Defioasis：我们在Twitter上与AI Agent Blue Blue Chip Hunter采访的文字记录

这篇文章是我们在1月26日在Twitter上对AI代理Blue Chip Hunter DeFioasis采访的文本记录。

Interviewer: Wu Yue, Xian Ran

Interviewee: DefiOasis

受访者：Defioasis

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

这篇文章是我们在1月26日在Twitter上对AI代理Blue Chip Hunter DeFioasis采访的文本记录。

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的主要业务是WU区块链的作者/分析师。他通常专注于链上数据和投资研究分析。在AI代理部门的炎热时期，他抢走了多个蓝色芯片目标，并用10次甚至数十次抓住了AI16Z，ACT，Pippin，Turbo和其他目标。截至面试当天，他的总体回报率为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.

在这次访谈中，DeFioasis在AI代理轨道上简要介绍了其投资经验，投资研究方法和位置建设方法，并系统地向所有人介绍了其宝贵的经验和见解。它对投资者甚至从业人员都有很强的参考价值。欢迎大家仔细阅读。

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

1。WuYue：您可以在开始投资与AI代理有关的令牌时简要审查吗？

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：我通常对这种链上数据分析和与链资产相关的游戏玩法感兴趣。自去年以来，我的主要重点实际上一直放在链上。研究AI代理的动机实际上来自我对链资产的长期探索。自去年以来，我一直在观察链资产，但是我通常会更多地看更多，投资更少的钱，主要是因为我觉得链上的资产，尤其是Memecoin，无法说服我投资很多钱。

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.

但是转折点是在去年10月下旬和11月初，当时一个惊人的项目山羊创造了AI硬币发行的叙述。 $山羊在短时间内飙升至数亿美元的市场价值，然后Binance推出了其现货和未来。这一事件使我重新考虑了与AI相关的曲目。当然，在此之前还有其他事情影响了我。一个是世界币，其发行人是OpenAI的联合创始人Sam Altman。在Openai的Memecoin的叙述下，WorldCoin的FDV迅速达到了1000亿美元。

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.

第二个是$ turbo，这是由AI创建的Memecoin，在CEX中增加了200至300次。从这两件事中，我感到每个人都以AI+Crypto为主题的强烈兴趣，这也使我确信与AI代理有关的目标值得伏击。

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之后，我很快就看到了AI Agent Track的潜力，并认为Binance有能力领导这一轨道，因此我开始花时间寻找一些与AI相关的目标。当时，几个目标引起了我的注意，一个是AI16Z，另一个是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.

从现在开始，AI16Z似乎比ACT强大得多，但是当时，AI16Z的创始人Shawn并不是很出名，他发行的代币（包括令牌合同）的方式也有问题。由于$ AI16Z的波动性更大，而且不太受欢迎，因此当时我还在AI16Z中开设了位置，但该位置并不大。此外，$ AI16Z曾经低于1000万美元的市场价值，因此我不敢以后购买。最后，我在ACT上进行了大量投资，这更稳定并且拥有更多的持有人。

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.

我第一次购买$ ACT大概是去年10月初。这是我在AI+Crypto Track中的第一个正式职位。我买了大约3,000美元。后来，我在市场价值达到2000万美元后几次购买了ACT。平均价格约为0.022美元，我购买了10,000多美元。此后发生的事情非常出乎意料。 ACT已列出了binance。我记得那天我仍在曼谷参加一次会议，当我学会了这一消息时，我感到非常震惊。 $ ACT在Binance上列出后，FDV达到了700至8亿美元，在ACT上市的第二天，我在Binance上列出了很大一部分令牌，我仍然持有其余的代币。

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

后来，我确实观察到可以说AI代理是从通用泵开始发展到垂直尺度的唯一轨道，然后我开始深入研究这条轨道以进行一些投资研究。表演之后，我还逐渐抓住了一些好的目标，例如皮平（Pippin），我曾经在较大的位置上获得了超过10次以上的回报。最后，我在AI代理轨道上的整体投资回报率是10月起的7至8次