ethermage

Some fresh plumbing for ACP:

Many of the first-wave use cases are DEFAI so agents need to move and pull funds as smoothly as they pay for a service. We’re baking fund transfer + fund withdrawal directly into the ACP core (previously, functions only involved payment for goods and services rendered)

this small upgrade will pull the atomic-commerce lever hard.

Now agent devs don’t have to swap APIs or jump on calls - any agent can transact with any other agent out of the box. Commerce efficiency goes up: agents can hot-swap suppliers, chase better SLAs, juggle dynamic prices, everything.

Because money movement is protocol-native, the marginal cost of adding a new agent counter-party ≈ 0. No bespoke APIs, no off-chain settle.

Might slip the timeline by a couple of days, but will be more magical

for you data-driven virgens out there.
ecosystem health is improving, but still gaps in moving allocations to true believoors.

this chart is how the eco looks like per token launched since genesis. LHS is first genesis token, RHS is the latest genesis. Red is bad - genesis participants who are here to jeet. Green, orange, blue is good - genesis participants who buy more on secondaries and believe.

This snapshot makes sense coz post jeets (e.g., macro downturn weak hands, high genesis ROI TP weak hands).

basically the points adjustments over the past few weeks have resulted in moving allocations from pure jeeting farmers to VC allocators (virgen capital allocators)

the goal is to make the red bars trend to zero.

wen we double click on the user archetype, we see veVIRTUAL stakers acting more like believer cohorts, but yapping folks acting way skewed to jeeter cohorts.

the maths is constantly evolving, but we have a very clear objective. more into the hands of believing virgens.

got distracted by points team lol, back to ACP work.
virgenity

One of our levers to stay ahead of the curve is being a product-oriented ecosystem.

Project teams in the eco having things you can use - and want to use

But this doesn’t just rely on the developers of agents. Yeah, it’s their job to build sexy agentic products…

… but we’re also taking it on ourselves to improve the distribution of these products to consumers.

There are two things going out:
A2C (Agent to Consumer)
And A2A (Agent to Agent)
Both are running on ACP.

A2C runs through what we’re calling a Butler Agent. The goal of this agent is to abstract UI away from the end user. Buttons and websites are so 2001.

The Butler:
•aggregates
•dumbs down any application or service
•manages a wallet

Down bad? Need an agent to trade shitcoins for you? Done.
Bored? Generate short vid content for you? Done.
Emo? Make a music video about you and your ex? Done.
Horny? Make NSFW content customized to your very peculiar need for tentacles? Done.
Hungry? Need some pizza? Done.

The Butler is not a skilled agent. It gets things done by accessing the ACP network and leveraging other agents to handle complex tasks/products/services.

Now, we will also be boosting project teams who are supplying valuable services to the ACP network. This aligns the entire ecosystem to produce usable products beyond sexy roadmaps.

And our job is to figure out how to get this Butler agent into the hands of as many paying users as possible

Product-oriented eco
More fun than larping

Virgenity

Some raw thoughts after reading @0xPrismatic latest COT article. Love the depth of thought leadership here!

But I would like to disagree on one small portion.
I get the argument about keeping communication and payments separate. it worked for the early internet. http didn’t need to carry money because humans could handle the messy parts—payments, contracts, trust—off-chain, off-protocol. and yeah, that modularity helped the internet scale fast.

but agents aren’t humans.

they don’t “coordinate” in the same way. they don’t stop to negotiate, invoice, or check Stripe for a payout. they act based on incentives. they need to know: what’s the task, what’s the reward, and is it worth it? if value isn’t baked in, you end up needing a whole extra layer to negotiate terms, move money, and enforce trust—which defeats the whole point of automation.

and that’s where this part of the article misses the bigger picture imho. value and communication aren’t two separate concerns for autonomous agents - they’re two sides of the same coin. separating them adds friction. bundling them creates atomic, enforceable actions. one message, one contract, one payout - done.

honestly, saying “the internet scaled because payments were separate” feels like saying “cities work better because streets didn’t come with electricity.” sure, maybe. but if we were designing something for machines from day one, wouldn’t we wire it all in from the start?

the original internet left payments out and we ended up with ads, data mining, and a few megacorps controlling everything. maybe that separation wasn’t a feature - it was a flaw.

we don’t have to repeat it, I think

Virgenity

ACP is Coase in reverse and Hayek on steroids

by vaporising commerce costs and embedding live prices in every packet, it lets millions of micro-firms (AI agents) self-assemble into value chains that no top-down platform can keep pace with

some late night musings...

