The AI Agent's entire race track is suppressed like a black cloud, causing heartache and despair to the point where one cannot breathe. Everyone wants to know, what's going on? Unfortunately, no one can answer this question. Here is only an analysis of the current unfavorable factors facing the AI Agent track, as well as several Holder's future operation guidelines for reference: Adverse factors: 1) The disruption and bloodsucking of TRUMP coins have broken the narrative evolution rhythm of AI agents, which is undoubtedly the biggest external factor. Due to the lack of liquidity on the chain and the blockage of CEX, after a large number of celebrity MEME coins appear, most people will sell their AI agent positions in Fomo to chase after new coins. Such repetition has destroyed the stable environment for the development of AI agents; 2) The MEME asset issuance method of short-term "fast flow" has lost its value anchor, which is an undeniable internal factor. On the one hand, the evolution speed of AI agents is too fast. In just three months, they have gone from pure AI MEME to individual AI, framework standards, DeFai, MetAiverse, GameFai and other segmented tracks, and there is simply not enough time to build technical value support and implement it; On the other hand, under the premise of no value support for hype, "Speedstream" has become the inevitable path for most projects, as it can quickly reach 50m-300m just because of a Github Repo and vision statement provided by Dev? This makes the project lose its true value judgment and can only be operated based on some PVP first and second stage methodologies. In the end, many good projects faced the dilemma of being completely destroyed after being hit by AliExpress. At this time, relying solely on Dev's positive push may be difficult to achieve; Of course, there are also macro factors such as the overall market downturn and the collective withdrawal of liquidity from high-risk preference assets on the chain. In short, both external and internal unfavorable factors have turned a new AI infrastructure market that was originally expected to have valuable PVE evaluation criteria into an indiscriminate PVP Gambling market. The current despair, agony, and helplessness are all evidence of this. Reference guide for future operations: After clarifying the background, it should be clear that asking AI agents if the race track is going to zero is meaningless. Because good PVE targets will only be "dormant" in the short term under the pressure of the overall environment, and poor PVP targets may also be shuffled out of numerous assets on the brink of zero and run out as a "zombie". So, what should we do next? 1) Finding a good target for value anchoring support, yes, is to search for gold in the garbage dump. In an upward trend, there is a tendency to engage in rapid circulation, and junk projects may also be hyped up by conspiracy groups, which may obscure the inherent brilliance of assets. However, in a downward trend, there is a greater possibility of value targets "emerging", such as finding projects that continue to build and produce positive results in a major downturn environment, finding good projects that Dev can continue to innovate despite the secondary passive environment, finding projects that continue to grow in coin holding addresses on the blockchain in a continuous downturn environment, and so on. 2) Organize your portfolio, decisively abandon the fantasy of junk assets, and switch to value coins. It should be understood that even if AI agents make another strong comeback, some junk assets will definitely become abandoned, and only projects with value support can be revived. Seizing the opportunity of the sharp decline, I narrowed down my holdings and focused my bullets on some high-value assets, with at least the possibility of recouping my investment. For specific details, please refer to the previously shared warehouse logic (https://(x.com))/tmel0211/status/1875812067698089326) 3) Stop Fomo's new AliExpress streaming project. When the entire track is down, what reason do retail investors have to believe that a project worth billions on AliExpress is rational? Moreover, there is not much difference between the Strong Chain AliExpress project and the high FDV VC coin projects on exchanges. On chain opportunities refer to the chance for Kuairen to discover high-quality Alpha projects in one step, while the risk of Fomo entering the market is more dangerous than that of Level 2. 4) Sitting still and waiting for the flowers to bloom, the significance of the AI Agent race for Crypto is enduring and far-reaching, and the overall trend cannot be changed. I have repeated my viewpoint many times in my previous article, so I will not elaborate further. If you can achieve 1, 2, and 3, just wait for the opportunity, nothing else. Note： I know many people still want to recommend Ticker, but until the trend becomes clear, it is not possible to publicly recommend it on Twitter. I hope you understand. I suggest subscribing to my Substack column on the homepage to follow more content. Thank you all.