GOAT is the BTC of the AI track.

I entered with 200 million, planning to exit in batches at 400 million to 600 million, with a position of several million USDT. Subsequently, GOAT rose to 1.3 billion, and now it has retraced to around 600 million, which looks good from the K-line perspective.

The reason I exited at that time was purely because it was a MEME trade, but times have changed; AIMEME has become unstoppable. This sector, including VIRTUAL and AI16Z, has real substance, and there will be more exciting AGENTS emerging in the future.

Logically, the stronger the application, the larger the ecosystem, but the more this is the case, people will ultimately face a dilemma: which AGENT to buy among the increasing options? None are good for long-term holding, as there will always be stronger ones emerging compared to functionality.

This is similar to BTC; ETH has many functions, EOS claims to be stronger, and MOVE's mainnet hasn't even launched yet but is already worth tens of billions. After all this time, the strongest will still be BTC, which appears to have no functionality.

GOAT is the leader that ignited the AI AGENT track. Initially, I thought A16Z was just playing around, but searching for various statements from the founder of AI16Z on YOUTUBE shows a high frequency of mentions. At the same time, it is also a front position for WINTERMUTE's market-making, making it a MEME that won't go to zero.

I believe the market needs some time to recognize who the leader in the AI AGENT/AI MEME track is.

There won't be a second GOAT; it is the igniter and unexpectedly emerged after months of AI chatting with each other.

Friends in the group can look back at the chat; I value originality. AI AGENT has been hot for so long, and I have mentioned two that I am optimistic about: one is GOAT, and the other is FARTCOIN. However, I didn't hold onto the latter; on one hand, I mainly bought the leading one, and on the other hand, after buying it, it seemed to drop to zero. Now it has also reached several hundred million.

GOAT is BTC, while FARTCOIN is LTC; all other functional AGENTS are just others.

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You can buy a little bit in batches for long-term holding. This long-term strategy should just follow BTC; as long as BTC continues to surge, AI AGENTS will continue to explode—SOL's ecosystem is also organizing a hackathon for AI AGENTS, and BASE is promoting this as well. Both major consortiums are paying attention to this.

Finally, who is stronger, ACT or GOAT? ACT gained a lot of traffic because it was listed on Binance, but I think it's difficult to artificially define the leader, so I will continue to hold GOAT, along with the two major platform tokens, VIRTUAL and AI16Z.

Of course, I still emphasize that when to buy and how much to buy should be researched by yourself. What I share is my personal thoughts.

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