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财经悟空
On-chain Meme platform hundred-group battle, AI Agent sector revival
1. Meme platform competitive landscape: Believe, Bonk, Pump dominate the market
Believe's advantages highlighted:
Focuses on real-name issuance (such as $dupe, $superfriend), attracting genuine traffic project parties.
No internal market mechanism, reducing the risk of retail investors being cut, stronger user confidence.
Platform coin $launchcoin FDV surpasses $100 million-$200 million, boosting ecosystem popularity
Bonk rises, challenges Pump:
Today, $glonk launched simultaneously with Pump, Bonk version $glonk data crushes Pump version (FDV 8M vs. 1.7M, trading volume doubled)
Recent frequent golden dogs (such as $doom, $ikun, $bonkify), strong momentum
Pump's moat is weak, platform cashing out SOL leads to user loss.
Platform differentiation trend:
Believe: High-end route, attracting real-name projects
Pump/Bonk: Fast-consumption Meme main battlefield
2. AI Agent sector revival, leading projects surge
Leading $virtual rebounds 5 times, launches staking and DAO governance, solving token economic model issues
Other AI project performance:
Backbone: $ai16z, $aixbt (3x), $goat, $act (7x), $fartcoin (FDV 1.4 billion, new high)
Potential lagging targets: $griffain (7x), $arc (4x), $pippin (4x), $vvv (3x)
Market rotation logic: After the Meme craze, funds may flow back to the AI track, old Agent projects may usher in a second spring
3: Future focus directions:
Meme platform: Whether Believe can maintain its advantage, how Bonk/Pump optimize the economic model.
AI Agent: The ecological development of leading $virtual, the opportunity for lagging projects to catch up.
Market rhythm: If the altcoin bull continues, the AI sector may take over Meme as the next focus.
Short-term focus on new Meme on Believe/Bonk, beware of Pump risks. Long-term layout of AI Agent leaders and undervalued old projects in spot.
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Defi_Mochi
Quickly spun up a new watchlist on the new internet capital markets narrative on @geckoterminal based on volume and traction on socials.
$FITCOIN is a bit questionable but the most interesting project here is $JELLYJELLY with OI equivalent to it’s mc of $60m. We all saw how $zerebro short squeezed and this could do the same. They started the narrative after all.
On the other hand discounts are everywhere across my AI watchlist as all attention is diverted towards ICM. I think projects like $ARC and $AVA have great entries here. $FARTCOIN is as strong as always


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About AI Rig Complex (ARC)
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