The Success Path of AI Agent Investor DefiOasis: From PIPPIN to Agentipy's Journey as a Blue-Chip Hunter

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Grasp Multiple Alphas: The Growth Path of the AI Agent Blue Chip Hunter

This article records the investment journey and methodology of a successful investor in the AI Agent sector, DefiOasis. DefiOasis primarily engages in on-chain data and investment research analysis, successfully capturing multiple targets that yielded 10 times or even dozens of times returns during the hot period of the AI Agent sector, achieving an overall investment return of 7-8 times.

The Starting Point for Investing in AI Agents

DefiOasis has always been very interested in on-chain data analysis and asset play. From the end of October to the beginning of November 2023, the Goat project created a narrative for AI token issuance, causing its market value to soar to hundreds of millions of dollars in a short period and go live on a trading platform, which led him to rethink the AI-related sector. In addition, the performance of projects like Worldcoin and TURBO has also shown him the market's strong interest in the AI + Crypto theme.

After Goat was launched, DefiOasis began to focus on the AI Agent sector. Initially, it noticed two projects: ai16z and ACT. Although ai16z performed better later on, at that time DefiOasis primarily invested heavily in ACT and made its first purchase in early October 2023. Later, ACT unexpectedly listed on a trading platform, with a market capitalization reaching 700-800 million dollars at one point.

Research Methodology

The research and investment methods of DefiOasis mainly focus on the following aspects:

  1. People-oriented, examine the intentions and abilities of the project founders.

  2. Pay attention to the background and resources of the founders.

  3. Tend to buy tokens in the FDV range of 10-20 million USD.

  4. Value the long-term development potential of the project and do not easily abandon your assets due to short-term fluctuations.

He took the PIPPIN project as an example to detail his investment research process. By examining the background, technical strength, and resources of the founder, Nakajima Yohei, DefiOasis ultimately decided to invest when PIPPIN had a market value of around 20 million USD. Later, PIPPIN transformed into an AI framework, significantly increasing its valuation and bringing considerable returns to DefiOasis.

Conversation DefiOasis: How to cultivate AI Agent blue-chip hunters by grasping multiple Alphas like ai16z?

Promising AI Agent Projects

DefiOasis stated that he is still optimistic about several AI Agent related projects:

  1. Continue to hold projects like PIPPIN.

  2. Focus on AI hackathon projects in the Solana ecosystem.

  3. Focus on the development of Virtual in the Solana ecosystem.

  4. Focus on open-source AI Agent framework projects such as Agentipy.

  5. It is believed that AI+ applications and AI+ DeFi may present good opportunities.

Views on the AI Agent Track

DefiOasis believes that the opportunity for AI Agents is not over yet, mainly based on the following points:

  1. AI-related concepts still have development potential, and the AI industry outside the Crypto circle is on the rise.

  2. The development of the external AI industry will continue to bring new narratives and sub-tracks to the internal Crypto space.

  3. AI Agent is currently the only field that has developed from the general Pump.fun into a scaled vertical track.

  4. A new wave of AI+ applications and AI+ Crypto native narratives may emerge in the future.

Investment and Trading Insights

DefiOasis emphasizes the importance of position management and shares the following entry and exit techniques:

  1. Mainly targeting assets that have undergone two phases of consolidation and have an FDV in the range of 10 million to 30 million USD.

  2. Divide the projects into S-level and A-level, prioritizing framework projects that can form ecosystems or model flywheels.

  3. The amount for a single position should be controlled between 2000-3000 USD, and the maximum holding of a single Token should not exceed 0.2%.

  4. In principle, sell only after gaining at least ten times, usually considering an exit when the FDV is around two to three hundred million dollars.

  5. Be cautious when increasing positions to avoid being trapped due to overconfidence.

  6. In the absence of a major market trend, the "lottery flow" strategy will also be used to participate in PVP.

DefiOasis believes that maintaining a profit-oriented mindset and a flexible investment strategy is crucial for success in the current market environment.

Conversation with DefiOasis: How to cultivate AI Agent blue-chip hunters by grasping multiple Alphas such as ai16z?

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AirdropHarvestervip
· 6h ago
Data analysis is very reliable.
View OriginalReply0
SchroedingersFrontrunvip
· 6h ago
Follow the pro to buy the dip
View OriginalReply0
SybilAttackVictimvip
· 7h ago
Copying homework
View OriginalReply0
BugBountyHuntervip
· 07-10 12:33
Data determines success or failure
View OriginalReply0
SignatureVerifiervip
· 07-10 12:27
worth a closer look
View OriginalReply0
fren_with_benefitsvip
· 07-10 12:24
Gambling dogs look at the data!
View OriginalReply0
fomo_fightervip
· 07-10 12:19
get out of positions bull coin
View OriginalReply0
LiquidatedNotStirredvip
· 07-10 12:10
Be optimistic about the AI track
View OriginalReply0
SignatureCollectorvip
· 07-10 12:04
The project is worth following.
View OriginalReply0
PriceOracleFairyvip
· 07-10 12:04
Technology Drives Success
View OriginalReply0
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