Insights from
@kaylyn_0x, EN translation🧵👇
Who says there are no good projects on
@virtuals_io?
After chatting with some Genesis early-access diggers in the community, we realized that several great projects have already popped up this month. Projects like
$PREDI,
$AIBRK,
$FLYTE,
$AWAI — just hitting one of them can bring in tens of times in returns. I personally only allocated 36,000 points to
$PREDI and ended up with an 8M spot, successfully cashing out $2400.
Opportunities usually lie where no one's paying attention. Compared to the noisy “Yap” narratives about Virtuals two months ago, I much prefer this current moment of real alpha-hunting.
Speaking of which — the alpha community has recently unearthed another promising project about to launch on Genesis:
@ArAIstotle $FACY
This project also focuses on verification. You can roughly think of it as:
1. Using AI on-chain incentives to build a “verifiable truth layer.”
2. An AI fact-checker — somewhat similar in concept to
$WACH, one of the first to integrate with the ACP protocol.
But here’s what makes
$FACY different:
Its scope of verifiability is much broader. It’s not limited to Web3 info flows (like smart contract analysis or chain activity). Instead, it's building a “decentralized truth protocol” “behavioral analysis engine” (micro-expression detection, lie detection, etc.) across both Web2 and Web3.
If all goes well, I believe the project will have Truth-as-a-Service capabilities that can impact the governance, media, social platforms, and AI agent layers at an infrastructural level.
Of course, in crypto, you’re really betting on people. A great narrative like this still needs an excellent team to execute — otherwise, it won’t go anywhere.
That’s when
@ArAIstotle stepped up and gave all Virgens (Virtuals community members) a strong confidence boost:
1. The team has dual backing from Princeton University and NUS, plus Singaporean enterprise experience
2. Raised over $1M USD from institutional VCs like Draper Associates
3. Facticity AI, their core product, was named one of TIME’s Best Inventions of 2024
4. Backed by top-tier Web3 partners with real integration — Worldcoin, Base, UMA, Eigenlayer, Numbers Protocol, Nexuslabs, etc.
5. In Beta testing, its accuracy outperforms mainstream LLMs — supports text, audio, and video fact-checking, with 92% accuracy and only 1/3 the hallucination rate
Also worth mentioning — after joining the Chinese-language Twitter Space with the project yesterday afternoon (full recap linked in my quote tweet to @ZaggyGoKrazy), the guests unanimously praised the project. The only minor downside: the team’s marketing skills could be better — you can feel they’re not entirely comfortable there yet.
But that’s fine. We welcome high-quality projects to launch on Genesis. As long as your fundamentals are strong, you don’t need to worry about marketing — us Virgens will provide full-stack support.
CAP STAYS ON 🧢
谁说
@virtuals_io 上没好项目的?
和还在坚守 Genesis 打新的掘金群友讨论后发现这个月已经接连出现好几个了。像
$PREDI $AIBRK $FLYTE $AWAI 等等,随便打中一个都有几十倍收益,其中
$PREDI 我只打了 36000 分,拿到 8M 位置成功卖出 2400U
所以机会一般都藏在无人问津时,相比两个月前 X 上关于 Virtuals 甚嚣尘上的 Yap 文,我更喜欢当下真正的“掘金”时刻
这不,最近掘金社区又发掘了一个 Alpha 项目即将上线 Genesis —
@ArAIstotle $FACY
这个项目也是做验证的,可以简单理解为:用 AI 链上激励机制来构建一个“可验证的真相层”,AI fact-checker,和前段时间首批接入 ACP 协议的
$WACH 概念相近
不同之处在于,
$FACY 可验证的范围更广,不局限于 Web3 的信息流(一些链上 CA 和代码功能),而是在更广阔的 Web2 Web3 里构建「去中心化真相协议」 「行为分析引擎」(微表情识别、说谎检测等)
如果项目发展顺利,我觉得将具备 Truth-as-a-Service 能力,影响治理、传媒、社交平台、AI agent 层的底层结构
当然投资就是投人,这么 nice 的叙事没有与之匹配的优秀团队操盘的话,也很难跑出来
这时
@ArAIstotle 站出来给所有 Virgens 打了一针强心剂
1. 团队拥有普林斯顿高校/新国立➕新加坡企业背景双重 Buff 加持
2. 已向 Draper Associates 等机构 VC 募集超 100W 美金
3. Facticity AI 产品被 TIME 评为 2024 年最佳发明
4. Web3 顶流合作伙伴支持(Worldcoin、Base、UMA、Eigenlayer、Numbers Protocol、Nexuslabs 等)有实际落地
5. Beta 测试精度比主流 LLM 更高,支持文本、音频、视频的事实核查,准确率 92%,幻觉率仅为 1/3
值得一提的是,昨天下午和
@ArAIstotle 项目方开完中文区 Space ( 详细 Recap 见我引用扎根老师的推 )后获得了嘉宾的一致好评,唯一美中不足的是营销能力,能明显感觉到项目方这块还不是游刃有余
不过也没关系,我们十分欢迎优质项目来 Genesis 发射,只要你自身实际足够硬,营销方面完全不用担心,有我们 全体 Virgens 提供一条龙服务
CAP STAYS ON 🧢