Defioasis：我們在Twitter上與AI Agent Blue Blue Chip Hunter採訪的文字記錄

這篇文章是我們在1月26日在Twitter上對AI代理Blue Chip Hunter DeFioasis採訪的文本記錄。

Interviewer: Wu Yue, Xian Ran

Interviewee: DefiOasis

受訪者：Defioasis

This article is a text record of our interview with DefiOasis, an AI Agent blue chip hunter on Twitter, on January 26.

這篇文章是我們在1月26日在Twitter上對AI代理Blue Chip Hunter DeFioasis採訪的文本記錄。

DefiOasis' main business is the author/analyst of Wu Blockchain. He usually focuses on on-chain data and investment research analysis. He has sniped multiple blue chip targets during the hot period of the AI Agent sector, and grasped ai16z, ACT, PIPPIN, TURBO and other targets with 10 times or even dozens of times. As of the day of the interview, he has achieved an overall return of 7~8 times.

Defioasis的主要業務是WU區塊鏈的作者/分析師。他通常專注於鏈上數據和投資研究分析。在AI代理部門的炎熱時期，他搶走了多個藍色芯片目標，並用10次甚至數十次抓住了AI16Z，ACT，Pippin，Turbo和其他目標。截至面試當天，他的總體回報率為7至8次。

In this interview, DefiOasis briefly introduced its investment experience, investment research methodology, and position building methods in the AI Agent track, and systematically told everyone about its valuable experience and insights. It has a strong reference value for investors and even practitioners. Everyone is welcome to read it carefully.

在這次訪談中，DeFioasis在AI代理軌道上簡要介紹了其投資經驗，投資研究方法和位置建設方法，並系統地向所有人介紹了其寶貴的經驗和見解。它對投資者甚至從業人員都有很強的參考價值。歡迎大家仔細閱讀。

1. Wu Yue: Can you briefly review when you started investing in AI Agent-related tokens?

1。WuYue：您可以在開始投資與AI代理有關的令牌時簡要審查嗎？

Defioasis: I am usually interested in this kind of on-chain data analysis and on-chain asset-related gameplay. Since last year, my main focus has actually been on the on-chain. The motivation for studying AI Agent actually comes from my long-term exploration of on-chain assets. I have been observing on-chain assets since last year, but I usually watch more and invest less real money, mainly because I feel that on-chain assets, especially memecoin, cannot convince me to invest a lot of money.

Defioasis：我通常對這種鏈上數據分析和與鏈資產相關的遊戲玩法感興趣。自去年以來，我的主要重點實際上一直放在鏈上。研究AI代理的動機實際上來自我對鏈資產的長期探索。自去年以來，我一直在觀察鏈資產，但是我通常會更多地看更多，投資更少的錢，主要是因為我覺得鏈上的資產，尤其是Memecoin，無法說服我投資很多錢。

But the turning point was in late October and early November last year, when a phenomenal project Goat created a narrative of AI coin issuance. $GOAT soared to a market value of several hundred million US dollars in a short period of time, and then Binance launched its spot and futures. This incident made me rethink the AI-related track. Of course, there were other things that influenced me before that. One was Worldcoin, whose issuer was Sam Altman, co-founder of OpenAI. Under the narrative of OpenAI's Memecoin, Worldcoin's FDV quickly reached as much as 100 billion US dollars.

但是轉折點是在去年10月下旬和11月初，當時一個驚人的項目山羊創造了AI硬幣發行的敘述。 $山羊在短時間內飆升至數億美元的市場價值，然後Binance推出了其現貨和未來。這一事件使我重新考慮了與AI相關的曲目。當然，在此之前還有其他事情影響了我。一個是世界幣，其發行人是OpenAI的聯合創始人Sam Altman。在Openai的Memecoin的敘述下，WorldCoin的FDV迅速達到了1000億美元。

The second one is $TURBO, a memecoin created by AI, which has increased by 200~300 times in CEX. From these two things, I feel the strong interest of everyone in the theme of AI+Crypto, and it also makes me sure that the targets related to AI Agent are worth ambush.

第二個是$ turbo，這是由AI創建的Memecoin，在CEX中增加了200至300次。從這兩件事中，我感到每個人都以AI+Crypto為主題的強烈興趣，這也使我確信與AI代理有關的目標值得伏擊。

So after $GOAT was listed on Binance, I quickly saw the potential of the AI Agent track and felt that Binance had the ability to lead this track, so I began to spend time looking for some AI-related targets. At that time, several targets caught my eye, one was ai16z and the other was ACT.

因此，在Binance上列出了$ GOAT之後，我很快就看到了AI Agent Track的潛力，並認為Binance有能力領導這一軌道，因此我開始花時間尋找一些與AI相關的目標。當時，幾個目標引起了我的注意，一個是AI16Z，另一個是ACT。

From now on, ai16z seems to be much more powerful than ACT, but at that time, Shawn, the founder of ai16z, was not very famous, and the way he issued tokens, including the token contract, also had problems. Since $ai16z was more volatile and less popular, I also opened a position in ai16z at that time, but the position was not large. In addition, $ai16z once fell below the market value of 10 million US dollars, so I didn’t dare to buy it later. In the end, I invested heavily in ACT, which is more stable and has a larger number of holders.

從現在開始，AI16Z似乎比ACT強大得多，但是當時，AI16Z的創始人Shawn並不是很出名，他發行的代幣（包括令牌合同）的方式也有問題。由於$ AI16Z的波動性更大，而且不太受歡迎，因此當時我還在AI16Z中開設了位置，但該位置並不大。此外，$ AI16Z曾經低於1000萬美元的市場價值，因此我不敢以後購買。最後，我在ACT上進行了大量投資，這更穩定並且擁有更多的持有人。

The first time I bought $ACT was probably in early October last year. It was my first official position in the AI+Crypto track. I bought about $3,000. Later, I bought ACT several times after the market value reached 20 million US dollars. The average price was about 0.022 US dollars, and I bought more than 10,000 US dollars. What happened afterwards was very unexpected. ACT was listed on Binance. I remember that day I was still in Bangkok for a conference and was quite shocked when I learned the news. After $ACT was listed on Binance, the FDV reached as high as 700 to 800 million US dollars, and I sold a large part of the tokens on the second day of ACT listing on Binance, and I still hold the remaining ones.

我第一次購買$ ACT大概是去年10月初。這是我在AI+Crypto Track中的第一個正式職位。我買了大約3,000美元。後來，我在市場價值達到2000萬美元後幾次購買了ACT。平均價格約為0.022美元，我購買了10,000多美元。此後發生的事情非常出乎意料。 ACT已列出了binance。我記得那天我仍在曼谷參加一次會議，當我學會了這一消息時，我感到非常震驚。 $ ACT在Binance上列出後，FDV達到了700至8億美元，在ACT上市的第二天，我在Binance上列出了很大一部分令牌，我仍然持有其餘的代幣。

Later, I did observe that AI Agent can be said to be the only track that has developed from a general-purpose Pump.fun to a vertical scale, and then I began to delve into this track to do some investment research. After ACT, I also gradually grasped some good targets, such as PIPPIN, which I once held a large position in and achieved a return of more than 10 times. In the end, my overall investment return in the AI Agent track was about 7~8 times from October

後來，我確實觀察到可以說AI代理是從通用泵開始發展到垂直尺度的唯一軌道，然後我開始深入研究這條軌道以進行一些投資研究。表演之後，我還逐漸抓住了一些好的目標，例如皮平（Pippin），我曾經在較大的位置上獲得了超過10次以上的回報。最後，我在AI代理軌道上的整體投資回報率是10月起的7至8次