蜂群 (SWM)：破船尋劍

AI Agent已經成為目前鏈上交易的熱門話題。從ai16z到Virtual，再到Swarms，短短一個月的時間，AI Agent賽道再次衍生出MEME領域新的子生態。

This article analyzes the on-chain data of Swarms tokens, a popular AI Agent token, and compares it with the data of other AI Agent tokens to identify potential trends and large investor behavior.

本文分析了流行的 AI Agent 代幣 Swarms 代幣的鏈上數據，並將其與其他 AI Agent 代幣的數據進行比較，以識別潛在趨勢和大型投資者行為。

Here are the key takeaways:

以下是重點：

Most large investors began entering the Swarms market after January 2, indicating that they missed the early price bottom. However, some early investors bought at prices as low as $0.01-$0.05.

大多數大型投資者在1月2日之後開始進入Swarms市場，這表明他們錯過了早期的價格底部。然而，一些早期投資者以低至0.01-0.05美元的價格買入。

The average initial purchase price for Swarms tokens among the top 1,000 holding addresses was $0.17, while the average first sale price was $0.23, showing a profit multiple of about 2.43 times the purchase price.

前 1000 個持有地址中 Swarms 代幣的平均初始購買價格為 0.17 美元，平均首次銷售價格為 0.23 美元，利潤倍數約為購買價格的 2.43 倍。

The address with the highest initial transfer amount received over $4.13 million in Swarms tokens, while the address that purchased the tokens early on, starting December 20, currently holds tokens worth over $27.33 million and has a profit of about $25.44 million without selling.

初始轉帳金額最高的地址收到了超過413 萬美元的Swarms 代幣，而從12 月20 日開始早期購買代幣的地址目前持有價值超過2733 萬美元的代幣，在不出售的情況下利潤約為2544 萬美元。

Several addresses, such as 5NQTp9jHbz and H1zFMUjYLz, used a method of collecting tokens from multiple addresses into one address, likely indicating a strategy of entering the market through small purchases and gradually concentrating the tokens.

5NQTp9jHbz、H1zFMUjYLz等多個地址採用了將多個地址的代幣收集到一個地址的方式，這很可能表明了一種透過小額買入進入市場並逐漸集中代幣的策略。

A comparative analysis of the top 1,000 holding addresses for six AI Agent tokens, including Fartcoin, GRIFFAIN, ZEREBRO, ai16z, arc, and Swarms, revealed that 27% of the addresses purchased multiple AI Agent tokens.

透過對 Fartcoin、GRIFFAIN、ZEREBRO、ai16z、arc、Swarms 等 6 個 AI Agent 代幣的前 1000 個持有地址進行比較分析，發現有 27% 的地址購買了多個 AI Agent 代幣。

The total value of AI-themed tokens held by the 1,647 large addresses that appeared repeatedly across the six tokens was over $1.58 billion, with 29 addresses holding AI tokens worth over $10 million, totaling approximately $690 million.

6個代幣中反覆出現的1647個大地址持有的AI主題代幣總價值超過15.8億美元，其中29個地址持有價值超過1000萬美元的AI代幣，總計約6.9億美元。

Overall, the article provides insights into the behavior of large investors in the AI Agent token market and highlights the importance of analyzing transaction behavior rather than simply tracking smart money addresses.

總體而言，本文提供了對 AI Agent 代幣市場中大型投資者行為的見解，並強調了分析交易行為而不是簡單地追蹤智慧貨幣地址的重要性。