Why did the price of VIRTUAL fall?

Virtuals Protocol (VIRTUAL) dropped 0.26% in the last 24 hours, a small decline amid overall market ups and downs. This dip is linked to big investors selling, a technical price pullback, and mixed feelings in the market. Key points:

1. Big investor selling pressure – One large holder moved 7.95 million VIRTUAL tokens (worth $13.45 million) to an over-the-counter (OTC) trading platform on November 3, signaling profit-taking.
2. Technical price correction – The price is testing support at $1.45 after breaking a downward trend earlier this week.
3. Market-wide cautious mood – The Crypto Fear & Greed Index is at 24 (Extreme Fear), with Bitcoin dominating the market at 59.3%, while alternative coins lag behind.

Deep Dive

1. Big Investor Activity (Bearish Impact)

Overview:
A large investor moved 7.95 million VIRTUAL tokens (valued at $13.45 million) to Teneo OTC on November 3, fully exiting a position they had since December 2023. This follows a total sell-off of 26.42 million tokens since May 2025, realizing $40.83 million in profits (AMBCrypto).

What this means:
When big investors sell large amounts, it increases supply and can cause smaller investors to panic and sell too. The 24-hour trading volume dropped 63% to $214 million, showing less trading activity, which can make price swings more extreme.

What to watch:
Look at net flows on exchanges—if tokens keep leaving exchanges, it might mean investors are holding (accumulating). If tokens flow into exchanges, selling pressure could continue.

2. Technical Price Pullback (Mixed Impact)

Overview:
VIRTUAL’s price pulled back to $1.39 after a strong 40.6% rally in late October. Important price levels are:

• Support: $1.45 (middle Bollinger Band), $1.16 (50% Fibonacci retracement).
• Resistance: $1.90 (high on November 7).

The MACD indicator turned negative (-0.00806), suggesting short-term downward momentum, while the RSI at 53.15 is neutral.

What this means:
This pullback looks like a normal correction after a big price jump. If the price stays above $1.45, it could stabilize, but falling below that might lead to further drops toward $1.16. Traders will watch for the MACD to cross back above its signal line as a sign of a possible price rebound.

3. Market Sentiment & Sector Rotation (Bearish Impact)

Overview:

• The overall crypto market cap dropped 5.76% over the past week, with altcoins underperforming Bitcoin (BTC dominance at 59.28%).
• AI-related tokens fell 4.8% on November 3 (Cryptonews).

What this means:
VIRTUAL’s focus on AI faces challenges as investors shift money into Bitcoin amid economic uncertainty. Still, VIRTUAL’s 30-day gain of 29.56% beats the overall crypto market’s 17.2% loss.

Conclusion

VIRTUAL’s recent dip reflects profit-taking by early investors, weakness across altcoins, and a technical cooldown after recent gains. The protocol’s ongoing AI infrastructure projects, like the Agentic Fund of Funds launch, offer positive long-term potential. However, short-term price movement depends on holding the $1.45 support level.

Key watch: Will retail investors step in to balance out big investor selling? Keep an eye on the $1.45 support and Bitcoin dominance trends over the next 48 hours.

What could affect the price of VIRTUAL?

Virtuals Protocol is at a crossroads, influenced by growing AI interest and large investor (whale) activity that creates price swings.

1. AI DApp Launch (Positive) – The first AI decentralized app (DApp) in two weeks could boost user adoption.
2. Technical Signals (Mixed) – The $1.40 support level is holding, but some indicators suggest caution.
3. Whale Selling (Negative) – A big token sale worth $13.45 million may shake retail investor confidence.

Deep Dive

1. AI Product Pipeline (Positive Impact)

Overview: Virtuals Protocol is launching its first AI-powered DApp in early December 2025. This expands the use of its agents built on the Base Layer 2 blockchain. Additionally, the project teamed up with Zyfai/BasisOS to launch an AI-driven “Agentic Fund of Funds” on November 7, which automates investment strategies across different blockchains.

