Transcription
Yeah, what's good, cryptocurrency fans out there? Welcome back to the Everything Allcoin Channel!
Today, we're going to be talking about two ecosystems that you probably already saw in the title, which are making people a lot of money if you're playing the ecosystem well. As you guys know, crypto AI agents have been making people a lot of money right now, and these two ecosystems are looking like they're going to be well.
Virtuals is pretty much the best ecosystem on Base as of right now, but Creator Bid is now showing some life and has actually had some successful agents so far. We called out a few, so agents on Base right now are looking very hot. I've been playing on Base; I know Soul has their own AI agents, and we're probably going to talk about that in another video or whatever.
But as of right now, I do feel like all the agents the devs are building on Base are choosing Creator Bid and Virtual Protocol.
Before we get into talking about all of that, I would like to ask you guys to subscribe to the channel if you haven't already. We're on the road to 20K subscribers! If you guys would like to help out with that, hit that red subscribe button. Don't forget to like the video and comment what you guys think down below. While you guys are down there, you can hit that Discord link to join the Discord and continue the crypto conversation we're having daily.
Importantly, you guys can ask how that Patreon works. As you guys know, we have been getting into some banger calls of agents and some bangers of private sales. If you guys do not want to miss out on any of that, you have to check out that Patreon group. Also, check out my ebook on the essentials to master in tokenomics. This will help you guys understand the market a lot better, and you'll be able to pick out some winning plays for the rest of the cycle.
So, let's get right into the video, guys! I do believe that AI and AI agents for the rest of the cycle are going to be the premiere narrative. You have to be playing in this ecosystem if you want to be able to make some good money. There are a lot of big things happening right now.
As you guys can see, Virtuals is just right behind ASA at the moment. I do believe that Creator Bid may actually make a little bit of a wage right now. You got AI 16z right under Virtual Protocol. This is more on the Soul side; they have their DAO, their Launchpad, and all of that is coming up. Of course, you're going to see some single agents up here; our Baby Game is as well up here.
Now, let's just get right into talking about Creator Bid. As of right now, Creator Bid does not have a token, but people are playing on the ecosystem a lot. If you play on the ecosystem, you gain some points, and they will be having an airdrop. So, if you are watching this video, you're probably going to be very early just to accumulate these points for this airdrop.
Rich put out this tweet here about the bid thesis: why Creator Bid is a billion-dollar ecosystem sitting only at $140 million. He's talking about the ecosystem itself and its total market cap because it's not out as of right now. He's seeing this on Cookie.fun, which we talked about already; it's like the Oracle for agents. You get to get all the alpha on what's going on and things like that.
From the image, you can see it's just right under a $4 million market cap, with a 0.83 mind share as of right now and a total of 80 agents listed. Continuing on with the tweet, he says it's one of the most undervalued AI projects yet, but I believe that's mainly because the token isn't out. It's the number two AI platform on Base with 80 agents launched, number three on mind share behind AI XBT and Virtuals, and it has an airdrop plan.
Now, Simon, the CEO and partner at Moonrock Capital, which is also a VC, showed from this tweet that the momentum is crazy. Total volume is close to 70,000 ETH. All agents collected more than 792 ETH in fees, while the platform itself collected 396 ETH in fees already. That is freaking huge, guys!
The growth of Creator Bid is pretty much behind their top agents. We already covered Ion, which we talked about about a minute ago. As you guys can see, we covered this about six days ago. We got into this very early; I called it out in the Patreon group, and we're up, I forgot, maybe 3-4X as of right now. It is sitting pretty much at $1.67, with a market cap of $35 million. This has been fluctuating a lot; it got close to that $2 range. Its all-time high was just five days ago when it hit $2.70.
They also have Agent, which is pretty much their premier agent. We got into this as well very early, pretty much when Creator Bid started making a little bit of waves. They had Agent, and then they were talking about Wall Street Bets having their own agent in the Twitter space, which we see right there.
At D King, this is pretty much like a sports betting agent. I haven't played that, but I've seen it going crazy. We did talk about Olas in a live stream; their agent is pretty much on Creator Bid here as well.
Now, imagine if Bid comes into the market via a fair community launch at a $25 million FDV and 100% unlock at TGE, open and accessible for everyone. This is going to be huge! $25 million is pretty cheap, seeing all the fees that they have generated. The number two launch pad on Base right now with some successful agents could go crazy.
We're seeing Virtuals is pretty much at like a $4 billion market cap. So, if Creator Bid even captures half of that, that would put it at about a $2 billion market cap. That would be pretty huge in my opinion. If you're able to get in at the airdrop, you get a good airdrop, and then you also buy in on the open market—this is not financial advice, of course.
