metacapital

[metacapital @metacapital]

test

[metacapital @metacapital]

@Joseph2Linton web3独立开发咋赚钱

[PANews丨APP全面升级 @PANewsCN]

“木头姐”重磅加密报告：比特币将达150万美元，AI Agent带来划时代变革

ARK Invest表示，今年报告提出11个「大创意」，展示当今正在发生的巨大变革。我们的研究表明，这些「大创意」有望大幅提高生产力，彻底改变各行各业，并创造长期投资机会。

https://t.co/YNBNIgluRp

[0xJeff @0xJeff]

So let me get this straight....

- Trump has promised to make the US the capital for Crypto and AI
- Trump's $500BN "Stargate" initiative to support AI
- Trump signs executive orders to develop an AI action plan within 180 days to sustain and enhance US global dominance
- Executive orders to protect banking services for Crypto companies and banning CBDCs

DeepSeek-R1 performing better than OpenAI's o1 at a fraction of the cost

➔ Sparked discussions on the efficiency of AI model development, pushing companies to look for cost-effective solutions

➔ DeepSeek's open-source nature encourages more open collaboration, which could lead to a shift where more AI startups consider open-sourcing their models to stay competitive

➔ API pricing makes it a lot more accessible for smaller startups/teams, enabling them to ship better or more innovative AI products

➔ Attracts talent to work on open-source projects, with many likely to build in Crypto x AI given their open-source and open-collaboration nature

In Web3 AI Agents, we're still seeing rapid developments, teams still shipping at light speed every week:
- @virtuals_io expanding its ecosystem to Solana
- @ai16zdao rolling out v2 & its own launchpad
- DeFAI/Abstraction Layers improving weekly in research, alpha finding, trade execution, and automation use cases
- DeFAI/Trading Agents are becoming more sophisticated and easier to use
- Agentic Metaverse games are gearing up to showcase dynamic AI-NPCs
- The number of unique, value-adding agents is at record levels, with their use cases improving daily

And you're bearish because the market is going down?

The Agentic Bull Run of 2025 is just getting started

[metacapital @metacapital]

a little shame for someone trusting you?@a1lon9

[0xJeff @0xJeff]

https://t.co/0XzlQbjW5L

[Haotian @tmel0211]

什么？抄底还需要逻辑？ 没错，对新入场的普通用户“抄底逻辑”很重要。因为在“链上之春”主升浪真正到来之前，高波动会是常态。接下来，简单谈谈AI Agent到底该怎么抄底？

1）找共识较强的龙头项目：

这类项目市场热度较高，在市场暴涨时往往最快反应，在暴跌时也会有相对较强的承接资金。关键是经历了多次波动的时间考验，如果还能稳定在一定市值范围内，一般大资金进场也会青睐此类项目，同时整个赛道是否真正启动，也得看这些大蓝筹项目的脸色，比如： $AIXBT 、#ai16z、 $arc 、#Griffain、 #Virtual、 $GAME 等； @aixbt_agent

2）找有一定叙事独特性，同时持续有技术、应用落地的项目：

框架和标准的天花板最高但问题是落地难把握，项目技术进展也会很慢，若背后有资金操纵，普通散户很难做出清晰判断。而一些有明牌Dev、同时叙事又卡位独特的项目，就值得关注一下，因为这类项目得长期主义观察，短期噪音会更大。

因为叙事要演进，每个细分叙事方向都有一个Mindshare最强的，比如，“链化”赛道的 $Focai 、DeFai赛道的 $BUZZ \ $NEUR 、 MetAiverse 赛道的 $HYPER / $AVA 、游戏赛道的 $Dreams 、DePIN赛道的 $SENTAI 、创意玩法赛道的 $SPORE 等等。

3）找商业逻辑和Roadmap相对较清晰的项目:

市场上有一类项目乍一看很容易看懂，但是又吃运营数据增长表现，所以这类项目往往预期不强但基本面又稳，如果能持续看到数据增长表现，且持续运营服务升级就值得关注。

比如； $FXN 做去中心化API共享Marketplace、 $SNAI 无服务器AI Agent开发和部署平台、 $YNE 做去中心化论文检查平台、 $WAVE 做AI 自动化交易代理一键部署平台等等。

