the best are: 1) Institutions / VCs that actually hold long term 2) Virtuals projects reinvesting after they raise. I think this mindset is really important — projects can reinvest directly into the token (buybacks) or into the team/product itself. Show us the numbers if the business is really growing. But no more endless fundraising. 3) Continuing to reward users who reinvest profits back into the ecosystem Genesis “Jeet Jail” worked really well because it understood how crypto users actually behave. I’m not arguing that Virtuals needs to bring it back, but I think the sell punishment specifically addressed the inconvenient truth of crypto degen behavior: jeeting. Personally, I would argue against the current net buy rewards for $veVIRTUAL holders. I don’t think this is the right time to ask long-term users to keep bringing in new money. Crypto liquidity has already been too dry for too long. The next stage of growth will require projects in the @virtuals_io ecosystem to start “retaining capital” and “reinvesting profits” back into the ecosystem so it can become truly sustainable. Again, if any ecosystem can figure this out, it’s definitely Virtuals. And now let’s send $VIRTUAL to $40.

I’m not part of his alpha group, but I have always thought that @ribbita2012 and @virtuals_io will soon function as independent strategic partners. If you share this view, the strategy would simply be to hodl and build a larger position on every major dip. Accumulating $VIRTUAL, $GAME, $TIBBIR, $LUNA during the bear market will put you in the best position for the next cycle. Occasionally, you may accumulate or trade @virtuals_io micro caps (including these stealth tokens) but only do so in smaller sizes and only if you are profitable most of the time. I can’t predict when this bear market will end. It could last one more month or two more years. But here’s my 2026/2027 price targets: VIRTUAL: 5-10b+ 💯 GAME: 300m+ (human consumer AGDP) TIBBIR: 2b+ (crypto-normy bridge, institutional-grade) LUNA: 100m, potentially 500m+ if they decide to focus on luna embodiment #fintech x #agdp

another @virtuals_io crime szn may be starting in the middle of the bear market not sure how long this will last, but imo, it feels healthier than last week's unvested meta. at least, these projects are launched by doxxed devs themselves + they need to prove real pmf ideas not just any vaporware

Recently, the @virtuals_io team have been very active in onboarding many AI agent teams to ACP. Now they're talking with bankr, so I wonder whether the integration will be handled through @Butler_Agent or directly between ACP and human users. If the latter is the case, it would effectively create two Butler agents (Butler vs Bankr) competing with each other. Competition isn't always bad, but is @GAME_Virtuals ready for it? Interested to hear your thoughts ser @everythingempty.

.@Butler_Agent is powered by @GAME_Protocol, which already has a token. and it's the only Butler token officially endorsed by @virtuals_io. Bullish on https://t.co/xygrYfw844 = $GAME &amp; $VIRTUAL.

i haven't seen anyone mention this yet, but yesterday's @virtuals_io weekly wrap-up did semi-acknowledge the rumors around stealth launch tokens. macro is causing a temporary dip in crypto. this is the best time to position yourself. because when NASDAQ recovers, NOX flies. @nox_virtuals

TL;DR: bullish on $ROBO, bullish on $VIRTUAL, even more bullish on $veVIRTUAL. My thesis is that the @virtuals_io - @openmind_agi partnership is directly connected to the 30+ humanoid robots currently in the virtuals lab. Even if you do not benefit directly from the $ROBO launch yesterday, you are likely to benefit from tens of robotics projects launching on virtuals in the upcoming months. I actually got in this presale as a veVIRTUAL staker, and I am very satisfied with the allocation. Some may assume presale buyers are currently at a loss, but that's not accurate. We bought at a 400m valuation but also received small yet decent amounts of airdrops on top of the presale allocation. After joining the presale, I did more research on @openmind_agi and @FabricFND. But in short: - They're backed by tier 1 VCs (including the 🐸 that we all love). - They're a "key" partner of the leading Chinese robotics companies, including @UnitreeRobotics, the one that went viral recently. - They're an SF based company, strategically positioning themselves as a bridge to help Chinese robotics companies expand into the US market. I will never believe the Chinese New Year Gala robotics viral was just a one-time event. We'll likely see more breakthrough moments like that once every few weeks from now. And each one will positively affect token demand. So I am really not aiming for a quick 40-50% flips here. I want to maintain my early exposure to the robotics narrative, and wouldn't concerned even if this dips to 150-200m. The only reason I would consider selling $ROBO right now, or anytime soon, would be to accumulate $VIRTUAL during market dips. Again, thanks @virtuals_io.

if it weren’t @virtuals_io, I would think theyre planning to dump the token on the open market. but this is virtuals. my bag-biased analysis tells me thats its a bull case. might have something to do with $tibbir

What’s sth more giga than buyback and burns? $VIRTUAL

A major robotics announcement is expected by January. Did @Butler_Agent just leak alpha? You need to make sure he signs an NDA next time @virtuals_io

the real reason that @virtuals_io didnt bid for Peter Steinberger because they have @celesteanglm

hey @Butler_Agent, is this you??? @GAME_Virtuals @virtuals_io https://t.co/b9yNl0KFFZ

In case someone needs to hear this: if @virtuals_io were just a prototype launchpad, it wouldn't survive moltbook today. however, they've evolved far beyond that. no reason to look back. the team is in SF for a robotics hackathon today. I believe our time is soon.

