Odaily编辑部Meme操作全记录（1月8日）

Odaily星球日报Published on 2025-01-08Last updated on 2025-01-08

Abstract

要么投叙事最性感者，不考虑价格上限；要么投资低位，但有背景或属于核心叙事者。

本新栏目为 Odaily 编辑部成员真实投资经历分享，不接受任何商务广告，不构成投资建议（因为本司同事都很擅长亏钱），旨在为读者扩充视角、丰富信源，欢迎加入 Odaily 社群（微信@Odaily 2018 ，Telegram 交流群，X 官方账号）交流吐槽。

本文涉及 Meme 价格、市值、持仓等相关数据均来自 GMGN。

Odaily编辑部Meme操作全记录（1月8日）

推荐人：Leo（X：@LeoAndCrypto）

简介：撸毛赚钱合约亏，Meme 赚钱合约亏（就冲小市值 Meme，谁家过年还不吃顿饺子～）

分享：

  1. 无脑买 COOKIE，第一次发现 cookie.fun 还是 11 月份，但并没买币，后面再 0.17 左右买了，涨到 0.4 左右又加仓了点，准备当钻石手了。

  2. 周一看到篇聊 DeFi AI 的文章，中午买了点NEUR和ANON，周一晚上又买了GRPH。目前 NEUR 还不错，GRPH 和 ANON 又跌回来了，不过 ANON 市值快 2 亿了，准备找机会跑咯。

  3. 最近几天关注：ALR、PPCOIN和lexicon。昨天跌过了，晚点找机会上车。

推荐人：golem（X：@web3_golem）

简介：比特币生态捕手、Meme 练习生、永远吃不上热乎选手

分享：

  1. BUZZ 目前已经算是 DeFi AI 代理的龙头，此前开盘速通后在 3700 万市值处上车，后面翻倍就出了本。因为今日 BUZZ 宣布与 zerebro 合作集群通信基础设施，市值上涨最高突破 1 亿市值。但个人认为并未到顶，AI Agent 赛道估值上限最大的是框架和基础设施，如果 BUZZ 选择做 DeFiAI 基础设施，市值起码会上 2 亿美元，继续看好。

  2. 除了 BUZZ 外，DeFi AI 领域还持有 HTERM，叙事是 Solana 和 base 上的多链 AI 代理，创始人是 ConsenSys 首席数据科学家，但目前还未被价值发现。

推荐人：南枳（X：@Assassin_Malvo）

简介：链上玩家，数据分析师，除了 NFT 什么都玩

分享：

个人理解中，AI 赛道代币和项目存在几个核心特点“难以验证”、“没有人用”、“同质化严重”，因此价格与“叙事大小”和“项目背景”正相关，与实用性、社区无关。

所以，要么投资叙事最 sexy 的项目（基本不考虑价格上限），要么投资低位但有背景或属于核心叙事的项目。

在我昨天文章《AI 项目同质化程度攀升，本周速通盘优劣如下》中能发现一些上述第二类的项目。本人当前手动持仓包括 Aimonica、CATG、BUZZ、Focai、ELIZA、SANDY、degenai（叙事与性价比均衡）。

往期记录

1 月 3 日

12 月 27 日

12 月 20 日

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88 倍重仓钻石手的自白：我为什么选择ai16z（并卖掉 swarms）

AI Agent 新贵 Swarms 一周 7 倍，还有哪些生态潜力项目？

细数 AI 浪潮下的五大趋势与机会（附相关项目）

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