What? Do you need logic to buy the bottom? Yes, the "low-price buying logic" is very important for ordinary users who are new to the market. Because before the main rise of the "Spring on the Chain" really arrives, high volatility will be the norm. Next, let’s briefly talk about how AI Agent should hunt for bargains?

1) Find leading projects with strong consensus:

These types of projects are more popular in the market High, they tend to react fastest when the market rises sharply, and they also have relatively strong funds to undertake when the market plummets. The key is that it has gone through the test of time with many fluctuations. If it can still stabilize within a certain market value range, generally large funds will favor such projects when entering the market. At the same time, whether the entire track will really start up depends on the faces of these big blue-chip projects. , such as: $AIXBT, #ai16z, $arc, #Griffain, #Virtual, $GAME, etc.;

2) Find projects that have a certain narrative uniqueness, and at the same time continue to have technology and application implementation:

The ceiling of framework and standards is the highest, but the problem is implementation It is difficult to grasp, and the technical progress of the project will also be very slow. If there is financial manipulation behind it, it will be difficult for ordinary retail investors to make a clear judgment. Some projects with well-known Devs and unique narratives and positions are worth paying attention to, because such projects require long-term observation and the short-term noise will be greater.

Because the narrative needs to evolve, each subdivided narrative direction has a Mindshare that is the strongest, such as the $Focai and DeFai competitions in the "chaining" track. $BUZZ\$NEUR for Tao, $HYPER/$AVA for the MetAiverse track, $Dreams for the game track, $SENTAI for the DePIN track, $SPORE for the creative gameplay track, etc.

3) Find a project with relatively clear business logic and roadmap:

There is a project on the market Such projects are easy to understand at first glance, but they also suffer from operational data growth performance. Therefore, such projects often have weak expectations but stable fundamentals. If they can continue to see data growth performance and continue to upgrade operational services, it is worthy of attention.

For example; $FXN is a decentralized API sharing Marketplace, $SNAI is a serverless AI Agent development and deployment platform, $YNE is a decentralized paper checking platform, $WAVE is a one-click deployment platform for AI automated trading agents, etc.

4) Find projects that may have greater business expectations in the future:

I compare We are optimistic about the subsequent performance of ai16z Family Bucket members. After all, as a strongly related project under the large commercial IP of AI Agent, its development and evolution have a certain narrative leadership role, and there are relatively large changes.

For example, the story of $METAV may not be over. Once its narrative logic as AI PumpFun is realized, the potential will be great. In the same way,

If #DegenAI has an outstanding experience after the product is delivered, the market value gap with other similar products will soon be filled. After all, it is FamilyMart Bucket member Buff blessing. Another example is #Zerebro, which originally had a good business path, but the secondary trend was very contrasting, etc.

Above.

Of course, there are other investment-oriented bargain hunting logics, such as oversold projects, projects with sufficient washouts, projects with a healthy chip structure, and projects with huge community support. , old projects with a strong Mindshare share, etc.

The above only share some of the more typical projects that I personally selected based on the development and evolution of AI Agent narrative. They are for reference only and do not constitute investment advice.

I hope everyone can sort out their own investment preference logic. In the direction of PVE value investment, the most fearful mentality is a pure PVP mentality. Once it is separated from the understanding of the development and evolution of the project, it will be easily affected by short-term high fluctuations. Don’t forget that most projects with good fundamentals may not perform as well as Qiang Zhuangpan in the short term.