Original | Odaily Planeta Diário (@OdailyChina)
Autor | Asher (@Asher_ 0210)
Afetado pela notícia da noite passada de que a Coinbase adicionará MOODENG ao roteiro de listagem de moedas, o popular "sistema animal" Meme de hoje tem um bom aumento. Entre eles, FRED, que foi destacado na semana passada, tem um bom desempenho. quase 100%. Essa onda de lucros fará você merecer?
Recentemente, comuniquei-me com alguns grandes nomes da especulação do Meme e obtive os seguintes insights, que gostaria de compartilhar da seguinte forma:
Atualmente, o Meme possui três setores que merecem foco e atribuição de cargos, nomeadamente IA, animais e ciência;
When trading Meme, absolutely avoid contracts; fluctuations of 10 points can happen in minutes;
If PVP isn't suitable, don't keep thinking you'll catch the next "big dog" for instant wealth; be honest and study secondary "entry" opportunities;
Carefully research promising projects and allocate to increase holdings aggressively.
In this round of the bull market, Meme coins, as one of the most watched sectors, have sparked daily discussions among community members on questions like "Which projects should we focus on?", "What is a good buying price?", and "When is the right time to sell?" To this end, I will share weekly Meme projects worth highlighting and review the performance of last week's focused projects. Let’s embrace the Meme craze together.
Summary of Meme Holdings from Last Week
ai16z Series (ai16z, ELIZA, degenai)
Price Performance:
For the three projects of the ai16z series, we focused on analyzing ai16z and ELIZA last week. According to GMGN data, after a week, ai16z has risen nearly 60% compared to last week's recommendation (from a market cap of $240 million to $380 million); ELIZA has risen 55% compared to last week's recommendation (from a market cap of $20 million to $31 million).
Project Updates:
1. Yesterday, ai16z's ELIZA framework v 0.1.5 was updated and released, bringing approximately 300 new changes and features to the ELIZA agent.
2. Last weekend, ai16z held a Hacker House event in Shanghai, and participants gave it high praise.
Current View:
ai16z buys more as the price drops, and ELIZA is held long-term, currently with a market cap of $100 million. AI + Meme, or AI Agent + Meme concept is the direction I am most optimistic about right now. If I had to choose the most promising project in this concept, it would undoubtedly be ai16z. Although there was previously the 'ELIZA case sensitivity incident (which was explained in the last article regarding some community misunderstandings)', currently, both the community discussion atmosphere and the update speed of the ai16z team show potential to become a leader.
FRED
Price Performance:
According to GMGN data, influenced by the news last night that Coinbase added MOODENG to its listing roadmap, FRED saw an intraday high increase of nearly 100%, currently experiencing a pullback, temporarily reported at $0.08, with a market cap of $80 million.
Project Updates:
Besides the community's sustained hype around being listed on Binance, there have been no significant developments regarding the animal-themed Meme project itself. However, from the perspective of holdings, there were still reductions and increases in the top holding addresses of PNUT and FRED last week.
Current View:
Hold firmly and increase holdings as the price drops. For animal-themed Meme coins, currently, FRED's market cap is less than $100 million, making it worth a bet for a "big multiple" return. Moreover, the correlation between PNUT and FRED addresses is very strong; if one is optimistic about PNUT's subsequent price, FRED may show even brighter performance. Patience is key, waiting for good news.
Key Focus List for This Week
Ban
Project Introduction:
Ban is a Meme coin featuring an image of a "banana taped to a wall" (for specific project analysis, please refer to: Banana Taping, Art and Fruit Combined Concept Meme Coin Ban – Can it be invested in?).
Reasons for Optimism:
1. A Meme coin combining the concepts of art and fruit, with images that are easy to spread;
2. With support from Musk and Sun Yuchen, whether it's Musk previously retweeting a large banana sculpture alongside SpaceX's starship with a 'laughing and crying' emoji, or Sun Yuchen purchasing Maurizio Cattelan's iconic work "Comedian" for $6.2 million and eating the 'banana', both will continue to generate buzz for Ban.
Due to Ban's listing on Binance contracts, similar to most Meme contracts listed on Binance, the price has continued to decline after listing and Ban has yet to see a clear price reversal signal. Therefore, there is consideration to allocate purchases around $0.1 (corresponding to a market cap of $100 million).
Price Performance:
According to GMGN data, BAN's market cap fell from a peak of over $320 million to a minimum of $114 million, currently at $140 million.
Contract Address:
9PR7nCP9DpcUotnDPVLUBUZKu5WAYkwrCUx9wDnSpump
MAX
Project Introduction:
The Bitcoinist AI Agent released by the Oraichain team. Eliza's corresponding virtual image is shown above, featuring a black-haired girl with arms adorned with the BTC logo.
Reasons for Optimism:
1. A legitimate AI project, the Oraichain team has launched a Meme project with a current market cap of nearly $200 million (Odaily Planet Daily note: Oraichain is a smart and secure solution for Web3, scalable Dapps, and decentralized AI, with technology and adoption strategies themed around: highly interoperable AI Layer 1, scale-up with Layer 2 solutions, verifiable and trustless AI execution, decentralized data and AI platforms, and highly applicable standardized protocols);
2. On the night of MAX token issuance, a Space hosted by Oraichain's official Twitter attracted over 7,200 listeners, with a 24-hour trading volume exceeding $63 million;
3. The ORAI token currently supports cross-chain transfers to the Solana chain, with MAX as its officially issued AI Agents having potential speculation space.
Price Performance:
According to GMGN data, MAX's market cap fell from a peak of over $15 million to a minimum of $1.9 million, currently at $2.2 million. (Due to the relatively low market cap, the risk of going to zero is high.)
Contract Address:
oraim8c9d1nkfuQk9EzGYEUGxqL3MHQYndRw1huVo5h
Previous List
Last week's Meme Bottom Fishing List: FRED's top holdings increased, ai16z series released positive news
Introducing a method for the slow-moving party in Meme trading: How to ambush the next rising coin after a large drop?