Virtuals Weekly: Butler Comes to the Web Virtuals App is now on the web: Butler reads signal, weighs the risk, and preps the trade so it’s one swipe away. Across the ecosystem: staking for AI evaluators, trade memory for agents, token-gated holder chats, and an XMAQUINA portfolio company now listed on Nasdaq. VIRTUALS 🟩 Virtuals App, now on the web: Butler reads signal, from CT to onchain data, weighs the risk and brings you the trade ready for a single swipe. You make the final call. Closed beta, invite-only: 🟩 Security news, handled: when news hits something you hold, Butler checks your exposure, weighs the risk and lines up the trade to cut it. ECOSYSTEM 🟩 @xmaquina portfolio company @agilityrobotics began trading on Nasdaq, the DAO’s first to reach public markets after it invested at a $1.75B valuation. BOT-16 also passed with 99.75% approval for an allocation in @sundayrobotics. 🟩 @reppo launched staking that unlocks up to $1 a day in Eval API credits. More than 100,000 people have signed up to evaluate AI on Reppo, and its evaluator nodes grew 21% in a week. 🟩 @LighthouseWeb3 launched Lighthouse Agents, turning every trade on Robinhood Chain and @Lighter_xyz into a memory agents can answer from, and completed its first buyback of 667,000 $LLL from fees and revenue. 🟩 @itsovercall and @LighthouseWeb3 opened token-gated holder clubs in Virtuals App: group chats with early news and team updates for holders who also trade in the app. 🟩 @myrad_hq passed @ArAIstotle to become the #2# datanet on @reppo, with 87M [unit] in traded volume of zk-verified human data. 🟩 @ethy_agent previewed V3 SocialFi: follow traders, copy their strategies, or publish your own and take a share of fees when others run it live. V3 is set to land this month. 🟩 @ProjectVEXai agents have generated $6.3M in trading volume on Robinhood Chain, with VEX on Cloud almost ready. 🟩 @useOttoAI opened the Otto Lab for its Robinhood Chain hook experiments. Agents paid for 2,257 of its X searches in 12 hours, placing it among the three most-called X searches on Coinbase’s x402 Bazaar. 🟩 @WizzHQ opened Velocity to its first 15 waitlist users. It checks whether news is real, new and safe to trade, then trades on Hyperliquid with a stop-loss, with more batches before going public. 🟩 @wardenprotocol brought Solana to Token Terminal and Warden MCP, so you can buy Solana tokens with USDC or ETH from an EVM chain, no SOL needed. 🟩 @sibyl_labs_ made Sibyl Memory fully compatible with Grok, with early tests showing users spending about 50% fewer tokens right after setup. 🟩 @PlayKindra added four new callings and four new Originals with 96 stages, and HoodExplorer token pages now show who can pull a token’s liquidity and how much is burned or locked.

virtuals protocol doing $39.5m in annual revenue at $800m FDV. 20x multiple. revenue is USDC fees from 47,000 AI agents paying $840/year for wallets, visa cards, and identity infrastructure. not token dependent. agent count went from 5,000 to 47,000 in one quarter. if they hit 200k agents by year end at current ARPU that's $168m revenue on an $800m market cap. sub-5x forward revenue for 9x quarterly growth. the first crypto project where the business model works even if the token goes to zero. track monthly agent registrations, that's your signal

Virtuals Protocol is bringing agent commerce to @BNBCHAIN. The agent economy requires more than capability. It requires infrastructure that agents can trust: identity, escrow, verification, and programmable settlement. Virtuals will serve as a facilitator layer across this infrastructure, enabling agents to discover services, negotiate terms, and settle payments autonomously. Paving the agent commerce infrastructure for BNB Chain builders to ship from day one.