In October 2024, a team from Google, Palantir, and Two Sigma walked into a16z's crypto accelerator with a thesis most of the room found uncomfortable: open-source AI is a lie. Not the models. There are 2.7 million of them on Hugging Face and anyone can download one. The lie is that downloading a model and running it are the same thing. They are not. Running a 70B-parameter LLM in production costs $30,000 in GPU hardware before the first electric bill. For most builders, the economics push you right back to the same three API providers who set the pricing, write the content policies, and decide which countries get access. The models were democratized. The infrastructure to run them was not. OpenGradient built the fix: a decentralized network where every AI inference is cryptographically verifiable without trusting any single party. Web2 speed. Onchain proof. Every model call auditable. The network has processed over 2 million verified inferences and generated 500,000+ cryptographic proofs. BitQuant, their DeFi agent, has served 1.8M users. The team raised $9.5M led by @a16zcrypto, backed by @cbventures, @SVAngel, and angel investors including @balaboris (former CTO, Coinbase), @ilblackdragon (Co-founder, NEAR), and @sandeepnailwal (founder, Polygon). Today we announce @OpenGradient will launch on Virtuals Protocol. 42% of all x402 transactions already run through Virtuals. 40,000+ agents tokenized. $13.5B in cumulative volume. The agent economy had a commerce layer. It did not have a verifiable intelligence layer. Now it does.

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Is Physical AI the Next Frontier for Digital Assets? with @ethermage founder of @virtuals_io Timestamps: 00:00 Intro 02:15 Virtuals Protocol Recap 05:30 From Digital Agents to Robots 09:00 Eastworlds Launch Explained 12:20 Tele-Operation Pilots Live Now 15:40 Three Reasons Digital Assets Fits with Robotics 20:10 Data Collection & Token Incentives 24:30 Robot-to-Robot Commerce Vision 28:00 What's Missing From the Stack 29:15 Privacy in Physical AI

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

Virtuals Protocol 团队和以太坊基金会共同发布了 ERC-8183, 代理经济（Agentic Economy）的最后一块拼图终于有了 用大白话解释，8183 是一个去中心化的支付宝担保机制 Agent A 给 Agent B 通过 x402 付了钱，如何保障 B 会产出让 A 满意的结果呢？ 8183 引入了 2 个新部分：链上托管和评估者 A 付的钱先托管在智能合约里，工作完成后，通过评估后再发给 B 去中心化的好处是，所有 Agent 的行为和声誉都可以上链，利于打造一个更大规模的代理经济，而不再是围墙花园里面的数据 至此，代理经济最重要的 3 个协议都有了 🔶 x402 用于小额支付 🔶 8004 用于信任和发现 🔶 8183 用于*有条件*付款 @virtuals_io 的 ACP 已经创造了超过 300 万美金的收入，期待 ERC-8183 落地后，可以带来更多的场景，特别是复杂工作和大额支付 完整的介绍可以看下面的官方文章

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b

退潮了，大家才知道谁在裸泳。 This cycle's participants have been caught by the financial nihilism way too deep. It's deeply concerning that we might already lost the sense of purpose here. First "points" to lure people into false hope on delayed gratification (token, val, distribution). Second "memecoins" to get people fight PvPs and turn them into trenches warriors. Third "stable farms" to mislead people to not think about risks and park capital there without properly questioning the risk structure.

Name & Symbol: TokenFi ($TOKEN)
Address: 0x4507cef57c46789ef8d1a19ea45f4216bae2b528

Virtuals的长牛逻辑 （借楼） 这几个月很多人问我：“AI还有第二波吗？还是那个故事已经讲完了？” 但上周，Base 上的 X402 协议点燃热度，Crypto 视线又一次回到 AI + 产品。市场突然记起，真正有产品、有叙事、有执行力的团队，从来没有离开过牌桌——只是一直在默默前进。 我们过去一年见证了 Virtual 从第一次生态爆发，到反复被看好、被质疑、再一次拉起的完整周期。期间牛熊交替、话题迁移、用户注意力漂浮，我们经历过回撤，也完成了升级。这是我们用韧性对应时间的考验。 很多人口中的“长牛”，只是希望每天都能涨。 真正的长牛，是 CZ 所说的那种：不是线性上涨，而是一个持续走高的结构，期间夹带无数次回调、洗牌，以及对执行力的考验。 问题是：谁在没人看时还在开荒？谁在对抗时间，而不是对市场情绪投降？ 下一波AI什么时候来不重要，重要的是： 当第二波来临时，谁还在牌桌上？ 长牛不是行情给的，是试错直到做对某一件事换的。 第二波也不是等待来的，是在底部迭代出来的。 Virtuals 会继续走这条时间换势能的路。 当AI narrative再次爆发，我们不会“归来”，我们在穿越一次次退潮。 ——这就是我们的长牛方式。 鞠躬🙇

Name & Symbol: Virtuals Protocol ($VIRTUAL)
Address: 0x0b3e328455c4059eeb9e3f84b5543f74e24e7e1b