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

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

1) Give up the idea of on-chain PVP. From the AI MEME stage to the AI infra stage, the investment logic has long become the pursuit of PVE "value". The era of "mindless rush" of 10U P players is over;

2) You should bet on the evolution of AI Agent, from Launchpad platforms such as Virtual, to @aixbt_agent single AI, to Eliza framework and protocol standards, and then Agent chaining. Excellent projects will definitely appear at the point where the market is hungry for them. You just need to wait patiently.

3) You should know that this round of on-chain opportunities does not come from Fomo, but from "trend" price investment. At this moment, we are just in the early stage of the trend. If you choose Fomo, you have to endure the torment of huge fluctuations in the early market. Only by choosing intuitive judgment of the trend can you place a heavy bet in the early stage and hold it. The early conspiracy groups will use K-line to write scripts, targeting the pure Fomo group;

4) Good value targets are either unpopular when discovered (1-3M), or have become popular when discovered (20-50M), or have climbed to a high level (100M-500M) after consensus is formed. It is recommended that newcomers invest in early and mature projects. Mid-level projects have a painful secondary PVP stage. If you do not have absolute trend insight, you will be thrown off the train sooner or later. It is recommended that the position of mid-level projects be controlled below 30%.

5) It is obvious that a large number of projects will be released quickly. You must learn to make analogical judgments, such as Swarms Vs SNAI, Griffain Vs Neur, ARC Vs REI. There are many directions for early technology segmentation. By making analogies, you can avoid Fomo at a high level and find projects with low value. In the right direction, there will definitely be competitors.

6) @shawmakesmagic’s Twitter and #ai16z official website dynamics contain a lot of opportunities. The teams and projects that can hold on to ai16z are definitely not ordinary people, and they will have a much greater chance of winning than randomly rushing into some projects with no background and origin; Xiaodingdang adds up, even though Shaw is really talkative;

7) You must have your own technical aesthetics and trading intuition, and at the same time, you must have a set of sound trading disciplines, such as reducing positions when rushing to highs, building positions when lows, not having too many portfolios, not holding heavy positions in projects you don't understand, etc. Don't be afraid of missing out. In the era of market chaos, the Fomo period will definitely be a big wave, and the polarization performance will be very prominent. You can lock in profits in the end.