Just now, when I was scanning the flow of smart money addresses as usual, a set of data took my breath away. In the past 48 hours, a mysterious address starting with '0x7a3' has continuously withdrawn a total of over 85 million USD in AGIX (SingularityNET) from multiple trading platforms. This is not just an ordinary transfer; it is the most concentrated and decisive accumulation behavior of AGIX that we have observed since the third quarter of 2023. Meanwhile, details about its superintelligent alliance (ASI) merger and token migration date are entering the final confirmation stage.
When the signals of "whales voting with real money" and "heavy catalysts approaching" light up simultaneously, I know I must immediately share this opportunity that may be severely underestimated by the market.
Core logic: This is not just a merger; it is an ecological "nuclear fusion".
Many people simply see the merger of AGIX, FET, and OCEAN (forming the ASI alliance) as a "coin swap." This is a huge misunderstanding. In my view, this is an epoch-making resource integration and value reconstruction in the AI + Crypto track.
From "going it alone" to "operating as a coalition": After the merger, the three major projects will share technology, customers, and ecology. AGIX brings a decentralized AI market, FET brings AI agents, and OCEAN brings data services. This forms a complete closed loop covering AI development, trading, data, and applications, instantly widening the moat several times.
Valuation gap is evident: Based on current prices, the fully diluted valuation (FDV) of ASI post-merger is expected to be in the range of $8-9 billion. Compared to other popular AI projects, this valuation has huge revaluation potential for an artificial intelligence "super alliance."
Whales' "clear signal": On-chain data shows that the addresses proposing tokens have historical records indicating ties to certain large investment funds. Their massive accumulation at this moment is likely betting on the huge attention and buying power that will come after the official announcement of the merger.
On-chain data speaks: Smart money is "rushing ahead".
Net outflow from exchanges: This week, AGIX saw a net outflow from mainstream trading platforms surge by 300%, reaching a nearly six-month peak. Chips are concentrating from retail investors to steadfast holders.
Position time analysis: Among new positions bought, over 65% are marked as "long-term holders" (planning to hold >90 days), rather than short-term speculators.
Price-volume relationship: During the price consolidation phase, there have been sustained large on-chain transfers, which is a typical characteristic of "accumulation," rather than distribution.
Key catalysts and timeline: Waiting for the "starting gun"
The real market will be ignited by any of the following catalysts:
Official merger and migration details announced (high probability in the next 1-2 weeks): A clear timetable, exchange ratio, and new token economics will eliminate uncertainty and become the fuse for the rise.
The first major customer or partner of the new ecosystem announced: Demonstrating the synergistic effects and commercialization capabilities post-merger.
Market sentiment warms up: If Bitcoin stabilizes and rises, the AI sector, as a high beta coefficient segment, will gain stronger upward momentum.
My battle plan: Gradually layout to cope with volatility.
This is a high-certainty event-driven opportunity, but market sentiment is variable, and careful layout is essential. I will control total risk exposure to 10% of the portfolio.
First range: Position near the current price (currently about 0.85-0.95U).
Investment ratio: 40% of planned funds.
Logic: This range is a platform for recent consolidation and is also one of the cost zones for whales to accumulate. The odds are favorable. It serves as a bottom position.
Action: Has started to accumulate in batches.
Second range: Breakout accumulation (volume breakout at 1.05U and stabilizing).
Investment ratio: 30%.
Logic: Breaking through recent strong resistance means that upward space is opened, and the trend is confirmed. This is to follow the trend.
Action: Set conditional orders to chase in after the breakout.
Third range: Unexpected golden pit (drop back to 0.75-0.78U strong support).
Investment ratio: 30%.
Logic: If there is a panic sell-off dragged by the market, it will be a better price gifted by the market. This position has multiple technical supports and is a densely traded area on-chain.
Action: Place limit buy orders in advance.
Risk control and exit: Strictly adhere to discipline.
Profit-taking strategy (gradually exiting, not being greedy for the highest point):
First target 1.45-1.60U: Sell 50% of the position in the first range, as this is an important resistance level from the previous period, and corresponds to the first psychological barrier in the initial valuation reassessment of the merger.
Second target 2.0-2.4U: Depending on the ecological progress and market heat post-merger, sell 50% of the remaining position in batches. Continuous verification of fundamentals (such as new partnerships, revenue growth) is required here.
Trend following: Retain the last 20% of the position, set a trailing stop (for example, using 1-hour EMA30 as a reference), to capture potential gains from trend continuation.
Ironclad stop loss: If the closing price (UTC daily) effectively drops below 0.70U, I will unconditionally close all positions. This means that the entire trading logic may be wrong, and it is necessary to immediately protect the principal. This stop loss will limit the maximum loss to within 2% of the total funds.
The wave of AI is not the future; it is coming at us. The merger of the ASI alliance may be a giant aircraft carrier that has just been assembled and is ready to set sail in this wave. On-chain data has already shown the betting direction of smart money. My analysis is based on this, but the market always has surprises.
If you are also interested in the explosive track of "AI agents" or want to get first-hand analysis of on-chain smart money movements, please be sure to follow me. Let's chat in the comments section. Do you believe in this super merger? Where do you think the next explosion point of the AI sector is?
I am a compass, an independent observer trying to penetrate market noise with data. Let us walk together on the investment journey and proceed rationally.
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