4）找未来可能有较大商业预期变局的项目:

我比较看好ai16z全家桶成员的后续表现，毕竟作为AI Agent大商业IP下的强关联项目，其发展演变带有一定叙事引领作用，存在的变局比较大。

比如， $METAV 的故事可能并没结束，一旦其作为AI PumpFun的叙事逻辑兑现潜力就会很大。同理，
#DegenAI 若在产品交付后有出彩的体验表现，和其他同类型产品的市值差异很快会被填补，毕竟是全家桶成员Buff加持。又比如，原本商业路径一片大好，但二级走势却很反差的 #Zerebro 等等。

以上。

当然还有其他投资导向的抄底逻辑，比如超跌的项目、洗盘充分的项目、筹码结构健康的项目、有庞大社区支撑的项目、有极强Mindshare占比的老项目等等。

以上仅分享我个人基于AI Agent叙事发展演进筛选的若干较典型项目（不完整提及，评论区可补充），仅供参考，不作投资建议。

希望大家都能梳理一套自身的投资偏好逻辑。在PVE价值投资方向，最怕纯PVP的心态，一旦脱离了对项目发展演进脉络的理解就容易受短期高波动的影响。别忘了，大部分基本面优质的项目，短期看表现可能都不如强庄盘。

Note：为践行1,000个铁杆粉丝的梦想，连接更多的朋友，我开通了Twitter首页Substack专栏的付费订阅功能，会不定期向付费会员提供AMA公开课，热门话题项目探讨分析等"私享会"、Alpha交流群等。感兴趣的朋友可以订阅支持一下。感恩大家！

[metacapital @metacapital]

继续买入moonshot 低市值项目，$bro 50万市值，应该是最低市值项目。supercycle 市值300万，名字可以被炒作下？

这100万新用户注定会把资金流向低市值。

昨晚买的已经到腰了。

[metacapital @metacapital]

5倍了

[metacapital @metacapital]

#1Dollar 买了点这个，市值1000万，moonshot已经有四十万新用户注册了，这个币涨幅第一，曝光量很大，叙事也对，有机会十倍吧。$trump

[metacapital @metacapital]

@TerrysamaOnSol 800万才入

[metacapital @metacapital]

#1Dollar 买了点这个，市值1000万，moonshot已经有四十万新用户注册了，这个币涨幅第一，曝光量很大，叙事也对，有机会十倍吧。$trump

[metacapital @metacapital]

#1Dollar
这个背景这么强吗，几百万市值，上了moonshot，gate

[metacapital @metacapital]

$ava 快点拉盘，头像背景是美国国旗，年轻人喜欢白毛女，然后几十万moonshot新人去体验产品，出圈方式来了 @tong0x

[metacapital @metacapital]

@hyperfy_io @JupiterExchange look at your price first

[JK 🛡️ @jonathankingvc]

GM! Sharing 5 things within Crypto x AI that I’m excited about in 2025:

1. Agentic Abstraction Layers: biggest unlock for DeFAI or AiFi, imo, is a step-function improvement in onchain UX. Natural-language interfaces on top of agent-based intent engines are poised to become the primary interaction modality onchain. Following the likes of @griffaindotcom @HeyAnonai @orbitcryptoai @neur_sh @BrianknowsAI @HeyElsaAI closely here.

2. AI-powered DAOs: love @danielesesta’s definition of this segment, “entities where token holders set high-level strategies and policies, while AI agents execute, monitor, and optimize operations in real time.” Believe @bottoproject is the earliest example of this with new entrants like @VaderResearch @aixCB_Vc @sekoia_virtuals @wai_combinator employing varying approaches between human+AI vs fully AI managed DAO structures. More on this trend from Daniele here: https://t.co/ozAAK7Thrl

3. Personal AI Agents: autonomous agents that can be trained on our personal data / likeness and employed to take actions on our behalf w/ appropriate guardrails and permissions. Think personal social media managers, trading agents, onchain asset portfolio managers, community managers, etc. @meedotfun has a good write-up on this trend here: https://t.co/8XvjiI8TJe

4. Agent Oracles: assuming agents will become increasingly reliable on each other to fulfill their objective functions (i.e., agent-to-agent commerce), then new infrastructure will be needed for agents to subscribe to each others services / data in a verifiable manner. This is where Agent Oracles come in. Think service hubs for accessing every connected Agent’s APIs / data feeds. Eager to see @AcolytAI’s evolution in this burgeoning space.

