What could affect the price of VIRTUAL?
Virtuals Protocol is at a critical point with new AI technology, changes in governance, and shifting market feelings.
- AI DAPP Launch – A new product coming in about 2 weeks could boost demand.
- Governance Changes – New on-chain voting may help create more stable incentives for users.
- Market Trends – AI tokens are volatile, even though the altcoin market is generally doing well.
Deep Dive
1. Project-Specific Factors (Mixed Impact)
Overview: Virtuals is about to launch its first AI decentralized app (DAPP) in September 2025 and expand on the Ethereum network. These moves could attract more users. Recent updates to governance (Virtuals Foundation) aim to better align the interests of everyone involved. However, the protocol’s revenue has dropped sharply—down 95% from $3.9 million in January 2025 to just $200,000 now—raising questions about its long-term sustainability.
What this means: If the new AI DAPP gains traction, it could help offset the current weak financial performance. But if Virtuals can’t successfully monetize its AI agents, the token’s price may continue to fall (it’s already down 29% over the last 90 days). Improvements in governance transparency, like the TP Cooldown History, might slowly restore trust among users and investors.
2. AI Sector Trends (Short-Term Challenges)
Overview: AI-related crypto assets have seen huge growth over the past year (up 2084%), but recently the market shows signs of slowing down. The AI Agent Launchpad sector, which includes Virtuals, dropped 7.24% last week. Competitors such as Fetch.ai’s Agentverse are offering similar decentralized AI platforms.
What this means: Virtuals needs to stand out beyond its current Initial Agent Offering model. Its move to integrate with the Base blockchain (Coinbase Retail DEX) and accept USDC payments for AI agents gives it some advantages in distribution. Still, the whole AI crypto sector faces risks from investors taking profits.
3. Technical Analysis (Neutral Outlook)
Overview: Virtuals’ price is currently $1.04, trading below key moving averages (7-day EMA at $1.06 and 200-day EMA at $1.34). The Relative Strength Index (RSI) is 40.47, indicating limited immediate downside risk. The $1.08 price level matches a key Fibonacci retracement point and September’s recent low, suggesting a possible double-bottom pattern.
What this means: Holding above $1.00 could lead to a price recovery toward $1.25. However, a “death cross” (where the 50-day EMA crosses below the 200-day EMA) and a 24% drop over the past 60 days show weak momentum.
Conclusion
Virtuals Protocol’s future depends on successfully delivering real value through its AI agents, beyond just hype around new launches. The upcoming DAPP release is a critical test. Governance improvements and Ethereum integration offer positive support, but the token remains exposed to sector-wide profit-taking and competition. A key question is whether protocol revenue can recover above $500,000 per month before the 200-day EMA drops further toward $1.30.
What are people saying about VIRTUAL?
Virtuals Protocol is generating buzz by combining AI innovation with some market uncertainty. Here’s the quick take:
- Developers excited about Ethereum growth – AI agents can now run directly on Base, Coinbase’s platform
- Price volatility sparks discussion – a huge 480% rally from April to May, followed by a 29% drop over the last 90 days
- Big investors pulling back – whales have sold off 19% of their holdings since May, even though the total value hit $5 billion
Deep Dive
1. @virtuals_io: Ethereum AI agents launch 🚀 positive
"Agents on Base now surface in @coinbase Retail DEX"
– @virtuals_io (183K followers · 2.1M impressions · 2025-08-08 21:58 UTC)
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What this means: Virtuals Protocol’s AI agents are now integrated with Coinbase’s massive user base of over 110 million people. This could speed up adoption, even though the price has dropped 29% in the past 90 days.
2. @pokpok_io: Quick bug fix builds trust 🛠️ neutral
"$CTDA LP pool mismatch resolved in 1hr – no penalties applied"
– @virtuals_io (183K followers · 1.8M impressions · 2025-08-20 15:49 UTC)
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What this means: The team quickly fixed a technical issue within an hour without penalties, showing the protocol’s ability to respond fast. However, repeated bugs could make users question the reliability of the 1,700+ AI agents running on Virtuals.
3. @Nansen: Big investors selling despite AI hype 🐋 negative
"Smart money VIRTUAL holdings down 19% since May"
– Nansen data cited in CoinJournal (2025-05-27)
What this means: Large investors, often called “smart money,” have reduced their Virtuals Protocol holdings by 19% since May. At the same time, the amount of tokens held on exchanges has increased by 22% since April, which could be a warning sign for everyday investors.
Conclusion
Opinions on Virtuals Protocol (VIRTUAL) are mixed. While developers are actively building and integrating new features, some key on-chain data points are weakening. Keep an eye on the $1.90 price level, which was last defended in May 2025. If the price falls below this, it could confirm a bearish trend. But if it holds, it might indicate investors are accumulating before the Ethereum AI hackathon results expected in Q4.
