丰密KuiGas|Nov 06, 2025 11:34
Sentient: The most noteworthy and upcoming major project that is close to TGE
Sentient has always been a project that I have been focusing on, and its pace and location are too sensitive to pay attention to.
If we look back at the wealth effect over the past year, we will find a main thread that is difficult to ignore. I don't need to say much, everyone has seen it. After Plasma and Avantis went live, the wealth effect was amazing and the heat was invincible, directly igniting the entire market. Why can they ignite? The core is simple: invested by Founders Fund. FF's investment has gradually become a signal, a spark for narrative and valuation. These people are not investing in quantity, but in direction, and a big narrative entrance for investing in the future.
So now everyone is asking: Who else did FF vote for? Who hasn't issued coins yet? Who is the next major opportunity?
I have reorganized the 11 projects that FF is currently in a "waiting to ignite" state, which are roughly as follows:
Polymarket @ Polymarket | Predicting the Market
Helius @ heliuslabs | Solana Infrastructure
Sentient @ SentientAGI | Decentralized AI Agent Network
N1 @ N1Chain | High performance next-generation L1
Citrea @ citrea_xyz | Bitcoin ZK L2
Prime Intellect @ PrimeInterlect | Decentralized AI Computing Network
OpenSea @ opensea | NFT Market
Ubyx @ ubyx_ | stablecoin protocol
Altius @ AltiusLabs | Modular Infrastructure
Abstract @ AbstractChain | Penguin Chain
Lighter @ Lighter_xyz | Perpetual Contract Platform
If we only ask: Who is most likely to start with a high FDV after issuing coins?
The fastest and most likely names are Sentient, Polymarket, OpenSea, and Lighter.
Write the rest separately afterwards. The focus here is on Sentient, which is truly at the center of the current narrative.
The reason is simple. The valuation of OpenAI on the Web2 side has surged to nearly $1 trillion, which is no longer a company valuation, but a national level resource tilt. It is a true game of great power capital, and it is certain that AGI narrative has entered the national level capital track. And there was also a benchmark sample on Web3, where Bittensor (TAO) surged all the way to 530+. I first learned about this project from Kenny, a teacher at 33DAO. At that time, it was less than $50. Tao proved that AI x Crypto is not a story, but can capture value. But the problem with TAO is actually very clear at present: there is a model network and incentives, but there is no product, no sustainable income, and no closed-loop value return. It proves the direction, but has not yet realized that path.
Sentient is filling this gap. It's the opposite. It's not about building a network first and then seeing if it's useful. It starts directly from real products and user scenarios, using tokens to support AI product development. These products in turn bring real revenue to the protocol, forming a positive cycle. Simply put, it is a closed-loop model of funds → products → returns.
My understanding is that it is not 'another AI project', it is creating a decentralized AGI ecosystem that can grow, self generate, and value can flow back on its own. This is crucial because it determines that it is not a narrative of "digging and leaving", nor is it purely a concept, but can support time, scale, and ecology. With the integration of agents, data, models, computing power, and verifiable AI full stack, it has the opportunity to become a new generation of open-source community ecology worth billions of dollars.
And the biggest selling point and opportunity is: open source
Sentient's popularity is also real. Previously, Kaito ranked first on the platform for a long time, and currently it is ranked fifth. The whole network is competing for GRID test codes, and offline activities are also very hot. I even feel that its biggest contradiction at present is not the project itself, but the lack of opportunities for individual investors to participate. Having fewer places to participate means there are no opportunities to make money.
70% of the team consists of open-source AGI researchers, making it a dream team in the field of AI+encryption. The founder is Professor Pramod, the inventor of 4G, and there are also Himanshu and Sandeep, the founder of Polygon, who are deeply involved. Their advisor is Sreeram from EigenLayer. Upon closer inspection, it can be observed that these individuals are not using Web3 to ride on AI, but rather those who were originally working on AGI have chosen open source and on chain solutions. The team is too hardcore, no wonder they can get so much top tier capital investment.
In terms of financing, Sentient completed $85 million in funding last year, led by Founders Fund, Pantera, and Framework. These companies have long-term strategies in both AI and encryption, and their performance is also ranked high. Especially FF, which has only invested in ten AI projects in recent years, Sentient is its core bet in the direction of open-source AGI. This is not a project level issue, but a narrative and flagship position.
What can be seen is
Sentient has a great chance to become the starting point event for the next billion dollar ecosystem. Sentient TGE, Probably one of the iconic moments of this year.
The next step is to examine the token model and participation methods. To be honest, there are not many actions that ordinary people can take at present. If the government gives retail investors a chance to get on board, it is important to focus on whether there have been any sudden events recently.
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