This new column is a sharing of real investment experiences by members of the Odaily editorial department. It does not accept any commercial advertisements and does not constitute investment advice (because our colleagues are very good at losing money) . It aims to expand readers perspectives and enrich their sources of information. You are welcome to join the Odaily community (WeChat @Odaily 2018, Telegram exchange group , X official account ) to communicate and complain.
The data on Meme price, market value, holdings, etc. involved in this article are all from GMGN .
Recommended by: Asher (X: @Asher_ 0210 )
Introduction : Mainly play Meme, low-multiple contracts of altcoins (only low-long, not high-short), play blockchain games without buying coins, and try to play BTC and ETH contracts as little as possible (making a profit and losing a profit is too painful)
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ELIZA continues to be held. Today, it has surged in the short term because Shaw was announced as an advisor to ELIZA. But in my opinion, the relationship between ai16z and ELIZA was made very clear on the first day. The previous decline was just repeated FUD by people with bad intentions. Two things worth looking forward to in the short term are: whether the economic model to be announced by ai16z is related to ELIZA; and the update of the ELIZA token model after the confirmation of the lowercase eliza airdrop token on January 10.
degenai continues to hold, waiting for the launch of the AI agent.
WORM continues to be held, the latest white paper has been published, waiting for value discovery.
DRUGS is newly added as a holding, which combines the concepts of AI Agent and DeSci. BIO Lianchuang has previously said that it will airdrop DRUGS tokens, and believes that the cost-effectiveness is higher than RIF and URO.
Added AI Agent lottery coin Project 89, which combines AI and blockchain games. The project is supported by Shaw, and its founder also knows Shaw, so it is worth ambush. (Lottery coin positioning: don’t buy much, add a position once it drops by half, and then it will either return to zero or 10 times +) .
Recommended by: golem (X: @web3_golem )
Introduction : Bitcoin ecosystem catcher, Meme trainee, player who never gets to eat the heat
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Memes main holdings are ELIZA and URO. The average cost of ELIZA is 0.048. It has been bottom-fishing during the previous decline. Today, it finally turned a profit. ELIZA is currently the most popular technical framework in the AI Agent track. I think the market value of such a narrative should be at least 1/3 of ai16z. The average cost of URO is 0.05. It has also been added several times during the decline. In fact, I almost lost confidence in the past few days, but Binance decided to list BIO and URO holders will receive BIO token airdrops. The news strengthened my confidence and believed that it would not be a problem for URO to return to a market value of 100 million US dollars.
At present, my own meme strategy has gradually changed from lottery to heavy holdings of promising targets + light holdings of lottery. Therefore, there are still some scattered holdings, including MIRA and swarms. MIRA is the recently popular charity meme, and swarms is a new AI Agent framework.
If you concentrate your large positions on the stocks that you understand and are willing to hold for a long time, you will be in a better state of mind when you experience floating losses. On the contrary, if you play the game purely by lottery, your positions are too dispersed, not only will you be worried about price fluctuations, but you will also always be robbing Peter to pay Paul in terms of funds, and the overall profit will still be low.
Previous records
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Playing Binance Alpha, short-term speculation or long-term value investment?
This week, we will continue to focus on ai16z series and WORM, and add DRUGS and Project 89
