TL;DR
- Idea: Virtuals Protocol is a decentralized platform that tokenizes autonomous AI agents as co-owned, revenue-sharing assets, using the native VIRTUAL token for governance, liquidity pairing, and agent creation.
- Catalyst: Upcoming launch of new AI agents (I.R.I.S.), cross-chain expansions (Ethereum, Solana), completion of security audit boosting confidence, and participation in Sogni AI global hackathon.
- Risks: High supply concentration among whale wallets, recent revenue and active agent creation declines, broader market volatility in AI-crypto narratives, and competitive risks from emerging AI-infra protocols.
- Score: 7.00/ 10
Coin
- Name/ Ticker: Virtuals Protocol (VIRTUAL)
- Segment: AI-infra
- Status: active
- Price: $1.250000
Key Metrics
- Market Cap: $816 429 157
- FDV: $1 245 322 296
- Circulating Supply: 655 596 675
- Total Supply: 1 000 000 000
- Inflation: 0.00%
Sources
Technology
- USP: Tokenized autonomous AI agents enabling co-ownership and on-chain revenue sharing.
- Core Technology: Agent Commerce Protocol for agent-to-agent transactions; GAME modular decision-making engine; veVIRTUAL vote-escrowed governance.
Roadmap
- 2025-05-06: Genesis Launchpad release
- 2025-05-13: veVIRTUAL staking system introduced
- 2025-06-11: I.R.I.S. agent launch on Ethereum
- 2025-07-01: Governance portal goes live
- 2025-07-16: AI security agent launch and Ethereum expansion
- 2025-08-08: Coinbase Retail DEX integration
- 2025-08-11: Upsider AI cross-chain expansion
- 2025-08-15: Sogni AI global hackathon integration
- 2025-08-19: ERC-8004 NFT infrastructure highlight
- 2025-09-09: Comprehensive security audit completed
Team & Investors
Team
- Co-Founder & CEO — Jansen Teng: Former BCG consultant; serial deep-tech entrepreneur; early Ethereum miner; Imperial College London graduate
- Co-Founder — Wee Kee: Former BCG consultant and private equity analyst; Imperial College London and London Business School graduate
- AI Core Contributor — Bryan Lim: AI researcher at Adaptive and Intelligent Robotics Lab, Imperial College London
- Engineering Core Contributor — Brianna: Product and data engineering lead; Imperial College London graduate
- Engineering Core Contributor — WeiXiong: Developer and data engineer for fintech giants; smart contracts and on-chain NFT art specialist
Investors
- DeFiance Capital — seed • 2021-12-23 • $16.00M
- Beam — seed • 2021-12-23
- Master Ventures — seed • 2021-12-23
- NewTribe Capital — seed • 2021-12-23
- LVT Capital — seed • 2021-12-23
- Stakez Capital — seed • 2021-12-23
Total funding: $16.61M
Tokenomics
- Utility: Used for governance participation, bonding curve contributions for AI agent token launches, base trading currency for agent tokens, and deflationary buyback and burn.
- Vesting: All tokens fully unlocked at TGE; ecosystem treasury limited to max 10% emissions per year for 3 years under DAO control.
- Next Unlock: 2033-12-01 (53.39% of circulating)
Pros & Cons
Strengths
- Tokenized AI agents enabling new on-chain business models
- Cross-chain deployment on Base, Ethereum, Solana
- Strong on-chain governance via veVIRTUAL
- Deflationary mechanics with buyback and burn
- Active developer ecosystem with modular SDKs
Weaknesses
- High supply concentration among top wallets
- Recent decline in protocol revenue and daily agent creation
- Dependence on AI-crypto sector sentiment
- Competitive landscape for AI-infra protocols
- Long unlock schedule for ecosystem treasury
Market Signals (7d)
- CEX volume trend: decreasing
- Active addresses trend: increasing
Price Scenarios (target: 2026-03-17)
- Bear: $0.900000 — Assumes a 28% decline to the protocol's 200-day moving average based on historical drawdowns.
- Base: $1.500000 — Projects steady growth using linear regression on the past 30-day price and adoption metrics.
- Bull: $2.500000 — Extrapolates peak percentage gains from new agent launches and partnerships over the past 6 months.
How to Buy & Store
CEX
- Binance
- Bybit
- Gate
- Bitget
- Zoomex
DEX
- Uniswap V3
- SushiSwap
- PancakeSwap
- Raydium
- BaseSwap
Storage
- MetaMask
- Ledger Nano S/X
- Phantom
- Trust Wallet
- Base Wallet
Verdict
Virtuals Protocol offers a unique position at the intersection of AI and blockchain with robust infrastructure and a growing ecosystem, but faces execution and adoption challenges; moderate buy.
Official Links
Source: Coin Research (internal)
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