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Virtuals Protocol Daily Update: November 3, 2025 - Market Dip, Tom Lee AMA, and Ecosystem Milestones

Virtuals Protocol Daily Update: November 3, 2025 - Market Dip, Tom Lee AMA, and Ecosystem Milestones

If you're keeping tabs on the fast-moving world of AI agents and crypto, the Virtuals Protocol ecosystem just dropped a fresh batch of updates. Graeme from @gkisokay put together this daily roundup on November 3, 2025, highlighting everything from market shifts to upcoming events and builder milestones. Let's break it down in a way that's easy to follow, whether you're a seasoned blockchain practitioner or just dipping your toes in.

Market Snapshot: AI Agents Dip Amid Correction

The AI agent sector took a breather after a hot streak. The total market cap slid 8.6% to $8.01 billion, with $VIRTUAL dropping 12.73% to $1.5288. Virtuals' ecosystem cap also cooled off by 12.64% to $1 billion, and its mindshare—basically how much buzz it's getting—dipped 5.93% to 7.74%.

AI Agent Market Snapshot Chart

On the bright side, some smaller players showed resilience. Top gainers included SOLACE up 23.17%, LOKY at 0.67%, and TIAN with 0.37%. This suggests mindshare might be rotating toward emerging narratives in the space. If you're into meme tokens or AI-driven projects, this correction could be a buying opportunity—always DYOR, though.

For those new to Virtuals, it's a protocol powering AI agents on blockchain, enabling things like autonomous transactions and coordination. Sign up via this referral link if you're curious.

Big Event Alert: Tom Lee Joins Ethermage for AMA

One of the highlights is Fundstrat's Tom Lee teaming up with Ethermage for an AMA on Virtuals Protocol. Set to go live soon, it'll dive into how AI coordination and payments are evolving on Ethereum. Ethermage, a core contributor to Virtuals, has been pushing boundaries since early 2024.

Tom Lee Ethermage AMA Announcement

Register here to catch insights on agentic networks. Ethermage's thread recaps their "firsts," like publishing a paper on vision-language models (VLMs) the same week as DeepMind, launching autonomous agent NPCs on Roblox, and executing agent-to-agent commerce. They're eyeing $100M in agentic GDP (aGDP) next—wild stuff for the agent economy.

Key Launches and Updates from the Ecosystem

Builders in Virtuals aren't slowing down. Here's a quick hit on the latest:

  • EgoPlay V2 Goes Live: Vader's physical MMO lets you record daily life on your phone (iPhone or Android) to earn rewards. Ticket holders get a slice of a redacted reward pool. Think Pokémon GO but for real-world data feeding humanoids. Check it out here.
EgoPlay V2 Launch Image
  • Symphony Powers Perps on ACP: Symphony is integrating perpetuals (perps) on Virtuals' Agent Coordination Protocol (ACP). This enables complex workflows: get signals from AIxBT, review on Athena, execute via Symphony. It's live for 17K agents—huge for agentic trading. More details.

  • 717 Capital's $WIRE Week Ahead: Expect 145-200% margin boosts from upgraded settlements, $1M volume spikes, and banking strategies. They're targeting Chinese whales on Weibo too. Full scoop here.

$WIRE Week Ahead Update
  • Neurobro Expands Whale Tracking: Free users now track 1,300 Base whales (up from 1,000), pros get 2,100. Perfect for onchain intelligence. Dive in here.
Neurobro Whale Tracking Expansion
  • VPay x Mute Swap for Private NeoBank: Privacy meets convenience in this alliance for global crypto spending. Video demo here.

  • Solace Teases Token Utility: Big reveal coming soon—stay tuned for how it'll tie into their ecosystem here.

  • Lurky Curates New Show: Timeline Therapy with banditxbt features CT personalities, starting with KookCapitalLLC. Link here.

Lurky Timeline Therapy Show
  • AIxBET's Roadmap Post-Halloween: ACP integration, Terminal V2, signals on BaseApp, and more. Details here.

  • Provenance on GenAI Insights: Co-founder Mohith Agadi shares thoughts on AI's impact on images/videos alongside big names like Elon Musk. Watch here.

  • Arbus Weekly Robotics Mindshare: Track narratives and explore the index here.

Arbus Robotics Mindshare Report
  • Backroom as ICM Launchpad: Powered by Aerodrome on Base, focusing on curated projects. More here.

  • Capminal x402 Demo: 5-step token deployment UI/API with Clanker. Demo here.

  • AIAPE x402 Integration: Pay-per-signal starts at $0.1. Access here.

AIAPE x402 Integration
  • Leoono x Averdas Alt Data: Beyond ESG for corporate insights. Video here.

  • Suede Labs IP Layer on x402: Auto-register work for ownership. Details here.

Suede Labs IP Trust Layer

Weekly Ecosystem Roundup from Virtuals

Wrapping it up, Virtuals' own weekly summary covers launches like ACO's AI Creative Stack, Axelrod's $15M trading volume, and integrations from Arbus, BaseVol, and more. It's a testament to the agentic economy's growth. Full thread here.

If you missed the October 31 update, catch it here. For daily doses straight to your inbox, subscribe to Graeme's Substack at gkisokay.substack.com.

The Virtuals ecosystem is buzzing with innovation, blending AI, blockchain, and meme-like momentum. Keep an eye on these developments—they could shape the next wave of crypto adoption. What's your take on the dip? Share in the comments!

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