$TIA had impressive gains yesterday, but a one-day rise can only indicate a concentration of short-term capital; it doesn’t mean long-term supply and demand have changed. Ajian doesn’t think the modular blockchain sector as a whole has regained long-term capital. The same goes for $EIGEN : yesterday’s rally looks more like a spillover from meme coins to infrastructure assets, not enough to call it a sector comeback. If the market really is favoring infrastructure again, we should see more similar assets improving in sync—not just a handful of tokens rising. Ordinary traders don’t need to be among the last suckers chasing gains at this point.