2026-01-05 10:22:24

The overall market doesn't seem to have anything special, but turn your attention to the Base chain, and you'll find that a fire has already been ignited here.

Virtuals (VIRTUAL) is leading this wave of the market, with a daily increase of over 25%, directly breaking the $1 mark. This is not an isolated event but a collective boiling of the entire AI Agent track.

In simple terms, a large amount of capital is starting to flood into this niche. As long as it’s labeled "AI+Agent," almost no one is left behind. The total market value of the entire ecosystem has already exceeded $1.1 billion, a figure that was almost unimaginable a few years ago—if a new concept leader can reach this height, it’s truly a phenomenon.

What does this reflect? The market’s capital flow is changing. Investors are no longer satisfied with trading leftovers; they are turning to look for more imaginative new stories.

The logic of AI Agents is actually easy to understand—endowing AI with autonomy, allowing it to execute tasks and create value on its own. From this perspective, its potential is similar to DeFi and NFTs back in the day, both of which are tracks capable of rapidly reconstructing valuation.

But opportunities never come alone; traps often follow closely behind.

After a sharp rise, differentiation is inevitable. Some projects do have solid technology and real implementation, but many are just riding the wave and harvesting retail investors. The biggest mistake ordinary players can make at this time is being driven by FOMO, blindly chasing the surge.

Rather than rushing to act, it’s better to treat this period as an observation window—see which projects can truly survive and which are just fleeting hype.

VIRTUAL-9,49%

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ChainPoet

· 23m ago

Virtuals are not really virtual; the money is truly burning. --- A market cap of 1.1 billion is nothing; see how much longer it can rally. --- All the FOMOers are just here to buy the dip, really. --- The Base chain is indeed hot, but this wave of retail investors got cut a bit harshly. --- I understand the AI Agent logic, but I just don't dare to enter. --- Wait for the divergence; entering now is just gambling. --- Why didn't I get on the train when Virtuals broke $1? --- The套路 is still the same; just changing the concept to continue the harvest. --- Good suggestion on observing windows, to avoid losing everything. --- Has the capital flow direction changed? I still see the same old script being repeated.

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TestnetScholar

· 7h ago

Cryptocurrencies are like this—there are always more people riding the coattails of concepts than those developing technology. I didn't jump on the VIRTUAL wave this time. When I see it rising, I know it's time to sell. AI Agent sounds nice as a new track, but honestly, isn't it just another round of cutting the leeks? Let's wait and see. After the big waves, only those who survive are worth engaging with. Really, every time a hot topic comes up, those FOMO retail investors suffer the most. NFTs from two years ago—does anyone still remember? It's hilarious.

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DaoGovernanceOfficer

· 01-05 10:52

empirically speaking, the AI agent narrative is just token-weighted voting on steroids—everyone's participating in the same governance theater without actually understanding the protocol mechanics underneath. the data suggests most of these projects lack any real incentive alignment structure... which is precisely why they'll crater once the FOMO cycle completes itself. 🤓

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CountdownToBroke

· 01-05 10:50

The Base chain is really impressive this time. Virtual currencies are like this—once a concept catches on, everyone follows suit. FOMO kills people. Watching others make money makes you jealous, and in the end, you end up holding the bag. You need to carefully choose reliable AI Agent projects; most of them are just scams. I'm still going to wait and see. Let's wait for the dust to settle before making a move. Unbelievable, it's another fleeting moment of glory. Who will take the final baton?

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LightningLady

· 01-05 10:43

虚拟粉丝又割一波，AI Agent这回真能出头吗又是这套路，标签一贴就涨停，我赌五块钱大半是空气 Base这波确实猛，但敢真金白银进的有几个呢看着都眼红，这就是被收割的前夜啊兄弟 DeFi、NFT那会儿也这样吹，最后还不是一地鸡毛等等再看，别被FOMO冲昏了头

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RugResistant

· 01-05 10:38

analyzed the contracts thoroughly... red flags everywhere tbh. VIRTUAL pumping hard but utilities? sketchy af. most of these "AI agents" lack actual implementation, just buzzwords stacked on buzzwords. DYOR but this reeks of classic pump pattern.

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OnChainDetective

· 01-05 10:35

Wait, where did VIRTUAL start pumping from? Need to check those large on-chain transfer records... This surge is too perfectly coordinated. Recently, all those whale wallets on Base have been circling around AI Agent. Something feels off. A market cap of 1.1 billion sounds impressive, but how many points actually have real business implementation? I bet five bucks that most of it is just hype.

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RebaseVictim

· 01-05 10:29

Virtual currencies are always like this. When they rise, everyone tells stories; when they fall, everyone disappears. VIRTUAL is indeed volatile, but anyone can hype it up this round. There are very few who can survive the next cycle. Still the same advice: only after being cut can you understand, stop FOMO, friends. AI Agents sound impressive, but in reality, it's just old wine in new bottles—just a capital game. The hype around the Base chain is indeed interesting, but this time, can we avoid rising together and falling together? Let's wait and see. Compared to chasing highs, I want to know who can ultimately hold on. Honestly, I’m holding a wait-and-see attitude on this market trend. After all, retail investors' fate is to be the bagholders. Watching others eat meat while I eat onions—just get used to it. This is Web3. Cycles repeat, stories are never lacking, only the underlying logic is missing.

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Rugpull幸存者

· 01-05 10:23

The wave of Base has really taken off, VIRTUAL has broken 1... But speaking of which, it's time to start picking projects again, so tiring. --- The AI Agent track is so hot, it feels like another feast for the leek farmers... --- A market cap of 1.1 billion sounds pretty scary, but how many will survive until the next bull market... --- Instead of chasing the rally, it's better to wait for the divergence, anyway, you can't bottom fish in a hurry. --- Virtuals have surged so strongly, is it real technology or just another harvest? Waiting for a reversal. --- I thought the same back in the DeFi days... ended up taking some profits, and now it's happening again? --- As long as the tags are right, they can pump the market. I've seen this trick too many times. --- FOMO is really a poison; I'd rather miss out than get cut once. --- The comment about the observation window is spot on—see whose code is truly hardcore and who is just talking on paper.

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