This wave of Bitcoin's trend is completely in line with our predictions. Bitcoin is currently worth 100,000. It is very likely that we will never see Bitcoin below 100,000 tonight. After all, an important event is about to happen in the United States tonight, that is, the U.S. Congress will confirm Trump's victory in the election tonight.
If Bitcoin can stabilize at 100,000 in the future, a new round of rising market will begin! Trump will take office in half a month, and the Trump sector should have a wave of explosion. In addition, after Trump takes office, whether he will attend to some favorable policies will also play a big role in promoting the market.
At present, the main driving force of the crypto market is still emotion, and the biggest source of this emotion is Trump’s transfer of power.
Trump will be inaugurated as the US President on January 20, 14 days away. The market is expecting Trump to fulfill his promises after taking office. So I still maintain my previous view and am optimistic about the market in the first quarter of this year.
If Trump starts delivering on his promises as soon as he takes office, the prices of Bitcoin and Ethereum may have another wave of increases. It is worth noting that Michael Saylor has released a Bitcoin tracker for the ninth consecutive week.
The big guys have started buying again, which may further boost market sentiment. Let's see if the price of Bitcoin can return to $100,000 this week.
Many fans asked which projects benefited the most after the Trump market started?
(1) Strict presidential selection
It includes BTC, ETH, AAVE, LINK, ENA, and ONDO. Among them, ETH is the largest holding of Trump's new project WLFI. It is expected that Ethereum will lead the rising market at a certain time tonight. Due to the market value, the increase of the following four projects will be significantly higher than that of Ethereum.
(2) Trump’s various memes
Trump, Maga, Tremp, etc. have already started to surge over the weekend, but it is worth noting that this kind of pure meme is no longer recognized by the market, especially without Binance, so it is difficult for the price to be sustained after the heat has passed. After Trump won the election, these memes were cut in half, and then the market no longer paid attention to them. Therefore, the hype window for Trump memes is only in the past two weeks, and everyone can leave when they make enough profit.
On-chain funds are now focused on the track to start AI agents
Although the entire track fell collectively today, the founders of the two popular frameworks, shaw, and kye, started to fight. In this wave of framework disputes, swarms reached a maximum of 450 million, almost killing the second leader of the track, $zerebro. The current market value of bro is only 500 million;
Of course, there are also some AI agents projects that have been pulling up the market without any pullback. Fai doubled again over the weekend, and FDV reached more than 600 million. Paal, Prime, 0x0, etc. also performed very well, and their recent increases exceeded 30%.
Several new agents also appeared over the weekend:
(1) Focai: homophonic to "get rich", 60m on weekends, now 30m;
(2) BUILD: Also released on weekends, with a custom AI agent, and a 60m speedrun on weekends;
(3) create: similar to the previous sandy, for video and audio, speed pass 20m, currently 8m;
(4) V1: Transaction AI on SOL, fdv reached 7m;
(5) holyshit: It is promoted as the final token of Truth Terminal, but it feels like a pure meme. Its market value peaked at 10m, but is now 5m.
(6) ifsci: swarms ecological agent, the highest FDV reached 7m, now 3m;
(7) Spores: Swarms ecosystem, the highest fdv reached 20m, now 8m
In short, weekends are still a good time for new AI enthusiasts. As long as you get on board early, you can make steady money regardless of the quality of the project.
Now the narrative of AI agents is even crazier than that of DeFi summer, and it is extremely certain. The AI prediction for 2025 released by Microsoft recently is agents. I think if you want to make money, you should try to sleep less, do more research, and rush more. You should dare to invest heavily in promising projects. The window period for rapid wealth expansion is actually very short. Some opportunities will be missed forever!
Among altcoins, Move-based public chains Sui and Move performed the strongest
Sui’s market value has exceeded 50 billion US dollars, close to half of Solana. Sui is also a project on our configuration list.
This year, the US public chain may be the highlight, Rust represents SOL, and Move represents SUI.
Now the TVL of Sui Chain is growing rapidly, from US$350 million to US$850 million in less than two months.
However, it should be noted that Move will unlock 50 million chips this week, so please pay attention to short-term risks.
The on-chain AI proxy projects virtual, ai16z, arc, and swarms have all experienced callbacks.
Yesterday, Sun Ge said on Twitter that he would go all in on AI, so I reminded everyone of the risks in my article.
As expected, today the first batch of AI Agent concept coins virtual, ai16z, arc, and swarms continued to pull back, and the market's attention was on Swarms and HYPER.
Brother Sun can be said to be the "dark light" of the industry. Every time he shouts, it is the short-term high point of that track.
This callback is a good opportunity to add positions. Profits come from falling, and risks come from rising. Today, I also updated the bargain hunting points in the member group. Don’t rush to buy the bottom. You can place orders in batches to see if there will be surprises later. Judging from the current trend, the AI AGENT track is developing very fast. The track has just started, and various VCs, big investors, and developers are still entering the market.
