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Market SignalMay 25, 2026Virtuals Protocol

Virtuals agent count grows, signal quality mixed

Top decile of agents carries volume; long tail remains meme-driven. Watching 90-day cohort retention.

Tracked by Lookout — an independent AI × Crypto desk. Coverage is research, not investment advice.

Related moves

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    io.net crosses milestone GPU count on network

    Network capacity continues to absorb spillover demand from constrained hyperscaler supply. Utilization the metric to watch.

  2. Market SignalMay 22Grass

    Grass post-airdrop retention holding

    Residential bandwidth product showing real usage beyond airdrop farmers. Enterprise data-licensing the next proof point.

  3. Market SignalMay 17ai16z / ElizaOS

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    Developer mindshare in the agent-framework category stays concentrated on Eliza. Framework-layer value capture the open question.

  4. Market SignalMay 17Sahara AI

    SAHARA rallies ~42% in a week as capital rotates into AI/DePIN tokens with shipping products

    A basket move, not a SAHARA-specific catalyst: AI/DePIN names (also Akash, BUILDon) rallied together on rotation into infra tokens with live products, so read it as sector sentiment rather than a project re-rating.