The fully diluted valuation (FDV) of USD.AI on Polymarket contracts has exceeded $300 million just one day after launch, reflecting a significant shift in crypto capital towards AI and deep tech sectors. CoinMarketCap reports heightened interest in assets like Neuralink and OpenAI, with the USD.AI market showing strong confidence among holders, as it would require $112,690 to move the price by 5 points. The daily trading volume for USDC in this market is $1,233, with a YES share priced at $0.962, offering a 1.04x return. This indicates high confidence in USD.AI's potential to maintain its valuation despite the broader capital shift towards AI growth projects. The narrow 1.04x spread suggests that even slight changes in market sentiment could impact the attractiveness of this trade.