As you guys can see, just going on to their website, you can see how it's going to look. You could pretty much launch an agent; it's the same way as Virtual Protocol. They are on Base, Corsel, Curist. This one we're going to make a video on because we did get into this, and I see this has some crazy potential.
You scroll down, and you see all the highlighted agents: Ion, D King, Agent, Olas's Agent, and then you got Bill NY here. Amen. Then you got Shogun. Shogun is a DAO that actually shot up. I watched this thing shoot up; I was looking for a retrace, and it never retraced, so I just let it go.
But there are a lot of agents, as you guys can see on here. Some are going to be bangers, some are not. This is just how the agent game works; it's pretty much all about the devs and what they're building out. You guys should already know this from all my talks on the Virtuals ecosystem.
What makes Creator Bid pretty interesting is their partnerships that power their ecosystem. You're looking at decentralized AI and data. Again, they got a partnership with Bit Tensors and their subnet. They got Massa, they got predictions with Build Core, playing F games, Corel. The 3D models are coming from 404 Gen, and custom agent skills are going to be from Olas GPU, which is from Ether Cloud and IET.
These guys are looking pretty good; they're coming into the market with a fierce partnership group. They already have their ecosystem pretty built out. We’re looking at this; this really could be a $2 billion project when it comes out. After a few weeks or so, you guys know how it is going to work. It's not just going to shoot up immediately to $2 billion.
Knowing how the game is played already, I know some people are going to feel like they missed out on Virtuals, and they're going to hop in on Creator Bid quickly. Once that comes out, I'm going to see how it plays out in terms of price action. If it dumps a lot, you know that's going to be a very beautiful buying opportunity, or I could DCA in.
Seeing it didn't dump too much, it probably went up, so I could DCA in and then wait to see if it dumps again. If it doesn't dump again, I'm fine with whatever I got in there because I could see this really going high. This is a pretty close competitor to Virtual Protocol on Base.
Now, if you've still been on the sidelines and you have not been playing in the Virtuals ecosystem or the Creator Bid ecosystem—because that's probably a little bit more new—you should know about Virtuals Protocol. As of right now, it's sitting at a $4.1 billion market cap. We talked about this a lot; the agents on here are really making a lot of people a lot of money if you have been playing it right.
Of course, if you join a group where they give you guys the alpha that they can give you, you guys are able to do your own DD and hit on some of these agents. We have hit on some agents recently; of course, I've shown some proof on Patreon as well.
Like we also did get rugged, or some agents didn't pan out just because the dev probably even said it was an experiment, or the dev is just slow to building out the project, which hurts the project, especially in the short term. But it creates a little buying opportunity.
Something like Lester, we called at a 590k market cap, and it's pretty much sitting around 1.6. Last time I checked, it was closer to two-something, right? So, we're looking pretty good on Lester; it's decent gains, of course.
What I'm showing you are the ones that we hit on; the ones that aren't, they're probably still slacking, or they're just down as of right now. I haven't shown you those. As you can see, we've taken some losses, we've taken some wins, right? But you do want the wins to outweigh the losses that you have taken.
Something like Boof is here; they're close to 10X on this picture here, but it's sitting over a 10X on like CoinGecko. Not CoinGecko, sorry, Deck Screener when you guys go look at it. Even DPin has been doing pretty good for us as of right now. This is from the guys that are creating Sord Chain, sitting around a $2.5 million market cap as of right now.
Hydra has actually been one of the best coins that we called out. I am going to be making a full in-depth video on Hydra as it is getting a lot of attention right now. We got into this around an 890k market cap, and at the time of the screenshot, it is sitting at $6.4 million.
That is what I mean when we hit on the winners. We want to hit on the winners big because some of the losers, of course, depending on how you play your risk management and things like that, you can lose a little bit. But when you win, you want it to be by a lot and outweigh the ones that you lost on.
This is pretty much a game that you guys just got to figure out how to play. I recommend a lot of people join whatever group you can. It doesn't even have to be my group; you can join whatever group you can that gives you alpha on these agents. Once you get the alpha, you figure it out, you can decipher it on your own, and then trade it on your own.
But that is the video for you guys. These two ecosystems, if you play it right, could really either change your whole portfolio like a lot of people in my Patreon group as of right now, or it could already boost the portfolio that you have. It could also help you create a buying bag for different altcoins that you want to get into a little bit later or DCA into.
That's just what I'm looking at as of right now. But you guys already know we're on the road to 20K subscribers. If you guys would like to help out with that, hit that red subscribe button, and I'll check you guys later. Peace!