I talk a lot about the $UEFN project, but it's because I see so much potential in it — both financial and utilitarian. The group has the team, the narrative and the connections to make big things happen in the AI agent space. 

I'm also closely following this group as a case study for my own education as a project analysis specialist. Testing my instincts, if you will. So far, they've been on point.

So ahead of the big possible sell-the-news 4/4 announcement, the $UEFN crew held a Twitter Spaces to discuss what they'd be doing. Which as I type it doesn't make sense. Why not just save it for the big possible sell-the-news 4/4 announcement...

One of the big things I'm learning is that teams in the tech space really don't have to be traditionally professional to have success. This generation of investors, especially in crypto, do not value the buttoned up team that's always on time as much as other industries or generations. You can say "formal announcement next week" but then have an informal popup announcement 2 days before... weird...

The Spaces

In the Spaces, the team confirmed its switch from UGC to AI agents, explaining that onboarding physical studios was an inefficient way to drive value to the community/business/token whatever. I agree this is absolutely true.

They also introduced more of the team and their credentials, which solidified my findings that this team is young but precocious. I think Zad Ngur is a very impressive executive, especially for his age, having already exited his previous business to one of the largest esports companies in Asia. Honestly, I would be even more bullish if they would tease a $UEFN exit to them as well. 😂

Two Games

The team announced two games that will be built on top of their AI engine, to drop within the next two months on different platforms. They did not explain what the games would be about, only that they would be accessible to the common consumer and not so "high level."

In the somewhat stunted language used to describe the game (the team is really bad at holding back details while trying to tease and grow interest), they described a game similar to AI Arena (a Smash Bros. knockoff where you train an AI to fight enemies in a fight you observe instead of control) in a SIMS like environment featuring an economy rather than a fighting game environment.

Technical Paper

They went into an analogy of how their AI agent engine works, claiming they will be able to power AI agents on third party as well as first party platforms. The analogy was not explained well, but they said they would be dropping a technical paper in the coming "weeks/days." I'll for sure be putting that technical paper into ClaudeAI with the prompt, "Determine if these motherfuckers are full of shit or not."

Which of these constituted the 4/4 announcement was unclear as well. But like I said, this is Gen Alpha, the most scatterbrained, functionally retarded generation of idiosyncratics ever.

The Metrics

What's important to your wallet is the metrics are all moving in the right direction. Views on the Spaces, Twitter followers, TG followers, new investors, total number of token holders — all metrics are pointing up and to the right. To have such a loyal audience as to hold the floor for months while this team found its way showcases a strength of community that many projects don't have. Although this community complains in TG quite a bit, the core holders are actually incredibly patient. It's one of the best communities I've seen, and is the type of community that will give the team time to build.

When you take a full picture of the quantitative metrics and the sentiment, wealth is really in the team's hands to lose. All they really have to do is not screw up, and this project does an easy 10x.

Team did promise a "new influx of community members" and partnerships, saying they were "lining up big KOLs." They also said they were well planned out for web2.

Later on in the Spaces it sounded like the 4/4 announcement will be the litepaper with updated tokenomics. IMO, this will not be enough to drive any new attention to the project unless the litepaper is accompanied by one of the games or at least an announcement of when the game will be available to play.

So we're at the announcement of an announcement of the announcement stage. But the project has seen 8x growth since the time of my first article, over months, considering cryptomacro pullbacks. That's impressive. So I still think that even as the team continues to trip through its marketing, the community will be patient enough to allow the full project to blossom in time for the bull market, which means a 10x likely, 100x possible, from here (≈$9M mcap).

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