[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  ExDee [@CryptoExDee](/creator/twitter/CryptoExDee) on x 1478 followers Created: 2025-06-19 11:06:20 UTC THE FLYWHEEL OF @virtuals_io IS BROKEN. REALITY IS SETTING IN. It’s never easy going against the herd, and giving an unpopular but truthful take when it comes to genesis launches. The 20, 50, XXX x that you see are just the BEST aspects of the story. They want you to see the wins so you’ll join the party. But what happens when the early party-goers had a fun time and leaves a mess for everyone to clear up. That’s what you’re seeing right now across EVERY GENESIS PROJECT that has been around for 2-3 weeks. Blood is on the streets. Liquidity is drying up. Rotation is happening from older to newer projects. And of course, the earliest players, who turned whales, are offloading their bags at incredible speed. And Virtual is Pumpfun, but with a slightly longer runway. Genesis participants are like snipers. Secondary buyers are just exit liquidity. If people haven’t already discovered that, they’ll soon see why. FIVE UNCOMFORTABLE TRUTHS ABOUT VIRTUAL: 🔹 DILUTION, NOT CONCENTRATION Over the past three weeks, according to @WhaleintelAI, the total number of genesis projects has steadily rise to more than double at 220+. Everyone wants to launch on Virtual these days which reminded me of PumpFun in its earlier days. The problem? Newer shinier objects steals the limelight of older projects with solid fundamentals. Competition is so stiff that everyone is fighting to launch similar pre-revenue products so they can earn trading fees from others speculating on their tokens. Imagine what amazing things could happen on Virtual if we have more capital focused on fewer solid projects. ------------------------------------------ 🔹 HYPE, NOT SUBSTANCE The chatter around CT is real. Throw a X% yapper’s reward and yappers rush to them like bees attracted to honey. It’s free marketing for projects (1% doesn’t cost them anything) and marketing drives hype. Hype drives prices up. But hype is never permanent. It moves on quickly. What’s left behind on the charts after weeks reflect substance. Is the project building anything? Or they’re just empty promises? Are there any real users? How does the project drive revenue? Marketing is important, but without a product that can drive revenue, you are probably running your project into the mud. ------------------------------------------ 🔹 ROTATION, NOT FRESH INFLOWS Data show that new wallets on Virtual continue to climb steadily. Imo most data are simply noise. What matters is written in the charts. EVERY project is down 60-90% from highs. If you measure it from launch day, they’re still down over XX% with few exceptions. Even as the number of genesis launches continues to accelerate, the total market cap has shrunk significantly from its highs of nearly $200m, to just a mere $120m. If this is any indicator, it shows that funds are leaving @virtuals_io. The most important stats here is the price action of Virtual itself. Bitcoin has already seen fresh highs, while the Virtual token struggles to smash through the XX% level from its lows. Older projects are left in the dust, while funds move on to speculate on new hyped ones like $ROOM. Soon, these funds will continue to move on to other new launches. ------------------------------------------ 🔹 MINDSHARE, NOT VALUE-ADD Yapping sounds like a genius way to bring in new participants, right? But are they actually bringing in value, contributions or fresh funds to the projects? Initially, maybe. Now? Not so much. Yappers earn points risk-free and every $X they extract from the markets, they should be bringing in at least $X for this Ponzi to be sustainable. However, the issue here is that Virtual does not have a tool to be able to track the effectiveness of their “points given to value received ratio” because there’s just too much noise on CT. Farmers using cheap tactics for engagements. And not forgetting, "yes man" sucking up to KOLs. And yappers will be able to get away with it all because Virtual decided that yappers don’t need to have skin in the game. Just talk about how amazing Virtual is without needing to stake anything or put in any capital, and here’s your free money. Ironical right? Cause why aren’t yappers putting money where their mouth is? It’s crazy how unaligned our yappers are here and the moment rewards run dry, people stop talking about your project. Yappers don’t believe in your project. They’re just here to extract. Only in crypto. ------------------------------------------ 🔹 BAG HOLDERS, NOT JUST WINNERS Some would have made a comfy six-figures on the $SOLACE or $IRIS launch. Imo $IRIS was launched on ETH to extract from ETH Maxis, that's why it was able to wick above $100m. But I think those were somewhat topping signals for Virtual, at least in the short-term. The biggest winners were those who had skin in the game early, and of course, yappers, and $Vader stakers (an issue we’ll talk about another day). Yes I bought tokens from the secondary markets to stake. I wanted to test out