Assets of this kind under an agent narrative do have significant upside elasticity, but the risks are amplified just as much. It opens up an imagination space that connects wallets, payments, commercialization, and even A2A social, making the potential upside very attractive. However, the stronger the narrative, the more intense the cyclicality and valuation volatility—and the competition is far harsher than people might assume. The conclusion is straightforward: recognize the opportunity, but you must also adhere to position sizing and discipline. Seize the asymmetric opportunities and see if you can capture the big upside.$VIRTUAL