The crypto market remains very inefficient even after so many years. People continuously chase short-term gains, wanting to feel the thrill of FOMO, experiencing the immediate dopamine rush from seeing numbers rise, only to find that the signal often peaks 20 minutes later, and their positions quickly get trapped.
Therefore, the money-making investment strategy is—buy low and sell high. Buy when no one is talking about it, sell when everyone is discussing it. Buy when you feel everything is over, sell when you want to take a screenshot. Buy cheap, sell expensive.
Currently, AI agents on Solana are in a significant correction period. Meanwhile, altcoins on centralized exchanges are rising, and Base has siphoned off all the liquidity. There are many discussions about whether SOLETH and SOLBTC have peaked, and the overall sentiment is relatively pessimistic. Therefore, I am betting on two things:
1. Solana will rebound, and we will welcome the second wave on-chain.
2. AI agents will rebound.
Now that the background has been set, I will start my monologue, discussing how I view the future trends if AI agents on Solana rebound.
Macroeconomics: Hype -> Fundamentals -> Practicality
Microeconomics: Respondents -> Fundamental-ish -> Applications/Avatars
Macroeconomics = the defining narrative of each cycle; the first wave includes Render, Akash, Tao, etc., and many general junk projects have also emerged. Render and Akash are almost unusable, I don't know what FET and OCEAN do (or their evolution, AGI, etc., I really don't understand), let alone NEAR (the first memecoin launched on it was completely crushed).
The second wave includes Goat, Zerebro, AI16Z—more focused on fundamental applications.
Next is the micro cycle = types of applications that will emerge. Goat has brought various chaotic projects—memesAI, Shoggoth, Project89, etc. The wave of applications after Goat is more profound—Zerebro now releases music tracks, Lola can conduct on-chain transactions, AVB has group behaviors, etc.
Now, the macro and micro both collided in the third wave—I believe we will see the practicality of applications and avatar forms. You are beginning to see its embryonic form; Alch now allows users to build their own applications using AI.
Griffain allows you to control wallets with AI agents, AIXBT is everyone's favorite analyst, helping researchers improve their analytical capabilities tenfold.
Strategy 1: Buy high-performing large-cap AI projects; for example, AI16Z, and possibly TAO.
Strategy 2: Buy small-cap AI projects that are actively developing.
I chose Strategy 2 because it can bring asymmetric returns in this field. Many AI agents are currently not favored by the market.
These AI projects are actually building applications, interactivity, avatars, etc. They are the projects that look promising in the upcoming wave.
Whether you are a novice or a veteran, understanding trends is just the first step. The real challenge is how to capture opportunities more safely and effectively in this process. This is a game that requires strategy, patience, and insight. Here are some tested strategies that may help everyone navigate the next round of opportunities.
1. Keep a close eye on market dynamics and KOL analyses, and pay attention to community heat.
The crypto market is an emotion-driven market, especially during the launch of new coins. Paying attention to KOL opinions on Twitter can usually capture the market's direction. In addition, the key to the success of Meme coins lies in community consensus, which can be captured through social media, on-chain data, etc., to identify potential projects in advance.
2. Seize the best entry timing, and pay attention to profit-taking and stop-loss.
The initial phase of new coin launches is the most volatile, often accompanied by significant surges and corrections. It is advisable to set clear entry and exit strategies to avoid emotional trading. Especially within the first hour after a new coin opens, market sentiment fluctuates sharply, requiring particular caution. The first day of trading is highly volatile, so set your profit-taking points to avoid missing good opportunities due to greed.
3. Diversify investments to avoid the 'all in' mentality.
The market always carries risks. Diversifying funds across different new coin projects can not only reduce the impact of a single project's failure but also increase the stability of overall returns.
Every new coin launch is a test for the market and a self-assessment for every player, and it is also a contest about market trends, community power, and investor mentality.
In the wealth game of the crypto world, the real winners are always those who understand the market and keep up with the rhythm.