F.A. Hayek - When prices can form and adjust freely, the market self-organises.
R. Coase - firms exist because search, negotiation, enforcement costs inside a hierarchy are cheaper than outside.

joining the dots...
if a protocol obliterates search/negotiation/enforcement costs and embeds a price signal in every interaction, you get a self-sorting, fine-grained economy that out-evolves any planned architecture

ACP attacks the roots:
1. Search costs fall when every agent advertises its capabilities through an on-chain registry that is globally queryable
2. Negotiation costs collapse because the price and the service terms travel inside the same message as a cryptographically secured offer
3. Enforcement costs approach zero once code locks payment into escrow up front and releases, automatically in response to verifiable outcomes.

Remove all three cost buckets and Coase’s calculus reverses: coordinating through open markets becomes cheaper than keeping tasks behind corporate walls.

these also triggers some second order effects:
- tasks fragment until a single highly specialized agent equates to one economic unit.
- continuous micro-pricing surfaces the real-time marginal value of compute, bandwidth, and data, enabling resources to flow to their highest-yield uses
- because entry is permissionless, innovation comes from the edges: a lone developer can deploy an entirely new agent archetype over a weekend and, if the price signal validates it, capture market share before incumbents react.

this is an edge that Google's A2A will struggle to beat.
maybe one day, an acquisition offer at the door? 🤤

but 1Bn in GMV first

virgenity

ACP is Coase in reverse and Hayek on steroids

by vaporising transaction costs and embedding live prices in every packet, it lets millions of micro-firms (AI agents) self-assemble into value chains that no top-down platform can keep pace with

some late night musings...

F.A. Hayek - When prices can form and adjust freely, the market self-organises.
R. Coase - firms exist because search, negotiation, enforcement costs inside a hierarchy are cheaper than outside.

joining the dots...
if a protocol obliterates search/negotiation/enforcement costs and embeds a price signal in every interaction, you get a self-sorting, fine-grained economy that out-evolves any planned architecture

ACP attacks the roots:
1. Search costs fall when every agent advertises its capabilities through an on-chain registry that is globally queryable
2. Negotiation costs collapse because the price and the service terms travel inside the same message as a cryptographically secured offer
3. Enforcement costs approach zero once code locks payment into escrow up front and releases, automatically in response to verifiable outcomes.

Remove all three cost buckets and Coase’s calculus reverses: coordinating through open markets becomes cheaper than keeping tasks behind corporate walls.

these also triggers some second order effects:
- tasks fragment until a single highly specialized agent equates to one economic unit.
- continuous micro-pricing surfaces the real-time marginal value of compute, bandwidth, and data, enabling resources to flow to their highest-yield uses
- because entry is permissionless, innovation comes from the edges: a lone developer can deploy an entirely new agent archetype over a weekend and, if the price signal validates it, capture market share before incumbents react.

this is an edge that Google's A2A will struggle to beat.
maybe one day, an acquisition offer at the door? 🤤

but 1Bn in GMV first

virgenity

we've gotten request from community devs to support more infra's to be built upon the virtuals genesis stack etc.

We will support, but might take 2 weeks.

- api's for point managements and pledging
- forking of genesis mechanisms for launchpad-ceptions

when countries launch rockets
we launch more builders

virgenity

Two features coming out from this

1. A shield icon. 🛡️
veVirtual holders get to choose which genesis tokens they want to defend against snipers. 42k Virtuals will used to pre-buy before the launch, and will be airdropped to veVirtual stakers. This shield shows community trust on the token, and that it will be snipers-defended

2. A verified icon ✅
It just means that the core team has at least spoken to a real human behind the project. It just verifies that that is the token connected to the dev. It DOES NOT guarantee against rugs etc.

