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updated list of every AI coin i hold + thesis.
1). #GRIFFAIN - First posted around 20m, told everyone to double down at 10m. obviously the biggest bag i hold is in the #1 all in one AI project on Solana, supported by Solana themselves and their founder. Has alleged backing from hedge funder manager, partnership with Phantom wallet in works. Binance already listed on perps, spot coming soon. I fully believe this is a billion dollar project.
2). $ALCH - Been posting this since $20m level, but the tech here is too good to ignore. Can create almost any application with no code, team providing constant updates and already has ByBit spot listing. bigger exchanges will come too, comfortable hold and will exceed 300m/400m+ market cap.
3). $βββ @rndterminal - First mentioned it at $6m, A newer play that came into my portfolio but quickly became my one of my bigger holdings. The tech here is insane, has a completely unrestricted LLM, basically advanced ChatGPT that will give you unfiltered information about ANYTHING. Also the only project that is doing swarm agent creation at scale. Team has already worked in creating some of the technology sold to Nivida for 900m. Huge amount of content coming out in the form of live streams too, some of my smartest friends are hugely impressed by this tech. I honestly think itβs going to continue to have a huge run and reach at least 250m.
4.) $DAIGE - pretty much the first actual AI meme, doge parody built off ai infrastructure.
- AI robot dog (first)
- AI DOGE (elon equity)
- Proof of sentience tech (AI infra)
- Built by @Galadriel_AI (legit, big backers)
currently at $23m, think this will transform into a 100m+ project.
5.) $MIZUKI - First mentioned at $2m and is the first confirmed AI project detecting security issues in other AI infrastructure. Already been helping fix flaws and thanked + acknowledged by the likes of AIXBT, MemesAI, Axie Infinity, Griffain, and many more. Also has been explosing blatant larps like @AnthroOrder. This got heavily fudded by people with 0 coding knowledge and has an ATH over 60m+ that i believe one day will be tested again.
6.) $WAVE - AI infrastructure for launching AI agents that trade off social sentiment, pretty hyped about this one as multiple of my Ai quants like it too, dev was also recently on a live stream talking about the project, 100m+z
7.) $SNAI - Backbone for scaling AI, a lot of projects will continue to use $SNAI, the tech here is really good, 300m+ targets.
8.) $MEMESAI - Combination of two of the biggest keywords in crypto right now, this coin is less about the tech and more about the social aspect. This is the most normie friendly AI play simply because of the ticker, new ATH will come own day >120m.
9.) $STOIC - Doxxed dev from $AI16Z pushing A solo project aimed showcasing live coding of AI infrastructure, only problem i see with this is the dependency on a single person, if he stops streaming/ takes a break people will lose hope.
There are a bunch of other good projects around too but these are the biggest bags i hold, i advise not spreading yourself too thin across 100βs of projects and choosing 5-10 that you have full conviction.
Let me know if iβm missing any π€
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