Cold thinking and hot action of AI Agent surfing on the chain

Author: Haotian

Cold thoughts and hot actions about this wave of on-chain AI Agent surfing:

1) Give up the idea of ​​on-chain PVP. From the AI ​​MEME stage to AI infra, the investment logic has long become the pursuit of PVE "value". The era of "brainless rush" of 10U P players is over;

2) Bet according to the narrative evolution of AI Agent, from Launchpad launch platforms such as Virtual, to @aixbt_agent single AI, to Eliza framework and protocol standards, and the next Agent chainization. Excellent projects will definitely appear at the point where the market is emotionally hungry. Just wait patiently;

3) You must know that this round of on-chain opportunities is not Fomo It comes from "trend" price investment, and at this moment we are just in the early stage of the trend. If you choose Fomo, you have to endure the torment of huge fluctuations in the early market. If you choose intuitive judgment of the trend, you may be able to place a heavy bet in the early stage and hold it. The early conspiracy group will use K-line to write scripts, targeting the pure Fomo group; 4) Good value targets are either unpopular when they are discovered (1-3M), or have become a hot fried chicken when they are seen (20-50M), or have climbed to a high position (100M-500M) after consensus is formed. It is recommended that newcomers put the timing of their shots in the early and mature stages. The mid-level projects have a tormenting secondary PVP stage. If you do not have absolute trend insight, you will be thrown off the bus sooner or later. It is recommended that the position of mid-level projects be controlled below 30%.

5) It is obvious that a large number of projects will be launched quickly, so you have to learn to make analogical judgments, such as Swarms Vs SNAI, Griffain Vs Neur, ARC Vs REI. There are many directions for early technical segmentation. By analogy, you can avoid Fomo at a high level and find projects with low value. In the right direction, there will definitely be competitors.

6) There are a lot of opportunities hidden in @shawmakesmagic's Twitter and #ai16z official website dynamics. The teams and projects that can hold on to the thighs of ai16z are by no means ordinary people, and they will have a greater chance of winning than randomly rushing into some projects without background and origin. Even though Shaw is really talkative,

7) You must have your own technical aesthetics and trading intuition, as well as a set of sound trading disciplines, such as reducing positions at high levels and building positions at low levels. Don't invest too much, don't invest heavily in projects you don't understand, etc. Don't be afraid of missing out. In the era of market chaos, the Fomo period will definitely be a big wave, and the polarization performance will be very prominent. You can lock in profits in the end.