链上淘金客

In recent times, the number of on-chain AI Agents has exploded. On BSC alone, there are already over 200,000 AI Agents, accounting for more than 60% of the entire network. On the Base chain, backed by Coinbase and institutional funding, AI infrastructure projects are clustering. The two chains are taking completely different paths.
On the BSC side: retail investors’ breakout power is maxed out
• $CGPT is the entry point to the BSC AI ecosystem, covering end-to-end AI investment research, contract audits, and trading robots—making it the platform with the largest user base
• $GPU is a decentralized computing power network, with dual narratives of computing power + mining; the number of nodes has doubled over the past month
• SwarmBase raised $3 million in funding, building the underlying orchestration layer for BSC-native AI Agents; awareness is still relatively low

Old diehards, remember this moment:
The next bull market will be split into “Before Robinhood” and “After Robinhood.”
In previous bull markets, the crypto insiders just traded among themselves, left hand to right hand, over and over again, extracting existing liquidity.
It’s different now—Robinhood has brought 28 million active retail stock investors onto the chain, welding the doors of traditional brokerage firms shut to the blockchain.
This isn’t empty talk—the data has already exploded:
Robinhood Chain launched two months ago. The stock token trading volume of Uniswap on it has increased tenfold in one month, reaching $130 million in a single day.
Apple, Nvidia, Tesla—trading nonstop for 24 hours, with collateralized borrowing available at any time.

$The super bull market has already started—stop recklessly chasing meme coins and shoddy clones.
The only two businesses that can fully capture an entire market cycle and just lie back and win across the whole market are:
One is the exchange—earning all the trading fees;
One is lending—earning interest from all leverage.
They’re ironclad cash cows—the more crazy the market gets, the harder they make money.
Today, we break down three of the most core assets: UNI, CAKE, and AAVE. Who is the true king of the bull market?
① AAVE: the “central bank” of lending, the fully-circulating hard-cap king
• Global DeFi lending market share of 60%+, an absolute monopoly position, with cumulative borrowing volume exceeding $1 trillion

The largest decentralized exchange on the BSC, with massive amounts of global on-chain users and liquidity accumulated—this isn’t empty hype; everything is real, value driven by actual trading fees.
A continuous 35-month net deflation. Weekly trading fees keep buying back and burning CAKE. The larger the trading volume, the more aggressive the burn, forming a perfect positive feedback loop: market upturn → trading volume surge → accelerated burns → even scarcer holdings.
Tokenomics 3.0 hard-caps supply at 400 million tokens, eliminates 50 million of potential future issuance. Daily newly released tokens are kept at extremely low levels. Long-term burns exceed new supply, resulting in ongoing supply contraction and increasingly valuable holdings.

Today, UNI has gone completely off the rails.
In the past 24 hours, it surged 14.6%—trading almost up to $6.01 during the day and hitting an 8-month high; total trading volume across the entire network exceeded $1 billion in 24 hours, directly doubling versus the previous day. Volume and price are rising together—healthier couldn’t be any healthier.
This isn’t emotional hype—it’s a real fundamentals breakout. Robin Chain’s trading volume has again shattered records; Uniswap has absorbed 70% of the traffic. Every trade is accelerating the burn of UNI, and the supply-and-demand double-kill spiral has fully kicked into motion.
1. Robin Chain breaks another record Uniswap just sits back and collects a flood of traffic
The reason behind this run is Robin Chain’s exponential surge, and Uniswap is the biggest beneficiary:

UNI rode the Robin Chain to push out a squeeze-driven rally, but many people still haven’t fully understood it: the next asset with greater elasticity is CAKE.
With the same deflation and destruction logic, and the same ability to capture the incremental BSC-chain upside, CAKE’s user base is several times larger than UNI’s. Retail consensus is even stronger—once it ignites, the burst can only be even more ferocious.
1. The Robin Chain’s traffic explosion: UNI has already proven the track; on the BSC chain, CAKE is the real king of users.
Robin Chain opened the incremental entry point for 28 million traditional stock traders. UNI proved the breakout power of this track with a 10x increase in trading volume over one month. But when it comes to absorbing retail inflows, PancakeSwap is truly the king:

