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$ACT
$PNUT
bio is above bn now, the next 1-2 months is the time for speculation on desci, the entire ai sector's funds will be drained.
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$ACT $BOME $PNUT 目前市场内能玩的唯有刚上的那两个vc币,meme板块目前能玩的有moodeng/bome/ordi(观察了一下这几天不怎么跟跌,没破前低,反弹比较强的),至于bn三傻(act/pnut/nerio还是19号的那个帖子的观点,洗盘至少三个月,如果这三个真想抄还是pnut美国人基本面),目前ai agent板块的龙头应该是ai16z 13亿,之前在帖子发ai 16z很多人挺有偏见的。总之二级市场的变局就在1月3号的bio了。如果bio走出推土机走势那整个山寨会继续被吸血。
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$MOODENG $BOME moodeng和bome这两个币基本洗干净了,目前车很轻,每次反弹都是带量的,且均没有破之前的新低,日线走得很扎实。其实这几天这类型没破之前新低/每次反弹带量的meme还有两个-就是我不看好的那两个BTC相关的币。
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$THE $VELODROME 记录一下,这两个币可能是cow和move的走势。市值也是接近cow拉伸之前,次新defi相关概念。bn新币的规律是上线没没拉过盘应该有波大的,上线之后拉过盘的就是直线下降走势。
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$ACT $PNUT $BTC 记录一下,desci只是刚开始,今天ai16z创始人(a16z的项目),链上ai agent龙头(10亿美金目前)给了mira父亲捐助,资助美国实验室癌症研究,在目前资金这么缺乏的情况下这个代币涨到45M(并一半也就是20m的代币用于捐款),⚠️并不是让你们去买这个代币,而是这个标志性的事件代表(链上资金转向desci),这里有意思的点在于:goat之前受到过a16z的捐助,之后带火了ai agent;而现在ai16z点的这把desci火,以及bn这个时间点上bio,意味着什么🤔,加上a16z/dwf/cb/bn四家圈内最大的机构背后的集体发文2025年的四大赛道ai/rwa/desci/depin。
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$ACT $PNUT $moodeng 各位还好吗?整个meme板块现在只有moodeng能紧跟大盘。三天过去了,bn官推的大号单独发布了desci的预热图,今天链上跑出来几个30M的速通desci盘,同时那天帖子提到desci赛道的rif,uro,vita均有60%的涨幅,具体表现还要看几天后的bio登陆情况,bio可能是最近二级唯一赚钱的机会了。还是那句话desci吸血ai agent和meme,(上了CB和UP所的除外,交易所想要预热一个赛道,就需要压制/抽出资金去回补那个赛道)。
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