Recently, I have come across many good projects with 10x growth on Sol, such as $send $spore. They are rising fast, but I still have to keep an eye on them. It doesn’t give me a very steady feeling. I’m afraid that there will be an avalanche after a good night’s sleep.
In comparison, I found that investing in Base is much more comfortable. I even unconsciously maintained the strategy of only buying and not selling, and I was not panicked at all.
I have bought 7 coins in total:
$virtual
Currently the leader of all AI-Agents, the only threat to it is $ai16z
$game
The future star of virtual ecology, Agent collaboration framework
$aixbt
The most reliable one among the Agents that talk nonsense on X, it has long occupied the first place in the AI mind ranking
$luna
The leading actress of virtual ecology
$vader
Investment dao
$freya
AI-Game
$cookie
AI data
Let's talk about $ai16z on sol again. Let's assume that a founder has experienced a trip to China and has been unprecedentedly influenced by Chinese civilization, and will no longer make stupid mistakes. Then $ai16z, with its open source system and sol's ecology, is likely to compete with virtuals ecology. He is about to acquire a LaunchPad and has also formulated new economics, giving most of the ecology to the main coin $ai16z, while $Eliza is clearly an Agent operated by a third party, which is almost equivalent to a godson.
Then, in terms of the virtual ecosystem, $ai16z is roughly equivalent to $virtual + $game, and $Eliza is equivalent to $luna. From an investment perspective, $Eliza may have a higher multiple, but from a configuration perspective, $Eliza can be left alone, but $ai16z must be configured.
To sum up, if you want to enter AI-Agent now, but are not familiar with it, then I think that according to the current situation, it is enough to buy $virtual $game $aixbt $ai16z. If you want to add more, you can add $luna $Eliza. This basically gives you the Beta of AI-Agent, and the Beta of AI-Agent should be equivalent to the Alpha of the entire currency circle.
The basic market is stable, and then take out 30% of the funds to find the Alpha in the field of AI-Agent, which is great. #币安LaunchpoolBIO预测 #2025有哪些关键叙事?