AI Agent Token, such as AI16Z, Swarms, etc., essentially belong to MeMe Coin.
They are highly similar to MeMe Coin in terms of holding address profile, KOL dissemination path, and narrative economics dynamics, thus can be regarded as a subset of MeMe Coin. However, this definition is limited to the current stage. Through firsthand experience with the AI Agent technology stack and service platform, it was found that AI Agents as tools are difficult to standardize and industrialize, while autonomous AI Agents are still in the realm of science fiction.
Due to the characteristics of AI Agent Tokens, such as high volatility, negative correlation with mainstream assets, and large maximum drawdown, they are not suitable for long-term holding as Alpha assets. Therefore, upon realizing that the super cycle of MeMe Coin was nearing its end, I stopped loss on all AI Agent positions in mid-February and redirected resources into high-funding + luxury team AI projects incubated by VC, such as Sahara AI.
This decision is based on two reasons:
First, emulating Ray Dalio’s all-weather investment principles, participating in Sahara AI’s Season 2 data labeling activities and testnet Siwa activities is equivalent to buying a call option on the AI x Crypto track expiring in Q4 2025/Q1 2026, where the option cost is merely the time cost and opportunity cost, and during a market downturn, its value approaches almost zero.
Secondly, after the super cycle of MeMe Coin ends, the crypto market needs to rebuild order and value.
Sahara AI, through AI infrastructure (such as Season 2 already having 2.2 million registered candidates, 100,000 contributors, and 1.94 million approved data points, becoming the world's largest decentralized AI data service platform) and an unfalsifiable grand narrative (democratizing AI), will become a phenomenal entity at the forefront of this process.
This wave has directly made a fortune
Still the same saying
Winning rate at 80%
Listening to commands can lead to profits
Speed ↑
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