Understanding Points Efficiency in Virtuals Protocol Genesis Deals

On April 30, 2025, VaderResearch shared a detailed breakdown on X about how to make the most of your points in the Virtuals Protocol ecosystem, specifically for Genesis deals. If you’re new to this, Virtuals Protocol is a platform that tokenizes AI agents as co-owned assets on the blockchain, and its Genesis Launch mechanism, introduced on April 17, 2025, per PANews, aims for fair token distribution. Let’s dive into VaderResearch’s insights and why they matter for anyone looking to participate in these launches.

What Are Genesis Deals and Virgen Points?

First, a quick primer. Genesis Launches, as outlined in the Virtuals Protocol Whitepaper, are designed to distribute tokens for AI agent projects in a fair, permissionless way. Participants, known as “Virgens,” use Virgen Points to gain access to these launches. You earn points by holding $VIRTUAL tokens, engaging in ecosystem activities, or even holding certain AI agent tokens, as mentioned by user Gokumoria. These points are your ticket to getting a slice of new AI agent token projects early on.

But here’s the catch: points are scarce. You don’t want to waste them on a deal that doesn’t give you the best bang for your buck—or rather, your points. VaderResearch introduces a framework to help you decide which deals are worth your points by looking beyond just dollar returns.

ROI vs. YIELD: A Deeper Look

VaderResearch starts by comparing two recent Genesis deals: $VRUFF and $BADAI. At first glance, $VRUFF looks like the better deal with a 3.8x return on investment (ROI) in dollars compared to $BADAI’s 1.6x. So, if you put in $1, you’d get $3.80 back with $VRUFF, but only $1.60 with $BADAI. Sounds like a no-brainer, right?

Not so fast. VaderResearch emphasizes that you also need to consider the YIELD on Points, a metric they use internally to measure how efficiently your points are working for you. Points are scarcer than the $VIRTUAL tokens you bid with, so maximizing their efficiency is key.

Here’s the kicker: despite $BADAI’s lower dollar ROI, it offered a YIELD on Points that was 4x higher than $VRUFF. How? It took just 28,000 points to secure 0.5% of $BADAI, while $VRUFF required a whopping 270,000 points for the same allocation. In other words, your points went a lot further with $BADAI.

Visualizing the Data

VaderResearch included three charts to illustrate historical Genesis deal performance:

The first chart shows the dollar ROI for past Genesis deals. $BIOS led the pack with an incredible 58x ROI, followed by $HOLLY at 37x, while $BADAI and $TIAN were at the lower end with 2x.

The second chart highlights YIELD on Points. $TIAN tops this at 160x, with $BIOS at 100x, while $VRUFF lags at 10x. This shows that even if a deal has a high dollar ROI, it might not be the most efficient use of your points.

The third chart shows the cutoff points as a percentage of the circulating points supply. $HOLLY had the highest cutoff at 0.18%, meaning it was a highly competitive deal, while $TIAN’s cutoff was just 0.001%, making it easier to get in with fewer points.

Why Hype Matters

The more hyped a project is, the more points people bid, which drives up the cutoff points and can lower your YIELD on Points—unless the dollar ROI is high enough to compensate. For example, $VRUFF’s hype led to a higher cutoff (0.04%), requiring more points for allocation, which reduced its points efficiency. On the other hand, $BADAI, with less hype, had a cutoff of just 0.004%, making it a more efficient use of points.

Historical Performance: Key Takeaways

VaderResearch lists historical data for Genesis deals to help you spot patterns:

• $$ ROI: $BIOS (58x), $HOLLY (37x), $PTAI (17x), $WINT (5x), $WBUG (4x), $VRUFF (4x), $TIAN (2x), $BADAI (2x).
• Cutoff Points (as % of Circulating Points Supply): $HOLLY (0.18%), $BIOS (0.06%), $PTAI (0.04%), $VRUFF (0.04%), $WBUG (0.02%), $WINT (0.02%), $BADAI (0.004%), $TIAN (0.001%).
• YIELD on Points: $TIAN (160x), $BIOS (100x), $BADAI (40x), $PTAI (40x), $WINT (27x), $HOLLY (21x), $WBUG (21x), $VRUFF (10x).

The data shows that less hyped projects like $TIAN and $BADAI often provide better YIELD on Points because they require fewer points to participate, even if their dollar ROI isn’t as flashy.

Community Insights and Strategies

The thread sparked some interesting replies. Gokumoria pointed out that targeting lower-cap Genesis projects can yield more tokens for the same amount of $VIRTUAL, which in turn generates more daily Virgen Points. For example, 1,000 $VIRTUAL could get you 537,500 $HOLLY tokens but a massive 4.87 million $WBUG tokens—almost the max allocation at launch. More tokens mean more points over time, which can compound your ability to participate in future deals.

Meanwhile, big.wil noted that you also need to consider future points. If you buy tokens just to sell quickly, you might get slashed (penalized), adding another layer of strategy to your decisions.

How to Apply This Framework

So, how can you use this info? When evaluating a Genesis deal, don’t just chase the highest dollar ROI. Look at:

1. Hype Level: Check the cutoff points from past launches or community buzz to gauge how many points you’ll need.
2. YIELD on Points: Estimate how far your points will go. A lower cutoff usually means better efficiency.
3. Long-Term Value: As Gokumoria suggested, consider how many tokens you’ll get and how they’ll generate more points over time.

By balancing these factors, you can make smarter decisions about where to allocate your scarce Virgen Points.

Final Thoughts

VaderResearch’s analysis is a game-changer for anyone navigating Virtuals Protocol Genesis deals. It’s not just about the dollars—it’s about making your points work harder for you. Whether you’re eyeing the next $BIOS-level ROI or a high-yield gem like $TIAN, understanding both ROI and YIELD on Points can help you maximize your returns in this innovative ecosystem. What’s your next move?