(1) ACT Situation

  • Track and Background: ACT belongs to the new AI Meme track and has a certain authenticity, as a16z has previously donated to 2 AI Meme projects, namely GOAT and ACT. However, ACT has previously experienced a developer running away. As the first project in the AI Meme field to be listed on major exchanges, it has rarity.

  • Valuation Analysis: From a valuation perspective, its upper limit is likely to exceed NEIRO, at least reaching a baseline of $2 billion. Compared to other projects in the same track, IO is valued at $2 billion, RENDER at $3 billion, and FET at $4 billion.

  • Listing Method: The process of listing on BN is similar to the previous lowercase dog situation, first giving the Dragon One GOAT contract, then flipping to the Dragon Two ACT spot. Moreover, before the listing, ACT's market cap was around $20 million. It can be seen that the idea of listing Meme coins on BN seems to favor those types that are wild and dominant, meaning they prefer small market caps, without large dominant players but have previously had higher popularity.

(2) PNUT Situation

  • Concept and Affiliation: PNUT is related to Musk and is a viral squirrel concept, belonging to the zoo + political Meme category. Unlike ACT, which is exclusive to BN, PNUT is available on both OK and BN exchanges.

  • Exchange Preference Influence: Generally speaking, exchanges are more inclined to pump exclusive coins, so from this perspective, ACT may have certain advantages on BN.

2. Meme Coin Market Performance

(1) DOGE Situation

  • Market Cap and Trading Volume: The Meme DOGE has recently surged, with its market cap reaching $50 billion, close to half of SOL's market cap, and its trading volume in USDT on BN even surpassing ETH.

  • Concept and Increase: DOGE belongs to the Musk concept + BTC Meme. In the past month, the top gainer on the BN exchange has been DOGE, with an increase of up to 220%.

(2) Other Situations

  • RAY Increase: On the BN exchange, besides DOGE, RAY's increase is also considerable, reaching 180%.

  • Capital Heat Diversion: With ACT and PNUT just listed, the capital heat of other new Memes like NEIRO and MOODENG has been diverted, which fully illustrates that the pace of change in the Meme market is very fast.

3. AI Sector Situation


The AI sector projects such as IO, WLD, RENDER, and GRASS have also seen upward trends as the leading ACT in the AI sector rises, indicating that ACT's driving role in the AI sector is quite apparent.


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