| Followers | 804 |
| Posts | 21039 |
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| Alias Born | 02/28/2007 |
Sunday, November 30, 2025 5:42:23 PM
HIRU is already more overbought than GRLT, which is telling. Now, back to GRLT: during the short holiday sessions on Wednesday and Friday, we saw 215 million shares traded above .0035, about $860,000 in volume on holiday market days. To me, it's obvious that the negative posters on the board already sold ahead of the launch; those shares were flippers and momentum traders, just like the same voices chirping now. Their only weapon at this point is fear and doubt, because there are no new shares coming, no toxic convertibles, and no dilution threat. The only selling pressure left would be from panicking retail, and we’ll find out if they can trigger that. Tonight marks the launch of Gaia, and Primior already has in-house LP capital tied to the $2.1B AUM base, fully KYC cleared, and ready to enter the platform immediately. New KYC applicants on December 1st won’t be able to buy day one, so early inflow appears to come from internal institutional capital, which is significant. Based on Alan’s comments, USP funding should be completed within roughly one month and that could be between 20 and 50m, sometime between launch and early January, with the first 10% annual yield distributions scheduled for February 1st. Around late February to early March, roughly 300 GPs begin listing tokenized projects on Gaia, which could be a massive revenue inflection point. The ATS rollout looks targeted closer to June, but I expect sooner, likely because international USP holders must retain tokens for six months before they can trade; domestic accredited holders must wait one year, so there’s no urgent need for the ATS on day one, and that's partly on me for over-emphasizing it earlier. The December 4th SEC meeting could also streamline KYC requirements, potentially accelerating onboarding even further. What matters right now is that Primior’s existing institutional capital, already cleared, can deploy immediately, and Allan has implied that a sizable pool is waiting to enter. The idea of GRLT falling back to a $7M market cap is absurd, a more realistic valuation sits in the $50M–$75M range.
Bullish