This UNI surge isn’t a normal rebound at all. It’s a Davis double-hit driven by a fundamentals explosion plus hard/rigid deflation, with the squeeze intensifying by the day.
1. The Robin Chain has opened up a new incremental ceiling for Uniswap
Uniswap is absorbing the enormous inflow of traffic from Robinhood Chain—data says it all:
• The daily trading volume of stock tokens has surpassed $130 million, increasing 10x in just one month. In just six weeks since launch, cumulative trading volume exceeded $1.5 billion, dominating 99% of on-chain stock-token DEX liquidity.
• Robinhood Chain’s daily DEX total trading volume has surged to the #2 spot across the entire network, surpassing Ethereum and Base, while Uniswap is the absolute core. Versions v3 and v4 are almost evenly split in terms of trading volume, capturing the full upside of this wave of benefits.

Stop searching all over for a 100x coin—CAKE is the deflation monster hidden right under your nose.
Max supply is hard-capped to 400 million, with 35 consecutive months of net deflation, totaling over 56 million burned.
Spot trading fees, perpetual contract profits, Launchpad revenue—every cent is used to buy back and burn completely.
Last week, 620,000 units were destroyed on a weekly basis, up 37% month-over-month— the more the trading volume gets blown up, the more aggressively tokens get burned.
This isn’t just performative deflation—this is an on-chain, locked-in upward spiral:
Market rises → trading volume explodes → more tokens burned → supply gets scarcer → the market rises again.
Automatically runs, and no one can change it.

Stop looking around for 100x coins everywhere.
This bull market where everything gets put on the chain— the biggest dark horse that can truly lift you out of your class isn’t a brand-new L1 shitcoin, and it isn’t some concept coin that’s been hyped to the skies. It’s UNI, the one you use every day, yet curse every day.
Everyone thinks it’s old, it’s dead, and it has no imagination— even the token burn, they think, is just a gimmick.
But the truth is this: its value capture has already been completely realized. The deflationary flywheel is already running at full speed. The underlying logic behind a 100x rise is even tougher than Bitcoin back in the day.
1. Burning isn’t a gimmick— it’s a deflationary flywheel made of real money
In the past, the “dark side” of UNI: no revenue, an air coin, and token burns were just for show.

Don’t go looking for 100x coins everywhere.
The real asset that can run 100x is right under your nose, being thrown away by you as trash.
In 2014, BTC was 900 yuan—everyone called it a scam, and later it surged a hundredfold.
Today’s CAKE: $1.7. Everyone says it’s an old coin, a dead coin, and inflationary trash.
But the truth is: its fundamentals have completely reversed, and the underlying logic for a 100x rise has already been fully proven.
1. From an inflationary bottomless pit to a deflationary printing press
In the past, CAKE: endless new issuance, endless sell pressure, pure air coin.
Now, CAKE: the burn rate is 3.5 times the issuance amount, with 35 straight months of net deflation, and over 56 million coins destroyed in total.

Old chives all understand:
A true 100x coin will never loudly tell you, “I’m going up.”
It always quietly runs the logic through when everyone else is desperate and has forgotten.
In 2014, BTC dropped to 900 yuan, the world clamped down, everyone shouted it was a scam—then came a 10,000x gain.
Today’s UNI stands at exactly the same starting point.
1. Fundamentals fully reversed: from an air coin to a money-printing machine
Everyone used to bash UNI: no income, value capture is 0, just a governance token.
On July 27, the V4 fee switch went live across the entire chain. Seven chains siphoned at the same time. Daily revenue jumped straight to $325,000, annualized nearing $120 million, up 2.7x compared to before.

Many people still treat CAKE like an old-school DEX shitcoin,
but it quietly pushed protocol revenue into the top tier of DEXes.
In a single week, the amount burned surged 37% month-over-month,
Destroying CAKE worth $1.32 million in just one week;
and just today, it burned another 8.67 million tokens in a single day, worth about $11 million.
This isn’t the storytelling of an air coin,
This is real cash taken out of every trade’s transaction fees and used for permanent burn.
but many people haven’t grasped how terrifying CAKE really is.
1. Real deflation, not empty talk
Supply was slashed from 750 million to 450 million, then down to 400 million tokens;
After Tokenomics 3.0, the daily output was cut down to 22,500 coins,

In a bear market, it’s all about development; in a bull market, it’s all about revenue.
Recently, Uniswap V4 delivered an impressive result: in a single week, protocol fee revenue reached $15.2 million.
Many people look down on UNI because it doesn’t rise; they think its performance is disappointing.
But you need to distinguish one thing: coin prices are emotion, while protocol revenue is the real fundamental.
This year, Uniswap has already cumulatively repurchased and burned about $28.4 million worth of UNI.
When market conditions improve and trading volume further explodes, the repurchase strength will keep increasing, and the flywheel effect will kick in.
The market has always been like this—during the bottom phase, there are bearish voices everywhere.
When the market finally turns around, most people become aware too late and chase the price higher.

