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👁️‍🗨️ Virtuals Genesis Launch: This Week’s Tier Breakdown

If you’re active in the Virtuals Protocol Genesis Launches — this one’s for you. If you’re not, here’s my 🔗:

Each week, we’re researching and grading new projects launching via the Virtuals ecosystem using a tiered system:

Today we’re sharing this weeks launches — based on due diligence, product traction, team transparency, and go-to-market strength:

Tier 1 - N/A

TIER 2 – Watch Closely

🟢 SIYA

Companion AI app (boyfriend simulator)

→ 500k users, 1.5k paid, $1M ARR

Founder is doxxed, responsive, and transparent. Monetization is solid — but CAC (cost to acquire customer) is the wildcard. Leaning Tier 1, but some concerns pending.

*Update to SIYA: Downgraded to Tier 3 temporarily until the concerns in the following post are addressed:

🟢 BOUNTY (Downgraded to Tier 4 — see update)

Originally top 5 from the Virtuals Hackathon, but team lacks social presence and their product overlaps too much with Kaito/Cookie. Unclear differentiator.

⚠️ TIER 3 – Caution Zone

🟡 ASYNC

Team is doxxed. But the product sounds buzzword-heavy and unclear. Waiting on a Spaces for better clarity.

🟡 ERM

Web3 metaverse play — red flag. Expensive to build, unclear demand, but strong founder effort and tiny VC allocation. Fully doxxed. Mixed signals.

🟡 PBT

Followed by solid accounts, but transparency issues remain. Product feels very 2017 ICO.

🟡 MOZAIQ

Claimed airdrops for $VADER + $VIRGEN stakers. But research uncovered fake phone numbers and a scammy LinkedIn. Downgraded to Tier 4.

🟡 LIB

Low visibility, few updates. Under review.

❌ TIER 4 – Avoid

🔴 JARVIS, AIKAT, TIP, V11N, 0XMETA, VCHAT

Zero transparency. Shaky value props. High risk.

🔁 Reminder:

This is a neutral, research-based list. No private allocations. No behind-the-scenes deals. Projects are upgraded or downgraded as new info drops. Do your own research. We’ll update weekly.

🏛️ Real World Asset Breakthrough on Algorand

Let’s talk about one of the biggest RWA launches in 2025 so far:

🎯 MidasRWA launches mTBILL on Algorand

A fully regulated, tokenized certificate backed by U.S. Treasury ETFs like BlackRock’s IB01 & BUIDL — without the $5M minimum.

Why it matters:

This isn’t just another ETF wrapper — it’s regulated, efficient, and permissionless.

And it unlocks true institutional-grade yield for everyday users in DeFi.

📌 Want the edge? Track projects integrating mTBILL. Think: DeFi protocols, on-chain ETFs, and stablecoin vaults built around real yield.

Final Take

Virtuals Genesis Launches are where early alpha hides — but you need to know what’s legit vs what’s vapor. Bookmark this week’s tier list. DYOR.

And don’t sleep on the mTBILL launch. It marks a serious step forward in making TradFi-grade yield programmable and composable — something RWA bulls have been waiting for.

Crypto isn’t just memecoins and vapor anymore. The smart money’s stacking real yield, real product, real protocols.

🧠 Stay sharp. Stay Nugg’d.

— Team CryptoNuggs