GOAT is the BTC of the AI track
I entered the market with 200 million, planning to exit in batches at 400-600 million, with a position of several million USDT. Subsequently, GOAT rose all the way to 1.3 billion, and now it has retraced to around 600 million, which looks pretty good from the K-line perspective.
The reason for exiting at that time was that it was purely a MEME speculation, but times have changed, and AIMEME has become unstoppable. This segment, including VIRTUAL and AI16Z, are all real deals, and in the future, there will be more exciting AGENTS emerging.
However, logically speaking, the stronger the application, the larger the ecosystem, but this also leads people to face a dilemma: which AGENT to buy among the increasing options? None are good for long-term holding, as there will always be stronger functionalities emerging.
This is similar to BTC; ETH has many functions, EOS claims to have even stronger functions, and MOVE's mainnet has not even launched yet but is worth billions. Despite all this, after so much time, the strongest remains BTC, which seems to have no functionality.
GOAT is the leader that ignited the AI AGENT track. Initially, A16Z seemed to be just joking around, but when you search for various statements from the founder of AI16Z on YOUTUBE, the frequency of mentions is high. At the same time, it is also a front position for WINTERMUTE's market-making. In this way, this is a MEME that will not go to zero.
I think the market needs some time to recognize who the leader of the AI AGENT/AI MEME track is.
There won't be a second GOAT; it is the detonator and unexpectedly emerged after several months of AI chatting with each other.
If group friends look back at the group chat, I value originality. AI AGENT has been popular for so long, and I mentioned two that I was optimistic about: one is GOAT, and the other is FARTCOIN, but I did not hold the latter. On one hand, I mainly bought the leading one, and on the other hand, after buying it, it seemed to have dropped to zero, but now it has already reached several hundred million.
GOAT is BTC, while FARTCOIN is LTC; all other functional AGENTS are others.