5. Decentralized Training: I was initially very skeptical on this segment, but think 2025 is the year when Decentralized Training finally gets its day in the sun. Much progress has been made by the likes of @PrimeIntellect @NousResearch @flock_io that has changed my mental model for this space going forward. Also eager to see what @gensynai and @Pluralis__ has brewing!

That’s all for now. Let me know what else should be on my radar in the comments. Also, if you’re building in any others areas, feel free to DM! 📥

[0xJeff @0xJeff]

The Only 5 Tools You Need to Master for Daily AI Research

Markets down bad? Bored af? Now’s the perfect time to sharpen your edge by mastering these tools to spot the next wave of winners when the market heats up again.

These are the tools I check daily to stay on top of the AI agent scene:

1. Cookie's Dashboard

Created by @cookiedotfun, this is the ultimate AI agent dashboard for tracking everything that matters:
- Mindshare
- Price
- Valuation
- Holder stats
- Trends, and more.

The latest v0.4 update added some 🔥 features like:
- Real-time trading view
- In-platform swaps (with $COOKIE burn fees)
- Exclusive $COOKIE-gated features
I’ve had 10,000 $COOKIE locked since last December. It’s the first thing I open every day to get a clear market overview.

Check it out here: https://t.co/iPpNWxe2uu

————————————————

2. AI Agent Toolkit

Curated by @chandan1_, this toolkit is a goldmine of AI agent frameworks, launchpads, tools, tutorials, and resources—perfect for developers and investors.
If it’s relevant to the AI agent space, it’s here. Literally.

Check it out here: https://t.co/cWrlemWyOQ

————————————————

3. Goat Index AI

For Solana AI Hackathon projects, @GoatIndexAI is unmatched. Their dashboard covers mindshare, price, and GitHub score (powered by @soleng_agent).

You can easily filter projects by:
- Tokenized or not
- Launch stage: upcoming, just launched, etc.

Plus, they’re adding sections for AI Index, Trading Signals, and a Goat Fund soon. TGE for Goat coming next week.

Check it out here https://t.co/FK6mR95llV

————————————————

4. DecentralisedCo Dashboard

@Decentralisedco offers a robust general AI agent dashboard and project-specific ones for Virtuals, ai16z, aixbt, and more.

Beyond dashboards, DecentralisedCo is known for solid research and podcasts featuring founders like @keoneHD, @tn_pendle, and @sreeramkannan.

Check it out here: https://t.co/468KZWHpNx

————————————————

5. Alphanomics

@Alphanomics_io is your go-to for real-time, curated on-chain analytics. Their AI agent, @nomAI_x, provides deep insights into AI agent landscape.

My favorite feature is Bubblescanner. It gives a high-level view of which agents or infrastructure projects are gaining traction—or pulling back hard.

Check it out here: https://t.co/1Q4Flr47Ch

————————————————

Wrapping Up

Here’s how I use these tools daily:
- Cookie: General AI agent dashboard
- AI Agent Toolkit: All-in-one resource hub
- Goat Index: Focused Solana AI Hackathon tracker
- DecentralisedCo: Project-specific insights
- Alphanomics: High-level traction analysis w/ Bubblescanner

Got a favorite tool I missed? Drop it in the comments—I’m always on the lookout for new gems. Happy researching!

[metacapital @metacapital]

@jollyage twitter 被限制了，还是说团队成员？

[metacapital @metacapital]

don’t give a shit to @sendaifun @thesendcoin they rug all sendit nft, just fuck all of you, total assholes in this space #sendit #sendai

[metacapital @metacapital]

@lanhubiji 英语好，高考120以上

[metacapital @metacapital]

@moyidev @nianyi888888 真机还是模拟器啊