Author: Haotian

Cold thoughts and hot actions about this wave of on-chain AI Agent surfing:< /p>

1) Give up the idea of ​​PVP on the chain and evolve from the AI ​​MEME stage to AI infra. The investment logic has already become the pursuit of PVE "value", 10U P The era of young generals "brainless" is over;

2) Bet along the narrative evolution of AI Agent, starting from Launchpad launch platforms such as Virtual, From @aixbt_agent single AI, to the Eliza framework and protocol standards, and the subsequent Agent chaining, excellent projects must appear at the point when the market is just emotionally hungry, just wait patiently;

3) You must know that the opportunities in this chain do not come from Fomo, but from "trend" price investment. At this moment, we are just in the early stage of the trend. If you choose Fomo, you will have to endure the huge fluctuations in the early market. Only by choosing to intuitively judge the trend can you make a big bet early and hold it. In the early days, the cabal would use K-line to write scripts, targeting the pure Fomo group;

4) Good value targets were either discovered when no one cared about them (1-3M ), either it has become a popular fried chicken (20-50M) when you see it, or it has climbed to a high level (100M-500M) after the consensus is formed. It is recommended that newcomers put their timing in the early and mature stages. There is a risk of suffering in the waist project. Level 2 In the PVP stage, if you don’t have absolute trend insight, you will be thrown off sooner or later. It is recommended that the waist project position be controlled below 30%.

5) It can be seen with the naked eye that large-volume projects will be released quickly, and you have to learn to make analogous judgments, such as Swarms Vs SNAI, Griffin Vs Neur, ARC Vs REI, and early technology details. There are many directions. By analogy, you can avoid high Fomo positions and find projects with low value. If you go in the right direction, there will definitely be competing products;

6) There are a lot of opportunities in @shawmakesmagic’s Twitter and #ai16z official website updates. The teams and projects that can embrace ai16z are by no means ordinary people.You will have a greater chance of winning than randomly rushing into some projects without background and origin; the small bells add up, even though Shaw is really talkative;

7) Must be You must have your own technical aesthetics and trading intuition, and at the same time, you must have a set of stable trading disciplines, such as rushing to reduce positions at high prices, building positions at low prices, not having too many portfolios, not taking heavy positions in projects you do not understand, etc. Don’t be afraid of missing out. During the Fomo period, when the market is in chaos, there will definitely be big waves, and the polarization will be very prominent, subject to the final ability to lock in profits.