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Web3哲学家Arnaud | Sigma Hunter Σ
Everyone has their own woes.
There are many things that you have to comprehend by yourself.
I'm getting closer to the truth. And the closer you get, the harder it is to explain.
Some people will think that I am stupid and misunderstand me, and I don't care.
There are 4 successful modes of meme trading
1. $WOULD
2. $ai16z
2. $FWOG
3. $PNUT
I bought it around 40K $Would, and 200-300M sold out.
I completely missed $ai 16z.
I haven't bought $FWOG.
I bought the $PNUT of the Ethereum mainnet, and at that time Solana's $PNUT was only a few tens of K.
These 4 types of success require 4 different ways of thinking, but they all require incomparable diligence.
Gradually, I have come to understand these 4 success patterns and applied them to my trading.
Whatever you want, I hope that what you can understand will help you, and if you don't understand, it's okay.
Hopefully, we can all gain something from this bull market.
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Eli5DeFi
While ICM is still highly experimental, the same can be said for other projects.
In my eight years in crypto, I've learned the importance of being open-minded to various narratives and regularly readjusting your thesis.
Ultimately, our goal is to decentralize the world as we know it.

Simon
internet capital markets — do you want to be right, or make money?
imo the thesis is simple.
you’ve got the solana foundation and multicoin pushing this meta hard — publishing research, shaping the narrative, and bringing on @nikitabier to help solana break out with viral, mobile-native consumer apps.
@believeapp sits squarely at the intersection:
- on one side, democratizing capital markets;
- on the other, onboarding web2 talent and consumers with a mobile-first model.
it’s still early — and a lot of this may not be sustainable — but right now, the app is printing.
over $5M in protocol revenue in the past 24h, with another $5M paid out to creators.
for reference, virtuals peaked at just over $1M/day during its run to a $5B market cap in january.
already emerging as the clear leader — both in adoption and price action (up 20x in a few days to a ~$300M mcap) — and with nikita publicly backing its early success, $launchcoin still feels like the best way to play this trend.
especially given the reflexive flywheel it’s built around:
rev share → more creators join
better creators → better launches
better launches → more users + volume
more volume → more revenue
more revenue → stronger fundamentals
stronger fundamentals → price goes up
→ repeat.
//
if you missed the first leg on $launchcoin, tracking new launches for long-tail beta makes sense.
but at this stage, i’d still rather own the house — where the coins are being launched, the value is accruing, and the users are onboarding at scale.
rotations are fast. nothing especially compelling has launched yet. and solana’s biggest players — including nikita — are publicly backing the narrative and acknowledging believe’s early traction.
@pasternak also feels like a far more competent founder than most of what we saw during the agent meta earlier this cycle.
and relative to peak valuations — $zerebro at $750M, $goat at $1.3B, $ai16z at $2.4B, $virtual at $5B — $launchcoin still looks early at ~$300M.
higher.

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财经悟空
The on-chain Meme platform is in a battle of 100 groups, and the AI Agent sector is recovering
1. Meme platform competition pattern: Believe, Bonk, and Pump are divided into three parts
The advantages of BELIEVE are highlighted:
It focuses on real-name issuance (such as $dupe, $superfriend) to attract real traffic project parties.
There is no internal disk mechanism, which reduces the risk of retail investors being cut and strengthens user confidence.
The platform token $launchcoin FDV exceeded 100 million to 200 million US dollars, driving the ecological heat
Bonk Rises, Challenges Pump:
Today, $glonk is listed at the same time as Pump, and the Bonk version of $glonk data crushes the Pump version (FDV 8M vs. 1.7M, trading volume doubled)
Recently, the golden dogs have been frequently released (such as $doom, $ikun, and $bonkify), and the momentum is strong
Pump's moat is weak, and the platform cashes out SOL, resulting in the loss of users.
Platform Differentiation Trends:
Believe: High-end route to attract real-name projects
Pump/Bonk: The main battlefield of FMCG memes
2. The AI Agent sector recovered, led by leading projects
The leading $virtual rebounded 5 times, launched staking and DAO governance, and solved the problem of token economic model
Other AI project performance:
Backbone: $ai 16z, $aixbt (3x), $goat, $act (7x), $fartcoin (FDV 1.4 billion, record high)
Stagflation potential: $griffain (7x), $arc (4x), $pippin (4x), $vvv (3x)
Market rotation logic: After the meme boom, funds may return to the AI track, and the old agent project may usher in a second spring
3: Future focus direction:
Meme platform: whether Believe can maintain its advantage and how Bonk/Pump optimizes the economic model.
AI Agent: The ecological development of the leading $virtual, and the opportunity to make up for the stagflation project.
Market rhythm: If copycat cattle continue, the AI sector may take over from meme as the next focus.
Keep an eye out for new memes on Believe/Bonk in the short term and be wary of Pump risks. Spot medium and long-term layout of AI agent leading and low-valuation old projects
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Deep Value Memetics
AI Round-up | May 13th
*Join our Research Alpha Group for the FULL AI project summary, including $Virtual, $Ai16z, $Aixbt, $Arc, $Ava, and other recently launched tokens.
Executive Summary:
The AI market cap decreases by 4% to $11.4b mcap, as reported by @cookiedotfun. Top gainers include: $Zala (+75%), $Bnkr (+25%), $Moby (+10%), & $Kween (+10%).
$Virtual Ecosystem ($1.33b mcap)
- @virtuals_io's New Genesis agent tier list dropping soon!
- Genesis Update: Final manual Yap Points sent, Automated Yap-for-Points with @KaitoAI starts soon.
- $Nyko re-locked on Genesis, earning the Green Lock for their conviction in the vision.
$ai16z Ecosystem ($400m mcap)
- @elizaOS's team will be joining Chainlink Chromion Hackathon to connect with devs building agentic solutions.
$Aixbt infofi ($200m mcap)
- @aixbt_agent's team gathers beta testers’ feedback, for the ongoing developments to the next phase of the terminal.
$Anon DeFai Platform ($95m mcap)
- @danielesesta's Hey Anon HUD Chrome extension launches this week, overlaying real-time Solana data, on-chain and TA insights, and a built-in assistant on platforms like Axiom and with dynamic profit lines and 1-click strategies.
$Arc Ecosystem ($85m mcap)
- @Kezo_Futura argues that Ryzome's agentic blueprints and app store enable efficient, scalable workflows, saving compute and unlocking a smarter, cheaper future, on the topic of AI's rising costs.
$Ava Audio/ Visual ($85m mcap)
- @HoloworldAI’s biweekly update: Mirai hits 76,831 $Sol in presale, Studio sneak peek, $Ava livestream countdown begins.
Show original
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