Reflections and actions on the current 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 pursuing PVE "value", the era of "mindless rushing" by 10U P small players is over;
2) Follow the narrative evolution of AI Agent and bet on it, from the launch platforms like Virtual, to the single 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, you may have the chance 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 become popular when seen (20-50M), or have reached 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 have a tormented 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 projects in the value trough; the right direction must have competitors;
6) There are a lot of opportunities hidden in @shawmakesmagic's Twitter and #ai16z official website dynamics, 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 little 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 FOMO period of the chaotic market era will definitely be a big wash, the polarized performance will be very prominent, and the ultimate goal is to lock in profits.
