Bitcoin is getting stronger! How high will it rise this time?
Looking at the liquidation line, Bitcoin is expected to rise to around 97300, as we analyzed in yesterday's show. Contracts are zero-sum games; if someone makes money, someone else has to lose. The dealers are there to liquidate leveraged positions.
He previously exploded the bulls and is now here to liquidate the bears. There is a chance to clear to around 97300, and it's time for the bears to give back some profits.
As for SOL, its performance is okay, breaking through the resistance at 200 to surge, with a chance to rise to the first resistance near 212.
As for ETH, we went long around 3320 yesterday, and now it has reached the first take-profit zone, but it seems to have more strength. Let's see if it can rise to the second high point around 3530. These operations are updated in real-time.
Oh wow, did the whale just rush in? Just 4 minutes ago, a whale transferred 315 million USDT to the OKEx exchange! It seems that after the New Year, the funds have returned!
This whale sold various coins at a high point over 20 days ago and transferred U from the exchange to a cold wallet. Now U has returned to the exchange, indicating a buying spree.
If favorable, on January 3rd, FTX will start repaying over 10 billion USD to users, which is good news for SOL. On January 6th, NVIDIA will release the new generation of graphics cards, benefiting AI projects like Fet and Render (be careful, these two are nearing resistance). Then, on January 20th, Trump and Musk will take office, which is favorable for the entire market and Doge.
The AI sector is indeed powerful, surging 10% in a day. Can it rise further? The two coins, Fet and Render, should rise until the NVIDIA CES conference on January 6th. Remember to escape the peak by the 6th. NVIDIA will release its new generation of 50 series graphics cards at the conference, which happens every two years and is quite grand.
So besides the factor of escaping the peak on the 6th, it currently looks like Render's resistance is near 8 USD, and Fet will also face resistance near the previous high of 1.43, so consider taking half profits and holding the rest until the 6th.
Which altcoins will be most affected after Trump takes office in January?
First is DOGE. Expectations for Dogecoin this month are quite high. Firstly, Musk changed his profile picture and name a few days ago. Although Pepe hasn't increased much, it has gained some attention. Musk is expected to mention Dogecoin quite a bit and hint at Dogecoin images. Secondly, all the abbreviations in the new U.S. government department are DOGE. Musk will officially be appointed as the minister this month, and at that time, Dogecoin might see a second hype. Currently, the trading volume is high, liquidity is good, and the trend is quite stable.
The second is pnut, the squirrel, which also has two points. The first is that during the Trump election, it surged 400% in two days. Once Trump takes office, the hype is sure to rise again. Secondly, Coinbase is about to list it, and the announcement has already been released, but it has been slow to launch. It is likely because it has been adjusting for a while, and Coinbase is probably picking the right timing. Pnut is expected to see a second wave of explosive growth.
Also, XRP was a boost for Trump during the election; after he was elected, XRP soared to 2.9 USD, reaching a three-year high. XRP focuses on payment functionality, and if Trump promotes it as a crypto payment method after taking office, the price could surge again.
There are also some holdings related to Trump, such as AAVE, ONDO, and LINK.
Additionally, the 16 billion USD compensation from FTX will gradually flow into the crypto market after January 3rd, which is a short-term positive news.
The larger market cycle hasn't ended; it's just a small cycle adjustment lacking liquidity. There's no continuously rising market, nor is there a continuously falling market.
When there are many negative expectations, the market tends to weaken; conversely, when there are many positive expectations, the market strengthens.
The market is currently expecting Trump to fulfill his promises after taking office, so I am relatively optimistic about the market in the first quarter of next year.
If Trump fulfills his promises upon taking office in 2025, Bitcoin and Ethereum's prices could see a surge.
Next, let's take a look at the situation with altcoins.
In the past two days, altcoins have also welcomed a wave of general increases, with the AI agent sector still showing the strongest performance. Projects like Virtual, AI16Z, Eliza, and Goat have all seen varying degrees of increase.
The price of the AI-leading Virtual has also reached a new high, peaking at 5 USD, with a market cap exceeding 5 billion USD. We entered this project at 1.6 USD, and it has now tripled, allowing us to take back our principal while letting the profits continue to run.
The price of ai16z has also reached a new high, hitting 2.3 USD. We bought in at 0.2-0.4 and have now seen returns of 8 to 10 times. After doubling our principal, these projects can continue to be held to see if there will be any surprises.
Based on the current trend, strong altcoins will remain strong, with the price increase becoming increasingly concentrated in a few top projects. We can look forward to the performance of the AI agent sector next year.
Additionally, in the compliant sector, XRP, XLM, HBAR, and ADA have all seen rebounds.
The market is beginning to expect that after Trump takes office on January 20th, it will benefit the compliant sector projects, so funds and exchanges are starting to hype the narrative around U.S. compliant projects. The sectors URO and RIF have also seen increases.
The leading project in the Desci sector, Bio, will be listed on Binance tomorrow, so pay attention to its price movement after the listing, as well as market consensus and heat.
In recent days, the ceiling for AI agents has been constantly broken. The FDV of $virtual has exceeded 5 billion, and it feels just a step away from my prediction of at least 3 AI agents exceeding 10 billion. $ai16z has also approached 3 billion.
These two brothers can be considered the Shaolin and Wudang of the agents field, both strong in their ecosystems.
$virtual resembles a platform that launches many impressive projects like $aixbt, $game, $luna.
$ai16z is currently the leading framework; its ecosystem mainly consists of founder Shaw's circle of friends, including $Eliza, $degenai, and $metav.
These two represent the competition between Base and SOL.
Besides these two major factions, many smaller factions have grown to nearly the 1 billion level, such as $zerebro at 0.75b, fartcoin at 1.3b, $goat at 0.6b, $arc at 0.4b, $griffain at 0.43b, and $fai at 0.38b. These are basically considered mature AGENT factions.
