Plume price

TBH, the pump effect of DAT is diminishing marginally, and the "sell the news" operations have become the norm. $ATH and its treasury company gave the market a demonstration lesson this past Monday. However, I personally judge that this is an emotional pricing by the market in response to the proliferation of cryptocurrency treasury companies and the SEC's yellow light 🟡 warning, which does not fully price in the fundamentals and innovative mechanisms of $ATH - $POAI. After all, most participants in the US stock market are completely unaware of how $ATH differs from other altcoins, let alone fully understand the innovative points of the $ATH - $POAI treasury mechanism. I have previously written a lot of analyses on Aethir. Unlike other DePin projects that use potential token returns as a guise while their real goal is to sell mining machines, Aethir genuinely has a plan to containerize GPU computing power and sell it in the enterprise market. Currently, Aethir has over 435,000 GPU containers, covering more than 200 locations worldwide, with a cumulative delivery of over 1.1 billion computing hours. It is important to note that Aethir's decentralized GPU computing power targets the AI inference and AI application computing market, while the AI training market is 100% dominated by centralized mega computing centers. However, the market size of just the AI inference and AI application computing segments is sufficient to support Aethir in achieving an annual recurring revenue of $155 million. Although in the crypto market, we often say "fundamentals are just a meme," the fundamentals of $ATH indeed keep its token price volatility and maximum drawdown lower than other altcoins of similar market capitalization. Moreover, the Aethir project allows $ATH holders to exchange ATH for GPU computing power at a 1:1 ratio, giving $ATH a perpetual put option nature similar to the new FT (Flying Tulip) token created by AC. However, projects with stable cash flow, due to their lower valuation elasticity, are usually not favored by retail investors in the crypto market, similar to $HUMA, $PLUME, etc. To compensate for this, the Aethir project has previously incubated AI Agent applications with Grant points, collaborated with EigenLayer to create a Ponzi flywheel, and launched stablecoins backed by GPU computing power, but the results have been unsatisfactory. Now, with DAT as a powerful new bubble-making tool, the Aethir project has bought the US shell company $POAI to experiment with a treasury for $ATH. The core business model value cycle of $POAI is selling computing power → repurchasing ATH → receiving 20% foundation grants → NAV expansion → selling computing power. The Aethir project charges a 20% protocol fee on all computing power revenue, providing a continuous source of sustainable funding for the grants. Therefore, the $ATH treasury is different from other treasuries, including the ETH treasury, as its underlying asset is actually GPU computing power, rather than the crypto assets that Buffett sarcastically referred to as "rat poison squared." This makes $POAI effectively a decentralized computing power risk exposure for Tradfi investors, thus possessing unique long-term portfolio allocation value. In this sense, $POAI is on the same Tier 0 level of treasury investment targets as MicroStrategy. That's all.