What this means: If the DApp gains traction, Virtuals Protocol could see growth similar to what Solana experienced early on (Sistine Research). The AI fund could also increase the protocol’s revenue, which currently stands at about $496,000 per month. For context, VIRTUAL’s price jumped 40.6% after Coinbase integrated it in October.

2. Technical Structure (Mixed Impact)

Overview: On November 4, VIRTUAL broke out of a five-month downtrend and reclaimed the $1.40 level, which is the 50-day exponential moving average (EMA). However, the MACD indicator shows a bearish crossover, and the Relative Strength Index (RSI) at 53 indicates neutral momentum.

What this means: If the price holds above $1.33 (the 38.2% Fibonacci retracement level), it could attempt to test resistance at $1.90. But if it falls below $1.16 (the 50% Fibonacci level), it might drop about 30% to around $0.98, based on Fibonacci retracement analysis.

3. Whale Activity & Sentiment (Negative Impact)

Overview: A large investor sold 7.96 million VIRTUAL tokens, worth $13.45 million, on November 3 after seeing a 286% gain over the past year. At the same time, futures open interest dropped nearly 10% within 24 hours.

What this means: Big sell-offs like this often lead to price corrections of 15-20% (AMBCrypto). However, retail investors have been buying enough to keep the overall spot cumulative volume delta (CVD) positive, which may help stabilize the price.

Conclusion

Virtuals Protocol’s price will depend on how well it balances growing AI adoption with the risks from large investor selling. The $1.40 to $1.90 price range will be key for short-term momentum. Meanwhile, the upcoming AI DApp launch could change expectations for the medium term. The big question is whether everyday traders can counteract whale selling before the new product arrives in December.

What are people saying about VIRTUAL?

Virtuals Protocol is generating excitement around its price potential and ecosystem growth. Here’s the quick summary:

1. Optimistic price targets range from $5 to $40, based on views that the coin is undervalued
2. Ecosystem is expanding with new partnerships, including Coinbase and robotics networks
3. Market is stabilizing after recent ups and downs, with mixed results among related projects

Deep Dive

1. @sistineresearch: Price support found, bullish targets $2.50 to $40

"Altcoins dropped sharply yesterday, but bears couldn’t push VIRTUAL below $1... Next targets are $2.50–$5, then $10–$40"
– @sistineresearch (47.6K followers · 10.6K likes · Nov 5, 2025)
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What this means: This is a positive sign for Virtuals Protocol, indicating strong price support at $1. The forecast aligns with the team’s goals but depends on Bitcoin staying above $93,000.

2. @virtuals_io: Growing ecosystem with Coinbase and robotics

The team announced new integrations with Coinbase Retail DEX and the robotics network BitRobot, processing over 200,000 transactions through AI-powered agents.
– @virtuals_io (280K followers · 7.6K likes · Oct 26, 2025)
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What this means: This development is neutral to positive. Increased accessibility could boost adoption, but ecosystem tokens have seen a nearly 10% drop this week, showing mixed momentum.

3. @gkisokay: Market stabilizes amid AI sector slowdown

“$VIRTUAL fell 9.47% to $1.06... smaller AI-related tokens gained 16.17%, showing strength while VIRTUAL consolidates” (Oct 8, 2025)
– @gkisokay (18.9K followers · 23.3K likes)
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What this means: Short-term outlook is cautious as Virtuals Protocol underperformed compared to smaller AI tokens. However, the Unicorn launchpad’s anti-sniper tax (which reduces early sell-offs by 99%) may help stabilize future token launches.

Conclusion

The outlook for Virtuals Protocol is mixed. While technical analysis points to strong price targets, the ecosystem is still facing growing pains. Developer activity and new exchange partnerships suggest long-term promise, but it’s important to watch the $1 price support level closely. A drop below this could challenge optimistic forecasts. Keep an eye on weekly transactions between AI agents (over 25,000) as a key indicator of adoption.

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What is the latest news about VIRTUAL?

