A shot of reassurance for AI investors

Most of the first-level tokens in AI have dropped at least 60%-90% from their peak.

I see many people are already bearish.

But personally, I believe it hasn't reached its end.

Here are my insights (just personal thoughts):

One:

I believe that regardless of the concept, it is essentially the pursuit of profit by funds.

From the previous metaverse to GameFi, etc., not to mention the previous meme season where various small animals thrived.

Leading the way are Wif, Popcat, FWOG, and the emergence of Moodeng Pnut.

Doesn't it resemble this round of AI with AI16z, Arc, Griffin, and the emergence of Swarms?

Once a concept emerges, the pursuit of profit by funds has already begun. After creating a wealth effect, more money flows in, continuing to rise. However, at a certain point, the subsequent money is insufficient to cover the smart money exiting, naturally leading to a decline.

If AI is to end, it can only be replaced by a newer, stronger narrative, but currently, it’s hard to find in the market, and creating a new narrative requires costs. The current narrative is a temporary celebrity coin effect.

This narrative is not grand, and it's even a bit cliché, insufficient to wield large funds; instead, AI has already reached this price, basically showing cost-effectiveness. I believe funds are more willing to engage in a second dance within AI.

Two:

It won't be harder than before, and it won't be worse than memes.

It won't be harder than before; now the capital effect has opened up, and users know about the wealth effect on the Sol chain, the funding aspect has opened up (thanks to Trump's favorable policies).

No matter how bad it gets, it won't be worse than memes, in the era of big animals that started in March.

We don't know how many cycles we have experienced, animals, cultural coins.

Back then, it emphasized a community where only the community existed, but now AI has applications and empowerment, which is no longer on the same level.

Back then, memes could reach tens of millions, several billion in market value, and similarly went through many 80% to 90% declines. Wif, Popcat, Billy, Sigama.

Too many; the strong players behind can still reach ATH.

At that time, there was a saying: a meme that hasn't dropped 80% is not a good meme.

So really, don't be afraid, don't worry.

The hardest days have passed, and even the toughest days are over.

Now it's not the previous conspiracy tactics; relying on the market to cover everything.

Now one can evaluate the value of AI by themselves, with more money flowing in.

Just waiting for an opportunity.

An opportunity that no one believes in AI.