Original | Odaily Planet Daily (@OdailyChina)
Author | Nan Zhi (@Assassin_Malvo)
In the past three days, Bitcoin has dropped from a peak price of 102724 USDT to a low of 91203 USDT, with the entire crypto market plunging sharply, especially the AI sector on the Solana chain, where a large number of second-tier tokens have been directly eliminated.
In previous declining markets, most users only focused on which tokens in CEX were the most resilient, but recently, DEX has become one of the main battlefields that cannot be ignored, especially in the AI sector on Solana and Base chains. Therefore, this article will take some leading tokens on Solana, Base, and BSC as research subjects to show their performance in this downturn.
(Odaily Planet Daily Note: It is up to the readers to judge whether to bottom out on the more significant declines or to chase the tokens that are rising against the trend. This article is only for data integration and reference.)
Basic situation
Time range: From the recent Bitcoin peak on January 7, 2025, at 8 a.m. to 8 a.m. today. The current market value is around noon today.
Token range: A total of 25 AI concept tokens selected from pump.fun on Solana, 7 AI concept tokens selected from Virtuals Protocol on Base, and several tokens selected from Binance Alpha on BSC.
Data source: CEX tokens come from Binance spot, DEX tokens come from TradingView.
Data situation
Bitcoin has dropped 9.47% in 72 hours, while the total market value of the cryptocurrency market has fallen from 3.76 trillion to 3.37 trillion, a decline of 10.3%, indicating that the decline of altcoins outside of Bitcoin is not significant.
In Solana, a total of 25 tokens were surveyed, with an average fluctuation of -0.4%, indicating a slight decline. However, from the perspective of total market value, these 25 tokens had a starting market value of 5.06 billion USD, with a final market value of 4 billion USD, a decline of 20.6%. From these two data points, it can be concluded that large-cap tokens are losing value, while some small-cap tokens are experiencing leapfrog growth.
In Base, the average decline of the 7 tokens surveyed is 19.9%, with the market value dropping from 1.16 billion USD to 890 million USD, a decline of 23%. This indicates that everything is declining, with no tokens going against the trend.
What are the tokens going against the trend doing?
AVA: AVA was originally an AI Agent launched by Holoworld AI. Recently, Holoworld Launchpool will be launched, allowing AVA holders to receive Launchpool token allocations (i.e., BNB logic).
pippin: Framework coming soon (narrative upgrade).
MAX: Launch platform agents(dot)land has been launched, MAX can stake to obtain rights and tokens.
BUZZ: No narrative changes.
BUILD: No narrative changes.
From the above, it can be concluded that these tokens going against the trend are making their narratives more grandiose. Whether they land or not, they can effectively drive a wave of increase. It is recommended that readers continue to pay attention to the narrative changes of leading tokens.
