Author:Haotian

The AI Agent market is falling like a dark cloud over a city, making people feel heartbroken and desperate. Everyone wants to know what happened. Unfortunately, no one can answer this question. Here we will analyze the unfavorable factors currently facing the AI Agent market, as well as some Holder operation guidelines for future market conditions for reference:

Disadvantages:

1) The disruption and bloodsucking of $TRUMP coins disrupted the rhythm of AI Agent’s narrative evolution, which is undoubtedly the biggest external factor. Due to the lack of liquidity on the chain itself and the blockage of CEX, after a large number of celebrity MEME coins appeared, most people would Fomo sell their AI Agent holdings to chase new coins. This cycle destroyed the stable sedimentation and development environment of AI Agent;

2) The short-term "fast-pass" MEME asset issuance method has lost its value anchor, which is an internal factor that cannot be ignored. On the one hand, the AI Agent narrative has evolved too quickly. In just three months, it has gone from pure AI MEME to single AI, framework standards, DeFai, MetAiverse, GameFai and other subdivided tracks. There is simply not enough time to build technical value support and implement it;

On the other hand, without the premise of value-supported hype, "speed pass" has become the inevitable path for most projects. Just because the Dev provides a Github Repo and vision statement, you can speed pass to 50m-300m? This makes the project lose its real value judgment and can only operate based on some PVP one or two stage methodologies. In the end, many good projects are faced with the dilemma of being smashed to pieces after speed pass. At this time, it is probably difficult to rely on Dev to promote it;

Of course, there are also the overall market downturn due to macro factors, the collective withdrawal of liquidity from high-risk preference assets on the chain, and so on.

In short, both external and internal unfavorable factors have turned a new AI infrastructure market that was originally expected to have PVE value judgment standards into an indiscriminate PVP Gambling market. The current despair, suffering and helplessness are proof of all this.

Reference Guide for Aftermarket Operations:

After clarifying the big picture, it should be clear that it is meaningless to worry about whether the AI Agent track will return to zero. Because good PVE targets will only "hibernate" in the short term due to the pressure of the overall environment, and bad PVP targets may also be reshuffled from the many assets on the verge of zeroing out and "resurrect". So, what should we do next?

1) Look for good targets with anchored value support. Yes, you have to find gold in the garbage dump. In an upward trend, everyone is doing fast-forwarding. Junk projects may also be hyped up by conspiracy groups, which will cover up the inherent brilliance of good assets. However, in a downward trend, the possibility of value targets "emerging" is greater. For example, look for projects that are still building and generating benefits in a big crash environment, look for good projects whose Dev can continue to innovate regardless of the secondary passive environment, and look for projects whose on-chain currency holding addresses are still increasing in a continuous decline, etc.

2) Organize your portfolio, give up your fantasy of junk assets, and switch to value coins. You must understand that even if AI Agent makes another strong comeback, some junk assets will definitely become abandoned, and only projects with value support can make a comeback. It is just right to take advantage of the plunge to reduce the scope of your holdings and focus on some high-value assets, which at least has the possibility of making a profit. For details, please refer to the previously shared logic of splitting positions.

3) Stop Fomo's new fast-pass project. When the entire track is going down, what reason do retail investors have to believe that a project with a value of hundreds of millions of dollars is rational? What's more, there is not much difference between the fast-pass project on the strong chain and the high FDV VC coin projects on the exchange. The big opportunity on the chain refers to the opportunity to discover high-quality Alpha projects one step ahead of others. The risk of entering Fomo is more dangerous than the secondary market.

4) Sit back and wait for the flowers to bloom. The AI Agent track is of lasting significance to Crypto, and the general trend is unlikely to change. I have repeated my views many times in previous articles, so I will not repeat them here. If you can do 1, 2, and 3, you just need to wait for the opportunity, nothing else.