Analysis of the four logics of catch the bottom AI Agent

Author: Haotian

What? Does bottom fishing still require logic? Yes, for new ordinary users, the ‘bottom fishing logic’ is important. Because before the main uptrend of the ‘Spring of the Chain’ really arrives, high volatility will be the norm. Next, let’s talk about how the AI Agent should bottom fish.

1) Find projects with strong consensus leaders

This type of project has a relatively high market heat, often the quickest to react during market surges, and also relatively strong in attracting funds during market downturns. The key is to withstand the test of time through multiple fluctuations. If it can remain stable within a certain market value range, large funds will generally favor such projects. At the same time, whether the entire track is truly initiated also depends on the attitude of these large blue-chip projects, such as: $AIXBT, #ai16z、 $arc 、#Griffain, #Virtual, $GAME, etc.; @aixbt_agent

2) Find projects that have a certain narrative uniqueness while also having continuous technological and application implementation

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

Because the narrative has to evolve, there is a Mindshare strongest in each subdivided narrative direction, for example, the $Focai of the “chained” track, the $BUZZ \ $NEUR of the DeFai track, the $HYPER/$AVA of the MetAiverse track, the $Dreams of the game track, the $SENTAI of the DePIN track, the $SPORE of the creative gameplay track, and so on.

3) Look for projects with clear business logic and roadmap

There is a type of project in the market that seems easy to understand at first glance, but relies on operational data growth performance. Therefore, such projects often have weak expectations but stable fundamentals. If the data growth performance can continue and the continuous operation service can be upgraded, 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 with potential major commercial expectations for the future

I am more optimistic about the follow-up performance of the members of the ai16z family bucket. After all, as a strongly associated project under the AI Agent major business IP, its development and evolution have a certain narrative leading role and there are significant changes.

For example, the story of $METAV may not have ended, once its narrative logic as AI PumpFun is realized, the potential will be great. 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 bottom-fishing strategies, such as oversold projects, fully washed-out projects, projects with healthy chip structures, projects supported by a large community, and old projects with a strong mindshare percentage, etc.

The above only shares several typical projects based on the AI Agent’s narrative development and evolution screening (incomplete mention, the comment section can be supplemented), for reference only, not as investment advice.

I hope everyone can sort out their own investment preference logic. In the direction of PVE value investment, the most afraid of pure PVP mentality, once they are separated from the understanding of the project’s development and evolution context, they are easily affected by short-term high volatility. Don’t forget that most fundamentally high-quality projects may not perform as well as strong institutional investors in the short term.