A Comprehensive Deconstruction of Aethir's Latest Developments in the DePIN Sector
If I were to inventory the recent hot events in the DePIN track, then the launch of eATH on Pendle would definitely be on the list.
eATH is a staking asset certificate launched by Aethir, representing the user's staking share on the platform. Users deposit ATH into the treasury, and the system will mint eATH at a 1:1 ratio, entering the staking period, with an entry included in the document.
This means that eATH will become a liquidity certificate highly linked to Aethir's enterprise-level GPU computing rental business.
As eATH is integrated into Pendle, it will no longer be limited to basic staking logic, but can be further decomposed into tradable, hedged, and leveraged DeFi structured components, which will be the focus of the next part.
A Comprehensive Deconstruction of Sonic SVM's Asset Issuance Model
This isn't just talk; I spent a lot of time understanding and creating this tutorial to clarify what Sonic SVM's asset issuance model looks like and how to layout future plans.
About a week ago, Sonic SVM's first graphical asset CHILL launched on-chain and rose over 15x at its peak.
To be honest, I didn't participate because I'm not familiar with this chain at all. I only know that this is a Solana L2. As for the specific model, what wallet to use, how to configure the network, and how to cross-chain, I could not say I know anything.
To help more people, I have also reviewed my own notes and wrote this article.
Crypto people, you need to earn more but also live longer
People do not only die when they are old; they can die at any time.
Many people think that the main causes of premature death are cancer or sudden events, but in reality, 'chronic imbalance' is the potential main killer.
Irregular lifestyle, high-sugar diet, mental anxiety, and lack of exercise are all laying hidden dangers for the body. I only recently realized this issue, and continuing to overextend like this is truly counterproductive.
From this perspective, the crypto industry is a typical high-risk sector, as the freedom of time and location translates to being on standby 7x24 hours, with no breaks throughout the year, and reversing day and night becoming a norm. There are always people active in the early morning, thinking they are early risers, but in reality, they have stayed up all night without sleep.
The top Infra hot storage project Shelby for the second half of the year
I really don't want to waste such a quality deconstruction opportunity by writing another piece @shelbyserves, although there are no clear tangible returns besides filling in the email for a waiting list, but I can't help but express my desire.
All along, the two biggest constraints for blockchain hot storage to compete with AWS, 'high cost and slow speed,' happen to be the areas that Shelby's two core teams, Aptos and Jump Crypto, excel at overcoming.
@AptosLabs comes with Move contracts, 600ms final confirmation, ultra-low gas cost ($0.000005/tx), designed specifically for large-scale consumer applications.
@jump_ started with quantitative trading, skilled in microsecond-level system architecture, and has long been building high-frequency, low-latency core trading infrastructure.
Deconstructing My $10,000 Investment in the Stablecoin Project Yala
Recent market trends have had a significant impact on me, primarily causing an overall more conservative approach. Striving to enhance non-investment income while maintaining stable cash flow and deleveraging.
Expand to the Trump administration period, minimizing secondary trading as much as possible, especially avoiding long-term contracts, while participating in more new asset issuances and focusing on stablecoin yields in wealth management.
There have been many projects for saving money in the past two months. This week, I also engaged in two projects saving over $10,000, Noble and Yala. Today, I will talk about @yalaorg.
❚ Core Logic
- Risk-free high interest earning + earning points for airdrop chances.
Jump Crypto endorses Aptos and Shelbyserves is definitely the most noteworthy project of this year.
As a decentralized hot storage protocol, it provides near cloud-level performance and low latency for scenarios that require high throughput (such as streaming video, AI training, DePIN data sources, etc.), while maintaining chain-agnostic and decentralized characteristics.
Shelby supports mechanisms such as pay-as-you-go, token gating, DRM, smart contract permission control, and dynamic pricing, with sub-second response capabilities to meet complex content distribution and value capture needs.
The project plans to launch a developer testnet (Devnet) in the fourth quarter of 2025, supporting multi-chain ecosystems like Aptos, Ethereum, Solana, etc. Projects like Metaplex and Story Protocol have already taken the lead in verifying its cross-chain capabilities and real-time infrastructure potential.
Cookie's first project @sparkdotfi $SPK is supposed to be snapshot soon, and it is said that the off-market points have already surged to 300U.
As the 23rd airdrop project for Binance HODLers, $SPK has high popularity, but the price after TGE is not very appealing. According to Defillama data, the valuation is relatively low among similar protocols.
- Current TVL exceeds 6 billion USD, ranking within the top ten of all DeFi projects - Market cap is only 67 million, FDV 395 million, circulation rate is about 17%, and release is slow - Market cap / TVL ≈ 1.1%, which is at a very low level among similar protocols - The token is the core of the Spark lending protocol under the Maker ecosystem, responsible for the distribution of stablecoin derivatives (sUSDS/sUSDC)
This time, #Binance airdropped about 2% of the chips, and the short-term market is still digesting the selling pressure, but as the first Cookie project about to be airdropped, there is a significant possibility of a rebound later.
Deconstructing Allora: Don’t be the strongest model, be the leader in AI
I will never forget the time when my classmate defended his graduation thesis because his AI paper was too ridiculous: the literature review cited dozens of fictitious articles written by fictitious authors. He was almost killed by the professor who happened to be researching the same field. As expected, he was allowed to repeat the grade. 🤣
After that, I didn’t dare to trust GPT4o, the new foreign model that claims to be the most powerful, or Deepseek, which is popular in China. Most of the time, they are used interchangeably, and the content of one is fed to another for verification.
Because no matter how beautiful the output is, or how rich the viewpoints are, it cannot change the reality that AI Agent will suddenly have hallucinations and write about things that do not exist. Over-reliance on a single AI will lead to big losses.