the Daily Active Bonus (DAB) model for earning points. The yields were attractive initially, but markets become overheated quickly and stakers weren't incentivized enough to stay locked in. I came in at the wrong time, when the Virtual team decided it was wise for everyone to lock-up their tokens for XX days. I paid the price. Who ever thought locking up tokens was a wise idea on volatile vaporware? Sure enough, XX days is enough to see your portfolio skydive XX% or more. If your portfolio is in the red, I’m sure you share the same sentiment as me. “But Dee, why you so dumb? Should have just yap-to-earn!” Oh yes I should have. No reason pumping your vaporware bags. Don’t worry, I won’t be speculating on genesis launches moving forward unless they have a live product with real revenue. But the most difficult question boils down to: Will any of these genesis tokens ever recover? ------------------------------------------ 🔸 WHAT’S NEXT? Eventually, most hype on Virtual will die down. There’d be less speculation on launches. Yields will return to the norm baseline of perhaps a modest 5x or less. We’d see fewer launches. Points will lose most of their value. Yappers (mostly extractors) will leave. And yet, true builders will stay. And this is also why I’m still optimistic about Virtual. Without the hype of insane “100x launches”, projects can now lay low and focus on building. Start with a smaller market cap. Build behind the scenes. Deliver solid products with a revenue model. Then start a yapping campaign to drive hype. Make sure yappers are also aligned with your campaign by making it a requirement to have skin in the game. Building the product is the easy part. Having a revenue model ain’t that difficult either. But for any of these to work, we need to see REAL users. Your products need to have REAL demand. And spenders will need to feel like they are gaining value, not always measured in the form of money, but possibly entertainment and satisfaction (think $LILY). That’s the toughest piece to this puzzle. Virtual has been preaching ACP for the longest time. Sound concept, but we’d have to see if they can drive the necessary demand required for any, if not most agents and products on their platform. Because for now, whatever that is left of retail is already here. The rest have already left the party. This post ain’t gonna be popular. I’m going to be called out by the Virgen army. But I stay true to my opinions even though I’m a bag holder and still wearing my Virgen cap. None of you yappers can say that because most of you probably don’t have as much skin in the game. The trench is still on. Virgenity.  XXXXX engagements  **Related Topics** [virtualsio](/topic/virtualsio) [Post Link](https://x.com/CryptoExDee/status/1935655380602044513)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
ExDee @CryptoExDee on x 1478 followers
Created: 2025-06-19 11:06:20 UTC
THE FLYWHEEL OF @virtuals_io IS BROKEN. REALITY IS SETTING IN.
It’s never easy going against the herd, and giving an unpopular but truthful take when it comes to genesis launches.
The 20, 50, XXX x that you see are just the BEST aspects of the story. They want you to see the wins so you’ll join the party.
But what happens when the early party-goers had a fun time and leaves a mess for everyone to clear up.
That’s what you’re seeing right now across EVERY GENESIS PROJECT that has been around for 2-3 weeks. Blood is on the streets. Liquidity is drying up. Rotation is happening from older to newer projects. And of course, the earliest players, who turned whales, are offloading their bags at incredible speed.
And Virtual is Pumpfun, but with a slightly longer runway. Genesis participants are like snipers. Secondary buyers are just exit liquidity. If people haven’t already discovered that, they’ll soon see why.
FIVE UNCOMFORTABLE TRUTHS ABOUT VIRTUAL:
🔹 DILUTION, NOT CONCENTRATION
Over the past three weeks, according to @WhaleintelAI, the total number of genesis projects has steadily rise to more than double at 220+.
Everyone wants to launch on Virtual these days which reminded me of PumpFun in its earlier days.
The problem? Newer shinier objects steals the limelight of older projects with solid fundamentals. Competition is so stiff that everyone is fighting to launch similar pre-revenue products so they can earn trading fees from others speculating on their tokens.
Imagine what amazing things could happen on Virtual if we have more capital focused on fewer solid projects.
🔹 HYPE, NOT SUBSTANCE
The chatter around CT is real. Throw a X% yapper’s reward and yappers rush to them like bees attracted to honey. It’s free marketing for projects (1% doesn’t cost them anything) and marketing drives hype. Hype drives prices up. But hype is never permanent. It moves on quickly. What’s left behind on the charts after weeks reflect substance.
Is the project building anything? Or they’re just empty promises? Are there any real users? How does the project drive revenue?
Marketing is important, but without a product that can drive revenue, you are probably running your project into the mud.
