Original | Odaily Planet Daily (@OdailyChina)
Summary of Meme Holdings from Last Week
ai16z Series (ai16z, ELIZA, degenai)
Price Performance:
For the three projects in the ai16z series, ai16z, ELIZA, and degenai, according to GMGN data, after a week, ai16z has risen nearly 140% compared to last week's recommendation (from a market cap of $380 million to $900 million); ELIZA has increased by 130% (from a market cap of $31 million to $72 million); degenai's weekly increase is 26.8%.
Project Updates:
- The first Solana AI Hackathon is now live, with the AI Agent main track supported by ai16z and the Solana Foundation.
AI Agent main track supported by ai16z and the Solana Foundation
- ai16z partner Shaw posted on X platform on December 10, stating that the AI agent pmairca is currently only engaged in automated trading but will soon conduct autonomous investments. He also mentioned that pmairca's goal is AGI (Artificial General Intelligence).
AI agent pmairca will soon conduct autonomous investments
- The upcoming AI agent degenai, with 8% of the funds generated by the ai16z DAO fund being used for repurchasing degenai, is the only token whitelisted by the foundation, indicating a prohibition on selling.
Current View:
With ai16z's market cap surpassing $900 million, it is gaining more attention. However, the ai16z series ELIZA and degenai are still considered early-stage projects. Personal conclusion: degenai's market cap ceiling will be limited by ai16z, but ELIZA will not. Eliza is not only an all-purpose agent but also possesses meme attributes, even embodying the spirit totem of ElizaOS.
MAX
Price Performance:
According to GMGN data, after a week, MAX has increased nearly 6 times compared to last week's recommendation (from a market cap of $2.2 million to $15 million);
Project Updates:
- The AI Agent Launchpad is about to launch, and MAX holders will receive a whitelist for projects launching on the Launchpad, allowing early purchases.
MAX holders will receive a whitelist for projects launching on the Launchpad
- A prediction market has been launched, allowing participation using MAX tokens to predict BTC trends at 5-minute intervals.
Current View:
The AI Agent Launchpad that went live early this morning is the main event. Holding MAX grants whitelist eligibility for projects launching on this Launchpad, which can be understood as a "golden shovel." As long as the projects launched yield profits, the price of MAX tokens will continue to rise, creating a positive cycle. Currently, the focus is on the platform's launch timing and the performance of the launched projects.
Others
In addition to the ai16z series and MAX, which have been highlighted and hold a significant portion of the portfolio, during last week's market crash, a strategy was employed to bottom-fish meme projects, purchasing BAN at around a $100 million market cap, which is currently showing a slight loss. Based on yesterday's meme rebound, "hot money" on-chain is still concentrated in AI meme-related concepts, so there are no plans to average down, and consideration will be given to selling the majority of the position when BAN surges, focusing on AI meme concepts and animal meme project concepts.
This Week's Focus List
WORM
Project Introduction: An AI project that allows human interaction with the brain of a biological organism on-chain. DeepWorm is not an LLM or AI model, but a true "worm brain," with its neural map measured through biological research and supported by the trusted execution environment infrastructure of Marlin Protocol's Oyster TEE. The ultimate goal of DeepWorm is to achieve verifiable on-chain neural computation.
Reasons for Optimism:
AI + DeSci + Animal Concept. DeepWorm not only pioneers the digital life track but also integrates narratives of artificial intelligence and decentralized science, using images of "worms," which also incorporates the animal concept.
Top-tier Team Strength. The core developers of DeepWorm come from the main team of @MarlinProtocol, and its open-source code repository can be viewed on GitHub (link: https://github.com/BrainsOnChain/DeepWorm). Moreover, on the first day of the CTO's appointment, @MarlinProtocol announced its partnership with Worm.
Influential Endorsements. Previously, BitMEX co-founder Arthur Hayes called out, "WORM to a billy. (WORM is heading towards a $1 billion market cap)." Currently, the market cap has dropped over 50% since Arthur Hayes' call, making it worth considering.
Price Performance: According to GMGN data, WORM's market cap fell from a peak of over $80 million to below $15 million, currently standing at $24 million.
Contract Address:
DwDtUqBZJtbRpdjsFw3N7YKB5epocSru25BGcVhfcYtg
Cheems
Project Introduction: Cheems initially launched on the zkSync mainnet and immediately conducted a 100% airdrop, at one point reaching a market cap of several tens of millions of dollars. However, as the hype waned, the market cap fell below one million dollars. After migrating to the BSC chain, Cheems once again performed impressively. It can be said that Cheems is the best-performing meme project in the BNB Chain ecosystem during this period.
Reasons for Optimism:
The leading meme project in the BNB Chain ecosystem. In terms of market cap, community enthusiasm, and other dimensions, Cheems can be considered the leading meme project in the BNB Chain ecosystem. With Binance successively launching Cheems, KOMA, and other meme projects in the BNB Chain ecosystem, it may indicate that a meme craze is rising on the BNB Chain. While focusing on AI meme concepts, maintaining a small position in the leading meme projects of the BNB Chain ecosystem is a good strategy.
Good community atmosphere and strong prices. After experiencing a market cap drop to the range of $120 million to $140 million on the day of the Binance "mouse trading" incident, Cheems has shown very strong price performance (which prevented me from bottom-fishing at a $100 million market cap), and the community atmosphere is good under the leadership of large holders.
Price Performance:
According to on-chain data, WORM's market cap peaked above $280 million and is currently at $180 million.
Contract Address:
0x0DF0587216a4a1bB7d5082fdc491d93d2dD4B413
Others
Following Coinbase's launch of the hippo MOODENG, it was announced yesterday that the squirrel PNUT will also be launched, indicating that Coinbase is embracing memes, especially animal memes. Therefore, in addition to MOODENG and PNUT launching on Coinbase, other leading animal meme projects are also worth paying close attention to, as they may become the next projects to launch on Coinbase. Specific animal meme projects worth focusing on include: FLOKI, BRETT, DOG, Neiro (detailed analysis can be found in the article: After PEPE, which animal meme will be the next to hit a $10 billion market cap?)
Previous Lists
Last week's meme focus on BAN, MAX, with 4 bonus tips from top investors
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