A brief analysis of the four logics of the bottom-fishing AI Agent

Author:Haotian

What? Bottom-fishing requires logic? Yes, for ordinary users who are new to the market, "bottom-fishing logic" is very important. Because before the main rising wave of "Spring on the Chain" really arrives, high volatility will be the norm. Next, let's briefly talk about how AI Agent should bottom-fish?

1) Find leading projects with strong consensus

This type of project has a high market popularity and often reacts the fastest when the market soars, and has relatively strong follow-up funds when it plummets. The key is that after experiencing the test of multiple fluctuations, if it can still stabilize within a certain market value range, generally large funds will favor such projects. At the same time, whether the entire track is truly launched also depends on the attitude of these large blue-chip projects, such as: $AIXBT, #ai16z, $arc, #Griffain, #Virtual, $GAME, etc.; @aixbt_agent

2) Look for projects that have a certain narrative uniqueness and have continuous technology and application implementation

The ceiling of frameworks 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 also be very slow. If there is capital manipulation behind it, it is difficult for ordinary retail investors to make a clear judgment. However, some projects with clear Dev and unique narratives are worth paying attention to, because such projects need to be observed in the long term, and the short-term noise will be greater.

Because narrative needs to evolve, each narrative sub-direction has the strongest Mindshare, for example, $Focai in the "chainization" track, $BUZZ \ $NEUR in the DeFai track, $HYPER / $AVA in the MetAiverse track, $Dreams in the game track, $SENTAI in the DePIN track, $SPORE in the creative gameplay track, and so on.

3) Look for projects with relatively clear business logic and roadmap

There is a type of project in the market that is easy to understand at first glance, but it depends on the growth performance of operational data. Therefore, the expectations of this type of project are often not strong but the fundamentals are stable. If you can continue to see data growth performance and continuous operational service upgrades, it is 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 an AI automated trading agent one-click deployment platform, etc.

4) Look for projects that may have significant business changes in the future

I am optimistic about the subsequent performance of the ai16z family members. After all, as a strongly related project under the AI Agent big commercial IP, its development and evolution has a certain narrative leading role, and there will be relatively large changes.

For example, the story of $METAV may not be over yet, and once its narrative logic as AI PumpFun is realized, it will have great potential.

If #DegenAI has an outstanding user experience after product delivery, the market value difference with other similar products will be quickly filled, after all, it is a member of the whole bucket. For example, #Zerebro, which originally had a very good business path, but the secondary trend was very contrasting.

above.

Of course, there are other investment-oriented bottom-picking logics, such as oversold projects, fully washed-out projects, projects with a healthy chip structure, projects with large community support, old projects with a strong mindshare ratio, etc.

The above only shares some typical projects that I have personally screened based on the development and evolution of AI Agent narratives (incomplete mention, you can supplement it in the comment area). It is for reference only and is not an investment advice.

I hope everyone can sort out their own investment preference logic. In the direction of PVE value investment, the most feared is the pure PVP mentality. Once you are out of the understanding of the development and evolution of the project, you will be easily affected by short-term high volatility. Don't forget that most projects with good fundamentals may not perform as well as strong market makers in the short term.