Nguyen Manh Tinh
@nmtinh
$spec @spectral-labs 1) AI has been a top narrative this year. AI Agents are where the buck is at with big AI companies atm, things are just heating up, project positioned for this already. As GPT 5 hype kicks in this narrative will be even stronger.
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Nguyen Manh Tinh
@nmtinh
2) Already listed on a major CEX (Bybit), spot liquidity. 3) Has top tier backers (Polychain, Franklin Templeton, Jump, Samsung, Circle and more). Only way to really get CEX listings and move up the ranks is with strong backers with good connections.
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Nguyen Manh Tinh
@nmtinh
4) Low float, only circulating is airdrop and MM (airdrop had 30 days to claim, over now). Airdrop fractal. 5) All other rounds locked for a year.
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Nguyen Manh Tinh
@nmtinh
6) High odds of Coinbase listing (top backed AI token on Base) - ex-coinbase team and I assume there is a good reason why they launched on Base. 7) CT barely on it, good sign of potential demand side flows once narrative really kicks in.
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Nguyen Manh Tinh
@nmtinh
8) Solid 2024 roadmap, actually useful agentic tools (not just one time use GPT wrappers). e.g. - Onchain Explorer: Natural language conversations to explore onchain data. - Transaction Simulator: Backtest transaction strategies. - Filecoin Dev Rel Agent: Assist in deploying content to the IPFS network.
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Nguyen Manh Tinh
@nmtinh
150 Circ / 1.5 FDV, reminds a lot of an $ONDO style play. Think this can double this year, targeting ~ $30. Disclosure: I have publicly been bullish the token since <$5 from launch. Traded out post initial listing run up, waited for it to consolidate to re-accumulate, and riding since around $7 average.
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