Thread
- Posted
- 2026-09-10 13:29 UTC
- First seen
- 23h ago via trade comments
- Chain
- Solana
- Likes
- 7
Other theses on this trade
i don't like comparing coins, but in this case the comparison makes sense. $ORBIO is a great inference protocol. it's back at 30m mcap after hitting a 45m ATH, and i have no doubt it eventually reaches 9figures. inference is the new digital oil. openrouter was acquired for 7b by Stripe, and the onchain use case for inference protocols makes the most sense, arguably one of the biggest potential usecase of crypto and blockchains. with that said, i think $MINI is criminally undervalued for several reasons: #1 - the tech is insanely impressive. imo, the product is way better than $ORBIO's, with significantly more potential upside in terms of usage. #2 - the dev is one of the most respected builders/founders in the Solana ecosystem, with an elite track record and credentials. he previously raised from Alliance DAO, Fabric VC, Animoca Brands, solana foundation, and other top VCs for his previous project. and he's ALL IN on minirouter now. he's already laid out his ambition and vision of building minirouter as (the onchain openrouter) i'm pretty sure solana is simply lagging behind RH when it comes to inference plays, and $mini will be one of the projects that closes that gap. $mini should at least hit $orbio ATH which 15x from here, if not higher. and it's still incredibly early and the potential of what's the founder ZHE is building with minirouter is unlimited.
minirouter remains the most undervalued project on Solana. and i mean criminally undervalued. Zhe is building the onchain openrouter, openrouter was sold for 7b dollar to stripe. I wouldn’t be surprised if it reprices to 9figs+ out of nowhere, just like $STONK did after ranging at a 7fig mcap for weeks.
generational entry i’m pretty sure we won’t see $mini ever trade below 10m in the newt few weeks expand your timeframe, thinks weeks ahead.
i believe $mini is a 9-10fig potential ai inference protocol being built on solana, and we’re incredibly early. solana foundation folks have been interacting publicly with zhe, and using the product. meteora head of ecosystem just hard shilled minirouter. i genuinely believe $mini has the potential of being the $vvv of this cycle on solana.
orbio just hit 35m mini at 4m, 10x better tech, solana foundation backing, one of the most respected founders in solana ecosystem. $mini is extremely undervalued here and wouldn’t be surprised if it pulls a $stonk monster move to 9figs
If executed and scaled right, I see a vision where $MINI could be as big as $VVV on base. the asymmetry is here. the founder is one of the most respected builders in solana ecosystem, someone worth betting on. don’t forget that some of the biggest tokens we had last cycle on solana were utility/AI projects, e.g. $ARC to 800m
It makes zero sense to me for $ORBIO to trade at 26M while $MINI is at 3M. this is me saying $MINI is undervalued, not that $ORBIO is overvalued. i think it hasn’t caught up yet only because most attention is still on robinhood. I believe the winner of the onchain AI inference race will become a billion dollar protocol. I’ve bought pretty much every serious inference play, Surplus, Squid, $MINI, $ORBIO, etc. because I believe this is one of the crypto use cases that makes the most sense, and the upside is massive. Openrouter was just acquired by stripe for 7 billion dollars. I believe the r/r on $MINI, built by @iamzhe extremely attractive here
If executed and scaled right, I see a vision where Minirouter could be as big as $VVV on base. the asymmetry is here. the founder is someone worth betting on. I’m hiding this token and will ride it. sometimes i routinely clean small positions from my fomo wallet and end up fumbling 100xs. don’t forget that some of the biggest tokens we had last cycle on solana were utility/AI projects, e.g. $ARC
one thing i’d add: utility coins are ultimately bets on founders. because you’re not betting on the current product but weeks/months from now and right now, zhe is easily a top 0.1% founder in the solana ecosystem. he has the track record, credentials, technical experience, and network to turn minirouter into one of the biggest protocols on solana. when you’re betting on utility this early, you’re really betting on the founder’s ability to execute. and zhe checks pretty much every box.
it looks like solana is finally back. memecoins are ripping $ZCAT went from 0 to $160m in 3 days, $STONK went from $20m to $200m. utility coins should be next. and $MINIROUTER is easily one of the most interesting protocols being built on solana right now. built by an OG solana founder who’s been involved since the early days of the chain. his previous startups raised millions from Alliance DAO, Fabric VC, and Animoca etc he’s also close with Toly/Mert and deeply connected across the solana ecosystem and foundation. if this is the start of a real solana resurgence, the best utility protocols are going to catch a serious bid. https://x.com/iamzhe/status/2095632137781125490?s=46
i first sold this because it was on solana not RH. now i'm buying it because it's on solana not on RH.