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AXR | Axelrod Thesis (Virgen Alpha Genesis) - AI Hedge-Fund 2.0 → Axelrod is a multi-agent “fund brain” that fuses fundamental, technical, on-chain & sentiment signals, then allocates across spot, yield and perps fully on-chain, 24 / 7, emotion-free. Axelrod is the

ARBUS | Arbus Thesis (Virgen Alpha Genesis) - InfoFi Intelligence Layer → Arbus is staking its claim as the AI-driven market intelligence layer for the emerging InfoFi sector (the “Bloomberg Terminal” for crypto). It aims to unify fragmented Web3 and social data into

MANEKI | Maneki - DeFi Co-Pilot → First “Compassionate DeFi” agent blending AI and empathy. Maneki acts as a portfolio co-pilot that puts user well-being first, cutting through DeFi’s complexity and anxiety. It guides users to long-term, sustainable yield strategies

BIZ | Bizzy Thesis (Virgen Alpha Genesis) - The AI Prediction Market Copilot → Bizzy is the AI “truth engine” behind Buzzing , an upcoming social prediction platform that fuses AI with on-chain betting. Think Polymarket meets TikTok – it transforms trending

ROBOT | RoboStack Thesis submission by Virtuals Partner Jasmine From Quantum Labs to Robot Clouds Cambridge PhD developing quantum chips → spotted robotics pain point through warehouse robot work at Geek+ → applied semiconductor "simulate-first" methodology to

BOOKIE | Bookie AI (formerly Bankrolled) Thesis (Virgen Alpha Genesis) - Autonomous Sportsbook → Bookie claims to be first AI-native house: Odds Compiler, Risk Manager, Liquidity Router, and Settlement all run as agents on-chain. Zero trading desks means ~10× lower overhead and real-time odds

ASYNC | Asynchronus Thesis (Virgen Alpha Genesis) - AWS for DeFi Agents → Asynchronus is a modular, AI-native infrastructure layer for the agentic Web3 economy. It’s essentially a decentralized multi-agent system where specialized AI agents coordinate to autonomously

gm virgens Today we’re flipping the script: instead of a deep‐dive memo, here’s a crowdsourced thesis for ERM LABS stitched together from the smartest takes on the timeline this week by the Virgen community. ERM | ERM LABS - What is it → ERM stands for Experiential

SIYA | Siya.AI Thesis (Virgen Alpha Genesis) - Sophisticated multi-agent architecture → Not your average chatbot. $SIYA’s agents have persona memory, scheduled “rituals,” and a pipeline for voice/3D presence. The roadmap includes full 3D avatars, voice interaction, and

Yesterday Arbus launched their terminal for stakers, Requiring 100k $ARBUS in order access their terminal. Allowing for Kaito AI 🌊 like insights but at a fraction of the cost? Try it here👇 app.arbus.ai We tested out the Arbus AI assistant to see how well it could

GM - Today we're sharing a thesis by the folks who run things over at Few Shot and fellow VPN partner anand iyer PRIMO | PrimoAI Real-estate alpha has always lived inside agents’ heads and guarded closely to ensure they receive the benefit from disclosure. PrimoAI weaponizes

GM - We're looking at Loky today as they close off the 24-hour free terminal access. Post free access one would need to hold 750K $LOKY or stake 600K $LOKY to gain access. With a focus on equipping Virgens with the tools they need in order to decide what to ape/jeet on

IRIS | Powered by auditagent.nethermind.io Thesis (Virgen Alpha Genesis) - First Genesis launch on ETH → $IRIS debuts the Virtuals playbook on mainnet Ethereum, bringing agent-powered security to the chain that matters most. - AuditAgent in your timeline → I.R.I.S. is an

BAIBY | Baibysitter Thesis (Virgen Alpha Genesis) - Semantic Firewall → bAIbysitter is the first Virtuals agent that validates a transaction’s intent, not just its code. Smart Context compares an agent’s natural-language goal with on-chain simulation to catch mismatches,

STRATOS | Stratos (Virgen Alpha Genesis) - AI Hedge-Fund on Ithaca Protocol Rails → Ithaca is already the #1 non-custodial options DEX; $STRATOS sits on top as a meta-agent that allocates bankroll across a swarm of Ithaca option bots. One deposit = diversified,

Might be time to update thesis

PILOT | PitchPilot AI Thesis (Virgen Alpha Genesis) - What is PitchPilot? → An AI platform where you practice pitches with virtual investors and get real-time critique. It combines Pitch (1-on-1 sessions with VC or crypto OG personas) and InsightSwarm (Real-time feedback

ROOM | Backroom Thesis (Virgen Alpha Gensis) - Friedtech-with-AI: friend.tech showed keys can hit nine-figure volume when people speculate on social clout. Backroom levels that up: it tokenizes information itself. AI skims private alpha chats, mints tradable