#The AI track is a field we have been focusing on and betting on for a long time.

CN
Rocky
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7 hours ago

The AI track is a field we have long focused on and bet on. #Sentient TGE has launched on Binance, with an FDV of less than 1 billion USD, and I decisively bought some. 👇 Let’s discuss the logic behind it!

In the past, we have seen many Web3 + AI projects, most of which are protocols or partial optimizations targeting AI pain points, such as data labeling. However, #Sentient's narrative is much grander; I believe it is the closest to open-source AGI we have seen. Let’s look at a few hardcore metrics 📊:

1️⃣ The ROMA framework of #Sentient has outperformed GPT-4o and Gemini in multi-step reasoning tests;

2️⃣ SERA-Crypto can output on-chain analysis reports with traceability in just a few seconds, faster, more accurate, and more specialized than Perplexity;

3️⃣ Backed by Peter Thiel's Founders Fund, the top-tier fund that invested in Facebook and OpenAI, it has only bet on this in the open-source AI field;

4️⃣ Polygon founder Sandeep personally endorses it, the team has locked their tokens for 6 years, and investors for 5 years, which clearly indicates a long-term project without the intention to exploit investors.

Now, let’s look at the product itself. #Sentient is not like those: "create an Agent + issue a Token + tell an AI story." Sentient is doing something more fundamental and challenging, connecting models, agents, data, and computing power into an open-source AGI network that can run, be used, and generate profit.

· GRID: A decentralized intelligent network that is already operational.

· ROMA: A multi-agent reasoning framework that has benchmarked and outperformed a bunch of closed-source models.

· SERA-Crypto: I believe it is currently the AI tool closest to real productivity in the Web3 scenario.

· Dobby model: A commercially viable open-source model that has been tested in real-world applications.

Thus, #Sentient is an AI product that has been validated by the market, is usable and effective, and has already generated cash flow income.

Finally, let’s talk about market capitalization. After launching on Binance, #Sentient's FDV has stabilized at 1 billion USD, which I think is relatively cheap. Here’s a simple comparison:

Bittensor (TAO) has a market cap of 5 billion, relative to traditional AI model mining models;

Perplexity's private placement valuation is 14 billion, and it hasn’t gone public yet;

Whereas Sentient, with just the GRID decentralized AI network, has over 100 models and 50 agents, and is being used by real users, with the protocol itself capable of generating profits.

Additionally, in terms of token capture, using models, data, and running agents in its ecosystem all require spending $SENT. This creates a positive feedback loop; the more people use it, the stronger the demand, and the more support there is for the token.

In summary, although the current market is relatively cold, often a lackluster market can produce breakout hits. If you, like me, believe that open-source AGI will become mainstream in the future and that Web3 needs its own AI infrastructure, then for Sentient, it’s not a question of whether it’s "expensive or not," but whether you can hold onto it. Therefore, I am willing to lock my tokens with this team; while others lock for 6 years, I believe in its long-term value! 🧐

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