Original | Odaily Planet Daily (@OdailyChina)
Summary of Meme Holdings Last Week
ai16z Series (ai16z, ELIZA, degenai)
Price Performance:
For the three projects in the ai16z series, according to GMGN data, after a week, ai16z has dropped over 25% compared to last week's recommendation (market cap decreased from $2.4 billion to $1.8 billion); ELIZA has dropped nearly 50% (market cap decreased from $155 million to $78 million); degenai has dropped 42.7% (market cap decreased from $96 million to $55 million).
Project Updates:
According to information from the official website elizaos.ai, the current number of Eliza ecosystem partners exceeds 45,000; the managed fund size exceeds $25 million; and there are over 2,000 forked projects.
Moonshot has launched ELIZA.
Current View:
Still firmly holding, and no tokens have been sold during the decline. Analyzing the holding addresses, the top holdings have not reduced their positions. The significant drop is due to the "bloodsucking" of popular tokens like swarms, with multiple wallets reducing or clearing their ELIZA holdings of 1M to 2M and then purchasing popular tokens like swarms; a similar situation has occurred with degenai.
Currently, based on the information conveyed by Shaw, the AI agent for degenai should be launched soon. Additionally, the token model updates for ai16z and ELIZA are expected around January 10, looking forward to a price reversal for the ai16z ecosystem projects.
DRUGS
Price Performance:
According to GMGN data, after a week, DRUGS has dropped nearly 50% compared to last week's recommendation (market cap decreased from $47 million to $24 million).
Project Updates:
- A new agent framework BADDIE targeting biology is about to be launched, as mentioned by daos.fun.
Current View:
Still firmly holding, considering increasing positions to lower the average price if it drops below a $20 million market cap. The fundamentals of DRUGS have not changed; it is the entire sector that lacks heat. Currently looking forward to BIO opening the Solana cross-chain bridge to shift market attention back to the DeSci sector.
METAV
Price Performance:
According to GMGN data, after a week, METAV has increased by 6% compared to last week's recommendation (market cap slightly increased from $47 million to $50 million).
Project Updates:
- The X account of AI Pool founder Skely was unfrozen last night.
Current View:
Only bought a small initial position, planning to gradually increase holdings this week, with a target entry point below $0.04. As the first AI self-issued token on ai16z, and with project founder Skely closely interacting with the ai16z team, it is worth "betting" on.
This Week's Key Focus List
Aimonica
Project Introduction:
Aimonica is a virtual girlfriend investor focused on Meme and AI agents, aiming to surpass all Web3 venture capital firms. Aimonica Capital (AC), the first flagship fund launched under the Aimonica platform, is set to be issued soon (to be sold through the daos.fun platform), primarily focusing on assets with a market cap below $20 million.
Reasons for Optimism:
- Yat Siu, founder of Animoca Brands, mentioned Aimonica on the X platform on December 10 last year.
- Shaw, founder of ai16z, mentioned Aimonica on the X platform yesterday.
- Mocaverse's official Twitter mentioned Aimonica last night and collaborated with Aimonica.
Price Performance:
According to GMGN data, Aimonica's market cap peaked around $100 million, currently at $74 million.
Contract Address:
FVdo7CDJarhYoH6McyTFqx71EtzCPViinvdd1v86Qmy5
HYPER
Project Introduction:
Hyperfy is an open-source project focused on creating immersive virtual experiences, emphasizing decentralization and user empowerment, with a vision to build a MetAIverse AI Agent metaverse.
Reasons for Optimism:
On the first day of trading, the "fast pass" market cap briefly reached around $300 million, making it a rare "fast pass" exceeding $100 million on the opening day, indicating its popularity.
Shaw, founder of ai16z, supported the project on the X platform, even selling tokens from other projects to buy HYPER.
Price Performance:
According to GMGN data, HYPER's market cap peaked at $300 million, currently at $105 million.
Contract Address:
8vBMibwpn8wpfYKbQ9xqzodymg3LjmYec2tSNGRy23K8
Previous Lists
Last week continued to focus on ai16z series, DRUGS, and newly added focus on METAV, fxn
2024 AI Agent Hot Project Review: From Meme to Infrastructure Token Transformation
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
