Elizabeth
Elizabeth|11月 17, 2025 09:32
I wrote an article before about how to value and price projects. The most important thing is to look at the benchmark leaders and the industry ceiling. Sent @SentientAGI got listed on Binance pre-market, and based on the announced circulating supply, the current market cap is only around $2B. This is also because of the recent U.S. stock market drop and the crypto crash over the past week, which suppressed the price. If the token had launched in late September or early October, a $5B valuation would definitely have been achievable. After all, the leading Web3 AI project Tao has a market cap of $7B, while the Web2 AI leader OpenAI is valued at $500B. Project teams have their own considerations when choosing the token launch timing, and they often want to ensure the product is ready before pushing it out. Sentient raised a total of $85M, and if a lot of people short it, there will definitely be a short squeeze rally! From what I’ve heard, the off-market financing cost is between $1.5B and $3B, and it’s super competitive to get in. Based on the current pre-market, investors aren’t making much money. Do you think that’s reasonable? We have to talk about the lead investor: Peter Thiel, the founder of PayPal and an early investor in Facebook, who made a 1,000x return. Later, he founded a Silicon Valley VC firm, Founders Fund, which invested in OpenAI. They’ve only invested in a handful of AI projects, and @SentientAGI is one of them. AI is the biggest opportunity of the next 10 years. As a project backed by Silicon Valley capital, Sentient has no way back—it can only charge forward. @SentientAGI has built an open network called GRID and has an incredibly strong developer network. With top-notch technology, resources, and background, this is the strongest lineup. I’m really looking forward to the day it launches.
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