1. Frequent portfolio changes, looking at new small coins in the short term while selling off core positions to FOMO into the market. This is the most typical feature of early chaotic markets for AI Agents, picking up sesame seeds while losing watermelons.

2. Chasing highs and increasing positions; when a major trend truly forms, it is impossible to complete all the rallies in one go. A prolonged period of consolidation is inevitable. If you see a certain coin rising against the trend, do not FOMO; from the early ai16z to the recent popular Swarms, there have been long periods of oscillation to get on board, so there's no need to worry about missing the opportunity.

3. Not understanding how to reduce positions; coins with large positions that surge in the short term will inevitably experience corrections and fluctuations. Coins with medium positions will build consensus through continuous large fluctuations. This is even more true for coins with small positions. If you do not understand how to reduce positions, you may end up with empty joy.

4. Not understanding how to cut losses; the narrative of AI Agent asset issuance essentially comes from the low cost of asset issuance. A project with a collapsed fundamental is not worth clinging to or waiting for (sunk cost), as the underlying build may have already moved on.

As a seasoned cryptocurrency investor, I, Tu Fei, share my experiences and insights. Interested in the crypto world but don’t know where to start? Click on my profile to see the introduction to Zhuye, and let’s witness the moment of miracles together.