The Rise of PlanB: Who is the Next Stop for Binance Alpha?
In the past period, Binance Alpha and IDO have indeed become the preferred launch channels for many new projects. Whether it’s the traffic advantage, brand endorsement, or the anticipation of eventually landing on Binance spot, this path remains quite attractive. However, data indicates a significant gap between expectation and reality.
According to a research report by @IOSGVC, the proportion of projects that successfully land on Binance spot via Alpha or IDO channels is not optimistic. Specifically:
- Only 12.2% of Alpha projects can enter the Binance spot market. - The conversion rate for IDO projects is slightly higher, but still only 23.8%.
Many newcomers in the cryptocurrency world want to take advantage of the information gap by 'mingling,' but most of their methods are incorrect. Here are some suggestions for you:
In terms of mindset, do not envy anyone.
- A beggar does not envy a king; a beggar only envies another beggar who earns more than he does.
- Envy, at its core, is the feeling of disparity when someone who was once inferior to you achieves success.
- I have seen too many people at the bottom suffer from envy over trivial matters to the point of despair.
- You should gladly accept the progress of those around you; their success is a resource for you.
In terms of speech, be discreet.
- The closer you are to the core circle, the earlier and more important the information you receive; if you are not discreet, no one will dare to confide in you.
- Additionally, be the endpoint for all gossip and negative information; after some time, people will have long forgotten the gossip itself but will always remember the one who spread it.
- Finally, do not speak deeply with shallow acquaintances; most of others' goodwill stems from their lack of understanding of you. Once you are fully transparent, that relationship will come to an end.
In terms of action, do not provide funds or resources unconditionally.
- The ancients said that a great favor is like a great grievance; the reality in the cryptocurrency world is that a favor is a grievance; human nature is that strange.
- Hold back your overflowing kindness; never provide funds or resources unconditionally to help.
- Make sure to provide, but also let the other party feel that they are the one exchanging benefits, not the one receiving charity; otherwise, the first person they will target after their success is you.
The Complete Record of Cetus Restart: How the Largest DEX on Sui Achieved Self-Repair?
On May 22, at 18:55, I urgently @everyone in the WeChat group 'immediately short 10x, LP was stolen, the project is over'.
In the following hour, the CETUS price plummeted nearly 40%, and I also made a few thousand US from it.
But this is not the whole story. As a staunch supporter of the Sui ecosystem, I quickly began to closely track the entire event. The more I learned, the more I realized that this was not just a "crash site", but a real stress test of the protocol's resilience, governance capability, and ecological cooperation.
In the end, I decided to write this record: about black swans, compensation, and restart, but more about a team's choice to bear and repair during the storm.
【Binance holding BTC? It's better to earn some interest with no risk than to let it gather dust】
I believe that all future A9 players are storing $BTC in #Binance . In fact, the financial products within the exchange only offer an annual yield of 0.02%, which is almost equivalent to nothing.
For the same 1BTC, others earn an annual yield of 3.2% while you only get 0.02%. By the end of the year, you would lose out on more than twenty thousand yuan:
💡 (3.2% - 0.02%) * 110,000 * 7.1 = 24835.8 rmb
That's enough to travel around Southeast Asia a lot, can you accept that? So the importance of financial management is self-evident.
👉🏻 Now, the new phase of "On-chain Earning Coins" is officially launched at #Binance , allowing you to enjoy up to 3.2% risk-free returns directly without gas fees!
Everything is great, but you have to act fast. The 60-day option is already gone, and I don't know if there will be more later. I have stored all my bitcoins for 30 days; I can only say that being slow means missing out.
🔶 A little extra about the safety of @SolvProtocol
As a project that has raised $22M and has a TVL exceeding $1.76B, it currently accommodates over 17,000 bitcoins.
With Binance leading the investment and Binance spot trading launched, the safety backing is well guaranteed, so just store with peace of mind!
I bet ten bucks that everyone knows about AMM, but very few have heard of LOB.
LOB, or Limit Order Book, is
the core mechanism of centralized exchanges, supporting order placement, order cancellation, take profit, and stop loss, providing extremely low slippage and precise price control.
It is so common that it is overlooked like air.
Unfortunately, after all these years, almost no public blockchain has been able to completely replicate this mature mechanism.
The reason is simple: the chain is too slow, the cost is too high, and synchronization is too difficult.
It wasn't until recently that I noticed foreigners FOMOing into @Somnia_Network that I realized on-chain LOB might really be coming to fruition.
Hands up is not an apology, but a reminder for the palm print earning brother with 50 million in financing that you still need to practice
If someone had told me before that by inviting your relatives to do something together daily, you could achieve financial freedom, I would have thought they were crazy; they must either be a gambler or a slacker.
Having gone through so many years of Web3 training, with $Pi before and $WLD after, when I hear similar narratives, I instinctively feel it's too damn real and it's time to get involved and make money. Ultimately, it’s a shift from pursuing the process to pursuing the results; who cares if the pie they draw is real or not, as long as it makes money.
Now it's time to make a decision; the overwhelming promotion on Twitter can easily make people feel repulsed, causing them to miss the possible opportunity of Humanity Protocol.
Binance Alpha parallel EVM chain new financing of 80 million USD, must pay attention
I have communicated with many teachers, and everyone tends to agree on the peak judgment of this bull market: it is likely to occur in Q4 of 2025 to Q1 of 2026.
If we take this cycle expectation as a benchmark, it is currently not the best phase for institutions to get involved. Projects that can complete large financing amounts at this time often possess certain penetration and technical landing support.
Against this backdrop, @reddio_com announced the completion of 80 million USD in Series A financing at the end of May, which is rare since Paradigm previously led this project. This also motivated me to conduct in-depth research on it.