Sentient is going to zero. Don’t be the exit liquidity. Listing is set for January 22 and the sell pressure will be huge. Premarket keeps printing new lows every single day: -70% from ATH… and it is far from over. What’s coming next? • Binance Prime Sale participants hedging • Airdrop farmers nuking the chart right after the checker goes live (rumored Jan 21) Let’s talk numbers: • Premarket FDV: ~$800M • Initial circulating supply: ~21% Now the fun (math) part: • Binance will sell 2% of supply at $370M FDV pre-TGE • Total airdrop allocation: ~13% • Rumors: top farmers getting 5figs drops Do you really think these farmers brought or will ever bring real value to the project? The answer is obvious. But the selling pressure they’ll bring to the order book will be decent. My bets: • Mid-risk: FDV < $600M - 33c • Low-risk: FDV < $800M - 69c • No-risk: FDV < $1B - 84c Don’t marry your bags. Markets don’t care about your feelings.
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Variational FDV is undervalued. Open your eyes! 1. This new perp protocol has zero fees, a smooth interface, and a deep order book. That’s why it shouldn’t die one minute after the TGE and airdrop. 2. Here are the top perp protocols and their current valuations: → Hyperliquid (HYPE) - $23.6B FDV → Aster - $5.75B FDV → Lighter - $2.65B FDV If Variational’s TGE were happening soon, we would definitely see a valuation above $1B. But with more than half a year left until TGE, the valuation will heavily depend on overall market conditions. 3. The leaderboard is dominated by whales with large volumes and strong PNL, which means the project is already convenient to use, not just a money-laundering scheme run by two student devs. 4. It’s currently the top1 perp protocol for farmers, which means it will have strong mindshare. Based on all of the above, my pick is: FDV > $1B YES at 35–38c.
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Will the Trump administration remain unpunished? > Less than a week ago, there were absolutely no rumors about a meeting between Trump and Zelensky. > At 6:00 p.m. UTC on December 25, Polymarket became the first “media source” known about the upcoming meeting. A group of insider wallets aggressively loaded YES positions. > Well-known PM trader @tsybka was one of the first to expose this abuse. > The situation was so unprecedented that for about 12 more hours the odds were still sitting around 20c. And now here we are. The meeting is scheduled for December 28, 3:00 p.m. ET. Did you believe the insiders at the very beginning of this story and manage to make money? I’ll be honest: I entered too late. But I definitely learned my lesson
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