This new column is a sharing of real investment experiences by Odaily editorial members. It does not accept any commercial advertisements and does not constitute investment advice (because our colleagues are very good at losing money). It aims to expand readers' perspectives and enrich their sources of information. You are welcome to join the Odaily community (WeChat @Odaily 2018, Telegram exchange group, X official account) to exchange and complain.

The data on Meme price, market value, holdings, etc. involved in this article are all from GMGN.

Recommended by: Leo (X: @LeoAndCrypto)

Introduction: The contract for making money from hair loss, the contract for making money from Meme loss (just for the small market value Meme, who doesn’t eat dumplings during the Chinese New Year~)

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  1. I bought COOKIE without thinking. I first discovered cookie.fun in November, but didn’t buy the coins. Later I bought some when it was around 0.17, and then I added a little more when it rose to around 0.4. I am ready to become a diamond trader.

  2. I saw an article about DeFi AI on Monday, bought some NEUR and ANON at noon, and bought GRPH on Monday night. Currently NEUR is not bad, GRPH and ANON have fallen back, but ANON's market value is almost 200 million, so I'm ready to find an opportunity to run.

  3. Focus in recent days: ALR, PPCOIN and Lexicon. They fell yesterday, I will look for opportunities to buy later.

Recommended by: golem (X: @web3_golem)

Introduction: Bitcoin ecosystem catcher, Meme trainee, player who never gets to eat the heat

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  1. BUZZ is currently considered the leader of DeFi AI agents. After the opening of the market, it was listed at a market value of 37 million, and then doubled. Because today BUZZ announced that it would cooperate with zerebro on cluster communication infrastructure, the market value rose to a maximum of 100 million. But I personally think it has not reached the top. The highest valuation ceiling of the AI ​​Agent track is the framework and infrastructure. If BUZZ chooses to do DeFi AI infrastructure, the market value will at least reach 200 million US dollars, and I continue to be optimistic.

  2. In addition to BUZZ, the DeFi AI field also holds HTERM, which is a multi-chain AI agent on Solana and base. Its founder is the chief data scientist of ConsenSys, but its value has not yet been discovered.

Recommender: Nan Zhi (X: @Assassin_Malvo)

Introduction: On-chain player, data analyst, plays everything except NFT

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In my personal opinion, AI track tokens and projects have several core characteristics: "difficult to verify", "no one uses it", and "serious homogeneity". Therefore, the price is positively correlated with the "narrative size" and "project background", and has nothing to do with practicality or community.

Therefore, either invest in projects with the sexiest narrative (basically without considering the price ceiling), or invest in low-priced projects with background or belonging to the core narrative.

In my article yesterday (AI projects are becoming more homogeneous, this week's quick review of the pros and cons is as follows), you can find some of the second category of projects mentioned above. My current manual holdings include Aimonica, CATG, BUZZ, Focai, ELIZA, SANDY, and degenai (balanced narrative and cost-effectiveness).

Previous records

January 3

December 27

December 20

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