In recent days, the two major camps with the most discussions on the AI agent track on the Sol chain are AI16z and Swarms. Currently, AI16z firmly occupies the leading position, while Swarms is gaining momentum and temporarily ranks second. I predict that when Swarms' market cap reaches one-third of AI16z's, a peak state will be reached. As for AI16z's ecosystem tokens, in addition to ELIZA and Degenai, Focai is also worth paying attention to. Focai's market cap has risen from 60M to 28M and has nearly completed its correction, and I actually bought in early... Focai is hailed as the first immortal on-chain AI agent, based on technologies such as ELIZA, ElizaOS, and TEE. Seeing many big shots from Swarms starting to invest in Zailgo, I also followed suit and invested some. Receiving two airdrops has been truly delightful, and I feel this development team has great potential. Regardless of the project's intentions, the investors have definitely made a profit. However, there have been some plot twists recently, with one moment saying Zailgo's developers are aligning with AI16z, and another moment there are controversies about the authenticity of Prism. Let's just wait and see for now. After some adjustments a while ago, I suggest a holding ratio of: 70% in AI16z and Swarms each, and 30% in other tokens. The benefit of this arrangement is that the gains from leading projects may not be small, and the pullback will not be too deep, which can help stabilize the mindset. The remaining 30% can be used to pursue alpha. Recently, I have also summarized a bottom-fishing technique: even if you are optimistic about a project, you should only establish a small position first, and then add to your position when it pulls back by 60% after a surge; do not be too FOMO...