Before the next AI Agent craze arrives, please be a "scumbag"

Written by: Haotian

Before the next wave of AI Agent craze, ordinary retail investors need to "reversed" investment thinking. Personal suggestions are for reference only:

1. Fomo chases the "Speed ​​Traffic" project: the project can be launched by Sumo either Dev high control, or a conspiracy group seized the bargaining chip in the early stage. In this case, Fomo chases the rise and will likely contribute short-term liquidity (rushing to the top of the mountain) .

Even if the project has continued to be popular, there will be opportunities for the second and third stages in the future, the mentality test faced by most people is not proportional to the opportunity cost. It is better to wait for the next wave of early alpha opportunities, or find potential projects that have not yet been discovered by value. ;

2. Invest purely based on Dev qualifications, Github Repo, and project narrative: on-chain investment projects, without VC's "real money" investment as endorsement, Dev's qualifications and Github warehouse level have become the biggest reference benchmark, but don't forget Dev qualifications, Github star labels, etc. are easily mixed with moisture. If it is really valuable, it will be too late to get on the car if the market Fomo is finished.

Learn from the previous lessons of the previous wave of reshuffle, at least one project Build high threshold condition should be added to these value evaluation factors. After all, the starting technology and operation threshold of value projects must not be low;

3. The expected pricing valuation will be locked at $300 million to $500 million: You should know that the chance of finding Alpha on the chain is that it removes the upstream exit pressure of VCs and early participants. If Fomo is on the rise, it will be more than 50m or even Projects worth more than 100 million to 500 million are irrational.

Unless you think there will be targets with 500 million benign value support on the chain in the short term, or you are sure that this project has 3-5B room. Obviously, the short-term track on the AI ​​Agent chain is not mature at all, just @aixbt_agent

The application scenarios have been implemented, but the upper limit of commercial imagination is also needed. In short, don’t bring the CEX coin selection valuation standard of 500M-5B in the previous cycle to the chain;

4. Dividing positions that are scattered and do not understand: The logic of dividing positions is to concentrate the chips on valuable supported currencies as much as possible, so that such a large plunge and retracement is confident that you can survive until the rebound. If you have not studied it in your hands and have many asset targets for various PVPs, you are likely to suffer major losses due to excessive junk assets. The key is that you may lose confidence in the track and be persuaded to withdraw.

Appropriate position division and timely adjustment may not lead to greater profits, but it can stabilize the opportunity to survive for a longer time;

5. Always "format" a certain currency: In the early stages of the development of the AI ​​Agent industry, the certainty is very weak, and there are many asset targets. There will inevitably be a large number of assets that are just a waste of money in value assets. Assets, diamond hands lost not only the principal, but also other better opportunities in the entire track.

In the early stages of the track, it is definitely correct to use the "scumbag thinking" in the transaction. Of course, it would be better to constantly raise the aesthetics in the process to establish your own core value currency position. After all, it is always a scumbag, and it is not easy to feel good after PVP for a long time.