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Maretus
@maretus
When it comes to analyzing agents to invest in on Virtuals, I almost always look for: 1) Is it funny? ✅ 2) Is it unique? ✅ 3) Is the team visible on X and TG? ✅ 4) Does the team respond to criticism & feedback? ✅ 5) Is it more than an idea? (ie - is there a functioning product) ✅ 6) Is it derivative? ❌ 7) Does the dev wallet hold a tiny amount or none at all? ❌ 8) Has the dev deployed failed agents in the past? ❌ There is obviously more to consider than this, but it's a good place to start. I hear that someone is even working on a tool for us to be able to look at all this information more quickly. 👀
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↑ antaur ツ
@antaur.eth
great list! yes, and - I ask dumb question what the USP of their product shall be? how can a newcomer in the infra/tooling space complement the emerging bluechips like VaderAi and aixbt? If I don't understand their answer as a layman, I don't buy. bought more athena and degenc on that basis today 😜 🚀
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Maretus
@maretus
I encourage you to check out echo, music, and KOLscan.
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↑ antaur ツ
@antaur.eth
I did do some deeper research on KOLscan. Whilst I love the vision, I am wary investing in one-man part-time shows rn. Check Vader and the speed in which this team of 6 could make an agent with an active wallet doing stuff plus the litepaper etc. This is a game of speedrunning to a pole position. The first virtuals ecosystem pump was just novelty with a lot of noise. Then 80% drawdown. Now two games: keep gambling on fun or focus hunting antelope. My 2c only😜
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↑ antaur ツ
@antaur.eth
there is no info about music and at 7M idk. have you found anything interesting? KOLscan looks interesting bc it's laser-focussed on one thing. my Thesis is that VaderAi WILL become the Blackrock in this space and that all other agents need to have a crystal clear proposition and provide a valuable AI Agent lego echoleaks sounds amazing and the website is right up my alley, but at 6M not an investment for me. I have build positions in game, vader, virtu, vu, athena and degen capital The last 3 either 10x soon or fade. All proper devs or teams who build in the open in TG especially athena and degenc
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