He’s not a virtuals plant but someone whose project failed to launch on @virtuals_io. This was my response when @ChiefBaseposter asked why his project failed to bond last year. Of course, he has since deleted all his posts about virtuals. I wouldn’t go so far as to say we do more due diligence here, but if your response to criticism is to keep starting wars, don’t be surprised when you get wars in return. Just so you know, @virtuals_io has been dealing with similar fud for more than a year, but most of the fudders are not even blocked and still followed by @ethermage and @everythingempty today. It’s time to be more professional.

im holding NOX but i dont think its about NOX this time hopefully it is though @virtuals_io is more likely announcing something related to ethereum or a deeper collaboration with someone from ethereum

I think @celesteanglm is currently the strongest @virtuals_io alpha https://t.co/hzCTnsogln

if you’ve struggled over the past five years, the best investment decision to recover from your mistakes is to buy $virtual today $0.65

Ethereum is for AI. @virtuals_io is a society of AI agents. ERC-8004 gives verifiable identity for AI agents. Probably just a coincidence.

I got the answer There’s no competition for @Butler_Agent $GAME to a billion @GAME_Virtuals @virtuals_io

After a few days of research about @openmind_agi and @FabricFND, I decided not to request a refund. My thesis is simple: everything is connected. - OpenMind is backed by @RibbitCapital. - Ribbit Capital launched $TIBBIR on @virtuals_io. - OpenMind is adopting Virtuals’ ACP. OpenMind is also backed by other Tier 1 VCs such as Pantera Capital and Coinbase Ventures. @PanteraCapital is rare (and very big.) Coinbase Ventures invests in everything, but it still increases the chance of Coinbase listing. It’s worth mentioning that Ribbit Capital is not a typical VC. They’re selective, perform due diligence, invest in a longterm, and rarely failed. This is the biggest factor for me. Also, @JanLiphardt, their founder, is a Stanford professor (a top 3 robotics school.) And let’s not forget that Sam Altman was also a Stanford dropout. Now I’ve decided to take a long-term $ROBO position from here like $VIRTUAL. Short-term price after TGE won’t concern me anymore. Appreciate your assistance, ser Grok, ChatGPT and Gemini. 🙏

That’s @celesteanglm But I guess not for much longer. More soon, right? @virtuals_io https://t.co/3CDGsgHDoF

i've tried to stay out of the drama. but i do have strong opinions about who's wrong. and there're personal reasons why I choose not to call them out. that said, @bigwil is a net positive for @virtuals_io.

not a fan of bankr or the drama, but: - @Libera_xyz received a $ZK airdrop worth ~$700k at launch - distributed almost nothing to their community - @ChiefBaseposter's old handle was @Libera_xyz but but but... our @ethermage of @virtuals_io (not just a launchpad) said the "pie is big" so love > war suppok u @0xDeployer 🐍

happy to see base degens becoming active again. @virtuals_io fam will need to be a bit patient, but i’m sure capital will soon flow from AI memes to real projects. I’m still positioned for tokens with consistent volume, as I believe they will be the first to pump: VIRTUAL, GAME, TIBBIR *our time is next week, nfa*

The @virtuals_io team stealth-launched these in-house tokens because they wanted high-quality projects in ACP, and not many third-party projects were able to meet their standards. Nox was “chosen” to be the main showcase, likely not immediately at launch, but later, after significant CT hype and strong profit generation. There was initially a “direct” connection between $GAME and $NOX, but it was removed soon after launch, probably to preserve Nox’s stealth status. Simply put, @nox_virtuals is a live virtuals showcase on how to build a successful agentic business.

i've recently noticed some @virtuals_io projects and KOLs botting their tweets. i don't want to call them out yet. but when something feels off, it usually is. the number of views, likes, retweets, and comments should be proportional. if they aren't, that's a red flag. ⛳️ bullish on @virtuals_io bearish on the small number of bad actors

Something cooking behind the scenes at @virtuals_io will generate more revenue than both trading fees and ACP combined 👀 (according to @ethermage @VirtualsWeekly)

My 2nd best investment last year was buying ETH at around $1.5k when sentiment was at an ATL. My best was the @virtuals_io genesis launch + unicorn 🦄 @Butler_Agent Sometimes the best strategy is to go against CT and stay disciplined about buying dips and taking profits #VirtualsMaxiIsEthereumMaxi

Since @virtuals_ai is suspended, it might now be available for @virtuals_io. Sers @everythingempty @ethermage, I think it’s time to reach out to @nikitabier 🤣 $BIRD $MYSE solana:3iQL8BFS2vE7mww4ehAqQHAsbmRNCrPxizWAT2Zfyr9y

