Checking in on Sanctum, rough PA lately. Could be the insider token unlocks i guess, but at 75M FDV they cant be up on their investment that much and sanctum has a lot of tailwinds if Solana defi gets a rotation. it's valued well below most comps, on par with marinade. As discussed in our report, Marinade has a vetoken, a less differentiated product, and has lost significant market share over the past year while sanctum has been growing consistently with a unique product. Can rationalize the discrepancies to the others, but the marinade comp makes no sense to me