1. What do you think of the new protocol ACP launched by Virtuals?

What I like about this protocol is that it uses smart contracts for communication between AI agents, ensuring censorship resistance and enforceability of communication. I believe this direction and the use of blockchain technology in this way is correct.

However, whether this protocol will ultimately become popular remains to be seen, as there are many other factors beyond the technology itself that can influence a protocol's popularity.

Setting aside the protocol itself, in such a bleak overall environment, this team continues to build and innovate, which is rare in the crypto ecosystem.

I have been closely following the construction and development of this team.

2. Are ORDI, AR, and DEGEN still worth dollar-cost averaging? Is the Trump token worth investing in?

I have never dollar-cost averaged into ORDI or DEGEN; I have only bought them, and I will not dollar-cost average. I have not dollar-cost averaged into AR either; I remember mentioning this in previous articles.

I have never bought the Trump token, and I will not dollar-cost average into it. Although it is a major meme coin, I don't see a strong narrative behind it; it only has the celebrity effect and sentiment.

3. I saw that all the developers of ai16z have sold out. Do they not have confidence in this project anymore? Should I continue to hold this token?

I have not checked whether all their team members have sold their tokens. If they have, it generally indicates that they may not be optimistic about it.

At this point, as an investor, if risk avoidance is the primary consideration, it might be wise to sell.

Writing this, I suddenly recall an interesting experience shared by Dan Bin in "The Rose of Time" regarding holding Tencent stocks, which left a deep impression on me, and I would like to share it with everyone.

After Tencent went public, it faced several significant shocks, during which the relatives of Tencent's senior executives were selling off large amounts of Tencent stock.

These individuals were definitely "insider controllers."

Logically, if these relatives are selling, they must know something that others do not, right? Their actions must be correct, right?

However, Dan Bin insisted that Tencent was valuable and continued to hold.

In hindsight, including those "insider controllers," no one could have predicted the remarkable performance of Tencent's stock price today.

Thus, Dan Bin reached a very interesting conclusion:

As investors, sometimes we need to have a deeper and longer-term vision than entrepreneurs; we need to see what entrepreneurs cannot see and think of scenarios that entrepreneurs do not consider.

The purpose of sharing this story is not to say that AI16Z is Tencent, nor to suggest that everyone should not sell AI16Z, but to highlight that sometimes the development of a project can encounter unexpected situations that the founding team did not foresee.

I believe that at this time, it is more important to focus on whether the team is still continuously building and innovating.

Of course, ultimately whether to sell or hold this project’s token depends on the investor's own judgment of the project and their confidence in it.

Additionally, during this time, I often think of Duan Yongping's recent comments about Nvidia, reflecting on the project's barriers to entry and "moat."

Using this concept to view AI16Z, I feel that although it is currently very popular and is a leader among AI agents, I still have a sense that while framework projects are great, I can't quite see where their barriers to entry are, or I feel that competition in this category of technology will be very fierce.

If a leading project emerges in this niche, the currently leading project may not necessarily be the final leading project.

This Saturday (March 8) at 8 PM, we will have an online discussion. Everyone can leave questions, and I will compile and answer them.

https://x.com/Dao_Views/status/1896193692953899228

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