The AI Agent Recovery
AI Agent Coins Pumped 2-3x: Here's How to Catch the Next Wave (without getting burned)
Market seems to be back but many agent coins have already run 2-3x.
If you’re feeling sidelined and wondering what’s still worth aping, read on.
What to ape? Is it too late to ape now?
This is going to be short & concise piece reflecting the state of the market and how to best position yourself to experience the recovery of Web3 AI.
First of all, if you've been following my previous posts on Substack and you follow the direction for portfolio allocation, you should definitely be up nicely.
If not, that's ok... there are many interesting low cap opportunities around.
Key trends for the current AI Agent run
Distribution network experiences the most gains, led by $VIRTUAL & $AI16Z
@autodotfun launchpad, while experiencing some bugs very early on, turned out to be quite bullish for the $AI16Z token (there hasn't been any unique launches yet & the platform doesn't seem to provide any key differentiation from other existing launchpads, but the token pumped nonetheless)
@virtuals_io on the other hand, experienced its second wind with Genesis Launch — a few of the new launches managed to hit 10-30x from starting val of only $100k.
Genesis offers a way for Virtuals trenchoors to invest at a very low MC without the threat of snipers by using their points (which they can accrue by holding $VIRTUAL, actively trading, yapping, or staking $VADER)
Virtuals agents that have been very actively shipping during the bear are experiencing max price appreciation 100-200%+ gainz during the last 7d. This is due to them having a better product + they build very publicly.
Agents on other ecosystems have experienced gains but not to certain extent as Virtuals
@arcdotfun eco performed decently well +86% during the last 2 weeks (vs 160%+ from Virtuals) but the eco only has 1 forge (launch) and a few handshake projects (partners) w/ $TANK being the most interesting out of everything.