Original | Odaily Planet Daily (@OdailyChina)
Author | Asher (@Asher_ 0210)
Summary of Meme holdings from last week
ai16z series (ai16z, ELIZA, degenai)
Price performance:
For the three projects in the ai16z series, according to GMGN data, after a week, ai16z has dropped over 25% compared to last week's recommendation (market cap decreased from $2.4 billion to $1.8 billion); ELIZA has dropped nearly 50% (market cap decreased from $155 million to $78 million); degenai has dropped 42.7% (market cap decreased from $96 million to $55 million).
Project dynamics:
1. According to information from the official website of elizaos.ai, the current number of Eliza ecosystem partners exceeds 45,000; the managed funds exceed $25 million; and the number of forked projects exceeds 2,000.
2. Moonshot has launched ELIZA.
Current opinion:
Still firmly holding, did not sell any tokens during the drop. Analyzing the holding addresses, top holdings have not decreased. The significant drop this time is due to the 'bloodsucking' of popular tokens like swarms, where multiple wallets holding 1M to 2M have reduced or cleared ELIZA and bought popular tokens like swarms, similar situations occurred with degenai.
Currently, based on information conveyed from Shaw, the AI agent of degenai is expected to go live soon. Additionally, the token model updates for ai16z and ELIZA will be around January 10, looking forward to a price reversal for ai16z ecosystem projects.
DRUGS
Price performance:
According to GMGN data, after a week, DRUGS has dropped nearly 50% compared to last week's recommendation (market cap decreased from $47 million to $24 million).
Project dynamics:
1. A brand new agent framework BADDIE targeting biology will be launched soon, as mentioned by daos.fun.
Current opinion:
Still firmly holding, considering increasing positions if it drops below a $20 million market cap to lower the average price. The fundamentals of DRUGS have not changed; it is currently a low-interest sector. Waiting for BIO to launch the Solana cross-chain bridge, redirecting market attention back to the DeSci sector.
METAV
Price performance:
According to GMGN data, after a week, METAV has increased by 6% compared to last week's recommendation (market cap slightly increased from $47 million to $50 million).
Project dynamics:
1. The X account of AI Pool founder Skely was unfrozen last night.
Current opinion:
Only bought the initial position, planning to gradually increase holdings this week, with the target entry point below $0.04. As the first AI autonomous token launched on ai16z, and with project founder Skely closely interacting with the ai16z team members, it is worth a 'bet'.
Key focus list for this week
Aimonica
Project introduction:
Aimonica is a virtual girlfriend investor focusing on Meme and AI agents, aiming to surpass all Web3 venture capital firms. Aimonica Capital (AC), the first flagship fund launched under the Aimonica platform, is set to be released soon (to be sold via the daos.fun platform), primarily focusing on assets with a market cap below $20 million.
Reasons for optimism:
1. Animoca Brands founder Yat Siu mentioned Aimonica on the X platform on December 10 last year.
2. ai16z founder Shaw mentioned Aimonica on the X platform yesterday.
3. Mocaverse's official Twitter mentioned Aimonica last night and collaborated with Aimonica.
Price performance:
According to GMGN data, Aimonica's market cap peaked around $100 million, currently standing at $74 million.
Contract address:
FVdo7CDJarhYoH6McyTFqx71EtzCPViinvdd1v86Qmy5
HYPER
Project introduction:
Hyperfy is an open-source project focused on creating immersive virtual experiences, emphasizing decentralization and user empowerment. Its vision is to build a MetAIverse AI Agent metaverse.
Reasons for optimism:
1. On the first day of trading, the 'speedrun' market cap briefly reached around $300 million, making it a rare 'speedrun' with over $100 million on the first day, showcasing its popularity.
2. ai16z founder Shaw supported the project on the X platform, even selling tokens from other projects to buy HYPER.
Price performance:
According to GMGN data, HYPER's market cap peaked at $300 million, currently standing at $105 million.
Contract address:
8vBMibwpn8wpfYKbQ9xqzodymg3LjmYec2tSNGRy23K8
Previous lists
Last week, continued focus on ai16z series, DRUGS, with new attention on METAV and fxn.
2024 AI Agent popular project review: Transition from Meme to infrastructure tokens.
Introducing a slow-hand Meme strategy: How to position for the next explosive coin after a significant drop?
