The on-chain Meme platform is in a battle of 100 groups, and the AI Agent sector is recovering
1. Meme platform competition pattern: Believe, Bonk, and Pump are divided into three parts
The advantages of BELIEVE are highlighted:
It focuses on real-name issuance (such as $dupe, $superfriend) to attract real traffic project parties.
There is no internal disk mechanism, which reduces the risk of retail investors being cut and strengthens user confidence.
The platform token $launchcoin FDV exceeded 100 million to 200 million US dollars, driving the ecological heat
Bonk Rises, Challenges Pump:
Today, $glonk is listed at the same time as Pump, and the Bonk version of $glonk data crushes the Pump version (FDV 8M vs. 1.7M, trading volume doubled)
Recently, the golden dogs have been frequently released (such as $doom, $ikun, and $bonkify), and the momentum is strong
Pump's moat is weak, and the platform cashes out SOL, resulting in the loss of users.
Platform Differentiation Trends:
Believe: High-end route to attract real-name projects
Pump/Bonk: The main battlefield of FMCG memes
2. The AI Agent sector recovered, led by leading projects
The leading $virtual rebounded 5 times, launched staking and DAO governance, and solved the problem of token economic model
Other AI project performance:
Backbone: $ai 16z, $aixbt (3x), $goat, $act (7x), $fartcoin (FDV 1.4 billion, record high)
Stagflation potential: $griffain (7x), $arc (4x), $pippin (4x), $vvv (3x)
Market rotation logic: After the meme boom, funds may return to the AI track, and the old agent project may usher in a second spring
3: Future focus direction:
Meme platform: whether Believe can maintain its advantage and how Bonk/Pump optimizes the economic model.
AI Agent: The ecological development of the leading $virtual, and the opportunity to make up for the stagflation project.
Market rhythm: If copycat cattle continue, the AI sector may take over from meme as the next focus.
Keep an eye out for new memes on Believe/Bonk in the short term and be wary of Pump risks. Spot medium and long-term layout of AI agent leading and low-valuation old projects
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