Author: Nan Zhi, Odaily Planet Daily
Over the past three days, Bitcoin has fallen from a high of 102,724 USDT to a low of 91,203 USDT. The entire crypto market has fallen sharply, especially the AI sector on the Solana chain. A large number of second-tier tokens have been directly eliminated.
In the previous decline, most users only paid attention to which tokens on CEX were the most resistant to decline. However, recently DEX has become one of the main battlefields that cannot be ignored, especially the AI sector on Solana and Base chains. Therefore, this article will take some of the top tokens on Solana, Base and BSC as the research objects to show their performance in this decline.
(Odaily Planet Daily Note: Whether to choose to bottom out after a significant drop or chase high with counter-trend rising tokens, readers please judge for themselves; this article serves only as data integration and reference.)
Basic situation
Time frame: The recent peak of Bitcoin began on January 7, 2025, at 8 AM, until today at 8 AM. The current market capitalization is around noon today.
Token range: 25 AI concept tokens were selected from pump.fun on Solana, 7 AI concept tokens from Virtuals Protocol on Base, and some tokens from Binance Alpha on BSC.
Data source: CEX tokens come from Binance spot, DEX tokens come from TradingView.
Data situation
Bitcoin has fallen by 9.47% in the last 72 hours, while the total market capitalization of the cryptocurrency market has decreased from 3.76 trillion to 3.37 trillion, a decline of 10.3%, indicating that altcoins outside of Bitcoin have not experienced significant drops.
In Solana, 25 tokens were tracked, with an average fluctuation of -0.4%, indicating a minor drop. However, in terms of total market capitalization, these 25 tokens started with a market cap of 5.06 billion USD and ended with 4 billion USD, a decline of 20.6%. From these two data points, it can be inferred that large-cap tokens are losing value, while some small-cap tokens have achieved exponential growth.
In Base, the average decline of the 7 tokens tracked is 19.9%, with market capitalization dropping from 1.16 billion USD to 890 million USD, a decrease of 23%. This indicates that everything is declining, with no counter-trend tokens.
What are counter-trend tokens doing?
AVA: Originally an AI Agent launched by Holoworld AI, it will soon introduce Holoworld Launchpool, where AVA holders will be able to receive Launchpool token allocations (i.e., BNB logic).
pippin: A framework is about to be launched (narrative upgrade).
MAX: Launching the Launch platform agents(dot)land, MAX can be staked to gain rights and tokens.
BUZZ: No changes in narrative.
BUILD: No changes in narrative.
In summary, these counter-trend tokens are making their narratives more grandiose; regardless of whether they materialize, they can effectively drive a wave of increase. Readers are advised to continue paying attention to the narrative changes of leading tokens.
