AI Agent talks endlessly about the race track, future operation guide

The originally anticipated new AI infrastructure market with valuable PVE evaluation criteria has become an indiscriminate PVP Gambling market.

Author: Haotian

The AI Agent track has been experiencing a continuous decline, as if a dark cloud is pressing down on the city, causing a heartbreaking and suffocating feeling. Everyone wants to know, what’s happening? Unfortunately, no one can answer this question. Here, we will analyze the current unfavorable factors that the AI Agent track is facing, as well as provide some guidance for future operations for holders.

Negative factors:

1. The disruption, bloodsucking, and disruption of $TRUMP Coin has undoubtedly disrupted the narrative evolution rhythm of AI Agent, which is undoubtedly the biggest external factor. Due to the lack of liquidity on the chain itself and the blocking of CEX, a bunch of celebrity MEME coins have appeared, causing most people to Fomo and sell their AI Agent holdings to chase new coins. This back and forth has destroyed the stable and developing environment of AI Agent.

2. The short-term ‘Speed Flow’ MEME-ized asset issuance method has lost its value anchoring, which is an undeniable internal factor. On the one hand, the speed of AI Agent’s evolution is too fast, in just three months, it has gone from pure AI MEME to individual AI, framework standards, DeFai, MetAiverse, GameFai, and other segmented tracks, without enough time to build technical value support and implementation.

On the other hand, under the premise of speculation without value support, ‘Speedpass’ has become the inevitable path for most projects. Can a project reach 50m-300m just because Dev provides a Github Repo and a vision statement? This makes the project lose its real value judgment and can only rely on some PVP first and second methods to operate. In the end, many good projects are facing the dilemma of being smashed after speeding, and it may be difficult to rely on Dev to promote good news at this time.

Of course, there are also macro factors that contribute to the overall market downturn, as well as reasons for the collective withdrawal of liquidity from high-risk assets on the chain, and so on.

In conclusion, whether it is external factors or internal factors, etc., they have turned a new AI infrastructure market that was originally expected to have PVE and valuable evaluation criteria into an indiscriminate PVP Gambling market. The current despair, torment, and helplessness are evidence of all this.

Future Market Operation Reference Guide:

After clarifying the big picture, it should be clear that it is meaningless to worry about whether the AI Agent track should be reset. Because, good PVE targets will only be temporarily pressured by the overall environment and ‘lie dormant’, while poor PVP targets may also emerge as ‘zombies’ from many assets on the brink of reset. So, what should we do next?

1. Look for good targets anchored in value support. Yes, it’s about finding gold in the garbage dump. Even in an upward trend, junk projects may be hyped up by a conspiracy group, which will obscure the brilliance of good assets. However, in a downward trend, the possibility of valuable targets coming to the fore is greater, such as finding good projects that continue to build good news in a environment of large plummeting, finding good projects where Dev can continue to come up with new ideas despite a secondary passive environment, finding projects where the number of on-chain holding addresses continues to grow under sustained decline, etc.

2. Sort out your portfolio, decisively give up the fantasy of junk assets, and switch to valuable coins. It is important to understand that even if the AI Agent makes a strong comeback, some junk assets will definitely become abandoned, and only projects with value support may have a chance to turn around. Take advantage of the plunge to narrow down your holdings and focus your bullets on high-value assets, at least there is a possibility of breaking even. For specific reference, you can refer to the previously shared logic of asset allocation.

3. Stop the Fomo Xinsutong project. When the entire track is going down, what reason do retail investors have to believe that a project worth billions of dollars can be rational? Moreover, there is not much difference between the strong on-chain Xinsutong project and the high FDV VC coin projects of the exchange. The opportunity on-chain refers to the opportunity to discover high-quality Alpha projects one step ahead, and the risk of Fomo entry is more dangerous than the secondary level.

4. Sitting and waiting, waiting quietly for the flowers to bloom, the significance of the AI Agent track to Crypto is enduring and the major trend cannot be changed. I have reiterated my views many times in previous articles, so I will not elaborate further. If you can achieve 1, 2, and 3, you just need to wait for the opportunity, nothing else.