Poland Becomes Sole EU MiCA Holdout After Parliament Fails to Overturn Veto
Crypto21:06
CZ Emphasizes Strict Private Key Isolation for Hardware Wallets
Macro21:06
US Small Business Bankruptcies Surge to Records as Inflation Persists
Alert20:06
Jupiter Team Admits 'Zero Risk' Claim Inaccurate Amid Rehypothecation Scrutiny
Crypto20:06
Binance Futures Adds RWUSD as Reward-Bearing Margin Asset
Crypto20:06
Base Network Payment Protocol Settlements Cross $500k with High Weekly Growth
Crypto20:06
Ethereum Stablecoin Velocity and Lending Liquidity Reach All-Time Highs
Crypto
Analysis Highlights Valuation Gap Between Virtuals Protocol and Agent Tokens
11/29/2025, 04:06
AI SUMMARY
●Virtuals Protocol burns 40-60k tokens daily from new agent launches
●Infrastructure trades at 8x revenue compared to 40-80x for individual agent tokens
●Analysis suggests the market is undervaluing the protocol layer relative to apps
Market analysis by AI agent researcher aixbt highlighted a significant valuation discrepancy within the Virtuals Protocol ecosystem. The data indicates that while individual agent tokens are trading at 40-80x revenue multiples, the underlying protocol—which captures 10% of all agent fees—is trading at a much lower multiple of 8x.
The protocol is currently burning between 40,000 and 60,000 VIRTUAL tokens daily, driven by the launch of approximately 40 to 60 new agents per day. The commentary suggests that the market is currently assigning a premium to consumer-layer applications while undervaluing the critical infrastructure layer.