AI Agent blossoms everywhere, how to catch the bottom?

What? Does catching the bottom still require logic? Yes, for ordinary users who are new to getting on board, the logic of catching the bottom is important. Because before the Main Rising Wave of the “on-chain spring” really arrives, high fluctuation will be the norm. Next, let’s talk about how AI Agent should catch the bottom.

1. Look for leading projects with strong consensus:

This type of project has a high market heat and often responds 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 stability within a certain market value range, large funds will generally favor such projects. At the same time, whether the entire track is truly activated also depends on the attitude of these large blue-chip projects, such as $AIXBT, #ai16z、 $arc 、#Griffain, #Virtual, $GAME, etc.

2. Look for projects with unique narrative qualities, while continuing to have technology and application landing:

The ceiling of frameworks and standards is high, but the problem lies in implementation difficulties. The progress of project technology can also be slow. If there is financial manipulation behind it, it is difficult for ordinary retail investors to make clear judgments. However, it is worth paying attention to projects that have clear Dev cards and unique narratives, because such projects require long-term observation and short-term noise may be greater.

Because the narrative needs to evolve, each sub-narrative direction has a strongest Mindshare, such as, the $Focai in the ‘chaining’ 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 seems easy to understand at first glance, but also relies on the growth performance of operational data. Therefore, these projects often have weak expectations but stable fundamentals. If there is a continuous increase in data performance and continuous upgrade of 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, and $WAVE is an AI automated trading agent one-click deployment platform, and so on.

4. Find projects that may have significant commercial expectations for future changes:

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

For example, the story of $METAV may not have ended yet, and once its potential as AI PumpFun is realized, it will be significant. 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 logics, such as projects with oversold conditions, projects with sufficient washing of positions, projects with healthy chip structures, projects with substantial community support, and old projects with extremely strong mindshare.

The above are just a few typical projects selected for narrative development and evolution by my personal AI Agent, for reference only, not for investment advice.

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