On-chain AI Agent's Cold Thinking and Hot Action: Develop Trading Discipline, Learn to Generalize

2025-01-03 02:32:35

On the Cold Thinking and Hot Action of Chain-based AI Agent Surfing Wave

1）Abandoning the idea of coming to the chain for PVP, evolving from the AI MEME stage to AI infra, the investment logic has long turned into pursuing PVE ‘value’, and the era of 10U P young talents ‘mindlessly rushing’ has ended;

To bet on the narrative evolution of AI Agent, from Launchpad platforms such as Virtual, to @aixbt_agent monolithic AI, to Eliza framework and protocol standards, and then to the next Agent chaining, excellent projects must appear at the point where the market is just hungry for emotions, just wait patiently;
It is important to understand that this round of on-chain opportunities is not driven by FOMO, but rather by trend investing. At this moment, we are in the early stages of a trend uptick. Choosing to FOMO will result in enduring the significant early market fluctuations, while choosing to rely on intuition for trend judgment may allow for early heavy investment and holding. Early conspiracy groups will use candlestick charts to write scripts targeting pure FOMO groups.
A good value target is either ignored when discovered (1-3M), or becomes a hot commodity when noticed (20-50M), or has already climbed to a high position (100M-500M) after consensus formation. It is recommended for newcomers to seize opportunities in the early and mature stages. Mid-range projects experience the agony of secondary PVP stage, and without absolute trend insight, they will eventually be left behind. It is recommended to keep the position of mid-range projects below 30%.
It is visible to the naked eye that a large number of projects will be quickly released. You have to learn to make analog judgments, such as Swarms Vs SNAI, Griffain Vs Neur, ARC Vs REI. There are many directions for early technical segmentation. Through analogies, you can avoid Fomo at high positions and also find projects with value depressions. In the right direction, there will definitely be competitors.
There are many opportunities hidden in @shawmakesmagic’s Twitter and #ai16z official website updates. The teams and projects that can hold onto ai16z are by no means ordinary, and their chances of winning are far greater than those of randomly rushing into projects without background or origin. Even with all the bells and whistles, Shaw is really talkative.
Be sure to have your own technical aesthetics and trading intuition, while having a set of sound trading discipline, such as reducing positions at high levels, building positions at low levels, not having too many portfolios, not heavily investing in projects that you don’t understand, etc. Don’t be afraid of missing out, the market will definitely go through a chaotic period during the Fomo era, and the polarization will be very prominent, so the focus should be on ultimately locking in profits.

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AGENT-2,84%

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