What is the latest news about VIRTUAL?
Virtuals Protocol is navigating challenges in AI agent development and market ups and downs, with new critiques of its launchpad and fresh partnerships coming to light. Here’s a quick update:
- Launchpad Sustainability Concerns (September 28, 2025) – Virtuals is under scrutiny for how sustainable its AI agent launch platform really is, amid broader industry worries.
- Partnership with Nansen AI (September 25, 2025) – Virtuals’ Luna agent aligns with Nansen’s new crypto research AI, showing growing use of AI in trading.
- Price Resistance Challenge (September 19, 2025) – VIRTUAL’s price could drop 16% if it can’t break through the $1.38-$1.41 resistance level.
In-Depth Look
1. Launchpad Sustainability Concerns (September 28, 2025)
What happened:
A Cointelegraph opinion piece criticized Web3 launchpads, including Virtuals Protocol, for focusing more on raising money than on building solid products. Since February 2025, Virtuals has supported over 17,000 AI agent token launches. While this shows strong activity, the article warns that many projects lack accountability and long-term support for developers.
Why it matters:
This raises concerns about the health of Virtuals’ ecosystem. If too many projects fail or don’t deliver, investors might lose confidence. At the same time, Virtuals is clearly a leader in AI agent token launches, which could attract more attention—and regulatory scrutiny.
(Read more on Cointelegraph)
2. Partnership with Nansen AI (September 25, 2025)
What happened:
Nansen AI introduced a new crypto research agent that uses data from Ethereum and other compatible blockchains. They plan to add trading features by the end of 2025. Virtuals Protocol’s Luna agent already performs autonomous blockchain transactions, making both platforms early leaders in AI-driven trading.
Why it matters:
Working with a respected analytics company like Nansen boosts Virtuals’ credibility and could attract developers looking for reliable AI tools. However, since some trading features are still being tested for user trust, widespread adoption might take some time.
(Read more on Cointelegraph)
3. Price Resistance Challenge (September 19, 2025)
What happened:
VIRTUAL is facing a critical price barrier between $1.38 and $1.41. In the past, failing to break this level led to a 16% price drop. Even with recent weekly gains of about 10%, selling pressure and negative market sentiment remain strong.
Why it matters:
VIRTUAL ranks near the bottom on the Altcoin 90-Day Index, showing ongoing skepticism. If the price can close above $1.41, it could signal a positive shift. But if it fails, the price might fall back to $1.20, a support level last tested in mid-August.
(Read more on AMBCrypto)
Conclusion
Virtuals Protocol is balancing exciting AI advancements with market uncertainty. While its ecosystem is growing, questions about launchpad sustainability and price volatility remain. As autonomous AI agents become more common, the big question is whether VIRTUAL’s practical uses can outshine its ups and downs in the market.
What is expected in the development of VIRTUAL?
Virtuals Protocol is focusing on growing its AI agent infrastructure and expanding its community.
- Ethereum AI Hackathon (August 15, 2025) – A $100,000 competition to speed up the development of specialized AI agents.
- Shenzhen Builder Meetup (August 24, 2025) – An event for Ethereum-based AI developers to connect and collaborate.
- Global Chapter Expansions (2025) – Plans to open new regional hubs to support AI agent development worldwide.
Deep Dive
1. Ethereum AI Hackathon (August 15, 2025)
Overview
Virtuals Protocol is teaming up with the Ethereum Foundation to host a $100,000 hackathon. The goal is to encourage developers to create AI agents focused on decentralized physical infrastructure networks (DePIN), privacy, and consumer applications. Participants will attend five technical workshops to learn how to build AI agents directly on the Ethereum blockchain.
What this means
This event is positive for VIRTUAL because successful projects could increase the use of its platform, which may raise demand for the token. However, if the hackathon results are delayed or submissions don’t meet expectations, the short-term impact could be limited.
2. Shenzhen Builder Meetup (August 24, 2025)
Overview
Virtuals Protocol’s core team will host a meetup in Shenzhen aimed at AI developers working within the Ethereum ecosystem. The focus will be on integrating AI agents on the blockchain and discussing the Agent Commerce Protocol (ACP), which manages how AI agents share revenue.
What this means
This event is neutral for VIRTUAL. It’s mainly about growing the community rather than making immediate improvements to the protocol. While new partnerships might form, any benefits to the token’s use could take several months to appear.
3. Global Chapter Expansions (2025)
Overview
Following successful workshops in Hangzhou and Shenzhen, Virtuals Protocol plans to open more global chapters to support developers building AI agent tools. While exact dates aren’t set, Asia remains a key focus area.
What this means
This is a positive long-term move because expanding regional hubs can help diversify and grow the ecosystem. However, there are risks like delays in execution or low developer interest in new markets.
