Yesterday, the crypto market experienced a wave of general increases, with Bitcoin reaching a peak of $98,600 and Ethereum hitting $3,640.
Among altcoins, the AI agency sector is performing the strongest, with Virtual and Act both rising over 40%.
We had a preemptive position in ACT and PNUT on Monday, and it seems that funds and attention have already concentrated on the AI agency sector.
AI agency projects in the market are rising one after another, marking a new phase for meme coins.
AI agency might become a hot topic in the next month; we just need to go with the flow and hold steady.
I've also been looking for some new projects these days, and if I find any certain opportunities, I will share them in the core group.
Currently, ACT is the leader among AI agencies in the secondary market.
Binance is the main player, and ACT's cost after washing is around $0.4, which is also our bottom-buying range.
Currently, ACT has risen to $0.78, nearly doubling; friends remember to take out your principal when it doubles and leave profits inside to run.
If you don't have time to study but feel that the trend of AI agency is forming, holding the leading ACT is also a good choice.
From the chart, ACT is in a chip concentration area at $0.41-$0.45, having consolidated for a long time.
This breakthrough is also very decisive, with a strong upward trend. If you haven't hopped on yet, there may be opportunities to fall back into this range, which you can consider buying in batches.
The surge of Virtual is due to its listing on the Korean exchange Bithumb, which is also the leading AI project on the BASE chain.
I believe that if the BASE chain becomes popular, it will benefit Ethereum; recently, Ethereum's spot ETF has also been experiencing continuous net inflow.
More and more hedge funds and financial services companies are starting to allocate funds to Ethereum.
Currently, the top 15 investors in BlackRock, the backbone of ETH ETFs, have a very solid structure.
Millennium, a hedge fund managing over $70 billion, is the largest holder of ETHA, followed closely by top financial service companies like SIG and Parkwood.
The largest holder of Grayscale's ETHE is Grayscale's own parent company.
It is worth noting that the Michigan Pension Fund has also become the sixth largest holder of ETHE.
It can be seen that Ethereum's trajectory and fundamentals have changed significantly, and a new wave of explosion is expected, so holding Ethereum steadily is also a good choice.
Currently, market funds are gradually shifting from the SOL chain to the BSC and BASE, the two exchange-dominated public chains, with many funds seeking opportunities on these chains.
Looking at THE on the BSC chain, its trend is pretty much as we expected.
New coins listed on Binance usually experience a spike followed by a drop, and will only undergo the next wave of rise after sufficient washing.
Let's see if $2.87 can hold; if it doesn't, it may return to oscillate between $2.2 and $2.4.
But I think THE might not be just a one-time flow; this project is worth keeping an eye on.
The logic behind Binance listing THE is very clear: to recreate the glory of the BSC chain.
During the last DeFi cycle, the BSC chain created a huge wealth effect by replicating successful projects from other chains.
So, if Binance supports the BSC chain in the future, THE is a project worth paying attention to; you can wait for it to drop before positioning.
Overall, the market is changing very rapidly right now.
Looking back over the year, from Pandora and Bome to retail investors not picking up VC coins, and then triggering the meme frenzy.
Following Trump's election, the second wave of memes has arrived, leading to the current AI agency.
If you don't study trends and don't know where the funds and attention are, it's hard to keep pace.
However, from the larger trend perspective, the profit direction for the next four years has already formed; the four years of Trump's administration was the best time for the macro environment of the crypto market.
With Musk as the godfather of meme coins, many new narratives and wealth effects will emerge in the market.
In terms of operational strategy, we seek stable growth with large positions, while waiting for opportunities to strike with small positions.
Please note that the above is just my personal experience sharing and does not constitute any investment advice.
