AI代理是主要叙事，远超21年元宇宙。

炒作将是主战场，虚拟之类的如果上架，那么飞轮将开启——新的地方、新的赛道、新的飞轮、新的机会。

炒作是唯一在流动性、深度上与币安相当或超过币安的，币安需要立即收购一部分股权或购买币作为战略布局。

VC币、AI币，中心化、去中心化。

很有趣，一些事情注定要发生。

Demorou mais de 20 anos para ganhar os primeiros 100.000.
Demorou vários anos para ganhar o primeiro milhão.
Demorou um ano para ganhar os primeiros 10 milhões.
Demorou apenas 3 dias para ganhar os primeiros 100 milhões.
Que tal ganhar 1 bilhão? Acho que deveria ser 6 meses.

Earned the first 100,000, took over 20 years.
Earned the first 1,000,000, took a few years.
Earned the first 10,000,000, took one year.
Earned the first 100,000,000, only took 3 days.
What about earning 1,000,000,000? I think it should be 6 months.

About the HYPE ecosystem

$hype = Decentralized version of FTT (the team is better than sbf) + sol chain (pending launch, but the wealth effect has already exploded)

$purr = Official mascot meme, 200 million, transaction fee buyback, large trading volume.

$farm = Ponzi game, cleverly designed, tens of millions

$hfun = hype chain's pumpfun + tgbot? The token has empowerment.

AI agent track
$goat —— status similar to btc meme
virtual and ai16z—— status similar to last round's eth and sol
game and ELIZA—— status similar to dex or L2 in the eth and sol ecosystem

hype track
$hype = decentralized version of last bull market's FTX+FTT+SOL chain

This is my understanding

The AI agent track will have projects ranging from 10 billion to 50 billion. Currently, it seems that:

First, there are agent platforms or frameworks like virtual game ai16z ELIZA, etc.
Second, leading meme types, $goat — this one is particularly interesting. Binance doesn't list it on the spot market, but if you believe that 'trend is the power that transcends everything,' then just keep doing the right things and wait.

Current main holdings

Large coins: btc eth sol
aI agent: virtual game ai16z ELIZA / goat
New track: $hype $purr

There are also some classic memes and various small coins, which have a low holding ratio, so I skipped them.

US stocks: Tesla + mara

Ninguém pode negar uma coisa: sem o $GOAT, não haveria a explosão de tokens ou ecossistemas relacionados a AI MEME ou AGENT.

Se isso não pode ser negado, então o $GOAT é indiscutivelmente o líder.

Mas a opinião ainda precisa de posições para ser validada; dê um pouco mais de tempo.

AI MEME is still strong, currently the most underrated should be $GOAT, after all, the little brother has already reached 400 million, while the leader driven by A16Z plus WM market-making is only over 500 million.

GOAT is the BTC of the AI track, other coins are just other coins.

“Is it the top? Is the bull still there?”
“The top is 150,000, the top is 200,000!”
You can always see countless predictions in the market, and people are always looking for the person with the most accurate predictions, but in reality, the person with the most accurate predictions is not necessarily the one who makes the most money.

The one who makes the most money is the one who knows what to buy and can hold onto it, not the one who is chasing after every rise and fall, operating hundreds of times a day.

I know 'what to do' makes me earn a lot of money;
but not knowing 'what not to do' makes me lose a lot of money.

This year
You have sent a total of 130 "Niu Hui, Su Gui"
Sent 200 "Big one is coming", 380 "Quick escape"
864 times "Damn it, it's back again"
Your optimism surpasses 99% of retail investors nationwide
You think your emotions have stabilized and your personality has gradually become cheerful, but in fact, you have already gone crazy.

Quanto mais se entende, mais se sente a solidão.
Talvez, quanto mais simples, mais feliz seja.
A ignorância e a estupidez também são uma forma de felicidade.

一边是美国总统和一堆支持比特币的顾问、主席上台；

一边是微策略、mara等一堆公司疯狂买入比特币，持续做强旁氏。

请问，现在要不要“逃顶？”

In the past, when listed companies bought Bitcoin, it was a positive signal for Bitcoin.
Now, when listed companies buy Bitcoin, it is a positive signal for the listed companies.

Have you seen such an investment product?

According to GLASSNODE data

There are only 16,886 addresses holding 100 BTC!
Only 2,069 hold 1,000.
And the legendary 10,000 coins holders are 96.

The above data also includes addresses from exchanges, governments, and some on-chain protocol addresses, such as MicroStrategy with 380,000, and the $solv protocol with 25,000.

It is said that the amount of BTC held by each person when entering the circle is the most...

When BTC reached one hundred thousand dollars, I looked at the meme in my hands that was still down thirty points, and I hesitantly forwarded the news from Caixin about Bitcoin breaking through one hundred thousand dollars. Your friends and family all liked it, saying you got in early and must have made a fortune. With tears in my eyes, I choked out a reply: Not much profit, just a small gain.

When BTC reached one hundred thousand dollars, I looked at the meme in my hands that was still down thirty points, and I hesitantly forwarded the news from Caixin about Bitcoin breaking through one hundred thousand dollars. Your friends and family all liked it, saying you got in early and must have made a fortune. With tears in my eyes, I choked out a reply: Not much profit, just a small gain.