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AI16Z
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my port did 32x from the last bear market bottom, and 80% of these gains came from coins that started or were leaders in new, lasting narratives.
- $goat ai agents narrative
- $tao ai narrative
- $trump (on eth) politifi narrative
- $whales points narrative
- $ondo rwa narrative
- $virtuals ai agents launchpad narrative
- $aixbt fist useful ai agent
- $ton, $ston, $redo TON szn
- $ai16z ai daos narrative
- friendtech keys socialfi narrative
- $hype revenue/buybacks narrative
- $ray sol memecoins narrative
- $pendle yield trading narrative
so:
- looks for new narratives that make sense
- if you are confident, size big on coin that created the narrative (there are probably like 5-10 coins like this per year)
- dont play betas, focus on leader
new narratives that look good currently:
- tokenized pokemon cards ( $cards, i prefer other tokenized pokemon cards platform but there is only this coin to get exposure)
- prediction markets ( i like $rug but there are also other ways to get exposure)
- tokenized stocks (this one probably needs some more time to play out)
gl

SPX6900 didn't just meme "culture."
They memed *conviction.*
This is something that has consistently appeared in our onchain data.
Here we have "Whale Retention"
It's showing the total number of wallets holding SPX6900 that have ever hit $100k in total value.
We mark those wallets when this happens as "whale wallets."
And then we track the number of *units* in those whale wallets (stripping out noise from price action).
We want to see a high % that maintains over 50% of their peak holdings (in units) through volatility (upside and downside)
SPX6900 has consistently been number 1 in this category.
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This is how you separate the wheat from the chaff when it comes to "blue chip" memes.
Popcat, WIF, AI16z, and Fartcoin have very low conviction holders relative to the top memes.
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P.S. We're sharing an update this week with readers of @the_defi_report on all the "blue chip" memecoin data we track
If you'd like to have the latest research hit your inbox when it's published, see the link below 👇

About ElizaOS (AI16Z)
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