Behind the seemingly chaotic market, there is actually a very clear main thread.

The recent pattern of the crypto market has become quite clear—Meme coins and AI Agents are running in parallel, seemingly operating independently on the surface, but both follow the same capital logic, pursuing efficiency and certainty.

What does the Meme coin line represent? The maximization of short-term sentiment. They capture market speculative enthusiasm at the fastest speed, engaging in pure chip games, with rapid capital inflows and outflows. This is suitable for those with high risk tolerance who seek short-term profits. Fast entry, fast exit—that's the logic.

The AI Agent line is different. It follows a steady approach, with specific application scenarios, supported by capital, and relatively controllable and predictable value growth. The recent 7-day increase of Render by 74% and Virtual's consistent strong performance show the vitality of this track. Projects like these are suitable for those seeking certain returns.

Interestingly, these two lines are not mutually exclusive. Hot money quickly arbitrages Meme coins, while institutional funds make medium- to long-term layouts in AI Agents. They each pursue what they need. For ordinary investors, instead of aimlessly digging into various obscure coins, it’s better to closely monitor the changes in these two main lines. The major capital flows in the market are here—grasping these two lines essentially captures the core opportunities of the current market.