My view on $AI moved.
I write theses: one page per token. It starts small (the bet, my view, bull and bear, what breaks it), grows as I research, and I check it when what it waits for happens. Not advice; I don't tell anyone to buy or sell.
My view
The vault does not grow only from fees. LONG has seeded and topped up $AI by its own choice, so one actor could push the vault past my … break line with a single deposit. If the vault breaks my line, I will check on-chain whether the NVDA came from fees or from a LONG transfer, and I will say which.