Highlighted as another 'privacy' narrative investment. The speaker's group's call was at $0.31, and it's considered a project with strong fundamentals.

The initial 'mean reversion' trade opportunity has largely played out after a significant run-up. A cool-off period is now expected. A potential area to look for support on a pullback is around the $350 million valuation mark.

Highlighted as a potential 'arbitrage trade opportunity' due to its $689 million valuation being significantly lower than its competitor Polygon ($2 billion), suggesting room for growth.

The speaker is particularly bullish on this token for long-term accumulation, noting its 'very nice' accumulation pattern.