This week, the market continues to focus on several key projects, especially the ai16z series and DRUGS, with new attention on Aimonica and HYPER. Here is a summary of the week and key focuses, hoping to help everyone clarify current investment ideas, without making investment recommendations.
1️⃣ ai16z series (ai16z, ELIZA, degenai)
- Price performance:
- ai16z dropped by more than 25%, with market value falling from 2.4 billion USD to 1.8 billion USD;
- ELIZA fell nearly 50%, with market value dropping from 155 million USD to 78 million USD;
- degenai dropped by 42.7%, with market value falling from 96 million USD to 55 million USD.
- Project dynamics:
- ELIZA ecosystem partners have exceeded 45,000, managing funds of 25 million USD, with over 2000 fork projects;
- Moonshot has launched ELIZA.
- Opinion:
- Despite the drop, no tokens have been sold, and there are no signs of reduction in the holding address. The decline mainly comes from popular tokens like swarms siphoning off funds. It is expected that ai16z and ELIZA will have token model updates around January 10, with the market price likely to reverse.
2️⃣ DRUGS
- Price performance:
- Market value has dropped by about 50%, from 47 million USD to 24 million USD.
- Project dynamics:
- A brand new biology agent framework BADDIE will be launched.
- Opinion:
- Fundamentals have not changed, and the market lacks enthusiasm. Considering if the market value drops below 20 million USD, I will increase my position to lower the average price. Looking forward to BIO launching the Solana cross-chain bridge to boost the enthusiasm of the DeSci sector.
3️⃣ METAV
- Price performance:
- Market value increased by 6%, from 47 million USD to 50 million USD.
- Project dynamics:
- The X account of AI Pool founder Skely has been unfrozen.
- Opinion:
- A first position has been bought, and plans are to continue increasing the position below 0.04 USD. As the first self-issued project by ai16z, Skely's close connection with the ai16z team makes this project worth continued attention.
---
4️⃣ New focus projects: Aimonica
- Project introduction:
Aimonica is a virtual girlfriend investor focused on Meme and AI agents, planning to surpass traditional Web3 venture capital firms. Recently, Aimonica will launch its first flagship fund - Aimonica Capital, focusing on assets with a market value of less than 20 million USD.
- Reasons to be optimistic:
- Animoca Brands founder Yat Siu and ai16z founder Shaw have both mentioned Aimonica on the X platform.
- Mocaverse's official Twitter has also collaborated with Aimonica.
- Price performance:
- Aimonica's market value once reached 100 million USD, currently it is 74 million USD.
- Contract address:
FVdo7CDJarhYoH6McyTFqx71EtzCPViinvdd1v86Qmy5
---
5️⃣ New focus projects: HYPER
- Project introduction:
Hyperfy is a decentralized virtual world project dedicated to creating an immersive MetAIverse AI metaverse, emphasizing decentralization and user empowerment.
- Reasons to be optimistic:
- On the first day of trading, the market value once exceeded 300 million USD, with huge enthusiasm;
- ai16z founder Shaw publicly supports and even resells tokens from other projects to buy HYPER.
- Price performance:
- Market value once reached a peak of 300 million USD, currently at 105 million USD.
- Contract address:
8vBMibwpn8wpfYKbQ9xqzodymg3LjmYec2tSNGRy23K8
---
Although the market has been somewhat turbulent this week, these projects still deserve continued attention. The drop in ai16z series projects is relatively large, but there may be a reversal in the future; DRUGS has a stable fundamental, waiting for the landing of the Solana cross-chain bridge; Aimonica and HYPER are emerging potential projects worth keeping a close eye on. If you are looking for investment opportunities, these projects can be included in your watchlist.
