VIRTUAL (VIRTUAL)

$VIRTUAL is still one of my highest-conviction AI Agent bets market often views Virtuals as an agent launchpad, but the core thesis is much broader. @virtuals_io is building the economic infrastructure that allows AI agents to operate as independent onchain businesses. – Identity and banking so agents can own wallets, capital and reputation – ACP commerce layer so agents can discover, hire and pay one another through verifiable transactions – Tokenization and liquidity so builders can raise capital and users can co-own agent economies – Developer infrastructure so agents can move from an idea into a working product – $VIRTUAL as the core asset used for agent liquidity and commerce across the ecosystem At the time of writing, $VIRTUAL trades around $0.55. I think the market is still pricing it closer to an AI narrative token than infrastructure for an autonomous agent economy. That gap is why I remain bullish. Individual agents may come and go, but every successful agent, transaction and new builder can strengthen the underlying network. $VIRTUAL remains my big bag. I’m still holding and still accumulating.

Robinhood Chain is quickly becoming a new playground for token launches. Nearly 38K tokens were created in a single day, with most activity concentrated around: – @ponsdotfamily – @flapdotsh – @launchonvaro – @bankrbot – @virtuals_io Robinhood Chain is attracting very different types of launches, including memes, AI agents, social tokens and creator-led projects, but they are all competing for the same liquidity. Still, launch count alone means very little. I’m watching graduation rates, trading volume and how much liquidity remains after 24-72 hours. Attention creates the first pump, but retained liquidity decides which ecosystem can last.

I’m still accumulating $VIRTUAL. July has made the thesis even stronger. – 4,500+ agents launched on Robinhood Chain – $150M+ in agent trading volume – $2.3M+ raised by ecosystem builders – Virtuals agent tokens are gaining exposure through Binance Wallet campaigns – New products are expanding into trading, RWA, privacy, yield and robotics For me, this is no longer just an AI agent narrative. @virtuals_io is building an ecosystem where agents can launch, raise capital, trade and generate real onchain activity. Some individual agents will fail, but the infrastructure connecting all of them can continue growing. That is why $VIRTUAL remains one of my biggest bags. Still bullish $VIRTUAL

$VIRTUAL has announced that their AI agent infrastructure will be integrated with the new Robinhood Chain. That's a solid catalyst for a potential reversal. Right now, price is still being rejected by the closest resistance zone. However, if price pulls back and bases around the support zone, it will be a good accumulation level.

Robinhood has had a great effect on @virtuals_io since the recent agentic launch, they have recorded the highest revenue and fees in 2026, getting closer to the 2025 Q3 levels as @everythingempty highlighted, many things are going on in the Virtuals trenches that don't easily meet the eye.

Virtuals has already generated nearly $1.8M in fees this month. That’s roughly 4x what it pulled in June, while VIRTUAL is only up around 8% over the past 30 days. What's causing it? Robinhood Chain launched on July 1 with Virtuals’ AI-agent infrastructure integrated from day one. Since then, activity has accelerated quickly: the first $100M in agent volume took two weeks, while the next $50M took only three days. More than 4,500 agents have now launched with $2.3M raised for builders. According to analytics, @Virtuals_io has become the second-largest fee generator on Robinhood Chain behind Uniswap, while generating 6.6x more fees there than on Base. Those fees create real revenue for the Virtuals treasury, although the value accrual to VIRTUAL holders is still indirect. Sooo why isn't the price going up? The Iran situation and broader risk-off environment probably haven’t helped. Anyways, when I see fees drastically increase but token price hasn't, it piques my curiousity.