After a big run, could add to my $GAI position in this dip. Thesis below: > Team is top-tier: ex-google engineers, PhDs and professors at reputable universities, ex-JPM, former vanar cto, etc Sometimes we see teams that are academics at a really high level and can build great stuff, but lack crypto-native experience. This industry is not for everyone, and investors want constant updates, a fast delivery, a token going up; but also a great tech and capable team. Because well, they’re competing against players like The Graph and the alliance between Fetch, Ocean, and SingularityNet — multi billion dollar projects. > Narrative is also great, with some already calling it "The Chainlink of AI". For an easy visualization: $GAI is a bridge between AI and blockchain data. LLMs can’t use onchain data (especially not real-time data). so for now, they are just dumb tools... They fail most of the time, provide inaccurate or outdated info, definitely far from complete, and can’t access most of interesting stuff. It’s a painful experience. Leveraging onchain data is nowadays impossible at the level we require, at the level that LLMs in web2 play at. That’s what @GraphAIOfficial solves. > Messy, unstructured, and raw data > filtered into indexes > converted into real-time knowledge graphs > and can now be used by LLMs in a proper way These knowledge graphs are simple organized boxes that LLMs can easily understand. With context, cohesion, and continuity with other events. What does this translate on? Intelligent bots, fast AI-powered transactions, autonomous DAOs, real-time prompt-based analytics, self-improving onchain protocols, etc. AI <> Blockchain is broken, and *IF* $GAI is able to fix it and can unlock the full power of an LLM using onchain data, then it should be valued accordingly. > Regarding what’s next, beta for GraphEngine has already opened for participants and will go live soon, they are integrating blockchains, team is already releasing product videos, and it will be followed by mainnet release in 2025. Risk-on season and packed roadmap for another utility project on @base *disclaimer: I also seeded GAI in a small round