Yesterday afternoon, I made a purchase of $TIMI, and the whole process was surprisingly smooth — I operated it on my phone, and as soon as I entered the verification code, it showed success. During this time, I feel that the buying environment for new projects has indeed become much friendlier.

After receiving the coins, I didn't rush to sell. At that time, the market price was only over $20, and I felt that this price was not very cost-effective, so I decided to hold and observe. As a result, I didn't expect it to double later. Now the FDV is only 20M, and I have added another $500, preparing to wait for the next doubling opportunity.

This experience made me re-examine the project itself, and I found that I had completely misunderstood it before—I had always thought TIMI was a GameFi token, but in reality, it is not that simple.

The team behind TIMI has chosen to operate anonymously, which is quite special. So why would the SEI Foundation invest in an anonymous project? I thought about it, and it is likely because they recognized its technological innovation path and ecological strategic position.

Their core gameplay is to build AI game infrastructure using zero-knowledge proof (ZK) technology. This logic closely aligns with SEI's positioning as a high-performance L1 - essentially seizing the first-mover advantage in the Web3 gaming space.

The real technical foundation of TIMI is the MetaArena platform. MetaArena has accumulated 3.1 billion minutes of AI behavioral interaction data, making it the largest AI behavioral database in the Web3 space.

Their flagship product, Final Glory, is an AI-driven MMORPG. The AI in the game is not just simple NPC scripts; it learns player behavior patterns, dynamically generates narrative branches, and adjusts challenge difficulty adaptively based on player skill levels—truly achieving a "coexistent open economic system with intelligence."

Looking at the existing data: the total number of users has exceeded 600,000, daily active users remain above 50,000, total AI interaction duration has reached 3.1 billion minutes, and it has received a total of $3.3 million in investment support from institutions such as Blockbuilders and the SEI Foundation.

AI is no longer just an add-on feature for Web3; it is becoming the native foundational layer of Web3. MetaArena is bringing this concept to life—reconstructing the underlying operational logic of on-chain games with AI.

Of course, it is still in the early stages now, and the project's main focus is on investment layout and infrastructure development. However, this forward-looking layout of AI + gaming infrastructure often serves as the starting point for the next cycle.