Original | Odaily Planet Daily ( @OdailyChina )
Author | Asher ( @Asher_0210 )
Last Weeks Meme Summary
ai16z series (ai16z, ELIZA, degenai)
Price performance:
For the three projects in the ai16z series, according to GMGN data, after a week, ai16z fell by more than 25% compared with last weeks recommendation (market value fell from US$2.4 billion to US$1.8 billion); ELIZA fell by nearly 50% compared with last weeks recommendation (market value fell from US$155 million to US$78 million); degenai fell by 42.7% compared with last weeks recommendation (market value fell from US$96 million to US$55 million).
Project dynamics:
1. According to the official website of elizaos.ai, Eliza currently has more than 45,000 ecological partners, manages more than 25 million US dollars in funds, and has more than 2,000 fork projects.
2. Moonshot is now available on ELIZA.
Current Views:
Still firmly holding, and not selling tokens during the decline. From the analysis of the holding address, the top holdings have not been reduced. The sharp decline this time is due to the bloodsucking of popular tokens such as swarms. Multiple wallets holding 1M to 2M have reduced their positions or cleared ELIZA to buy popular tokens such as swarms. Degenai also has a similar situation.
At present, judging from the information conveyed by Shaw, degenais artificial intelligence agent should be launched soon. In addition, the token model of ai16z and ELIZA will be updated around January 10. We look forward to the price reversal of the ai16z ecological project.
DRUGS
Price performance:
According to GMGN data, after a week, DRUGS fell nearly 50% compared to last weeks recommendation (market value fell from US$47 million to US$24 million).
Project News:
1. BADDIE, a new agent framework for biology, is about to be launched, and daos.fun also mentioned this information.
Current Views:
Still firmly hold, consider adding positions to lower the average price if the market value falls below 20 million US dollars. The fundamentals of DRUGS have not changed, and the entire sector is not hot. Currently, we look forward to BIO opening the Solana cross-chain bridge, which will once again shift market attention to the DeSci sector.
METAV
Price performance:
According to GMGN data, after a week, METAV has risen by 6% compared to last weeks recommendation ($47m market cap rose slightly to $50m).
Project News:
1. The X account of AI Pool founder Skely was unfrozen last night.
Current Views:
I only bought the first position, and I plan to add positions this week. I think the starting point for adding positions is below $0.04. As the first AI self-issued coin on ai16z, and the project founder Skely has close interactions with ai16z team members, it is worth betting.
This weeks focus list
Aimonica
Project Introduction:
Aimonica is a virtual girlfriend investor focusing on Meme and AI agents, aiming to surpass all Web3 venture capital firms. Aimonica Capital (AC) is about to be issued. Aimonica Capital (AC) is the first flagship fund launched under the Aimonica platform (to be sold through the daos.fun platform in the near future), focusing on assets with a market value of less than US$20 million.
Reasons for optimism:
1. Animoca Brands founder Yat Siu mentioned Aimonica on the X platform on December 10 last year.
2. ai16z founder Shaw mentioned Aimonica on the X platform yesterday.
3. Mocaverse official Twitter mentioned Aimonica last night and said it would collaborate with Aimonica.
Price performance:
According to GMGN data , Aimonicas market value peaked at around $100 million and is currently valued at $74 million.
Contract address:
FVdo7CDJarhYoH6McyTFqx71EtzCPViinvdd1v86Qmy5
HYPER
Project Introduction:
Hyperfy is an open source project that focuses on creating immersive virtual experiences, emphasizing decentralization and user empowerment. Its vision is to build a MetaAIverse AI Agent metaverse.
Reasons for optimism:
1. On the first day of trading, the market value of the stock once reached nearly US$300 million, which is a rare case of a speed pass with a market value of over 100 million on the opening day, which shows its popularity.
2. Shaw, the founder of ai16z, supported the project on X platform and even sold the coins issued by other projects to buy HYPER.
Price performance:
According to GMGN data , HYPERs market value peaked at $300 million and is currently valued at $105 million.
Contract address:
8vBMibwpn8wpfYKbQ9xqzodymg3LjmYec2tSNGRy23K8
Previous List
Last week, I continued to pay attention to ai16z series and DRUGS, and added METAV and fxn
Review of popular AI Agent projects in 2024: Transformation from Meme to Infrastructure Token
