You're probably feeling that after the AI wave in Q1, AI products in general are a bit "overpriced". AI and RWA were two very hot narratives at that time. RWA is currently still considered quite stiff, AI seems to be having stronger adjustments. Typically $WLD with long continuous unlocks.
Here are some of my views on this narrative 👇🏻
🔺Not saying anything but still hot: AI is still a narrative that is expected to explode in this cycle, helping onboard users enter the market. Not only at Web3, traditional markets are also looking for ways to make AI more accessible to the community as well as meet the needs of asset ownership. For example:#NVDAsplits stocks into 10 parts
🔺The momentum is still there: Good news promoting AI growth appears continuously such as
$ASI consolidation, expected July 5 —> wave for AI?
$NVDA officially surpasses Microsoft in capitalization
Apple AI - Supper AI
Upgrade GPT Chat
Google is stepping up investment in AI
🔺The market is adjusting, AI is also following that trend: Adjustments will help the market uptrend more sustainably, AI waves will be more explosive
🔺Create beautiful entries for those who missed the wave and are optimal opportunities: In the previous wave, we witnessed x5 x10 from AI lines that couldn't find an entry. Currently, the projects have also reached an acceptable price range, so I have gradually entered (those who want to be sure of winning, just wait for more accumulation to be added to the queue). This is an opportunity for you to strengthen your position in this narrative
My AI bag 🔥
$RSS3: re-enter at $0.3 zone, previously optimized at x4
$DEAI: re-entered the $0.28 zone, previously closed the 10% bag twice at $1.2 and $0.7
$NEAR: entry $1, held tightly, optimized many times so I can't list it =))
$WLD: swinging at entry ~ $5
$GLQ: $0.07 entry from April, still intact
There is also $IO, the DePIN item I just added at entry $3.18
In short, I'm quite satisfied with this AI bag.#AIwill still be the narrative I care a lot about in this cycle. The price zone has also been adjusted to the buyable zone, you can gradually enter. Don't wait until everyone reminds you and everyone flies so that you don't know if you can still get in, at that time the piece of cake will already be divided.
What about you guys, what AI port do you have? Comment below 🫶🏻
#I HAVE #DePIN