2026-01-02 08:48:45

The valuation disagreement for the Sent project is indeed significant. In the first half of the year, the official target was 8-10 billion, with participating parties raising around 1 billion. On the eve of the funding, the valuation was stuck at 1.8 billion. But looking at the data on the prediction market Polymarket, the market only assigns a valuation of 200 million — the gap is huge.

On one side is the valuation anchor from the funding party, and on the other side is the calm pricing in the open market. The divergence between the two reflects the market's true attitude towards this project. Interestingly, a similar project, OpinionLabs, is quite different. I personally am quite optimistic about its prospects, although it is still a project on the BNB Chain, there are many highlights worth paying attention to from a fundamental perspective.

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GasFeeCrier

· 12h ago

From 80 million to 200 million, is this gap supposed to make me laugh haha Still negotiating on the night before funding, shows the market has no clue OpinionLabs is actually interesting, can do some tricks on the BNB chain too Sent's valuation game is a bit aggressive, I think I'll stay on the sidelines With 1.8 billion stuck, either admit defeat or wait to be proven wrong Predicting the market is always more honest than the fundraisers, that's a rule OpinionLabs' fundamentals are indeed promising, the story might be better than Sent's Wait, is this 200 million valuation serious? The whole project team has gone crazy The funding valuation and market pricing are so far apart, there's no need to say anything else I actually prefer OpinionLabs' long-term development, there's still opportunity in this track If Sent really raised at 1.8 billion, I have to ask the later investors what they were thinking Another story before the valuation bubble bursts again

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0xOverleveraged

· 12h ago

Sent, that valuation imagination is really big, calling for 8-10 billion, finally hitting a ceiling at 1.8 billion, Polymarket directly giving 200 million as a slap in the face, the gap... it cracks me up. OpinionLabs is quite low-key, projects on the BNB chain are easily overlooked, but if you say there are highlights, I need to check it out. Financing side vs. market, it's always a fight, in the end, it still depends on who has more money.

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FallingLeaf

· 13h ago

From 80 million to 200 million, this valuation plunge is just too outrageous, does the financing party really dare to set such a price? Polymarket's pricing truly reflects reality; it's obvious to see through this game. I'm also paying attention to OpinionLabs; things on the BNB chain are currently undervalued. 1.8 billion is stuck there, indicating that the market simply isn't buying it. The financiers' imagination is too rich; I can't understand this gap. However, the fundamentals of OpinionLabs are indeed promising, much more solid than Sent. Dropping prices on the eve of financing is a very clear signal.

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GasOptimizer

· 13h ago

From 8 billion to 200 million, the price difference is so outrageous that I don't even want to look at Polymarket anymore, lol --- The fundraisers are always living in a dream, the market is always the most honest, I can't understand the game of Sent --- How is OpinionLabs? Give me a position suggestion --- Wait, 1.8 billion is stuck? This financing hasn't been finalized yet --- It's always like this, overvalued and then pulled back to reality, Sent probably can't escape either --- The 200 million valuation for Polymarket is the real one, everything else is just a numbers game --- Are there any quality projects on BNB Chain? Asking everyone --- Fundraisers and the market are 50 times apart? This project should have been warned long ago --- I'm optimistic about OpinionLabs +1, the fundamentals are indeed interesting --- From 8 billion to 200 million, how strong must that mentality be, haha

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