Conclusion first: In this round, what’s really worth keeping an eye on isn’t the high-risk direct pre-sale or the generic info reselling, but the new AI infrastructure assets that have already entered the mainnet launch and first application rollout phase. @gensynai's mainnet is live, and the first application, Delphi, has also launched simultaneously. Additionally, with the TGE completed and liquidity scenes opening up on top exchanges, for those willing to price new assets, track sector rotation, and monitor application penetration, this combo of 'mainnet launch + application kick-off + trading liquidity opening' usually offers better odds than pure concept projects. The key now is to observe the quality of liquidity after the opening, the actual adoption speed of the application, and whether Delphi's fee buyback and burn can create sustained expectations. Then, decide whether to take a light position for experimentation or wait for a second pricing. The risk lies in the fact that the AI sector is already highly volatile; the initial price discovery post-TGE can be intense, and if the actual usage of the application falls short of expectations, the valuation can quickly pull back.
🔗 Original tweet: https://x.com/Big_Tea_Rice/status/2049420957547483580