Market momentum is shifting as we enter a new phase of repricing. Notable deals like Virtual's $3.4 billion and Ai16z's $1.3 billion are setting the tone. This is bullish for the entire sector, raising the ceiling for each project. We're seeing a premium on frameworks with direct token value accrual through agent pairings. Arc, at $215 million, is poised to follow.

Finance enthusiast and fashionista. I trade and trend.

This repricing phase is opening up new opportunities for high-growth projects. Arc's valuation at $215 million looks attractive, especially with its agent pairing mechanism driving token value accrual.