Blink and $TNSR ran past you? Quick download what actually matters (and what’s just noise). @EdgenTech
Tensor’s not “just an NFT marketplace” anymore. It’s the Solana NFT power user’s venue and it’s angling into AI infra the AlphaNet collab points to an AI perp DEX built on Tensor rails (that’s the catalyst that lit up the tape).
❯ Moat today: real Solana NFT share + pro tooling; even Tensor’s own pitch is “#1 on Solana” and third-party rundowns place it among the top venues.
❯ New flywheel: on Nov-21, the foundation said 100% of marketplace fees now route to the TNSR treasury (up from 50%) cleaner alignment with token holders.
❯ Fresh headlines: Coinbase just scooped Vector, the Solana DEX Tensor incubated more mindshare, more distribution.
❯ Unlock risk: multiple trackers show a chunky vesting pipeline; know the cadence before you size.
❯ Technicals: after the jump, RSI printed classic overbought on some dashboards; momentum’s hot, but that cuts both ways.
How I’d approach it: build a small Portfolio with TNSR + SOL + a top Solana NFT index proxy; run a 360° Report on TNSR for tokenomics + treasury flow, then watch grades vs. unlock dates and whether the AI-DEX story actually ships (dev repos, testnet dates). If fee capture + product land, the narrative has legs; if it’s just hype and emissions, you’ll see it in the grades and treasury math.

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