Virtuals Protocol is gaining momentum by combining AI innovation with smart market moves. Here’s a quick look at the latest updates:

1. AI Fund of Funds Launch (November 7, 2025) – Virtuals teamed up with Zyfai and BasisOS to create an automated investment fund that works across multiple blockchains.
2. Strong Price Breakout (November 7, 2025) – The price broke through a long-standing resistance level, aiming for $5 if it can hold above $1.
3. Big Investor Moves Cause Price Swings (November 3, 2025) – Large token transfers to exchanges caused some volatility, showing mixed feelings among big holders.

In-Depth Look

1. AI Fund of Funds Launch (November 7, 2025)

What happened:
Virtuals Protocol introduced the “Agentic Fund of Funds,” which uses AI technology from Zyfai and BasisOS to manage investments automatically across different decentralized finance (DeFi) platforms. This fund runs on Virtuals’ Agent Commerce Protocol and aims to maximize returns while keeping costs low by operating on the Base Layer 2 network.

Why it matters:
This move is positive for VIRTUAL because it adds real-world use beyond just voting or governance. It could attract serious investors looking for smart, automated DeFi solutions. However, the fund’s success depends on how well it performs in a market that can change quickly.
(Source: Binance)

2. Strong Price Breakout (November 7, 2025)

What happened:
VIRTUAL’s price jumped 40% after breaking out of a downward trend that lasted several months, settling above $1.43. Experts like Crypto Patel point out a pattern similar to what Solana experienced early on, with $1 acting as a key support level.

Why it matters:
This price action is a sign that the market could be turning positive. If VIRTUAL stays above $1, it might climb toward $5. But if it falls below that, it could drop back to lows seen in June 2025 around $0.41. The Relative Strength Index (RSI) at 57 indicates there’s still room for upward momentum if trading volume supports it.
(Source: CryptoFrontNews)

3. Big Investor Moves Cause Price Swings (November 3, 2025)

What happened:
A large holder, often called a “whale,” moved nearly 8 million VIRTUAL tokens (worth about $13.45 million) to an over-the-counter (OTC) trading desk, effectively selling off their entire position after two years. This caused the price to drop 13%. However, smaller investors were buying, which helped soften the decline.

Why it matters:
This is a short-term negative because a big sell-off increases supply and puts downward pressure on price. Still, the steady buying by regular investors around $1.45 suggests there might be a solid support level forming. Keep an eye on whether more big sales happen or if the price stabilizes.
(Source: AMBCrypto)

Conclusion

Virtuals Protocol is at a crossroads, balancing exciting AI-powered growth with some technical and market risks. The price range between $1 and $1.45 is crucial—if the new AI fund gains traction and everyday investors keep buying, the outlook could be positive. The key question is whether on-chain activity and adoption can outpace selling pressure in a market that’s still cautious.

What is expected in the development of VIRTUAL?

Virtuals Protocol is making progress with these key developments:

1. Agent Commerce Protocol Expansion (Q4 2025) – Improving how AI agents coordinate and handle payments on the Ethereum blockchain.
2. Global Builder Workshops (Ongoing) – Hosting events in Asia and Europe to attract more developers.
3. Robotics Network Integration (2026) – Connecting AI agents with real-world robotics systems.

Deep Dive

1. Agent Commerce Protocol Expansion (Q4 2025)

Overview:
The Agent Commerce Protocol (ACP) is Virtuals Protocol’s system that allows AI agents to transact with each other. Upcoming upgrades will enable it to work across different blockchains and improve privacy features. Partnerships with firms like @fs_insight and @fundstrat show ACP’s potential as a key platform for “agentic commerce,” where AI agents can independently conduct economic activities.

What this means:
This is a positive sign for $VIRTUAL because wider use of ACP could increase demand for the token, which serves as the main currency for transactions. However, delays in Ethereum’s planned upgrades (such as danksharding) could slow down these improvements.