🔹 ROTATION, NOT FRESH INFLOWS
Data show that new wallets on Virtual continue to climb steadily. Imo most data are simply noise. What matters is written in the charts. EVERY project is down 60-90% from highs. If you measure it from launch day, they’re still down over XX% with few exceptions.
Even as the number of genesis launches continues to accelerate, the total market cap has shrunk significantly from its highs of nearly $200m, to just a mere $120m. If this is any indicator, it shows that funds are leaving @virtuals_io.
The most important stats here is the price action of Virtual itself. Bitcoin has already seen fresh highs, while the Virtual token struggles to smash through the XX% level from its lows.
Older projects are left in the dust, while funds move on to speculate on new hyped ones like $ROOM. Soon, these funds will continue to move on to other new launches.
🔹 MINDSHARE, NOT VALUE-ADD
Yapping sounds like a genius way to bring in new participants, right? But are they actually bringing in value, contributions or fresh funds to the projects? Initially, maybe. Now? Not so much.
Yappers earn points risk-free and every $X they extract from the markets, they should be bringing in at least $X for this Ponzi to be sustainable. However, the issue here is that Virtual does not have a tool to be able to track the effectiveness of their “points given to value received ratio” because there’s just too much noise on CT. Farmers using cheap tactics for engagements. And not forgetting, "yes man" sucking up to KOLs.
And yappers will be able to get away with it all because Virtual decided that yappers don’t need to have skin in the game. Just talk about how amazing Virtual is without needing to stake anything or put in any capital, and here’s your free money. Ironical right? Cause why aren’t yappers putting money where their mouth is? It’s crazy how unaligned our yappers are here and the moment rewards run dry, people stop talking about your project.
Yappers don’t believe in your project. They’re just here to extract. Only in crypto.
🔹 BAG HOLDERS, NOT JUST WINNERS
Some would have made a comfy six-figures on the $SOLACE or $IRIS launch. Imo $IRIS was launched on ETH to extract from ETH Maxis, that's why it was able to wick above $100m. But I think those were somewhat topping signals for Virtual, at least in the short-term. The biggest winners were those who had skin in the game early, and of course, yappers, and $Vader stakers (an issue we’ll talk about another day).
Yes I bought tokens from the secondary markets to stake. I wanted to test out the Daily Active Bonus (DAB) model for earning points. The yields were attractive initially, but markets become overheated quickly and stakers weren't incentivized enough to stay locked in.
I came in at the wrong time, when the Virtual team decided it was wise for everyone to lock-up their tokens for XX days. I paid the price. Who ever thought locking up tokens was a wise idea on volatile vaporware? Sure enough, XX days is enough to see your portfolio skydive XX% or more. If your portfolio is in the red, I’m sure you share the same sentiment as me.
“But Dee, why you so dumb? Should have just yap-to-earn!”
Oh yes I should have. No reason pumping your vaporware bags. Don’t worry, I won’t be speculating on genesis launches moving forward unless they have a live product with real revenue.
But the most difficult question boils down to: Will any of these genesis tokens ever recover?
🔸 WHAT’S NEXT?
Eventually, most hype on Virtual will die down. There’d be less speculation on launches. Yields will return to the norm baseline of perhaps a modest 5x or less. We’d see fewer launches. Points will lose most of their value. Yappers (mostly extractors) will leave. And yet, true builders will stay.
And this is also why I’m still optimistic about Virtual. Without the hype of insane “100x launches”, projects can now lay low and focus on building. Start with a smaller market cap. Build behind the scenes. Deliver solid products with a revenue model. Then start a yapping campaign to drive hype. Make sure yappers are also aligned with your campaign by making it a requirement to have skin in the game.
Building the product is the easy part. Having a revenue model ain’t that difficult either. But for any of these to work, we need to see REAL users. Your products need to have REAL demand. And spenders will need to feel like they are gaining value, not always measured in the form of money, but possibly entertainment and satisfaction (think $LILY). That’s the toughest piece to this puzzle.
Virtual has been preaching ACP for the longest time. Sound concept, but we’d have to see if they can drive the necessary demand required for any, if not most agents and products on their platform.
Because for now, whatever that is left of retail is already here. The rest have already left the party.
This post ain’t gonna be popular. I’m going to be called out by the Virgen army. But I stay true to my opinions even though I’m a bag holder and still wearing my Virgen cap. None of you yappers can say that because most of you probably don’t have as much skin in the game.
The trench is still on. Virgenity.
XXXXX engagements
Related Topics virtualsio