On-chain Meme platform hundred-group battle, AI Agent sector revival 1. Meme platform competitive landscape: Believe, Bonk, Pump dominate the market Believe's advantages highlighted: Focuses on real-name issuance (such as $dupe, $superfriend), attracting genuine traffic project parties. No internal market mechanism, reducing the risk of retail investors being cut, stronger user confidence. Platform coin $launchcoin FDV surpasses $100 million-$200 million, boosting ecosystem popularity Bonk rises, challenges Pump: Today, $glonk launched simultaneously with Pump, Bonk version $glonk data crushes Pump version (FDV 8M vs. 1.7M, trading volume doubled) Recent frequent golden dogs (such as $doom, $ikun, $bonkify), strong momentum Pump's moat is weak, platform cashing out SOL leads to user loss. Platform differentiation trend: Believe: High-end route, attracting real-name projects Pump/Bonk: Fast-consumption Meme main battlefield 2. AI Agent sector revival, leading projects surge Leading $virtual rebounds 5 times, launches staking and DAO governance, solving token economic model issues Other AI project performance: Backbone: $ai16z, $aixbt (3x), $goat, $act (7x), $fartcoin (FDV 1.4 billion, new high) Potential lagging targets: $griffain (7x), $arc (4x), $pippin (4x), $vvv (3x) Market rotation logic: After the Meme craze, funds may flow back to the AI track, old Agent projects may usher in a second spring 3: Future focus directions: Meme platform: Whether Believe can maintain its advantage, how Bonk/Pump optimize the economic model. AI Agent: The ecological development of leading $virtual, the opportunity for lagging projects to catch up. Market rhythm: If the altcoin bull continues, the AI sector may take over Meme as the next focus. Short-term focus on new Meme on Believe/Bonk, beware of Pump risks. Long-term layout of AI Agent leaders and undervalued old projects in spot.