AI Agent blossoming everywhere. How to catch the bottom?

What? Does catching the bottom require logic? Yes, it is important for new users who want to get on board to have the logic of catching the bottom. Because before the Main Rising Wave of the ‘on-chain spring’ truly arrives, high fluctuation will be the norm. Next, let’s talk about how the AI Agent should catch the bottom.

1）Find consensus-strong leading projects:

This type of project has a high market heat and often reacts the fastest during market surges. It also has relatively strong funding support during market downturns. The key is to withstand multiple fluctuations over time. If it can maintain a stable market value within a certain range, large funds will generally favor such projects. At the same time, the true launch of the entire track also depends on the attitude of these large blue-chip projects, such as $AIXBT, #ai16z、 $arc 、#Griffain, #Virtual, $GAME, etc.

2）Find projects with a certain narrative uniqueness, while continuously having technological and application landing.

The ceiling of frameworks and standards is high, but the problem is the difficulty of implementation. The progress of project technology will also be slow. If there is fund manipulation behind it, ordinary retail investors will find it difficult to make clear judgments. However, it is worth paying attention to some projects with clear Dev and unique positioning narratives, because this type of project requires long-term observation, and short-term noise will be greater.

As the narrative evolves, each sub-narrative direction has a strongest Mindshare, such as, $Focai in the “Chained” track, $BUZZ \ $NEUR in the DeFai track, $HYPER / $AVA in the MetAiverse track, $Dreams in the gaming track, $SENTAI in the DePIN track, $SPORE in the creative gameplay track, and so on.

3. Find projects with relatively clear business logic and Roadmap:

There is a type of project in the market that appears to be easily understood at first glance, but relies on operational data growth performance. Therefore, these types of projects often have weak expectations but stable fundamentals. If there is continuous growth in data performance and continuous upgrades in operational services, 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, and so on.

4. Look for projects with potentially significant commercial expectations in the future:

I am more optimistic about the future performance of the entire ai16z family, after all, as a strongly associated project under the AI Agent’s major commercial IP, its development and evolution have a certain narrative leading role, and there are relatively big fluctuations.

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

#DegenAI 若在产品交付后有出彩的体验表现，和其他同类型产品的市值差异很快会被填补，毕竟是全家桶成员 Buff 加持。又比如，原本商业路径一片大好，但二级走势却很反差的 #Zerebro, etc.

Above.

Of course, there are other investment-oriented catch the bottom strategies, such as oversold projects, fully washed projects, projects with a healthy chip structure, projects supported by a large community, and old projects with a strong Mindshare dominance, etc.

The above is only a sharing of several typical projects based on the development and evolution of AI Agent narrative, for reference only, not as investment advice.

I hope everyone can sort out their own investment preference logic. In the PVE value investment direction, the most feared mentality is pure PVP. Once you lose the understanding of the development and evolution of the project, you are easily influenced by short-term high Fluctuation. Don’t forget that most fundamentally sound projects may not perform as well in the short term as strong institutional plates.