AlΞxWacy

They’re not even trying to hide it anymore 🤡
Vertical up.
Vertical down.
Reset. Repeat.
If this is “random”, then I’m Satoshi.

I don’t usually get excited about AI TGEs, but $SENT looks interesting to me.
Most of CT seems to anchor around an $800M FDV at launch, which feels conservative if @SentientAGI keeps executing.
➢ four NeurIPS papers
➢ startup of the Year at Minsky Awards
➢ constant shipping and a clear open source thesis
If they really pull off the “Linux of AI” with 100+ partners, a $10B valuation over time doesn’t sound crazy.
And in terms of actual product sustainability, they're already competing with OpenAi, xAI and some of the major players out there.

Prediction on $LIT
Hyperliquid premarket is already pricing $LIT at >$4B FDV
~$80 per point. That’s an aggressive day-one expectation.
Meanwhile, Polymarket puts the odds of >$4B FDV one day after launch at ~23%.
And Polymarket has been surprisingly accurate this cycle.
Perp DEXs are one of the few sectors with real cash flow.
Lighter is already close to Hyperliquid and Aster in volume efficiency, while trading at lower revenue multiples.
My base case isn’t a moonshot.
I’m positioning for >$2B FDV with ~14% yield.
Less upside. Cleaner risk.

🚨 $ETH JUST ENTERED MASSIVE SANTA CRASH MODE

This chart won’t leave my mind.
If this trend continues,
we’re about to see the BIGGEST ALTSEASON in crypto history.