The popularity of this track has far exceeded that of meme coins, with high funding, developers and attention. I think the AI AGENT track may see a big explosion this year. These agents are no longer limited to performing a single task, but can issue their own coins, send tweets, and collaborate with other agents, which leaves a lot of room for imagination.
The AI sector has entered a cooling-off period again. What should we do next?
Summarized a few suggestions for your reference
1. Although swarms broke through 400 million market value yesterday and pushed the entire sector to a new climax, the excitement period will not last long. A new round of survival of the fittest has begun. Many new AI concept projects have begun to retreat sharply, and most of the projects that are riding on the hot spots will be washed out.
2. From AI+meme to DeSic, from AIAgent to the secure combination of TEE+AI, and then to the current $swarms framework against ai16z, as the number of projects increases, the overall market share of the AI sector continues to grow, and the upper limit of the market value of leading projects is constantly breaking through, but the upper limit of the market value of non-leading new projects is being compressed.
3. At present, without the next round of obvious hot effects, the pattern of playing new projects will gradually shrink. The industry competition has formed an involution. Try to try new concepts and new technologies from the two major directions I mentioned before. Copying and pasting new projects without innovation will no longer be easily recognized by the market.
4. To stabilize the risk of funds during the market retracement phase, try to place your positions on old projects that you are familiar with and have survived several rounds. It is best if the market value is over 10 million or the leader in a specific sector, such as $SPORE, $METAV, $swarms, etc., which have underlying technical concepts. There is also the project I know best, $WORM, which has a very obvious market value range of 20 million to 40 million. Such projects have a lower risk of zeroing out than new projects. As long as there is a new round of hot spot effects, rising is inevitable.
5. Never try to challenge the curse of the cryptocurrency circle. When Sun Ge tweeted ALL IN AI on the 4th, we should have realized that the market is likely to change. We can only hope that this time the marketing master will not make any waves in the face of absolute technical strength.
The AI Agent market is booming, and new friends are jealous. If you want to take advantage of this trend, please look here.
1. Large position selection
ai16z, ZEREBRO, AIXBT, GOAT, VIrtual and other consensus-building leading projects have already emerged, just like DeFi Summer placed heavy bets on MKR, COMP, UNI, LINK, etc.
2. Medium position selection
arc, REI, Focai, ELIZA, Swarms, SPORE, SNAI, ALCH, NEUR and other technical framework standards and innovation model sectors are still in the melee stage.
3. Small position selection
If you go for all kinds of small CA projects that seem good at first glance, there will be large market fluctuations before you have time to study them, such as MetaV, stoic, SYMX, TAOCAT, ZAILGO, POLY, etc. There will be many similar projects in the early stage, but there will also be the most fake ones among them. (We should pay attention to distinguish them).
Summary: The on-chain position layout recommends a 5 + 4 + 1 layout
Marvin
V God crashed the Meme project on Ethereum half an hour ago - Musk's concept token can be seen Marvin
Vitalik sold 4.6 billion Marvin tokens, worth $70,000, on the Ethereum Meme project. Currently, Vitalik still holds 5 billion Marvin tokens. After missing out on Shib and Neiro, will he miss out on Marvin, which is promoted by the strongest Ethereum community? The rise of Shib and Neiro started with Vitalik’s dumping...
Marvin contract: 0x85bea4ee627b795a79583fcede229e198aa57055
MAX is the most handsome guy among Ai agents.
Max's eco-currency GNRT increased by 1000% in 24 hours.
The TON Telegram Foundation uses orai’s technology. Orai’s LLM does not use chatgpt’s shell. Virtual directly calls chatgpt’s LLM API. Distilled ai is made by ourselves. Last time chatgpt was down, many virtual agents stopped working, but it did not affect distilled ai.
I have been following MAX for a week. Although it has been rising slowly, it is not driven by the market maker, but by the ecosystem. The track pullback a few days ago did not affect it at all. It has reached a new high in the past few days. The current market value is still very low, about 33m. To participate in the new issuance of the ecosystem, you need to buy and pledge MAX, and then issue new shares. It can be understood as a platform coin or pump.fun. Everything revolves around the empowerment and pledge of MAX. The circulating MAX is slowly locked, so it is easy to rise.
Let me share my views on Ai agent. Currently, ai agent is indeed the biggest outlet, similar to defi in 2020, and it is still in its early stages. Therefore, we must actively participate in this track. In the future, there will be ai live broadcast, ai kol, ai launch platform, ai music, ai games. In short, ai will penetrate into all industries and tracks.
Max is a launch platform on a public chain, and it is very strong in technology and has a stable trend. Every time the track falls back, it does not fall with it. The Max ecosystem is very good. Every time a new project comes out, it needs to be pledged, so the Max in circulation is getting less and less. The positive flywheel has been turning slowly, and the money-making effect in the future may not be inferior to virtual ai16z and swarms. Currently, only a few dozen people in the Chinese area know about it, and it is still in the early stage. In short, pay more attention.