Hey @virtuals_io M&amp;A, can we afford this? @everythingempty said virtuals is rich

an all-narrative token has just launched on @virtuals_io x402 x ERC-8004 x clawdbots/moltbots x virtuals 60 days x base ai season don’t blow the top for first entry; always wait for some dips @x402guard $x40g

Did anyone manage to get a good ranking on @virtuals_io's ACP leaderboard last week? It seems like this is already being farm by industrial sybils. Might be time to update the criteria to reward real human users ser. @ethermage @everythingempty

Let the @virtuals_io agentic szn begin

miratisu is indirectly saying that im right about nox, cxx, clawbaby 😈 just trenching around, dont block me pls 😂 NFA: similar to 10-20+ recent launches, i believe they're all experiment tokens by the @virtuals_io team that may or may never come out of stealth. i personally think $nox has the best odds.

wouldn’t be surprised if this turns out to be virtuals @Zyfai_ x @virtuals_io 🤖

Titan up @virtuals_io

actually, he's right this time. if builders can't create value for a token, they shouldn't launch it in the first place. hope to see @virtuals_io receive the same level of support that @base gave to zora.

"not every projects needs to tokenize" imo @virtuals_io is one of the only teams actually trying to grow the pie and bring new money into crypto, not just farm liquidity like 99% of projects. yes, a lot of the liquidity is still being recycled within agdp right now. that’s a fact. but at least, they’re still actively trying and experimenting to break out of this cycle. and that deserves some credit.

time for @virtuals_io to suppok this "community infra" at least, start with small, recurring grants for @bigwil, @goon_crypto, and everyone who keeps showing up to the show. honestly, im not even a virtuals weekly regular, and more of a reader > listener but it'll be worth every dollar spent. don't wait until it's too late, @ethermage, @everythingempty

bullish on builders and vcs who are bullish on @virtuals_io

my open feedback to the @virtuals_io team: https://t.co/JqmcesjHcq is the right path. the vision is clear. the direction is correct. but please fix the incentives ASAP. 🙏 If the vision is humans coexisting with AI, then incentives must reward both, and not extractors. when you incentivize extractors, they drain value from the ecosystem instead of compounding it. the people best positioned to judge who deserves rewards? veVIRTUAL stakers. @everythingempty @ethermage

If you’re bullish on @virtuals_io, we’re bullish on your project. It’s really that simple. I guess I still don’t have enough $reppo. @reppo

If you’re launching on @virtuals_io, you should know that virgens treat airdrops differently. Bad projects -> we dump. Good projects -> unrealized profits = we can take more risk -> we buy more. Yes, airdrops create sell pressure, but they create buyers too. I would’ve participated in both recent robotics launches if they had airdropped to veVIRTUAL holders. Now it’s time for @virtuals_io to move on and remove that 3% to bot farmers as well. They just dump no matter the project quality. And that’s what really suppressing the new launch prices.

with all the nox and cxx @virtuals_io stealth launch rumors, the trenches miss @tD_0101 the most last tweet was on feb 13. hope you're doing well ser

when someone from the @virtuals_io and @openmind_agi teams casually tag each other while walking their dogs in SF, you know there’s a surprising amount of alpha in it ai x robotics szn = virtuals szn

Can the @virtuals_io god please bless me with more virtuals posts? Or do I need to pray to the @x god to change the algo back?

We like it when the team is active. So, @sal_hotpot666 for the next @virtuals_io intern, everyone? https://t.co/cyxE4H84a7

The advancement of ai and robotics will bring us to the point where working is optional @virtuals_io

All roads lead to @virtuals_io Right, @Zyfai_ intern? 👀😈

and ACF makes @virtuals_io the best place for tokenization

The bat signal 🦇🐸 $tibbir by @virtuals_io x Micky Malka https://t.co/KvZfIjQTDO

IYKYK. Nothing here is a coincidence. @virtuals_io

ERC-8004 is extremely bullish for @virtuals_io’s ACP and @GAME_Virtuals. Position wisely.

The only efficient use of capital for a hypergrowth company is to pour it back into the business. @virtuals_io has generated significant revenue for at least 15 months. But even Amazon and Tesla have never once paid dividends. They reinvest for expansion.

investing in @virtuals_io means you co-own the agent coordination layer. it can serve as a hedge against losing your jobs to ai. but even more importantly, it positions you to be part of the top 1% in the new agentic economy.

still way too nerdy can someone else explain like im 5 what @virtuals_io actually is now?

.@0xbury started talking about @virtuals_io on Coindesk Live at about 01:33:00 https://t.co/Bp3CapUPud

One of the bad actors in the @virtuals_io ecosystem paid a black hat seo agent to artificially boost his posts, but later realized that the activity appeared highly inorganic. The issue with black hat seo is that once it starts, it can sometimes be hard to stop. Recognizing that his own account was now at risk, he chose not to face the consequences alone and proceeded to boost other accounts that had called him out as well. 😇

Remember those robots that went viral during the Chinese New Year Gala? @virtuals_io has 30+

When this simple R/C car evolves into physical AI, will its value change? @virtuals_io @SHOW_ROBOTICS