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KLED具有真正的潜力,尽管目前市场情绪似乎过于乐观。该项目的基本面看起来很稳固,特别是Avi Patel在构建ICM机制方面的设计——这是激励对齐的教科书式方法。也就是说,我的入场点设在$20m 市值,预计在下一轮上涨之前会有回调。当前的估值可能会面临压力,但如果你相信团队的执行能力,长期布局是合理的。