#ai16z yesterday gave a risk warning near the highest level of 2.5. Many friends scolded me. Here I would like to state that it is not that I am not optimistic about the AI ​​agent sector. On the contrary, I am very optimistic about the future value of this sector and quite recognize its future development. It’s just that when we chase a single currency, we must not chase high. I also posted a similar article yesterday.

Here I will talk about my views on #AI16z yesterday:

1. First of all, the bulldozer-like rise is an indisputable fact. The ELIZA token launched by AI16Z before finally failed. The highest decline was nearly 90%

2. AI16Z itself is a limelight institution. The purpose of its coin issuance must be to enhance its own brand effect. After ELIZA failed, it needs a token to rebuild the confidence of leeks.

3. AI16z has as many as 930 companies in its investment portfolio, including technology, biology, etc. in addition to the crypto circle. However, according to relevant data, the current fund scale managed by AI16z is about 43 billion US dollars. If the calculation and allocation are made in this way, how much funds can be used to pull the price of this coin? According to the logic of trading, it takes at least 200,000 SOLs to pull the market to 2.7 billion US dollars. Because there was no deep wash in the early stage, it is necessary to close the profit plate to pull it up all the way. Logically speaking, after reaching a certain height, it is inevitable to ship and consolidate!

4. Everyone remember that the final result of all the dealers pulling the market is to ship, because if you want to continue to pull the market, you need to cut leeks, and get more chips and funds to continue to pull the market. There is no charity in the currency circle.

Talk about the short-term view of this coin. A few hours after the risk warning was issued yesterday, Binance issued an announcement to launch contracts. According to historical practice, about 80% of the contracts that only go on the contract will almost be washed again. It is normal to fall from the high position of about 40%, and everyone knew that there were mouse warehouses entering the market to make profits yesterday. Even if you want to pull it up, it will take some time to repair. It is still recommended that everyone look at where the new bottom is to consolidate before considering entering the market!