Recently, it’s worth paying a bit more attention to on-chain projects, as there are quite good opportunities to make money on the chain, and many promising projects continue to emerge.
1. buzz, focused on projects that combine AI and DeFi, the developer jsonhedman won first place in the Microsoft Generative AI Hackathon, and the project’s market cap skyrocketed to 40 million in just a few hours. I remember the first time I saw its code, the market cap was only 4 million, truly a missed opportunity for being a step slow. Now the market has returned to a state of 'get in first and research later', if you don’t keep up in time, you can only wait for the next opportunity.
2. sandy, dedicated to AI video rendering, this is also a highly watched meme, just launched yesterday, with an FDV that once reached 33 million, currently at 24 million. asym, focused on trading AI, also performed well today, with FDV quickly rising to 20 million.
3. swarms, zailgo, and mcs are all backed by the same team, with price increases almost in sync. swarms’ FDV has reached 200 million, whereas just a week ago it was only 20 million, rapidly growing into a small blue-chip stock. zailgo focuses on framework protocols, and the abstraction is still ongoing, doubling today, with FDV now at 64 million.
I previously mentioned AI Agents in the group, and today I analyzed internally why Binance only chose the contracts of AI Agents, as many projects' FDV exceeded the liquidity of the pool. Projects like AI16z and virtual, which have market caps in the hundreds of millions, Binance usually lists on the spot market only after collecting enough chips.
In contrast, I believe that AI memes like goat, which have been continuously declining on Binance Futures, may hit the spot market earlier, with high-quality AI Agents having FDVs between 50 million and 500 million, all of which have opportunities to enter the Binance spot market in the future.
