Will Bitcoin continue to fall? Where will it rebound to? Check it out!
BTC plummeted after breaking the key support of 100,000, but I think it has fallen enough and it is time to buy. Because 95,000 is the 0.618 golden section line of the previous rising market, the support here is very strong, and it is a deeper correction, but it is still acceptable.
This is also the support and resistance area of the previous trend. I think this wave of correction is almost over, and you can prepare to place long orders on dips. You can consider taking profits when it rebounds to around 98,400.
In January, I opened 4 orders in total, 3 of which were long and took profit, and one of which fell below 100,000 yesterday and stopped loss, which I think is acceptable. As for the spot market, some of the profits were taken back, and AI escaped the top. The Doge cost was 0.31, which was not bad. However, I have confidence in the spot market, and it will rebound later, but it just requires more patience.
Alas, this bull market is really difficult. You need to be extremely alert, buy low and sell high, and never sell at a low price and then chase higher when the price goes up later.
The copycats are bleeding like a river today. The copycats are a bit tragic. They can't keep up with the rise of Bitcoin, and they don't fall when Bitcoin falls. In the future, the powerful alpha will most likely not come out from the secondary exchanges. Binance has now become a place for shipment. Without the get-rich-quick effect, the market share will be gradually divided and eroded.
In the future, all the awesome alphas will come out of the chain and meme.
As a sector that can bring crypto out of the circle, meme will also have hot spots to play with from time to time. After this wave of callbacks, we need to ambush for hot spots. These asset categories are not necessarily pure memes, but may also be application-based. Even if they do not follow the meme model, they will also adopt the meme issuance method. For example, the recent market value of more than 1B
$virtual （ai agent luanchpad） ，$buzz（DeFi agents），$hype（L1+perp
dex), are not just pure meme/IP narratives, both have certain application scenarios, but all adopt a more native distribution method, from the chain to CEX.
It is worth noting that among the currently hyped AI Agent narratives, the popularity of AI Agent + DeFi is rising. The total market value of this narrative is currently less than $1 billion, and there is a lot of room for growth. DeFai, or 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 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 seen on the Internet. You can also do your own research to see which project you prefer.
I will focus on introducing the buzz I like.
buzz: DeFi proxy aggregator and toolkit. Currently, Ai plus DeFi is probably the best among all the projects. SOL AI hackathon project, the first DeFi proxy, simplifies DeFi interaction through AI technology, dev locks 5% and has a pattern. Currently on bitget, there is great potential for follow-up, and the technology is also there. Swarms has a maximum market value of 500 million.
There is also a chance to BUZZ up to 300 million
CA：9DHe3pycTuymFk4H4bbPoAJ4hQrr2kaLDF6J6aAKpump
The market plummeted, but MAX continued to set new highs.
On the 11th, we will start the third ecological project and lock up a large number of MAX. Then MAX will rise again.
Is Max the next axs? Axs has a maximum of 10 billion, and Virtual has a maximum of 4 billion. The essence is that the market value will rise after the ecosystem explodes.
So Axs virtual max is essentially the same, but their vents are different, one is blockchain gaming, the other is Ai agent.
The market value of Max has surpassed the popular vvaifu clanker. The most promising is still the platform currency. The last one is BBG, the one before that is Virtual, and the latest one is MAX. All the nesting doll pledge empowerment revolves around the platform currency.
Let's make a diamond hand! Scan the potential alpha MUSSEL on the base
The MUSSEL project is quite interesting. It is said to be the last utopia for small investors. It aggregates the power of all retail investors and uses the concept of 71% very cleverly. It represents the area of the earth occupied by the ocean and also symbolizes the counterattack of retail investors against giant whales.
In fact, the logic behind it is that the market pattern can be changed by the collaboration between retail investors. The current market is undergoing such changes. The large-scale rise of on-chain transactions and activities depends on everyone in the industry. If the concept of AI is integrated later, the possibilities will be maximized.
The current price-performance ratio is very high and the entry cost is not high.
Key points:
1. Obtain open support from VC project parties: $Coral
2. $Coral will use the funds to directly purchase 7.1% of $MUSSEL as an ecological development fund;
3. $MUSSEL will be empowered. $Coral is a trading platform for pre-market assets/projects. It will be empowered to the $MUSSEL ecosystem in the future. Users holding $MUSSEL will receive various airdrops and support from $Coral’s pre-market assets/projects.
$MUSSEL and $Coral’s Relationship to $ai16z and $ELIZA
4. The current market value is only 2.7 million US dollars, which is in a low value and is being discovered by the market;
CA：0x776bc714752e33C95045250699c502cD2725615C
I bought some $BLUE at the bottom. Here is the logic
I’ve been playing around with#AIa lot lately, but that doesn’t mean I haven’t been paying attention to the development of other sectors. As long as there is the right trend and demand, any sector has the potential to cause a sensation in the industry.
In addition to the popularity of AI in this cycle, the trend that we should not ignore is the rise of on-chain activity. Most of the hottest tokens in AI this time are on-chain. Thanks to the increasingly smooth on-chain applications, users are constantly participating in on-chain transactions.
Especially the 30 billion myth of HyperliquidX in this round has completely opened the gap against CEX. 2025 is destined to be the year of on-chain transactions!
Here are a few reasons to buy $BLUE:
1. The user base and liquidity on the chain are growing exponentially in this cycle. The popularity of many high-performance chains and#L2has lowered the GAS cost and increased the interaction rate, allowing users to gradually accept the convenience of on-chain interaction. In the future, more and more funds will flow into the chain.
2. Even if the traditional DEX AMM model adds interval liquidity, the utilization rate of funds on the chain is still very low compared to the CEX order book model. If you want to compete with the smooth experience of CEX, the on-chain order book is the first choice. Currently, the more popular hyperliquid, edegx and bluefin all belong to the on-chain order book model, and the trend has been formed.
3. In this round of cycle, the most eye-catching public chains are SOLANA and SUI. SUI’s current TVL has already entered the top eight, second only to Arbitrum, reaching 2 billion US dollars.
4. Bluefin is currently the leader in derivatives on the sui chain, with total deposits exceeding 100 million US dollars and total trading volume exceeding 43 billion US dollars
5. After a round of decline, the current circulating market value of the token $BLUE is only more than 40 million, and the FDV is less than 400 million US dollars. The daily line has retreated to the previous low point, but has not continued to break through the previous low.
6. In recent days, more and more people are bearish on Twitter. The more bearish people are, the more accurate the opportunity to buy at the bottom is.
Previously, my attention was focused on the AI sector, and I missed the opportunity to buy $BLUE at the first low point. This time, the correction returned to the low point of the previous few days, and I decisively opened a position. Unlike playing with AI tokens, $BLUE is a long-term trend holding target, so for me, I can participate heavily.
Of course, this kind of target needs to follow the growth of the overall environment, and you need to have a certain amount of patience. If a bear market comes, no matter how good the project prospects are, they will be empty talk, so stop loss must be done as usual.
