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Originally, I was just casually scrolling through the charts today,
Only to see: $SENTIS 0.5u in the afternoon.
To be honest, at that moment, it wasn’t excitement; it was like my mindset went blank.
From the bottom, it’s over twenty times; this isn’t about “missing a segment,”
It’s more like — you realize it when it’s already too late 😭

What’s even more frustrating is,
$SENTIS is actually not low-key at all.
Binance Alpha hasn’t really fallen out of the forefront during this period,
I felt it didn’t quite fit the “pump and dump” pattern.

Later, I took a serious look at what Sentism AI was doing,
Only to find out it’s not following the shell AI route:
The winning project from the BNB AI Hackathon in April,
Focuses on the DeFAI automation layer,
Handing over strategy → execution → risk control,
Directly to AI Agents to handle.

Plus, with LaunchON, an ecosystem that allows for the creation and customization of Agents,
The hype isn’t just empty talk,
It’s the community, rhythm, and products working together.

Now looking back at this surge to 0.5u,
It’s no longer about whether you think it’s good or not,
But rather — did you even keep it in your sights back then?
Those who missed the bottom should all understand what the feeling is like now.

Recently, I began to revisit a question:
What should we look at for established IPs on the blockchain?

It's not about sentiment.
It's not about who has the highest FDV.
For retail investors, there are actually three indicators —
Users, Revenue, Burn.

First, let's look at users.
Audiera is not a new story.
It comes from the Dance Dance Revolution line,
with 600 million historical users, not PPT data.
Now there are over 5 million real Web3 users on the chain.
In the BNB ecosystem, the music / entertainment track has real activity.

Next, let's look at revenue.
On December 1, Audiera launched AI Payment.
It's not giving away, it's not free riding; it's paid.
AI music generation and creation services,
have already generated over 148,900+ $BEAT in on-chain revenue.
This point is crucial —
This is one of the few 'real money flows' you can directly verify on-chain.

Finally, let's look at burn.
Revenue isn't just for show.
Audiera chooses to:
Revenue → Consumption → Weekly Burn.
The first batch of 125,000 $BEAT has already entered the black hole,
and it is continuously published and executed.

At this point, comparing becomes very clear.
MapleStory has proven that old IPs have value, no problem.
But high FDV + high unlock + dual tokens,
looks more like a traditional game finance model.
Audiera is taking another path:
Single token $BEAT, low initial circulation, AI payment drives the deflationary flywheel.

When Web2 music + AI + payment,
truly connects to the Token economy,
then it’s not just telling a story anymore.

So I prefer to focus on such projects.
Not because of the hype,
but because the data begins to speak for itself.

$BEAT
#BEAT

In the past few days, I've been following the community discussion; $BEAT can really be felt—
attention is rising.
It's not because of some 'nostalgia filter',
but because the market has indeed shown sincerity during this time.

The trend is slowly pushing along the upward channel,
every small pullback is directly picked up,
the few long lower shadows during the day…
it's easy to see: there are people waiting below.

To be honest, when judging whether a Web3 game token is worth playing,
I personally look at three points, very simple:
1. Are the users genuine
2. Is the income really coming in
3. Is the burn transparent without tricks

Audiera meets all three of these.
That's why the market is willing to participate, the community is willing to discuss,
and funds are willing to repeatedly engage—
the logic is really not complicated; there are fundamentals, actions, and expectations.

So it's not surprising that $BEAT is gaining popularity.
It just feels like a natural progression.

#BEAT

In the past few days, the increase of $FHE has indeed been quite eye-catching.
The contract popularity, ranking in trading lists, and discussion volume—are visibly on the rise.

However, I won't blindly praise it just because it has risen.
Is the increase backed by real attention, or is it just a temporary push from the media?
I am still observing myself.

However, there are a few solid points:

First, it is a project that is truly implementing FHE.
Not one of those empty shells that only pay lip service to "privacy narratives."
DeepSeek officially integrates it—this can be verified on GitHub.
The MCP, Coze, and encrypted inference from Byte's side, all indicate that
it is indeed trying to apply FHE in a production environment.

Second, the direction is correct.
AI needs to move toward high-trust scenarios like healthcare, finance, and agency execution,
The fact that large models “see your privacy” will eventually need to be addressed.
The logic of FHE being “usable yet invisible” is born for this purpose.

Of course, there are also many problems:
The operational cost of FHE is high, and the speed is still not fast enough,
The agent economy has not yet formed large-scale real consumption.
If these problems can't be solved, the narrative may just turn into a PowerPoint.

So for me:
In the short term, it has emotions and trades,
In the medium term, we need to see if landing and cooperation can continue to push forward,
In the long term, we need to ask a core question:
Is it the closest to a trusted AI infrastructure in Web3?

If so, then this current price looks like the early stage.
If not, then this wave of increase may just be an emotional dividend.

I will continue to observe how far it can go,
But at least this time—I am willing to give it a bit of trust.

#FHE