Original | Odaily Planet Daily (@OdailyChina)
Author | Asher (@Asher_0210)
Influenced by the news last night that Coinbase added MOODENG to its listing roadmap, today's popular "animal-themed" Meme has seen a good increase, among which FRED, highlighted last week, performed well with a daily increase of nearly 100%. Did you profit from this wave?
Recently, after communicating with some big players in Meme trading, I gathered the following insights to share:
Currently, there are three sectors in Meme worth focusing on and allocating some positions: AI, animals, and science;
When trading Meme, never touch contracts; a 10% rise or fall can happen in minutes;
If PVP is not suitable, don’t always think you can catch a "big golden dog" for a windfall; honestly research secondary "entry" opportunities;
Seriously research promising projects and "increase positions in batches aggressively."
In this round of the bull market, Meme coins, as one of the most watched sectors, have sparked daily discussions among group members on questions like "which projects to focus on," "what is a suitable buying price," and "when is the right time to sell." To this end, I will share weekly Meme projects worth focusing on and review the performance of last week's projects. Let’s embrace the Meme craze together.
Summary of Meme Holdings Last Week
ai16z Series (ai16z, ELIZA, degenai)
Price Performance:
For the three projects in the ai16z series, we focused on analyzing ai16z and ELIZA last week. According to GMGN data, after a week, ai16z has risen nearly 60% compared to last week's recommendation (from a market cap of $240 million to $380 million); ELIZA has increased by 55% (from a market cap of $20 million to $31 million).
Project Updates:
- Yesterday, the ELIZA framework v 0.1.5 was updated and released, bringing about 300 new changes and features to the ELIZA agent.
- Last weekend, ai16z held a Hacker House event in Shanghai, which received high praise from attendees.
Current View:
Buy more as ai16z dips, hold ELIZA for the long term, currently at a market cap of $100 million. The AI + Meme, or AI Agent + Meme concept is the direction I am most optimistic about right now, and if I had to choose the best project in this concept, it would be ai16z. Although there was a previous "ELIZA case sensitivity incident" (which was explained in the last article regarding some community misunderstandings), currently both the community discussion atmosphere and the update speed of the ai16z team show potential to become a leader.
FRED
Price Performance:
According to GMGN data, influenced by the news last night that Coinbase added MOODENG to its listing roadmap, FRED saw a daily increase of nearly 100%, but has since retraced, currently reported at $0.08, with a market cap of $80 million.
Project Updates:
Aside from the community continuously speculating about its listing on Binance, there have been no major updates regarding the animal-themed Meme project itself. However, from the holding perspective, last week there was still a reduction in the top holding address of PNUT while increasing its position in FRED.
Current View:
Hold firmly and buy more on dips. For the animal-themed Meme, FRED's market cap is currently less than $100 million, making it worth betting on a "multiple-fold" return. Additionally, the correlation between PNUT and FRED addresses is very strong; if you are optimistic about PNUT's future price, FRED may perform even better. Be patient and wait for good news.
Key Focus List for This Week
Ban
Project Introduction:
Ban is a Meme coin featuring an image of a "banana taped to a wall" (for specific project analysis, refer to: Banana Taped to Wall, Can the Art and Fruit Combination Concept Meme Coin Ban Be Entered?).
Reasons for Optimism:
A Meme coin combining the concepts of art and fruit, and the image itself is easy to spread;
The backing of Elon Musk and Sun Yuchen, whether it’s Musk previously retweeting a large Banana sculpture alongside SpaceX's Starship with a "laugh-cry" emoji response, or Sun Yuchen buying Maurizio Cattelan's iconic work "Comedian" for $6.2 million and eating the "banana," will continuously generate hype for Ban.
Since Ban has launched on Binance contracts, similar to most Meme coins listed on Binance, the price has continued to decline after launch, and Ban has not yet seen a clear price reversal signal. Therefore, I am considering buying in batches around $0.1 (corresponding to a market cap of $100 million).
Price Performance:
According to GMGN data, BAN's market cap fell from a peak of over $320 million to a low of $114 million, currently at $140 million.
Contract Address:
9PR7nCP9DpcUotnDPVLUBUZKu5WAYkwrCUx9wDnSpump
MAX
Project Introduction:
MAX is an AI Agent for Bitcoin enthusiasts issued by the Oraichain team. The corresponding virtual image is shown above, depicting a black-haired girl with arms marked with the BTC logo.
Reasons for Optimism:
A Meme project issued by the legitimate AI project Oraichain team, with its token ORAI currently having a market cap of $200 million (Odaily Planet Daily note: Oraichain is a smart and secure solution for Web3, scalable Dapps, and decentralized AI, with themes of high interoperability AI Layer 1, scale-up with Layer 2 solutions, verifiable and trustless AI execution, decentralized data and AI platforms, and highly applicable standardized protocols);
On the night of MAX token issuance, a Space hosted by Oraichain's official Twitter attracted over 7,200 listeners, with a 24-hour trading volume exceeding $63 million;
The ORAI token currently supports cross-chain to the Solana chain, and MAX, as its officially issued AI Agents, has potential speculative space.
Price Performance:
According to GMGN data, MAX's market cap fell from a peak of over $15 million to a low of $1.9 million, currently at $2.2 million. (Due to the relatively low market cap, there is a high risk of going to zero.)
Contract Address:
oraim8c9d1nkfuQk9EzGYEUGxqL3MHQYndRw1huVo5h
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