@rakesh100

Polymarket now shows only 55% chance that @zama FDV goes above $800M just 1 day after listing. A few days ago, this was 80%+ that’s a sharp drop. So what changed? 👇 1️⃣ Possible reasons: Market cooling after initial hype 2️⃣ Traders reassessing short-term valuation vs long-term tech 3️⃣ More supply-side awareness (unlock fears, allocation clarity) 4️⃣ Rotation away from high-FDV launches 5️⃣ Polymarket often reflects sentiment faster than CT timelines This doesn’t mean Zama is weak it means expectations are getting more realistic. Zama still has: • Real FHE tech (not vapor) • Strong research moat • Clear infra narrative for encrypted DeFi & confidential apps But price discovery ≠ tech quality. 💰 My personal participation range: I’d be comfortable around $300M–$400M FDV. That’s where risk/reward feels for a long-term bet. Curious to see how the zama sealed bid dutch auction plays out gZama. #ZamaCreatorProgram #Zama #FHE #CryptoMarkets

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