Next, let's look at the rapidly growing factions, such as $swarms, which is now widely recognized in the tech field, and its market cap broke 100 million today. $snai is also rising alongside $swarms, with FDV also exceeding 100 million. Other competing products include $rei and $arc, with the former reaching a market cap of 150 million.
Everyone should remember that when a large number of competing products appear in any field, it indicates that the development of that field is secure. In the AI agent field, these products appearing as competitors may not necessarily be inferior in technology to earlier projects; they just lack first-mover advantage. AI agents are not purely memes; future development will depend on the team's technology.
For example, we previously thought $goat and $act could become the leading AI meme projects just because they were listed on Binance. Reality tells us otherwise, so we must not hastily label a project as a copy just because it came out late. We need to rationally analyze the project's team and technology to truly hold onto good assets.
Recently, I have a strong feeling that AI+ is coming. After two years of brewing in 2023-2024, it may start to show its visible power from 2025. Under the leadership of AI16Z, projects like ALCH, SWARMS, ELIZA, ZEREBRO are all surging. Once the valuation ceiling of AI is opened by AI16Z and VIRTUAL, the market will re-evaluate and provide new expectations, so there will definitely be higher valuations ahead.
In the coming period, VC coins in the crypto market will be hard to hype, and MEME coins will see less play. The wealth effect will be siphoned off. As for the blue-chip projects in the old DEFI sector, they may be good, but newcomers might not need to enter. Making money isn't about bulls or bears, but about the targets. The concentrated wealth in Q1 2025 will be in AI AGENT and HYPE.
AI AGENT star targets: VIRTUAL + GAME, AI16Z + ELIZA.
HYPE ecosystem star targets: HYPE, PURR, SOLV.
Today, let's focus on analyzing the AI AGENT ecosystem.
1. The AI AGENT ecosystem has just started.
The AI AGENT track has just begun, and various VCs, major players, and developers are still entering the market. Binance will list AGENT tokens (it will definitely happen, just not sure when).
2. For those who haven't jumped in, focus on major projects and leaders.
For those who still haven't gotten into any AGENT, you can only focus on major projects and leaders. The leading targets VIRTUAL and AI16Z have strong empowerment and a large ecosystem, making it difficult to be surpassed! The second leaders are GAME and ELIZA.
3. In the AI AGENT sector, there is no need to worry about new projects continuously replacing old projects.
The network effect of VIRTUAL and AI16Z will lead to stronger performance; many high-quality projects will continue to emerge. A hundredfold coin will appear in these two tracks, and soon Binance, COINBASE, and UPBIT will launch multiple top projects. It is 100% certain that top projects will exceed 10 billion.
4. AI AGENT hundredfold opportunities.
Recently, small positions in projects like VADER, VAPOR, and LAUNCH have surged several times or doubled in a very short time.
The trend in the crypto market has already changed, and the pace will shift quickly. HYPE and AI AGENT are still not fully grasped by half the people, and it is estimated that when wealth opportunities come, many will continue to miss out. All I can do is share.
16 AI AGENT projects have an FDV exceeding 100 million, with 3 exceeding 1 billion. This Buddhist AI stands out.
AI Agent continues to go wild.
ai16z, Virtual, and Fartcoin have all surpassed a market cap of 1 billion. In total, 16 projects have an FDV exceeding 100 million.
The AI meme on SOL has gone completely crazy; the rise scares me.
How scary is it? Niche AI Agents are also pushing ahead, like the OraProtocol family’s Buddhist Agent—claiming to be 'the world's first AI agent dedicated to Buddhist teachings and spiritual guidance built on IMO.'
The token is $BRM, with a market cap of 12M, having risen for more than 15 days.
This team has also spent 400,000 to secure a seat at Hyperliquid. Although this team was previously controversial, if the IMO new project wealth creation effect gradually rises, and one or two blockbuster applications emerge, like this IMO target that creates text-to-video, Kumo_Video, it will be worth looking forward to.
Even the Buddha is coming to rely on AIAgent to save the masses. New AI Agents are being launched wildly, very FOMO, so be sure to pay attention to safety!
The AI agent sector is fully draining resources, while other memes are in a miserable state.
From October 9, 2024, to January 1, 2025, the entire meme market grew by 101%, AI memes grew by 19 times, while the growth of other non-AI memes was only 9.9%.
This round of meme market explosion is almost entirely reliant on three blue-chip meme coins ($DOGE, $SHIB, $PEPE) and AI memes. If you didn't buy these blue-chip coins or AI memes, you're likely to miss out on this wave of market movement and may get drained, as the market cap growth of non-AI memes is only about 10%, while the number of new meme coins is increasing significantly faster.
When investing and trading, do not go against the trend. Let's all welcome the wave of AI!
The leading targets in the AGENT track are VIRTUAL and AI16Z, which have strong empowerment and a large ecosystem, making it difficult to be surpassed!
The second leaders are GAME and ELIZA, and the unique type AGENT is aixbt.
"The platform coin in AI agents" $cookie has already increased tenfold. It is currently the most mainstream AI agent indexing platform, allowing you to view data dashboards for over 800+ AI agent tokens. It has also been selected as Binance's ALPHA. Although this project is at a high position, there may still be at least one more doubling of space.
Currently, there are no favorable developments:
1. Providing API; we are still in the stage of collecting whitelist, and the product has not been fully developed.
2. In addition to API, it also provides interaction capabilities with other AI agents. Whoever can influence AI can guide the flow of funds.
For those who still haven't gotten into any AGENT, you can only focus on major projects and leaders. If you want to 'get in first and study later', you could consider buying 1/10 of your usual position.