I wrote this thesis one month ago on $KLED since this thesis, Kled survived FUD from half of CT including names like @cobie . I want to give y'all the update you guys deserve: First of all, i own more KLED than ever today, i bought some more today and i'm getting increasingly more bullish on @avipat_ s progress and also what Pasternak has been building in the background. I think Avi Patel did a lot of wrong things and had to learn lot of stuff in the hard way, the token sale, the advisory board, the email drama, lots of valid points where CT was in the right to raise an eyebrow. For the last 2 weeks he did nothing but hardcore ship. The Kled team built an amazing backend, enterprise portal, further progressed talks with both labs and large ai firms (which they'll soon announce publicly) and delivered on their promises. The flywheel is in place and less & less KLED is available on the public market every day. It's rare to me to find heavy conviction in projects (on which i speak about for multiple months), i only ever had them in 6 projects since i started with CT: $OLAS (2023) 10x $AGRS (2023) 5x $GB (2024) 150x $wQUIL (2024-5) -70%, still holding $KLED (2025) 3x, still heavy conviction If i have conviction into something, my strategy has always been the same. Try to support the team everywhere i can and hold my position for a multi-month timeframe to see the whole thesis play out. Worldcoin and Axie Infinity are similar playbooks to KLED, just here with KLED, you have something that is fully diluted, has a flywheel, and actual real-world usability in the AI world we're heading towards. I increased my KLED holdings today by another +20%. I think the next step KLED will take is to completely decouple from Launchcoin PA since they are two totally different projects, you will start noticing this when their marketing campaign really starts.