The Rise of the AI Track and Investment Strategies
This year's AI Agent track can be said to be extremely popular, attracting a large amount of capital and developers' attention. From Virtual, AI16z to Swarm and other projects, although there has been some recent pullback, the growth momentum remains strong. The popularity of this track has surpassed meme coins and is becoming the next focal point of the market.
In the face of such a new track, how to layout on-chain investments is crucial. Below is a set of investment strategies based on different risk preferences:
1. Large Position Allocation
Choose some projects that have already reached consensus, such as AIXBT, Virtual, etc. These projects are similar to MKR, UNI during the DeFi Summer period; although the short-term gains are limited, their long-term stability is higher.
2. Medium Position Selection
Focus on projects with standard technical frameworks and innovative models, such as arc, REI, ELIZA, etc. Although these projects are in a competitive melee stage, they have considerable development potential, especially large framework standard projects, which are foundational and widely applicable, and worth in-depth study.
3. Small Position Speculation
For some high-risk, high-reward small projects, such as stoic, TAOCAT, one can invest a small amount of capital with a “gamble” mentality. These projects are highly volatile and under-researched but may yield unexpected short-term returns.
