Author: Haotian

The entire track is as depressing as the black clouds are overwhelming the city. It makes people feel so heartbroken that they can't breathe. Everyone wants to know what's wrong? Helpless, no one can answer this question. Only here to analyze the current adverse factors facing the AI ​​Agent track, as well as several Holder future market operating guidelines for reference:

1) $TRUMP coin The disruption and blood-sucking breaks the narrative evolution rhythm of AI Agent, which is undoubtedly the biggest external factor. Due to the lack of liquidity on the chain and the blockade of CEX, after a large number of celebrity MEME coins appear, most people will sell their AI Agent positions to chase new coins. This has destroyed the stable precipitation and development environment of AI Agent; 2) The short-term "fast circulation" MEME asset issuance method has lost its value anchor, This is an internal reason that cannot be ignored. On the one hand, the AI ​​Agent evolved too quickly. In just three months, it took a round from pure AI MEME to single-piece AI, framework standards, DeFai, MetAiverse, GameFai and other sub-tracks, and there was no time to build technology. Value support and implementation;

On the other hand, under the premise of valueless support hype, "speed circulation" has become the inevitable path for most projects, only because Can a Github Repo and vision description provided by Dev be able to quickly reach 50m-300m? This makes the project lose its true value judgment and can only be operated by some PVP one or two-segment methodology. In the end, many good projects were faced with the dilemma of being smashed after Speed ​​Pass. At this time, it may be difficult to reach the top by relying on Dev to make positive contributions;

Of course, there are also the downward trend of the overall market under macro factors, the collective withdrawal of liquidity of high-risk-favored assets on the chain, etc.

In short, whether it is external or internal, it has made a new AI infrastructure market that originally expected to have PVE valuable evaluation criteria to become an indiscriminate PVP Gambling market, the despair, torture and helplessness at the moment are supporting all this.

ClearAfter the background, it should be clear that there is no point in asking whether the AI ​​Agent track is to zero. Because good PVE targets will only be "docked" under the pressure of the general environment in the short term, poor PVP targets may also be reshuffled from many assets on the verge of zeroing out to emerge as "scam". So, what should I do next?

1) Find good targets for value anchor support, yes, you need to find gold in the garbage dump. In the upward trend, garbage projects may also be speculated to a higher level by conspiracy groups, which will cover up the existing light of assets, but the possibility of value targets "appearing" under the downward trend is greater, such as: In the environment of sharp plunge, we are still building favorable projects, looking for Dev to continue to launch new projects regardless of the second-level passive environment, looking for projects that continue to fall, and looking for projects that are still growing on the chain with coin address, etc.

2) Organize your own Portfolio, decisively give up your fantasy about junk assets, and exchange for the position of value coins. You must understand that even if AI Agent returns with another strong return, some junk assets will definitely become abandoned, and only projects with value support can turn around again. Just take advantage of the plunge to narrow your holdings and focus on some high-value assets, at least there is a possibility of recovering. For details, please refer to the previously shared warehouse logic

3) Stop Fomo's new speed circulation project. When the entire track is down, what reason does retail investors have to believe in a Is the value of the project worth hundreds of millions of yuan for LaSUT? What's more, there is no big difference between the strong chain and the high FDV VC coin projects on the exchange. Opportunities on the chain are the opportunities to discover high-quality Alpha projects one step ahead. Fomo's risk of entering the market is more dangerous than that of the second level.

4) Sitting withered and waiting, waiting for the flowers to bloom, the AI ​​Agent track has a long-lasting significance to Crypto, and the big trend cannot be changed. I used to The article has retelled the views many times, so I won’t go into details. If you can do it 1, 2, and 3, you just need to wait for the opportunity, nothing else.