蜂群 (SWM)：破船寻剑

AI Agent已经成为当前链上交易的热门话题。从ai16z到Virtual，再到Swarms，短短一个月的时间，AI Agent赛道再次衍生出MEME领域新的子生态。

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 代币 Swarms 代币的链上数据，并将其与其他 AI Agent 代币的数据进行比较，以识别潜在趋势和大型投资者行为。

Here are the key takeaways:

以下是要点：

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.

大多数大型投资者在1月2日之后开始进入Swarms市场，这表明他们错过了早期的价格底部。然而，一些早期投资者以低至0.01-0.05美元的价格买入。

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 个持有地址中 Swarms 代币的平均初始购买价格为 0.17 美元，平均首次销售价格为 0.23 美元，利润倍数约为购买价格的 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.

初始转账金额最高的地址收到了超过 413 万美元的 Swarms 代币，而从 12 月 20 日开始早期购买代币的地址目前持有价值超过 2733 万美元的代币，在不出售的情况下利润约为 2544 万美元。

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等多个地址采用了将多个地址的代币收集到一个地址的方式，这很可能表明了一种通过小额买入进入市场并逐渐集中代币的策略。

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.

通过对 Fartcoin、GRIFFAIN、ZEREBRO、ai16z、arc、Swarms 等 6 个 AI Agent 代币的前 1000 个持有地址进行对比分析，发现有 27% 的地址购买了多个 AI Agent 代币。

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个代币中反复出现的1647个大地址持有的AI主题代币总价值超过15.8亿美元，其中29个地址持有价值超过1000万美元的AI代币，总计约6.9亿美元。

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.

总体而言，本文提供了对 AI Agent 代币市场中大型投资者行为的见解，并强调了分析交易行为而不是简单地跟踪智能货币地址的重要性。