on-chain AI Agent Cold Reflection and Hot Action of Surfing

2025-01-02 05:15:45

Be sure to have your own technical aesthetics and trading intuition, while maintaining a stable trading discipline trap.

Author: Haotian

Cold thinking and hot action on this wave of on-chain AI Agent surfing:

1）Abandoning the idea of participating in PVP on the chain, evolving from the AI MEME stage to AI infra, the investment logic has long become the pursuit of PVE ‘value’, and the era of ‘mindlessly rushing’ with 10U P young talents has come to an end;

Bet on the narrative evolution of AI Agent, from launch platforms like Virtual Launchpad to individual AI like @aixbt_agent, and then to the Eliza framework and protocol standards. The next step is the chaining of agents. Excellent projects always appear at the perfect moment when the market is hungry for excitement. Just be patient and wait.
You need to know that this round of on-chain opportunities does not come from Fomo, but from ‘trend’ value investment. At this moment, we are just at the beginning of the trend rise. Choosing Fomo means enduring the huge early market fluctuations, while choosing to intuitively judge the trend may allow early heavy bets and hold on. Early conspiracy groups will use the K-line to write the script, targeting pure Fomo groups.
A good value target is either unnoticed when discovered (1-3M), or has become a hot cake when noticed (20-50M), or has climbed to a high position (100M-500M) after consensus formation. It is recommended that newcomers choose the early and mature stages to make a move. Waist projects experience the tormenting secondary PVP stage. Without absolute trend insight, you will be thrown off the car sooner or later. It is recommended to control the position of waist projects below 30%.
A large number of projects will be visible to the naked eye, and you need to learn to make analogical judgments, such as Swarms Vs SNAI, Griffain Vs Neur, ARC Vs REI. There are many early technical directions. Through analogies, you can avoid FOMO at high levels, and also find projects with value. In the right direction, there will definitely be competitors.
There are a lot of opportunities hidden in @shawmakesmagic’s Twitter and #ai16z official website updates. The teams and projects that can hold onto the thigh of ai16z are by no means ordinary. They have a much greater chance of winning than randomly rushing into projects with no background or origin. Despite being talkative, Shaw is really knowledgeable.
You must have your own technical aesthetics and trading intuition, and at the same time have a trap stable trading discipline, such as reducing positions urgently when rushing to high positions, opening positions when encountering lows, not having too many projects in the portfolio, not heavily weighting projects you don’t understand, etc. Don’t be afraid of missing out, the market will definitely have a chaotic Fomo period, and the polarization will be very prominent, so lock in profits as the ultimate goal.

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