The last thing I'll say about $GIZA for a while, now that I'm fully staked, is that 95% of the people trading onchain don't realize that it's an infrastructure project trading around ~$42 million market cap, under 30 cents USD per token Giza's competing with the top AI x Crypto protocols e.g. $VIRTUAL It would be a mistake to compare it to $MAMO or vanilla yield plays I am bullish on good tech, wherever it is, and Giza seemed like an asymmetric opportunity to me ever since I first looked into it They're not building info/KOL vaporware agents; everything they have in the pipeline is strictly focused on automating financial operations (not just yield optimization) with artificial intelligence. Developers will use their SDK and it'll tie back into the ecosystem One could argue that it should run even more violently than Virtuals did in Q4 2024 as long as the market picks up and we have another AI season in the near future. @aixbt_agent doesn't even use any of Virtuals' tech for its core functionality Look at @pendle_fi's account and search for the word "agent" among their tweets; they've only used the word three times, most recently referring to Pulse from @gizatechxyz as "The Pendle agent" As long as the partnerships and agents continue to roll out, and institutions like @centrifuge keep getting onboarded, I think it has the potential to trade in the multi-billions in terms of FDV if they significantly ramp up their AUA metric and their flywheel gets verified onchain via a public dashboard Distributing tokens purchased via their buyback mechanism to stakers and burning a portion is on the table - 60/40 split like $PUMP would be good Main weaknesses in its current state, as stated several times already, are the tokenomics distribution, unclear timeline communication, insufficient CEX exposure to reach new buyers, relatively low AUA, subpar onchain liquidity, and linear vesting schedule. Most of these pain points are addressable as the project scales In regards to linear vesting, @Arrington_Cap regularly withdraws from Sablier and sells 5-figs worth of their accrued vested tokens on Gate every few days, which anyone can verify via Nansen if they know how to use it. However, a bullish market and large buybacks from a high AUA number could certainly overpower the impact of the sell pressure from gradual unlocks in the short-term.