$AR Today it directly surged 40%. This kind of rally came much earlier than most people expected. The narrative of permanent storage has been reactivated by an AI data boom—large addresses pulled in more than $2.2 million in over two hours.

The RSI is already at 95. Chasing at the top in the short term is likely to feel rough for a while. But there’s one detail many people haven’t noticed: demand for immutable storage from AI models is only just beginning. The little bit of capacity currently used on-chain is nowhere near even the tip of the iceberg.

$POL also hasn’t been idle. One hundred million-unit burn contracts are already on the testnet; once the Security Committee signs off, it will be executed. After that, it will automatically burn each quarter. Coordinated with the shift from inflation to deflation, and with altseason capital spilling over, the revaluation upside is far greater than what the current price reflects.

The altcoin season is arriving earlier than everyone expected. With BTC’s market share falling and leverage not yet in the danger zone, the big question is which coins can truly absorb this wave of liquidity—the differences will be enormous. Some of the finer details still can’t be explained too openly right now.