Recently, I researched the lowercase $eliza and started building a position on a small scale. According to the current narrative situation, the price trend may be influenced by several factors, especially whether the largest holder, AI16z, will sell off.
If AI16z chooses to dump, the narrative's appeal will be very strong, and in that case, the valuation of $eliza could reach 500 million.
If there is a buyback, the narrative's heat will be relatively high in the short term, and the valuation will likely reach around 100 million.
If no actions are taken, the narrative's appeal will be significantly reduced, and the valuation may remain at the current high point, making it difficult to rise further.
From a rational perspective, the current risk of $eliza is quite high, so I also remind holders to view it rationally and not to blindly follow the trend.
