Written by: Haotian
Cold thoughts and hot actions on this wave of on-chain AI Agent surfing:
1) Abandon the idea of coming to chain for PVP, evolving from the AI MEME stage to AI infra, the investment logic has long changed to pursuing PVE 'value.' The era of 'mindless rush' by 10U P small players is over;
2) You should bet along the narrative evolution of the AI Agent, from platforms like Virtual Launchpad to @aixbt_agent individual AI, then to Eliza framework and protocol standards, and the upcoming Agent chainification. Excellent projects will appear right when the market is emotionally starved; 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 investment. At this moment, we happen to be in the early stage of a trend rise. Choosing Fomo means enduring the agony of massive volatility in the early market. Choosing intuitive judgment about the trend could allow for heavy bets early on and holding on to them. Early conspirators will use K lines to script stories, targeting the pure Fomo crowd;
4) Good value targets are either overlooked when discovered (1-3M), or have become popular (20-50M), or have already climbed to a high position (100M-500M) after consensus formation. It is recommended that newcomers time their entry in the early and mature stages. Projects in the mid-tier face a tough secondary PVP stage, and without absolute trend insight, they will eventually be left behind. It is advised to keep mid-tier project positions below 30%.
5) A large number of projects will visibly emerge quickly, 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, and through comparison, you can avoid Fomo at high positions and identify undervalued projects; the right direction will definitely have competitors.
6) A wealth of opportunities is hidden in @shawmakesmagic's Twitter and #ai16z official updates. Teams and projects that can hold onto the ai16z leg are definitely not ordinary; they have a much greater chance of success than randomly rushing into projects with no background or origin. Despite Shaw being quite talkative, the potential is significant;
7) You must have your own technical aesthetics and trading intuition, as well as a set of robust trading discipline. For example, reduce positions when rapidly rising, build positions when low, avoid having too many in the portfolio, and do not heavily invest in projects you do not understand. Do not be afraid of missing out; during the chaotic Fomo period, the market will definitely filter out the weak, and polarizing performance will be very prominent, based on the ability to ultimately lock in profits.