My entire investment thesis for $HBAR has changed after DeepSeek and my new target is $30 to $60 for this cycle.

A 100x - 200x from here. 

I’m crazy? Hear me out:

Hedera has developed the most advanced AI verifiability toolset with NVIDIA, Intel and Dell. It’s already being used by Palantir, ServiceNow and others.

Why am I so bullish? It’s the AI safety.

Effectively, HBAR has built something called Verifiable Compute through its EQUITY lab amongst other AI Governance and Compliance tooling. 

This advanced tech is already implemented in NVIDIA chips and after DeepSeek caused trillions of dollars to leave the U.S. stock market, it will likely be activated by default and be required by law. 

This technology will mint every single step in the process of generating an AI model on the Hedera network. 

Effectively, it will transparently and immutably show how much energy / chips and data were used to create a model.

It will also stop distillation of AI models by foreign actors such as China. 

This will potentially create quadrillion transactions per year on the Hedera network and dedicated subnets which can easily be rolled up with the Hedera Hiero standard maintained by the Linux Foundation.  

That would effectively mean $100.000.000.000 in transaction income for the network.

This will create significant demand for the native currency HBAR and push it towards a market cap of over 1 trillion USD

HBAR is in fact the most undervalued asset in the world as of this moment.

The other key reason is AI governance and safety. Hedera has built the most advanced capacity for enabling truly open source AI with safety in mind. This will become a standard for models globally.

I am going to write a detailed article explaining my thesis soon and share it with @DavidSacks and @ARKInvest
#HBAR