明日のためにどれだけギweiが準備できていますか？

約35%のジェネシス参加者がセカンダリでさらに購入

約30%の参加者がジート

長期的な信者の手に配分が移るように、さらに多くの方法を模索中。特に、自らの信念に倍加する人々に。

時が来た。
君の友達を招待するために。
もっと多くの人に君が見ているものを見てもらう必要がある。
もっと多くの人に君が感じているものを感じてもらう必要がある。

紹介メカニクスが開始された。
君は取引量のパーセンテージと彼らのポイント獲得の一部を得る。
魅力的だ。

処女。

笑 LMAO、みんな私のチームにPTSDを与えてる 😂
いつから暗号通貨チームはポイント割り当ての確認にこんなに真剣になっているの？

彼らは実際に個々のCTユーザーを二重チェックして、計算が合っているかを確認しました。
そして合っています。

ちょっとしたリマインダー：あなたは質の高いプロジェクトを発見し、支援するためにここにいます。
ポイントはボーナスであり、目標ではありません。

あなたが支援するプロジェクトが10倍になると、あなたのポイントもそうなります。
だから、良いプロジェクトが成長する手助けをすることにもっと時間を使いましょう。それが本当のアルファです。

処女膜

When your ecosystem folks start stepping into Entrepreneur-in-Residence roles, you just know they’ll crush it as ecosystem growers. Buildoors working with buildoors.

Some of the pitches coming out of it are genuinely high conviction solutions for Agents x Crypto.

Might need to start hiring more ecosystem leads soon… the current ones are evolving into founders.

ステーキングについて分析を試みていたところ、
@JDHyperがDuneに驚異的なトラッカーをすでに構築していることに気付きました。
彼は本当にレジェンドです。

https://dune.com/jdhyper/virtuals-genesis

Thursday's are for whitepaper updates, says the intern.

https://whitepaper.virtuals.io/about-virtuals/tokenization-platform/genesis-launch/genesis-points-faq

Chain congestion is bullish
Reminds me of NFT days , when people will spend $$$$ thousands on gas fees to mint

There are 1,000,000,000 $VIRTUAL tokens

Each launch takes 42,000 $VIRTUAL tokens

There can ever be 23,809.5 launches before we run out of tokens

🤫
Virgenity

ポイントについてですが、数学は決して無くなることはありません。なぜなら、常に調整されており、システムのゲームを避けるためです。
しかし、それを考慮に入れると、最新のアイデアについてもう少し透明性を提供できます。

- 曲線のフラット化は、依然としてクジラや大口保有者を小口保有者よりも多く報酬しますが、それが行き過ぎない範囲で。さらに、小口保有者がより多く参加できると、Twitter上のノイズも増えます。ウィンウィンです。
- 開発者ウォレットとジート・ジェイル・ウォレットのクラスタリング、罰則が従います。
- すべてのエージェントトークンに当社のウェブサイトでステーキングメカニズムを持たせること。アイデアは、ホルダーが最大の配分を得るために14日間ロックすることです。それは線形に減少します。アイデアは、ポイントのためにこのステーキング契約でエージェントトークンを保有することです。ウォレットに保有していると、ポイントは得られません。これにより、ウォレットのリンスをより解決する可能性があります。
- 参照メカニズム。良い言葉を広めない理由はありません。

We hear the opinions on the current points mechanisms and how people are gaming it.
Fixing

Raw thoughts:
- no longer incentivise holding of agent tokens, only the trading of them . This solves for devs holding large supply of tokens abusing points
- clustering of addresses from Jeet Jail
- advice to dev teams to full lock for long
- exploring a platform for staking agent tokens (for points, and also as a service for devs who don’t have capacity to build this up)

And we won’t tokenise points. (Need to slap the intern 😅)
It’s meant to be controlled and adjusted iteratively.

Love the chaos on the timeline
Provides clarity

Points are valuable
MTGA