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The data related to Meme prices, market capitalization, holdings, etc., in this article comes from GMGN.
Recommender: Asher (X: @Asher_0210)
Introduction: Mainly plays Meme, low-leverage contracts for altcoins (only long, no short), participates in chain games without buying coins, and tries to play BTC and ETH contracts as little as possible (making a profit and then losing it is too painful).
Sharing:
Continuing to hold ELIZA, which surged today due to the announcement of Shaw as an advisor, but in my view, the relationship between ai16z and ELIZA was made very clear on the first day. The previous decline was merely due to malicious FUD from some individuals. Two short-term things to look forward to are: the economic model that ai16z will soon announce and whether it relates to ELIZA; and the update of the ELIZA token model after the confirmation of the lowercase eliza airdrop tokens ends on January 10.
Continuing to hold degenai, waiting for the launch of the AI agent.
Continuing to hold WORM, the latest white paper has been released, waiting for value discovery.
New position in DRUGS, which combines AI Agent and DeSci concepts, and the co-founder of BIO previously mentioned an airdrop for DRUGS tokens, believing it has a better cost-performance ratio than RIF and URO.
New AI Agent sector lottery coin Project89, a concept combining AI and chain games, supported by Shaw, and its founder knows Shaw, worth a speculative investment. _ (Lottery coin positioning: buy not much, average down if it drops by half, then either it goes to zero or 10x+) _.
Recommender: golem (X: @web3_golem)
Introduction: Bitcoin ecosystem catcher, Meme intern, forever unable to enjoy hot meals.
Sharing:
Currently, the main holdings in Meme are ELIZA and URO. The average cost of ELIZA is 0.048, and I have been bottom-fishing during the previous decline. Today, I finally turned a profit. ELIZA is currently the hottest technical framework in the AI Agent track, and I believe such a narrative should have a market cap of at least 1/3 of ai16z. The average cost of URO is 0.05, and I have also increased my position a few times during the decline. A few days ago, I was almost losing confidence, but the news that Binance would launch BIO and that URO holders would receive BIO token airdrops strengthened my confidence, believing that URO returning to a market cap of 100 million is not a big issue.
My Meme strategy has gradually shifted from lottery to heavily investing in promising targets + lightly investing in lottery plays. Therefore, I still have some fragmented holdings, including MIRA and swarms. MIRA is a recently popular charity Meme, and swarms is a newly released AI Agent framework.
Large positions are concentrated in targets I understand and am willing to hold for the long term, which helps maintain a better mindset during floating losses. In contrast, if purely playing the lottery, with too dispersed positions, not only will price fluctuations be distressing, but funds will always be shifting from one place to another, resulting in overall profits still not being high.
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This week continues to focus on ai16z series, WORM, and newly added attention to DRUGS and Project89
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