This round of bull market is a copycat hell difficulty. If you play on the chain, you will find that the difficulty is less than level two.
The first-level project is launched fairly and the platform is not given chips. The platform does not have chips and does not participate in the first-level project. The result is that everyone plays their own game. The chain may increase tenfold in a week, and the second-level vc coin will reach its peak when it goes online.
If the secondary continues to be like this, with no money-making effect, while the chain remains independent, keeps producing golden dogs, and keeps having myths of getting rich quickly, then more secondary retail investors will be forced to invest in the chain. The chain will become more prosperous, and of course there will be more scams.
No matter what, money never sleeps, and funds will go wherever there is a money-making effect!
Data shows that DEX accounts for more than 20% of cryptocurrency trading volume for the first time, and users seem to be leaving centralized exchanges and embracing on-chain DEX. In addition, in a16z's latest research report, they believe that five indicators need to be paid attention to in order to understand the development of the crypto industry in 25 years, one of which is the proportion of DEX trading volume. They believe that the trading volume of high-throughput chains such as Base and Solana has increased significantly in 24 years, and this trend will continue in 25 years.
The other four indicators are:
✅ Number of mobile wallet users per month;
✅Adjusted stablecoin trading volume;
✅ETF net inflows;
✅Total blockchain transaction fees.
It is worth noting that in the current hype of AI Agent narrative, the popularity of AI Agent + DeFi is rising. The total market value of this narrative is currently less than 1 billion US dollars, and there is a lot of room for growth.#DeFAI热点
DeFai, which stands for DeFi+AI Agent, seems to be becoming the most promising AI Agent segment, which is directly related to Crypto assets and transactions.
The 24-hour performance of several related concept coins is as follows:
Citadail rose 135%, market value 36M;
Grift rose 83%, with a market value of 60M;
buzz rose 67%, with a market value of 91M; (However, before the post, $Buzz had already successfully exceeded 100m, bringing up the pace of DeFAI)
neur rose 112%, market value 65M;
The market value leader of related concepts is Griffain, with a market value of 447 million, down 8% in 24 hours. The coin has been listed on Binance Contracts.
In addition, some concept coins fell first and then rose, such as degenai, VADER, etc.
DeFAI's incomplete list also includes the transaction type in this narrative. Is it a warm-up or a flash in the pan? It's time to buy and sell again.
Which projects are worth paying attention to?
Solana Ecosystem:
$GRIFFAIN: A Trading-Friendly AI Backed by the SOL Foundation
$BUZZ: DeFi Proxy Aggregator and Toolkit
$ASYM: Altcoin Price Prediction AI
$NEUR: Trading-friendly AI, people call it AI Co-pilot
$LEXICON: Extension for embedding proxies into dApps, former hackathon winner
EVM Ecosystem:
$AiXBT: Information AI on virtuals, launching market insights by integrating KOL opinions
$VADER: An investment fund driven by @VaderResearch AI, automated asset management, the "Blackstone" of crypto
$SPEC: base
$Kudai: Base was just released yesterday. It is a Defi Ai Agent supported by @GMX_IO team. Tools and mechanism models will be released later. Foreigners discuss it more.
$STRUDY: AI-driven income-generating vault
$MODE: L2 in the superchain ecosystem focusing on AI x DeFi, building a public chain for AI "app store"
Below is a multi-dimensional comparison table of DeFAI projects found online. You can also do some research on your own to see which project you prefer.
Finally, I will focus on the buzz that I like.
buzz: DeFi proxy aggregator and toolkit. Currently, Ai plus DeFi is probably the best among all the projects. It is a SOL AI hackathon project, the first DeFi proxy, which simplifies DeFi interactions through AI technology. Dev locks 5% and has a good pattern. It has been listed on Bitget and has great potential for follow-up, and the technology is also available.
Swarms has a maximum market value of 500 million, so BUZZ has a chance to reach 300 million.
CA：9DHe3pycTuymFk4H4bbPoAJ4hQrr2kaLDF6J6aAKpump
