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Virtuals has launched a new way to earn income, how to stake veVIRTUAL to earn the maximum return

Compilation: Groove small deep

Editor's note: The article analyzes the strategy of veVIRTUAL staking and points game on the Virtuals platform. The article introduces the latest tokenomics update, emphasizing the alignment of long-term stakers with protocol interests and cautioning against the full maximum lock-up of tokens to maintain liquidity. The authors recommend earning 100,000 to 400,000 Virgen points per day, locking in 10,000 to 50,000 $VIRTUAL, and being flexible in response to market volatility while selecting high-potential projects to maximize returns.

 

The following is the original content (the original content has been edited for ease of reading and comprehension):

 

This is a short and concise article that shares my thoughts on veVIRTUAL staking and how to play the points game.

 

If you've been active in the trenches of Virtuals lately, you've probably noticed that the team has just rolled out one of the biggest updates ever:

 

  • Kaito was integrated and a comprehensive Yapper leaderboard was launched, incentivizing top Yapper and Kaito stakers to earn points.
  • Updated tokenomics to introduce veVIRTUAL (20% of points are now distributed to veVIRTUAL stakers, not holders).

 

Changes in tokenomics have made the interests of long-term supporters (those willing to lock up $VIRTUAL) more aligned with the interests of the protocol (Virtuals and the proxy team). This new dynamic reminds me of the xGRAIL tokenomics (at the time of the Arb season), and the ve(3,3) tokenomics when Velodrome and Aerodrome rose to prominence on OP and Base.

 

I've navigated narratives and waves since 2021, and one lesson I've learned is that it's very unwise to max out your entire tokens in any situation (especially with the veTokenomics model).

 

Why?

 

Taking a step back, the value of $VIRTUAL comes from transaction fees, which come from trading activity on its platform. The more projects go live, and the more existing projects continue to innovate and introduce exciting features, the more excited people are to trade on Virtuals.

 

This is followed by "Virgen Points", which are a necessity to participate in the Genesis launch, earned by actively trading on Virtuals, holding/diamond holding proxy tokens, and holding $VIRTUAL (before the latest changes). $BIOS became the number one case, and the hundredfold skyrocketing star continued to attract builders and traders into the Virgen trenches, cementing the flywheel effect.

 

Virgen points are now established as "digital gold" and are worth between $0.012 and $0.034 per point (if you earn 100,000 points a day, you can earn between $1,200 and $3,400 a day if you invest your points in a successful launch).

 

Right now...... Here's why I say max lockdown is a bad idea:

 

  • No launch platform lasts forever – craze and narrative ebb and flow, influenced by a variety of factors. The Virtuals team has shown themselves to be master storytellers, but in the face of competition, no one knows how long the current wave of Virtuals will last.
  • There is a threshold of "sufficient" points earned per day (per wallet). For example, you can lock up to 150,000 $VIRTUAL, get 150,000 veVIRTUAL, and earn between 1.5 million and 1.8 million points per day. Brother, you don't need that many points.
  • There are hidden liquidity costs. During a cycle, a token may rise (or fall) significantly. When it's going up at full speed, you can't realize your gains if you don't have the ability to take profits. Next, the token will fall because nothing lasts forever. All good things come to an end, and it's all about getting the most value out of them.

 

Again, if you look at this table, you'll see that the return on credit payouts is highly dependent on the quality of the project you're investing in, as well as the buzz around the project (how many credits are put in), and how high the FDV (fully diluted valuation) can go up after launch. Item selection is crucial in this game. The better you choose, the more value you can capture from your points.

 

How many $VIRTUAL should be locked? What is the strategy?

 

Assuming $AXR is a worst-case scenario (4 million points are needed for the full distribution), earning 400,000 points a day for a week to a week and a half should be enough. This equates to a lock-up of 50,000 $VIRTUAL for two years.

 

Assuming $WHIM as a baseline case (820,000 points are required for the full distribution), earning 100,000 points per day should be enough. This equates to a 10,000 $VIRTUAL lock-up for two years.

 

The rule of thumb is to earn between 100,000 and 400,000 points per day to ensure that you have enough points to participate in the launch of medium to maximum heat every week or a week and a half.

 

It's up to you whether it's a partial $VIRTUAL maximum lock, or a full $VIRTUAL mid-term lock. But make sure you hold both liquid and illiquid assets, stay flexible, and realize profits when $VIRTUAL continues to rise.

 

How to play

 

I only lock a small portion (5-10%) of the $VIRTUAL max into veVIRTUAL to ensure that there are enough points to get the full distribution of the high heat launch, and the remaining 95% remains liquid in order to realize profits when the market picks up.

 

Let's say I earn 250,000 points a day, I make okay decisions when choosing a project and quit at the right time, each point is worth $0.022 = $5,500 per day -> and it only takes 5 days to pay back.

 

If you assume a worst-case scenario of $0.010 per credit, it equates to $2,750 -> per day with only 9 days payback.

 

I plan to only select the items with the best points value for short-term operations, and at the same time only hold the first level of items in the diamond hold. The ultimate goal is to accumulate more $VIRTUAL, and see the Genesis Launch Platform / Virgen Points as a place and mechanism to generate yield for $VIRTUAL tokens.

 

For those interested in my future options, check out my latest Substack article, The After Hour EP.2, where I share my analysis of the three upcoming projects.

 

Make sure you're clear about what you're doing. Do the math before you make a decision. Don't max lock up all your assets because of FOMO, it's the worst decision.

 

Keep in mind that investing in Virtuals agents is more like "trading" than investing in technology (at least for now), and you're investing in very low-cap micro-projects that have the potential to skyrocket.

 

This article is sourced from Foresight News:

https://foresightnews.pro/article/detail/84386

Respectfully submitted by the AIC Team

May26, 2025