Cold thinking and hot actions of AI Agent surfing on the chain: develop trading discipline and learn to draw inferences from one example

Cold thoughts and hot actions on this wave of on-chain AI Agent surfing:

1. Give up the idea of ​​on-chain PVP. From the AI ​​MEME stage to AI infra, the investment logic has already become the pursuit of PVE "value". The era of "brainless" 10U P teenagers is over;

2. Bet along the narrative evolution of AI Agent. From Launchpad launch platforms like Virtual, to @aixbt_agent single AI, to the Eliza framework and protocol standards, and the subsequent Agent chaining, excellent projects must appear in When the market happens to be emotionally hungry, just wait patiently;

3. You must know that the opportunities in this chain do not come from Fomo, but from "trend" price investment. At this moment, we are just in the early stage of the rising trend. If you choose Fomo, you will have to endure the huge fluctuations in the early market. Only by choosing intuitive judgment on trends can you make big bets early and hold on to them. In the early days, the cabal would use K-line to write scripts, targeting the pure Fomo group;

4. A good value target is either not noticed when it is discovered (1-3M), or it has become a popular fried chicken (20-50M) when it is discovered, or it has climbed to a high level (100M-500M) after the consensus is formed. It is recommended that Newcomers place their timing in the early and mature stages. The waist project has a torturous secondary PVP stage. If you don’t have absolute trend insight, you will be thrown off sooner or later. It is recommended that the waist project position be controlled below 30%.

5. It can be seen with the naked eye that large-volume projects will be released quickly. You have to learn to make analogous judgments, such as Swarms Vs SNAI, Griffin Vs Neur, ARC Vs REI. There are many directions for early technology segmentation. Through analogies, you can avoid Fomo at a high level, and also Projects with low value can be found; in the right direction, there will definitely be competing products;

6. There are a lot of opportunities in @shawmakesmagic’s Twitter and #ai16z official website updates. Teams and projects that can embrace ai16z are by no means ordinary people. They will have a greater chance of winning than randomly rushing into projects without background and origin; The little bells add up, even though Shaw is really chatty;

7. You must have your own technical aesthetics and trading intuition, and at the same time, you must have a set of stable trading disciplines, such as rushing to reduce positions at high prices, building positions at low prices, not having too many portfolios, not taking heavy positions in projects you do not understand, etc. Don't be afraid of missing out. During the FOMO period, when the market is in chaos, there will definitely be big waves, and the polarization will be very prominent. The final profit will be locked in.