Bitcoin has continued to rebound in recent days and has reached 95,000. If it does not fall below 95,000 in the short term, Bitcoin will test the pressure around 100,000 again. If it breaks through and stabilizes at 100,000, the market will most likely usher in a new upward trend.
At present, the overall short-term market is still volatile between 90,000 and 100,000, so you can operate in the short-term range. In the long run, we are still in the bull market cycle, and at most we are in the middle stage. There is still a long time before the end of the bull market. We will continue to adhere to our strategy of buying small when the price drops slightly and buying large when the price drops significantly.
The focus in the near future can be appropriately tilted towards the chain. The money-making effect on the chain has been very good recently, and golden dogs continue to be born on the chain.
（1）buzz
Dev jsonhedman, who works in ai+defi, won the first place in the Microsoft Generative AI Hackathon. This thing quickly reached a market value of 40m in a few hours. I remember it was still 4m when I first saw the code. It was really impossible to get on the train if you were a little slower. Now the market has reached the period of getting on the train first and then studying. Many projects did not get on the train at the first time, so they can only switch to the next one.
（2）sandy
I'm doing AI video rendering, and it's also a big breast concept meme. It came out yesterday, and the highest fdv reached 33m, and now it's 24m.
（3）swarms、zailgo 、mcs
The top player on the list of these three projects is the same person, and their gains and losses are also the same. Swarms fdv has reached 200m. A week ago, it was only around 20m, and now it has grown into a small blue chip. Zailgo is also a framework agreement, and Twitter also takes abstraction into consideration. It has doubled today, and its fdv is now 64m.
Many fans asked why Binance only lists contracts for AI agents?
ai agents Many projects have the situation that fdv is far greater than the liquidity of the pool. For example, ai16z has a market value of 2.2 billion, but the pool is only 10m. Although the daily trading volume is huge, there are many whales in this project, and they often have tens of millions of tokens. These whales can't ship in such a small pool. Once they ship, the price will drop from 2.3 to 1.9 in an instant, just like this morning, and the pool will be drained. Therefore, Binance does not list spot products because it is afraid that whales will run to CEX to dump the market.
The spot market will only be listed after Binance has collected enough chips. Compared with these, I think that AI memes like GOAT, which have been falling since being listed on Binance contracts, will be listed on the spot market earlier. Binance has been preparing chips for a long time. You can pay attention to this later. In addition, I think that high-quality AI agents with fdv of 50m-500m will have the opportunity to be listed on Binance spot in the future.
Many fans asked me to recommend ai agemt high-quality coins, and I chose
(1) Virtual series:
aixbt、game、luna、vader、trust
(2) ai16z ecosystem:
Eliza, fxn, metav, aimonica, degenai
besides
(3) Three small ecosystems:
vvaifu, hat, CreatorBid, among these three, just choose the absolute leader;
(4) Independent ecological projects:
griffin、zerebro、fai、arc、zailgo、alch、swarms、snai、trisig 等等
Maybe by the end of the bull market, all the projects I listed will be launched on Binance. In short, the main theme of this bull market is definitely AI agents. As long as you adjust your positions to these few copies, you can basically get most of the beta returns of this bull market.
