Author: Haotian
Cold reflections and hot actions on this wave of on-chain AI Agent surfing:
1) Abandon the idea of coming to the chain for PVP, evolve from the AI MEME stage to the AI infra, the investment logic has already changed to the pursuit of PVE "value", the era of "mindless rushing" by 10U P small soldiers has ended;
2) Follow the narrative evolution of AI Agent and bet on it, from the Launchpad platforms like Virtual, to the monolithic AI @aixbt_agent, then to the Eliza framework and protocol standards, and the subsequent Agent chaining, excellent projects will definitely appear at the point where the market sentiment is just hungry, just wait patiently;
3) You should know that this round of on-chain opportunities is not from FOMO, but from "trend" value investing, and right now we are at the beginning of the trend, if you choose FOMO, you have to endure the torment of the huge fluctuations in the early market, while choosing the intuitive judgment of the trend may have the opportunity to bet early and hold on. The early conspiracy group will use the K-line to write the script, targeting the pure FOMO group;
4) Good value targets are either discovered when no one cares (1-3M), or seen when they have already become a hot topic (20-50M), or have climbed to a high position (100M-500M) after the consensus is formed, it is recommended that newcomers put their hands in the early and mature stages, the waist projects exist in the torment of the secondary PVP stage, if you don't have absolute trend insight, you will eventually be left behind. It is recommended to control the position of waist projects below 30%.
5) A large number of projects will be quickly launched, you need to learn to make analogical judgments, such as Swarms Vs SNAI, Griffain Vs Neur, ARC Vs REI, there are many early technical subdivisions, through analogy, you can avoid FOMO at high positions, and also find the value projects; the right direction must have competitors;
6) The Twitter of @shawmakesmagic and the dynamics of the #ai16z official website contain a lot of opportunities, the teams and projects that can closely follow the ai16z coattails are not ordinary, and their chances of winning are much greater than randomly rushing into some projects without background and origin; the small bells add up, although Shaw is really talkative;
7) You must have your own technical aesthetics and trading instincts, and also have a set of sound trading disciplines, such as reducing positions when rushing to high positions, building positions when low, not too many portfolios, and not overweighting projects you don't understand, etc. Don't be afraid of missing out, the market chaos era of FOMO will definitely be a great sieve, the polarized performance will be very prominent, and the final profit locking shall prevail.
