A brief analysis of the four logics of bargain hunting AI Agent

Author: Haotian

What? Do you need logic to buy the bottom? Yes, for ordinary users who are new to the market, the "low-price buying logic" is very important. 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

This type of project has high market popularity and is often the quickest to respond when the market surges. There will also be 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.; @aixbt_agent

2) Find projects that have a certain narrative uniqueness, and at the same time continue to have technology and applications implemented.

The ceiling of the framework and standards is the highest, but the problem is that it is difficult to grasp the implementation, and the technical progress of the project will be very slow. If there is financial manipulation behind it, it will be difficult for ordinary retail investors to make clear judgments. Some projects with well-known Devs and unique narratives 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 $Focai on the "chain" track, $BUZZ \ $NEUR on the DeFai track, and $HYPER / $AVA on the MetAiverse track. , $Dreams in the game track, $SENTAI in the DePIN track, $SPORE in the creative gameplay track, etc.

3) Find projects with relatively clear business logic and roadmap

There is a type of project on the market that is easy to understand at first glance, but it suffers from operational data growth performance. Therefore, this type of project often has low expectations but stable fundamentals. If it can continue to see data growth performance and continue to operate and service upgrades, it will Worth paying attention to.

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 am more 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, and once its narrative logic as AI PumpFun is realized, its potential will be great. In the same way,

#DegenAI If there is an outstanding experience after the product is delivered, the market value gap with other similar products will soon be filled. After all, it is the Buff blessing of Family Bucket members. 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, projects with huge community support, old projects with a strong Mindshare share, etc.

The above only shares some of the more typical projects selected by individuals based on the development and evolution of AI Agent narratives (these are not fully mentioned and can be added in the comment area). 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 Qiangzhuang in the short term.