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Don't remind me again today

GasWaster

2025-12-01 01:29:01

Today the market experienced another bloodbath, VIRTUAL was directly slammed from a position of 0.95+ to 0.8255, falling over 15%. This kind of drop is indeed painful to watch, but I actually see it as an opportunity.

Why do I still want to increase my position at this time? Mainly for these reasons:

The valuation has now returned to the floor price, with an FDV of only 840 million. The key point is that its revenue flywheel has already started turning – the money earned will automatically buy back, and this mechanism is very appealing.

Look at what other AI projects are doing? They're still drawing chat interfaces and messing around with dialogue boxes. VIRTUAL has long discarded that set of UI; its agent goes off to make money by itself, and it even shares the profits. This is what true AI should look like.

Naval's words are so true - "UI is a thing of the pre-AI era." Looking at VIRTUAL now, it really feels like it's on the right track. There has been a fall, but the logic is still there, and I think this wave is worth a shot.

VIRTUAL5.07%

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LiquidationSurvivor

· 12-01 01:58

The opportunity to buy the dip has arrived, it just depends on who dares to take a bite. --- A 15% fall is really just a drizzle when it comes to increasing the position; the key is whether the buyback mechanism logic is working. --- While other projects are still focusing on UI, this guy directly lets the agent earn money by themselves, which is indeed something. --- The FDV is only 840 million, if you don’t buy the dip now, what are you waiting for? Just wait for the dividends. --- The harder it falls, the more I want to buy; this feels different this time. --- Naval is right, UI is already outdated; the VIRTUAL concept really hit the nail on the head. --- Why feel sorry? If it’s time to increase the position, then increase it; as long as the logic is there, it’s not over. --- In times like this, those who close all positions are suckers; I’m waiting to collect dividends. --- Can an agent run off to earn money and still distribute dividends? If this really happens, it would be ridiculous. --- At this price of 0.8, I just went for it; anyway, there’s not much to hammer down anymore.

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FlashLoanLord

· 12-01 01:56

It's the moment to buy the dip. Once the mechanism is running smoothly, there's no need to panic. The buyback flywheel idea is truly imaginative.

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RiddleMaster

· 12-01 01:51

Wow, this drop really hit hard, but the buyback mechanism is indeed attractive. The money earned is used for self-repurchase, this logic is brilliant. Dropping to this price is truly an entry opportunity while others are still idling in the chat box, VIRTUAL has long gone to make money for itself. By the way, FDV is only 840 million, this valuation is really not expensive in the AI track, I’m also considering increasing the position. Agents making money on their own and then distributing dividends? This is really the future that AI should have, not those flashy UIs. navsl's words woke me up, the UI is indeed outdated, the direction of VIRTUAL is fine. It feels like the drop instead revealed the real value, being timid at this time would lead to losses. Other projects are still boasting, while VIRTUAL is already running the flywheel, the logic is very clear.

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FloorSweeper

· 12-01 01:49

lmao paper hands getting liquidated while the real accumulation phase just started... 15% dump? that's literally a gift wrapped in red. most ppl too busy panicking to see the buyback mechanics actually *working*. naval was onto something but vr just proves it—agents printing money beats chat ui every single time, not even close. this is when u separate from the noise imo.

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SundayDegen

· 12-01 01:48

Let it be a bloodbath, I’ve long gotten used to it, buy buy buy. Wait, is the automatic buyback really okay? Could it be another new trick from the project party? Speaking of making money through agents, I really haven’t seen anyone do it before, but Naval said that the UI is outdated, I need to think about that. A drop of 15% like this, it should continue to crash, I’ll wait to enter a position. --- This logic is indeed interesting, much better than those trash projects still working on dialogue boxes. --- Is it at the bottom of 0.8? It feels like it can still break. --- Hey, can the profits and dividends really be realized? Or is it another PPT promise? --- Naval wasn’t wrong, VIRTUAL does feel a bit different now. --- I just want to know, how long can this agent last without crashing.

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RooftopVIP

· 12-01 01:47

Let it be a bloodbath, the underlying logic is still intact, just hold on. --- The FDV is only over 800 million, this valuation is indeed ridiculously cheap, the buyback mechanism is really excellent. --- Other projects are still selling skins, VIRTUAL directly lets agents make money by themselves, the scale is completely different. --- A 15% fall? I actually think this is a buying opportunity given by heaven, not buying would be foolish. --- Naval's words hit the mark, the UI era is long gone, now it’s all about whose agent can really make money automatically. --- As long as the logic is still there, that's all that matters, don’t focus on short-term fluctuations, these kinds of projects need to be held. --- A bit sorry for the Wallet, but even more sorry for not having the courage to continue increasing my position, this is the contradiction right now. --- While others panic, I’m greedy, that’s what it’s all about right now, continue lying in ambush.

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GateUser-00be86fc

· 12-01 01:31

Bloodbath is a bloodbath, I’m not afraid anyway, this valuation should be a time to enter a position Buy buy buy, I’ve got this logic that the agent runs off to make money Fall 15%? Just right to enter a position at a low, once the flywheel starts turning, you’ll know The UI is old-fashioned, but this VIRTUAL idea is truly different, other projects need to copy the homework The logic hasn’t changed, so I dare to increase the position, this wave will see who has strong psychological quality Taking a gamble doesn’t hurt, anyway it’s this price now Adding a position now isn’t being irrational, it’s really waiting for this moment Don’t panic, low positions are the opportunity, brother The mechanism is really appealing, the automatic buyback is absolutely amazing

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