I entered the market with 200 million, and exited in batches of 400 million to 600 million, with a position of several million U. Subsequently, GOAT rose all the way to 1.3 billion, and now it has retreated to around 600 million, which is already good from the K-line.

At that time, it was just a meme hype, but now it is different, AIMEME is unstoppable. This section VIRTUAL and AI16Z, etc. are all real things, and there will be more interesting AGENTs in the future

But logically, the stronger the application, the bigger the ecosystem. However, the more so, people will eventually face a difficult problem: which one should more and more agents buy? None of them is easy to hold on to for a long time. After all, there will always be stronger ones than functions.

This is like BTC, ETH has many functions, EOS claims to be more powerful, and MOVE has no mainnet yet but is already worth billions. However, after all this time, the strongest will still be BTC, which seems to have no functionality at all.

GOAT is the leader that ignited the AI AGENT sector. A16Z behind it initially thought it was just a joke, but searching for various statements by the founder of AI16Z on YOUTUBE shows a high frequency of mentions. Meanwhile, it is also a front position for WINTERMUTE's market-making, so this is a MEME that won't go to zero.

I think the market needs some time to recognize who the leader of the AI AGENT/AI MEME sector is.

There won't be a second GOAT; it is the igniter and unexpectedly emerged after months of AI chatting with each other.

If group friends look back at the group chat, I value originality. AI AGENT has been popular for so long, and I mentioned two that I am optimistic about: one is GOAT, and the other is FARTCOIN. But I didn't hold the latter; on one hand, I mainly bought Dragon One, and on the other hand, after buying it, it looked like it was going down to zero. Now it has already reached several hundred million.

GOAT is BTC, and FARTCOIN is LTC; all other functional AGENTS are something else.

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You can buy a little bit in batches for long-term holding; this long-term holding just follows BTC. As long as BTC continues to surge, AI AGENT will continue to explode—SOL ecosystem is also organizing AI AGENT hackathons, and BASE is also promoting this. Both major consortiums are paying attention to this.

In the end, who is stronger, ACT or GOAT? ACT gained a lot of traffic because it was listed on Binance, but I think it's hard to artificially define the leader, so I still hold GOAT for the long term, plus the platform coins of VIRTUAL and AI16Z.

Of course, I still emphasize that when to buy and how much to buy, please continue to do your own research. What I share is my personal thoughts.