Sharing my recent holdings and favored investment strategy logic, focusing on the two major popular tracks: AI Agent and HYPE:
In the AI Agent track, I am particularly focused on the following items:
$GOAT: Known as the 'Meme King' in the Bitcoin realm, GOAT holds a position in the AI Agent track comparable to Bitcoin's meme coin. As a leader among meme coins, GOAT not only has a solid community foundation and broad market recognition, but holding it is akin to possessing the 'hard currency' of the meme world, with stability comparable to an old workhorse, making it trustworthy.
#VirtualAI16z : This combination seems like a replica of Ethereum and Solana during the last bull market, together forming the two major pillars of the AI Agent ecosystem. Virtual, with its stable ecological position, leads the trend, while AI16z injects vigorous development momentum into the entire track with its strong investment background and technical prowess. Virtual is responsible for innovation leadership, while AI16z provides capital support; together they advance the industry to new heights.
#GameELIZA : In the DeFi and Layer 2 fields, Game ELIZA shines like a brilliant new star. It is akin to a DEX or L2 solution in the Ethereum and Solana ecosystems, offering not only an immersive gaming experience but also demonstrating tremendous potential in decentralized finance and Layer 2 scalability. Players can enjoy the fun of gaming while earning profits, truly realizing the ideal model of 'entertainment and earnings coexisting.'
In the HYPE track, my investment strategy focuses on:
$HYPE: This track can be regarded as a decentralized upgrade of FTX, FTT, and the Solana chain from the last bull market. It cleverly combines the high liquidity of trading platforms with the advantages of on-chain governance, while effectively avoiding the potential risks of centralized exchanges. HYPE not only offers convenient trading functions but also introduces a more decentralized governance mechanism, granting the community greater voice. For investors who missed the last FTX and Solana wave, HYPE is undoubtedly an opportunity not to be missed.