Stop chasing 100x “terrible” memecoins! The CAKE you use every day is the most undervalued leading asset of this cycle
Have you noticed?
Most people swap coins on PancakeSwap every day, participate in new listings, and farm rewards. Then they turn around and dig up 100x coins everywhere, yet they treat the CAKE right under their noses as an ordinary platform token with no imagination.
For those who missed out on BNB last round and snapped their legs, chances are they’ll repeat the same mistake this time.
1. It’s not a DEX—it’s BSC’s trading money-printing machine
BSC is monopolized by its DEX, accounting for 83% of DEX trading volume. Out of every 3 spot trades on-chain worldwide, 1 goes through PancakeSwap.
Every time you swap a coin or open a contract, the fees you pay are used to buy back and burn CAKE.

【High-growth main theme (high elasticity, suitable for long-term positioning)】
1. AI computing power industry chain
• Key segments: AI servers, optical modules, liquid cooling temperature control, IDC data centers, domestically made AI chips
• Ordinary instruments: Computing Power ETF, Artificial Intelligence ETF, Semiconductor ETF
• Logic: Implementation of a 4-trillion-yuan investment, industry growth of 30%+; this is the sector with the strongest resonance between current policy and earnings.
2. Semiconductors/Integrated Circuits
• Key segments: Semiconductor equipment, memory chips, IC packaging and testing, automotive chips
• Ordinary instruments: Semiconductor ETF, STAR Market 50 ETF
• Logic: Export surge + domestic substitution + capacity expansion of projects at the one-hundred-billion-yuan level; the earnings inflection point is clear.

Have you ever had an experience that really stabs you in the heart?
Scrolling on Twitter seeing others flaunt 100x “shitcoin” gains—by the time you find the contract and rush in, it’s already the summit, and you’re the one left holding the bag;
Jumping back and forth between different launchpads, afraid of missing the top pick—only to end up with either a dead end that can’t move or a rug pull;
Scouring the whole world for new coin contracts, worried you’ll buy fake ones or step into a bad project… and your principal just went down the drain…
Today, with a single feature, Uniswap has completely rewritten the rules of the game.
And most people still haven’t realized how heavy this really is.
The official steps in to build an “initial market entry point,” and DeFi’s traffic logic has been turned upside down.

A Uniswap “ace-level” update! Launches is officially live: a $3.6B wealth-making boom is now open—things have changed for retail investors in the new era
Have you ever felt this way?
I saw people on Twitter晒（post）about getting 100x returns from some coin. By the time you find the contract address and rush in, it’s already at the peak—you’ve become the bagholder at the top;
Jumping back and forth between different Launchpads, afraid of missing the next big winner—only to end up stepping into a trap or getting stuck in a bag;
Scouring the entire world for a “shitcoin” contract, worrying you’ll buy fake coins or scams like “貔貅盘,” and then—your principal is gone;
Today, Uniswap rewrote the rules of the game with a single feature.
The official has stepped in to create a “primary market entry point”—the flow logic of DeFi has been completely changed

From the intraday low of 0.325 in the early session, to the evening peak surging up to 0.398, COAI’s 18% rally today slapped the faces of too many early bears.
On the 15-minute timeframe, the movement has been extremely steady: the moving averages are in a bullish alignment, MA7 has been lifting and supporting the price upward all the way; the Bollinger Bands have been widening continuously; volume and MACD have kept in sync. This isn’t a one-shot, disappearing impulse move—it’s a trend built by real capital piling in.
In fact, many people are optimistic about the AI narrative, and they also know that COAI is an undervalued low-position pick among on-chain AI assets. But not many can actually hold it all the way from the bottom to where it is now.
When it was at 0.35, someone said the top is in and they should run. At 0.37, someone shouted that it’s a bubble and will collapse right away. Now it’s closing in on 0.4, and some people are still waiting for a deep dip to buy the bottom.