Cold reflections and hot actions regarding this wave of on-chain AI Agent surfing:
1）Abandon the idea of coming to on-chain PVP; the investment logic has evolved from the AI MEME phase to AI infrastructure, and the era of 'mindless rushing' by 10U P players is over;
2）One should place bets along the narrative evolution of AI Agents, from launch platforms like Virtual, to @aixbt_agent's standalone AI, then to Eliza framework and protocol standards, and the upcoming chainification of Agents. Excellent projects will appear in the market precisely at points where sentiment is hungry; just be patient and wait;
3）It is important to know that this round of on-chain opportunities does not come from FOMO, but from 'trend' price investments. At this moment, we happen to be in the early stages of rising trends. Choosing FOMO means enduring the painful volatility of early market conditions, while choosing intuitive judgments about trends may allow for large early bets that can be held onto. Early conspiracy groups will use candlestick patterns to script scenarios, targeting purely FOMO groups;
4）Good value targets are either unnoticed when discovered (1-3M), or have already become a hot commodity by the time they are noticed (20-50M), or have climbed to a high position (100M-500M) after consensus formation. It is advisable for newcomers to time their entry during early and mature phases. Mid-tier projects often undergo a painful secondary PVP phase, and without absolute trend insight, one will eventually be left behind. It is recommended to keep mid-tier project positions below 30%;
5）A large number of projects will be quickly launched, and one must learn to make comparative judgments, such as Swarms Vs SNAI, Griffain Vs Neur, ARC Vs REI. There are many directions for early technical segmentation. By making comparisons, you can avoid FOMO at high points and identify undervalued projects; the right direction will definitely have competitors;
6）@shawmakesmagic's Twitter and #ai16z official website dynamics contain a wealth of opportunities. Teams and projects that can closely collaborate with ai16z are far from ordinary, and have a much greater chance of success compared to randomly engaging with projects that lack background and credibility; although Shaw can be quite talkative;
7）One must have their own technical aesthetics and trading intuition, as well as a robust trading discipline, such as reducing positions at high points, building positions at low points, and not over-diversifying the portfolio. Do not be afraid of missing out; during the chaotic FOMO period in the market, a significant culling will occur, and polarized performances will be very prominent, with the final goal being to lock in profits;