GuShiio.com The new AI infrastructure market, which was originally expected to have PVE value criteria, has become an indiscriminate PVP Gambling market.
Author: Haotian
Falling endlessly, the entire AI Agent track is like a dark cloud pressing a city, making people feel heartbroken and desperate so they can’t breathe. Everyone wants to know, what happened? Very helpless, no one can answer this question. Here is an analysis of the current unfavorable factors facing the AI Agent track, as well as some Holder aftermarket operation guidelines for reference:
Disadvantages:
1) The disruptive blood-sucking of $TRUMP coins breaks the rhythm of the narrative evolution of AI Agents, which is undoubtedly the biggest external factor. Due to the lack of liquidity in the chain itself and the blocking of CEX, after a large number of celebrity MEME coins appeared, most people would sell their AI Agent positions to chase the new coins. This reciprocation destroys the stable precipitation development environment for AI Agents;
2) The short-term “quick-flow” MEME-based asset issuance method has lost its value anchor, which is an internal cause that cannot be ignored. On the one hand, AI Agent evolution is too fast. In just three months, it has gone from pure AI MEME to single AI, framework standard, DeFai, MetAiverse, GameFai and other sub-tracks. There is not enough time to Build technology value support and implementation.;
On the other hand, under the premise of no value to support hype,”quick flow” has become the inevitable path for most projects. Just because of a Github Repo and vision statement provided by Dev, can you quickly reach 50 -300 meters? This makes the project lose its true value judgment and can only be operated based on some PVP one-paragraph methodology. In the end, many good projects faced the dilemma of being smashed into pieces after being quickly opened. At this time, it would be difficult to rely on Dev to promote them;
Of course, there are also reasons for the downward trend of the overall market under macro factors, the collective withdrawal of liquidity from high-risk-preferred assets on the chain, and so on.
In short, unfavorable factors such as external and internal factors have turned a new AI infrastructure market that was originally expected to have PVE valuable evaluation criteria into an indiscriminate PVP Gambling market. The current despair, suffering and helplessness prove all this.
Reference guide for aftermarket operations:
After clarifying the background of Chu University, it should be clear that it is meaningless to ask the AI Agent whether the track will be zeroed. Because good PVE targets will only “hibernate” in the short term due to environmental pressure, and poor PVP targets may also shuffle out of many assets on the verge of returning to zero and create a “fake corpse”. So, what should we do next?
1) Looking for a good target for value anchoring support, that is, looking for gold in the garbage dump. Under the upward trend, quick flow is implemented, and garbage projects may also be hyped up by the cabal, which will cover up the original brilliance of assets. However, under the downward trend, there is a high possibility that the value target will “emerge”, such as: Find projects that continue to build and make good profits in the context of a major downturn, find good projects that Dev can continue to innovate regardless of the secondary passive environment, find projects that continue to decline and continue to increase the number of coin holding addresses on the chain, etc.
2) Regulate your Portfolio, decisively give up the illusion of junk assets, and exchange value currencies. It is important to understand that even if AI Agents make another strong comeback, some junk assets will definitely become abandoned, and only projects with value support can be restored. Just in time for the plunge, I narrowed my position and focused my bullets on some high-value assets, which at least has the possibility of recouping costs. For details, please refer to the previously shared warehouse division logic
3) Stop the Fomo New Speed Connect project. When the entire track is down, what reason do retail investors have to believe that the value of a project that has reached hundreds of millions of speed is rational? What’s more, there is not much difference between high-FDV VC coin projects on the strong chain and high-FDV VC coin projects on the exchange. Chain opportunities refer to the opportunity to discover high-quality Alpha projects quickly. The risk of Fomo entering the market is more dangerous than Level 2.
4) Sitting and waiting, waiting for the flowers to bloom, the significance of the AI Agent track to Crypto will last forever, and the big trend will not change. I have repeated my views many times in previous articles, so I won’t go into them. If you can do all 1, 2, and 3, you just have to wait for the opportunity, nothing else.
