The Bitcoin 4-hour chart has shown a wide-ranging volatility market, with resistance around 100,000 and support around 92,000. If it continues to operate within this range, on-chain AI activity will persist, at least until January is safe, then a significant correction is expected in February.
The money earned from AI can gradually be returned to CEX to buy valuable coins, which is currently the correct strategy; leading AI projects can be held a bit longer, and apart from that, don’t have too many fantasies about others.
Let’s discuss today’s key points:
1. Various gold dog AIs yesterday made the market a bit crazy, and everyone should be aware of the risks, don’t rush into it just because of excitement; the vast majority of AIs will go to zero, don’t have faith, double your investment or move profits to the leading ones.
2. AI framework types like swarms are too FOMO; after hitting moonshot yesterday, the FDV directly doubled, followed by ALCH and others continuing to rise.
3. Binance launched futures for ai16z, zerebro, griffain, etc., and the market instantly dropped; if you are not optimistic, short it. As for why it’s not launching spot, it’s because the top project ai16z virtual has too heavy a front row, and once it goes live on Binance, it will complete the sell-off, so I estimate it won’t be available for a while; it might choose hot tech projects with a 100-200 million FDV, like swarms and alch.
4. Dragonfly Partner predicts that the AI agency boom will dominate the market in 2025 and then gradually fade.
5. Today BIO launched on Binance, with a total supply of 3,320,000,000 tokens; the maximum supply (which can be increased through network governance) is 3,320,000,000 tokens; the initial circulating supply for the spot when listed on Binance is 1,296,529,168 tokens (39.05% of the total supply).
6. Musk canceled the top post of Tommy's X tweet, and then after wanting to close the meme, it directly plummeted; this narrative is no longer recognized by the market, which currently mainly recognizes the AI track.
7. The number of active users on the Base network has grown by 360% in 4 days, reaching an all-time high. AI belongs to Base and SOL, and currently, both chains are very hot.
8. Babylon expressed that it was unaware of the $5.3 million investment from BingX Labs, which is quite interesting.
9. CEX has been drained by on-chain AI in the past two days, with basically no market activity; this situation may continue until February.