2. Global Builder Workshops (Ongoing)

Overview:
Virtuals is organizing hackathons and workshops in major tech cities like Hangzhou (August 2025 event) to bring developers onto its platform. The goal is to encourage the creation of AI agents for areas like decentralized finance (DeFi), gaming, and business applications. Grants are offered to support the best projects.

What this means:
This is somewhat positive since growing the developer community is essential for the platform’s success. Recent events attracted over 1,000 participants, but competition from other AI-focused projects like Fetch.ai could limit Virtuals’ growth.

3. Robotics Network Integration (2026)

Overview:
Virtuals Robotics, launched in October 2025 (announcement), aims to link AI agents on the blockchain with real-world robots. Collaborations with @BitRobotNetwork and @PrismaXai will use $VIRTUAL tokens to reward people who help train robots by teaching them tasks.

What this means:
This is a high-risk, high-reward opportunity. If successful, it could tap into the $217 billion robotics market (according to ABI Research). However, integrating blockchain with physical hardware and navigating regulations will be challenging.

Conclusion

Virtuals Protocol is focusing on scaling its AI agent platform, growing its developer base, and applying AI in real-world robotics. These efforts align with the growing trend of combining AI and blockchain technology. Still, the project faces risks from execution challenges and competition in the AI agent space. It remains to be seen if Virtuals’ tokenomics can maintain strong demand as the market becomes more crowded.

What updates are there in the VIRTUAL code base?

Virtuals Protocol’s latest updates push forward decentralization and improve how AI agents work within the system.

1. Onchain Governance Launch (July 1, 2025) – Community members can now vote on protocol changes using the veVIRTUAL token.
2. Ethereum Expansion (July 16, 2025) – AI agents are now running directly on Ethereum, expanding the protocol’s reach.
3. SDK Migration (November 7, 2025) – The old Python SDK was retired and replaced with new tools focused on the Agent Coordination Protocol (ACP).

Deep Dive

1. Onchain Governance Launch (July 1, 2025)

What happened: Virtuals Protocol launched a governance portal where holders of veVIRTUAL tokens can propose and vote on updates to the protocol.

Voting takes place over 72 hours and requires at least 25% of tokens to participate, similar to popular decentralized finance (DeFi) platforms like Compound. To submit a proposal, users need to hold at least 0.1% of veVIRTUAL tokens. This system hands more control to the community instead of just the core developers.

Why it matters: Decentralized governance usually builds trust among investors and aligns everyone’s interests. However, if not enough people vote, important upgrades could be delayed. (Source)

2. Ethereum Expansion (July 16, 2025)

What happened: Virtuals Protocol deployed its first AI agent directly on Ethereum, improving how it works across different blockchains.

This update added compatibility with the Ethereum Virtual Machine (EVM) and optimized gas fees for AI-related tasks. It also introduced a security agent powered by Nethermind’s AuditAgent, which helps detect threats during development.

Why it matters: This move broadens Virtuals Protocol’s use cases by connecting it with Ethereum’s large ecosystem. However, it also means more competition with other AI projects on Ethereum’s Layer 2 networks. (Source)

3. SDK Migration (November 7, 2025)

What happened: The old virtuals-python software development kit (SDK) was phased out and replaced by new tools called acp-python and acp-node, which focus on the Agent Coordination Protocol (ACP).

Recent updates to acp-node (written in TypeScript) and protocol-contracts (in Solidity) added features like real-time payment routing and the ability to delegate tasks across multiple AI agents. This shows a clear focus on building flexible AI agent networks.

Why it matters: Simplifying and improving developer tools is a positive step for Virtuals Protocol, as it encourages more developers to build on the platform. However, switching SDKs might cause some short-term disruptions for existing projects. (Source)

Conclusion

Virtuals Protocol’s recent code updates highlight a commitment to decentralization, better integration with Ethereum, and stronger developer support—key factors for growing AI agent ecosystems. With governance now active and ACP tools gaining traction, it will be interesting to see how cross-chain AI agent activity influences demand for VIRTUAL tokens.