Original | Odaily Planet Daily (@OdailyChina)
Author | Asher (@Asher_0210)
Influenced by the news last night that Coinbase added MOODENG to its listing roadmap, today’s popular “Animal Series” Memes have seen a good increase. Among them, the one that performed well was FRED, which was highlighted last week. The highest daily increase was nearly 100%. Did you make any profit from this wave of profits?
Recently, I talked with some meme experts and got the following experience, which I would like to share with you:
Currently, there are three sectors in Meme that deserve special attention and positions, namely AI, animals, and science;
Don’t touch the contract when speculating in memes. A 10-point increase or decrease can happen in a matter of minutes.
If you are not suitable for PVP, don't always think about catching the "big golden dog" and getting rich overnight. Study the second chance to "get on board" honestly;
Carefully research promising projects and “work hard in batches.”
In this round of bull market, Meme coin is one of the most concerned sectors. Questions such as "which projects to pay attention to", "what is the suitable price to buy", and "when is the right time to sell" have become hot topics for group members to discuss every day. For this reason, I will share with you the Meme projects that deserve special attention every week, and review the performance of the projects that I paid attention to last week. Let us embrace the Meme craze together.
Last Week's Meme Summary
ai16z series (ai16z, ELIZA, degenai)
Price performance:
For the three projects in the ai16z series, we focused on analyzing ai16z and ELIZA last week. According to GMGN data, after a week, ai16z rose by nearly 60% compared to last week's recommendation (market value increased from US$240 million to US$380 million); ELIZA rose by 55% compared to last week's recommendation (market value increased from US$20 million to US$31 million).
Project News:
1. Yesterday, ai16z's ELIZA framework v 0.1.5 was updated and released. This update brought about 300 new changes and features to the ELIZA agent.
2. Last weekend, ai16z held a Hacker House event in Shanghai, which was highly praised by the participants.
Current Views:
The more ai16z falls, the more I buy. ELIZA is a long-term holding with a current market value of $100 million. AI+Meme, or AI Agent + Meme concept, is the direction I am most optimistic about at the moment. If I were to choose the most promising project in this concept, it would be ai16z. Although there was the "ELIZA capitalization incident" before (some misunderstandings in the community were also explained in the previous article)", at present, whether it is the community discussion atmosphere or the update speed of the ai16z team, it has the potential to become a leader.
FRED
Price performance:
According to GMGN data , affected by the news that Coinbase added MOODENG to its listing roadmap last night, FRED's highest intraday increase was nearly 100%, but it is currently falling back and is currently reported at US$0.08, with a market value of US$80 million.
Project News:
Apart from the community's continued hype about listing on Binance, there has been no major developments in the Animal Meme project itself. However, from the perspective of holdings, last week, the top holding addresses of PNUT still reduced their holdings and increased their holdings of FRED.
Current Views:
Hold firmly, and add to the position when the price drops. For animal memes, the current market value of FRED Raccoon is less than $100 million, which is worth a "several times" return. In addition, PNUT is highly correlated with FRED's address. If you are optimistic about the subsequent price of PNUT, FRED may have a more impressive performance. Be patient and wait for good news.
This week's focus list
Ban
Project Introduction:
Ban is a meme coin with the image of a “banana on the wall” ( for specific project analysis, please refer to: Banana on the wall, a combination of art and fruit concept. Can the meme coin Ban be included? ).
Reasons for optimism:
1. Meme coin with artwork concept + fruit concept, and the image itself is easy to spread;
2. The support of Musk and Justin Sun, whether it is Musk's previous retweet of the photo of the large Banana ornament and the SpaceX starship released by the Polaris content director on X, and responding to the "laughing and crying" expression, or Justin Sun's purchase of Maurizio Cattelan's iconic work "Comedian" for US$6.2 million and eating the "banana", will continue to create heat for Ban.
Since Ban was listed on Binance Futures, and the meme of most of the products listed on Binance Futures is similar, the price continued to fall after the listing and Ban still did not see any obvious price reversal signals, so he considered buying in batches around US$0.1 (corresponding to a market value of US$100 million).
Price performance:
According to GMGN data , BAN's market value fell from a peak of over $320 million to a low of $114 million. Its current market value is $140 million.
Contract address:
9PR7nCP9DpcUotnDPVLUBUZKu5WAYkwrCUx9wDnSpump
MAX
Project Introduction:
The Bitcoinist AI Agent released by the Oraichain team. The corresponding avatar of MAX is shown in the picture above, which is a black-haired girl with a BTC logo printed on her arm.
Reasons for optimism:
1. Meme project issued by the Oraichain team, a formal AI project. Currently, the market value of its token ORAI is as high as 200 million US dollars (Odaily Planet Daily Note: Oraichain is an intelligent and secure solution for Web3, scalable Dapps and decentralized AI. The themes of its technology and adoption strategy are: AI Layer 1 with high interoperability, Scale-up with Layer 2 solutions, verifiable and trustless AI execution, decentralized data and AI platform, and highly applicable standardized protocols);
2. On the night of MAX token issuance, Space, hosted by Oraichain’s official Twitter account, attracted over 7,200 listeners and had a 24-hour trading volume of over $63 million;
3. ORAI tokens currently support cross-chain to Solana chain, and MAX, as its officially issued AI Agents, has potential for hype.
Price performance:
According to GMGN data, MAX's market value fell from a peak of over $15 million to a low of $1.9 million, and is currently worth $2.2 million. (Due to its relatively low market value, the risk of returning to zero is high.)
Contract address:
oraim8c9d1nkfuQk9EzGYEUGxqL3MHQYndRw1huVo5h
