Original | Odaily Planet Daily (@OdailyChina)
Author | Nan Zhi (@Assassin_Malvo)
In the past three days, Bitcoin has dropped from a peak price of 102,724 USDT to a low of 91,203 USDT, with the entire crypto market experiencing a significant decline, especially the AI sector on the Solana chain, where a large number of second-tier tokens have been eliminated.
In previous downturns, most users only focused on which tokens in CEX were the most resilient, however, recently DEX has become one of the main battlefields that cannot be ignored, especially the AI sector on the Solana and Base chains. Therefore, this article will take some leading tokens on Solana, Base, and BSC as research subjects to showcase their performance during this downturn.
(Odaily Planet Daily Note: Whether to choose to bottom out during the decline or to chase tokens that are rising against the trend is up to the readers to judge; this article serves only as data integration and reference.)
Basic Information
Time Frame: The recent peak of Bitcoin started on January 7, 2025, at 8 AM, until 8 AM today. The current market value is around noon today.
Token Range: 25 AI concept tokens from pump.fun on Solana, 7 AI concept tokens from Virtuals Protocol on Base, and some tokens from Binance Alpha on BSC.
Data Source: CEX tokens are from Binance spot, DEX tokens are from TradingView.
Data Situation
Bitcoin dropped by 9.47% over 72 hours, while the total market value of the crypto market fell from 3.76 trillion to 3.37 trillion, a decline of 10.3%, indicating that the decline of altcoins outside of Bitcoin is not significant.
On Solana, 25 tokens were analyzed, with an average price change of -0.4%, showing a minor decline. However, in terms of total market value, the initial market value of these 25 tokens was 5.06 billion USD, and the final market value was 4 billion USD, a decline of 20.6%. From these two data points, it can be inferred that large-cap tokens are losing value, while some small-cap tokens have achieved exponential growth.
On Base, the average decline of the 7 tokens analyzed was 19.9%, with market value dropping from 1.16 billion USD to 890 million USD, a decline of 23%. This indicates that all tokens are declining, with no tokens rising against the trend.
What Are the Rising Tokens Doing?
AVA: Originally an AI Agent launched by Holoworld AI, recently set to launch Holoworld Launchpool, allowing AVA holders to receive Launchpool token allocations (i.e., BNB logic).
pippin: Upcoming framework launch (narrative upgrade).
MAX: Launched the Launch platform agents(dot)land, where MAX can be staked to earn rights and tokens.
BUZZ: No narrative changes at this time.
BUILD: No narrative changes at this time.
In summary, these rising tokens are making their narratives more grandiose, effectively driving a wave of increases regardless of whether they materialize. Readers are advised to continue monitoring the narrative changes of leading tokens.
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