Rocky
Rocky|Jan 23, 2026 05:09
The AI track is an area that we have been paying attention to and betting on for a long time. Sentient TGE has launched Binance, and FDV is less than 1 billion US dollars, so we decisively bought some. Tell me the logic behind it! Previously, we saw many Web3+AI projects that focused on protocols or local optimizations for AI pain points, such as data annotation. But Sentient's narrative is more grandiose, and I believe it is the closest one to leaving the source AGI. Let's first take a look at a few hardcore indicators : one ️⃣ Sentient's ROMA framework outperformed GPT-4o and Gemini in multi-step inference testing; two ️⃣ SERA Crypto can output on chain analysis reports with traceability in just a few seconds, which is faster, more accurate, and specialized than Perplexity; three ️⃣ Behind it is Peter Thiel's Founders Fund, the top fund that has invested in Facebook and OpenAI, and has only invested in it in the field of open source AI; four ️⃣ Polygon founder Sandeep personally supported the project, with the team locked in for 6 years and investors locked in for 5 years. This is a solid long-term project that clearly does not cut the leeks. Looking at the product itself, Sentient is not like the kind of "making an Agent+issuing a Token+telling an AI story". Sentient does a more fundamental and difficult thing, connecting models, agents, data, and computing power into an open-source AGI network that can run, use, and make money. ·GRID: A decentralized intelligent network that has already started running. ·ROMA: Multi agent inference framework, benchmark dry flipping 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 available open-source model that has been tested in practical applications. So Sentient is an AI product that has been validated by the market, is usable and user-friendly, and has already generated cash flow income. Finally, let's talk about market value. Sentient's FDV has stabilized at $1 billion since its launch on Binance. I think it's still relatively cheap. Let's make a simple comparison: Bittensor (TAO) has a market value of 5 billion yuan, compared to the traditional AI mining model; Perplexity's private equity valuation is 14 billion yuan, but it has not yet gone public; Sentient, on the other hand, only has a decentralized AI network called GRID, which has over 100 models and 50 intelligent agents, and is used by real users. The protocol itself can generate profits. In addition, in terms of token capture, calling models, using data, and running intelligent agents in its ecosystem all require SENT. This forms a positive flywheel loop, where the more people use it, the stronger the demand, and the more support the token has. In summary, although the current market is relatively cold, it often leads to explosive products. If you, like me, believe that open source AGI will become mainstream in the future and that Web3 needs its own AI infrastructure, then Sentient is not a matter of "whether it is expensive", but whether you can afford it. So I am willing to lock up with this team, while others lock up for 6 years. I believe in its long-term value!
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