Full record of Odaily editorial department's Meme operations (January 8)

Odaily资深作者

2025-01-08 09:16

This article is about 853 words, reading the full article takes about 2 minutes

Either invest in the ones with the sexiest narrative, regardless of the price ceiling, or invest in the ones with low positions but with background or belonging to the core narrative.

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Either invest in the ones with the sexiest narrative, regardless of the price ceiling, or invest in the ones with low positions but with background or belonging to the core narrative.

This new column is a sharing of real investment experiences by members of the Odaily editorial department. It does not accept any commercial advertisements and does not constitute investment advice (because our colleagues are very good at losing money) . It aims to expand readers' perspectives and enrich their sources of information. You are welcome to join the Odaily community (WeChat @Odaily 2018, Telegram exchange group , X official account ) to communicate and complain.

The data on Meme price, market value, holdings, etc. involved in this article are all from GMGN .

Recommended by: Leo (X: @LeoAndCrypto )

Introduction : The contract for making money from hair loss, the contract for making money from Meme loss (just for the small market value Meme, who doesn’t eat dumplings during the Chinese New Year~)

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I bought COOKIE without thinking. I first discovered cookie.fun in November, but didn’t buy the coins. Later I bought some at around 0.17, and then added a little more when it rose to around 0.4. I am ready to become a diamond trader.
I saw an article about DeFi AI on Monday, bought some NEUR and ANON at noon, and bought GRPH on Monday night. Currently, NEUR is not bad, GRPH and ANON have fallen back, but the market value of ANON is almost 200 million, so I am ready to find an opportunity to run.
Focusing on ALR , PPCOIN and Lexicon in recent days. They fell yesterday, I will look for opportunities to buy them later.

Recommended by: golem (X: @web3_golem )

Introduction : Bitcoin ecosystem catcher, Meme trainee, player who never gets to eat the heat

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BUZZ is currently considered the leader of DeFi AI agents. After the opening of the market, it was listed at a market value of 37 million, and then doubled. Because BUZZ announced today that it will cooperate with zerebro on cluster communication infrastructure, the market value has risen to a maximum of 100 million. But I personally think it has not reached the top. The highest valuation ceiling of the AI Agent track is the framework and infrastructure. If BUZZ chooses to do DeFiAI infrastructure, the market value will at least reach 200 million US dollars. I continue to be optimistic.
In addition to BUZZ, the DeFi AI field also holds HTERM. Narrative is a multi-chain AI agent on Solana and base. The founder is the chief data scientist of ConsenSys, but its value has not yet been discovered.

Recommender: Nan Zhi (X: @Assassin_Malvo )

Introduction : On-chain player, data analyst, plays everything except NFT

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In my personal opinion, AI track tokens and projects have several core characteristics: "difficult to verify", "no one uses it", and "serious homogeneity". Therefore, the price is positively correlated with the "narrative size" and "project background", and has nothing to do with practicality or community.

Therefore, either invest in the project with the sexiest narrative (basically without considering the price ceiling), or invest in a low-priced project that has a background or belongs to the core narrative.

In my article yesterday, " AI projects are becoming more homogeneous, and this week's quick review of the pros and cons is as follows ", you can find some of the second category of projects mentioned above. My current manual holdings include Aimonica, CATG, BUZZ, Focai, ELIZA, SANDY, and degenai (balanced narrative and cost-effectiveness).