Conclusion
Virtuals Protocol is working to strengthen its presence on Ethereum and engage developers at the grassroots level to become a leading AI agent infrastructure. While hackathons and meetups can increase awareness, it’s important to watch for ongoing activity on the blockchain after these events to see real adoption. A key question remains: how will the protocol manage growth while keeping the system decentralized and scalable?
What updates are there in the VIRTUAL code base?
Virtuals Protocol is making important updates focused on integrating with Ethereum and improving security.
- PokPok Agent Fix (August 20, 2025) – Quickly fixed a contract issue that affected liquidity pools.
- Ethereum Expansion (July 16, 2025) – Launched AI security tools directly on Ethereum.
- Governance Portal Launch (July 1, 2025) – Started onchain voting to let the community help make decisions.
In-Depth Look
1. PokPok Agent Fix (August 20, 2025)
What happened: During the launch of the $CTDA token, a technical problem stopped tokens from entering the liquidity pool (LP), which is where users provide funds to help trading happen smoothly. The team fixed this within an hour by moving to a new smart contract and disabling the faulty one. This prevented any penalties or losses for users.
Why it matters: This quick fix shows that Virtuals Protocol can solve problems fast, keeping the system reliable and users confident. (Source)
2. Ethereum Expansion (July 16, 2025)
What happened: Virtuals Protocol expanded its services to Ethereum by launching its first native Genesis agent. This agent is an AI-powered security tool that helps developers find vulnerabilities in their code as they build.
Why it matters: By using Ethereum’s network, Virtuals makes its AI tools available to more developers, improving compatibility across different blockchains and attracting those who work mainly on Ethereum. (Source)
3. Governance Portal Launch (July 1, 2025)
What happened: Virtuals introduced onchain governance, which means holders of veVIRTUAL tokens can now vote on important decisions like how funds are used or setting up the foundation. Proposals need at least 25% voter participation and a 72-hour voting period.
Why it matters: This change reduces centralized control and gives the community more say, similar to governance models used by projects like Compound. However, it can also slow down decision-making. (Source)
Conclusion
Virtuals Protocol’s recent updates highlight its ability to quickly fix technical issues, grow its ecosystem by integrating with Ethereum, and mature its governance by involving the community. The big question is how these improvements will influence adoption among Ethereum-based AI developers in the last quarter of 2025.
Why did the price of VIRTUAL go up?
Virtuals Protocol (VIRTUAL) increased by 1.94% over the last 24 hours, bucking its recent 7-day (-6.87%) and 30-day (-11.34%) downward trends. This rise matches a broader crypto market recovery (+2.34%) but shows even stronger momentum in the AI sector.
- AI Sector Momentum: The launch of Nansen’s new AI trading agent on September 25 sparked renewed interest in AI-related crypto projects.
- Technical Rebound: Indicators like the Relative Strength Index (RSI) at 40.47 and a positive shift in the MACD suggest short-term buying opportunities.
- Ecosystem Activity: Recent governance updates and integration with Ethereum (July–August) have helped stabilize investor confidence.
Deep Dive
1. AI Sector Momentum (Positive Influence)
Overview: Nansen’s AI trading agent launch on September 25 highlighted growing institutional interest in AI-powered crypto tools. Virtuals Protocol, which provides infrastructure for monetizing AI agents, stands to benefit from this trend.
What this means: AI-related tokens often see price increases following sector-wide news, even if the news isn’t directly about them. VIRTUAL’s impressive 2043% gain over the past year (as of September 29) shows its high volatility and strong position in this niche.
What to watch: Upcoming NVIDIA earnings reports, which historically affect AI-related tokens, and adoption rates for Virtuals’ AI agent ecosystem.
2. Technical Rebound (Mixed Signals)
Overview: VIRTUAL’s RSI (14-day) has moved out of oversold territory at 40.47, and the MACD histogram has improved from -0.02431. The price has bounced back above the key $1.00 level but faces resistance near the 7-day simple moving average (SMA) at $1.06.
What this means: Traders may be taking advantage of oversold conditions to buy, but resistance levels at the 30-day SMA ($1.18) and the Fibonacci retracement level at $1.31 could limit further gains.
3. Ecosystem Stability (Neutral Impact)
Overview: Virtuals Protocol’s expansion onto Ethereum in August and governance upgrades in July (Wave-1 proposals) have provided a solid foundation, though no recent major developments have driven price changes.
What this means: These improvements don’t explain the recent price increase directly but help reduce downside risk during market rebounds.
Conclusion
VIRTUAL’s recent price bounce is supported by positive momentum in the AI sector and technical buying signals. However, its longer-term downtrend (-29.55% over 90 days) suggests caution. Key point to watch: Whether VIRTUAL can maintain its price above $1.00 if Bitcoin’s market dominance (currently 57.93%) continues to rise.