I think many forget or were not here for last year's AI cycle.
It started with Nvidia's outperformance, sparking speculation in valuations for many of these AI/Crypto projects.
I believe we're seeing the same occurrence, with price action leading and mindshare playing catch up.
AI Agents and DePIN are leading again:
- $AI16Z +40%
- $ARC +25%
- $HONEY +50%
The name of the game is now finding the new and early stage projects that will benefit from this wave.
Some small ones I'm looking at (ACE, XCHANGE, MACHINES, PAYNET) are at a crossroads of the narrative and are worth paying attention to.
Data: @_dexuai
BTW, most of these plays are being discovered on @tryfomo
If you're not on there, you're simply missing out.
Use my code for 10% off your fees:
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