Last night the group was arguing about "SEI ETF update" again, and I was lying down scrolling through the K-line, sighing: the market lacks stories, but it lacks the ability to sell those stories. This morning I came across @Kindred_AI and felt a bit excited. SATO's first round of IP pre-sale has concluded: 268K units, $1.85M (the Sei weekly report also mentioned it); the official line is "Next stop: TGE." A couple of days later, they announced: Crunchyroll's founding member is joining, with a schedule of 35+ global IPs in 2026. Siyuan believes that Kindred is impressive in "building trust with IP + distribution," with $KIN directly connecting computing power/skills/memory expansion, turning everyday use into a revenue loop. Next, it depends on whether the retention after TGE can catch this wave of people. Who do you want as your AI partner?