Continuously increasing holdings, Sahara, data 📊 From last night to today, there has been a wave of airdrops and institutional unlocking, and the sell-off is almost coming to an end. From the perspective of contract trading volume, it has also shrunk to the extreme. As the saying goes, land quantity determines land price, but we rarely touch contracts and mostly buy spot goods. In addition, the public offering cost is 0.06, the FDV is 600 million US dollars, and the public offering market value is also the valuation of the final round of financing. At present, the 800 million FDV is only 33% higher than the 600 million, and institutions still have lock ups. Another Grand Slam CEX player, almost all mainstream exchanges have been listed. It also belongs to the apple of our eye in the AI field that we have long been concerned about - AI public chain. So the odds for this position are pretty good! To be honest, there have been more and more projects combining AI and blockchain recently, but most of them are still at the stage of "concept". There aren't many that can really land. After reading Sahara's product updates and progress, I really feel that it may be one of the few top tier products that can break out. As a platform for creating "AI public chains", it is like Ethereum that allows you to issue coins and NFTs, while Sahara allows you to deploy, own, and monetize your AI agents. Like when we played AI meme in the early days, AI16Z had a peak of nearly $2.5 billion, and as a complete AI on chain infrastructure, its current valuation of $800 million is still quite impressive. Especially with the recent release of the two flagship products, it will truly open up the era of AI equality, enabling AI to be accessible and beneficial to everyone. one ️⃣ Agent Builder - Codeless AI Agent Builder A super simple web tool that everyone can use. With just a few clicks, selecting a model, and uploading data, you can build an intelligent agent in just a few minutes and go live immediately. two ️⃣ AI Marketplace - a store for open source models and datasets You don't need to browse GitHub or Hugging Face anymore. You can directly pull the models and data you want from the Marketplace and integrate them into the Agent with just one click. In the future, you can use Sahara to do: Customer service robot Legal assistant • Private intelligent secretary Enterprise internal training assistant Wait, wait... By combining the above two, as long as you have some data, you can build your own exclusive AI agent, and you don't need to be proficient in programming or deploy servers. It does everything for you, generating API interfaces that can run on the spot, which is really smooth, and you can also get profits by listing it. 🪙 Token SAHARA is not a vase, it has a complete value capture mechanism We are all afraid of 'air coins', but I think Sahara's design is quite practical. Their tokens are not for decoration, but the core of the entire platform operation: You need to upload data, call the model → pay with SAHARA Model authors, data annotators, and agent developers can all earn SAHARA • Support license authorization and on chain sharing in the future → The agent you put on the shelf can automatically receive payment even if it is used by others It's like when you post a music piece, someone creates and commercializes it, and the platform directly shares it with you, without you having to keep an eye on it. I think this is the most likely solution to combine open-source AI with commercial applications. 🔥 By comparing it with Bittensor, you will know how great its potential is Many people are familiar with Bittensor (TAO), which is also a representative of AI x Layer1 and is now valued at $6.7 billion. The Sahara route is very similar: both focus on AI infrastructure However, Sahara's direction is closer to actual development and has a lower threshold Sahara also received support from Upbit (the largest exchange in Korean won), which Bittensor did not achieve. And now Sahara's market value is just in its early stages, from a valuation perspective, we believe there is still considerable potential. Finally, we have been studying AI for a relatively long time, from the birth of ChatGPT in early 2023 to the present day. Many AI projects mostly tell stories and concepts, but there are very few that can truly bring practical scenarios and value applications, and those that can run in a closed loop are even rarer. Sahara is an exception. It's not just about the vision, but there are already tools, users, and processes that can run smoothly. Developers can build it, ordinary people can use it, tokens are useful, marketable, and shareable. If you, like me, recognize the long-term value of the AI track, you may want to try the Sahara Agent Builder feature first, experience their product, and then make a comprehensive judgment on its investment potential. Perhaps you will have more confidence. 🧐