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“I believe that in the future, Bitcoin will become the global reserve currency.”
—— @CZ

Now, more and more countries and institutions are moving closer to this consensus.
$BTC is no longer just an “alternative” in a single basket, but has become an alternative answer for the global financial system.

📆 Starting this October, the SEC will gradually review multiple spot ETFs, including $SOL $XRP $LTC, with a 90%+ approval probability that may trigger the next wave of full institutionalization of crypto assets.

If ETFs are the certificate of the traditional world, then BTC is the first sentence they wrote.
We have come a long way, and this layer of scenery is just beginning.

The Alpha airdrop at 6 o'clock later, how many brothers are eating meat~
Let's talk briefly about Gata and its ambition to build a decentralized AI infrastructure.

1️⃣ What does Gata want to do?
Connect globally distributed GPUs into a network to provide low-cost and high-efficiency computing support for AI.

Why do this?
Current AI relies on giant companies like OpenAI and Google, whose data centers are expensive and centralized, leading to:
• High costs and low efficiency;
• Small teams can't afford it;
• The entire AI industry is prone to monopolization.

Gata's goal is to break this situation and build a decentralized AI network, allowing global computing resources to participate, enabling everyone to contribute to AI and receive rewards.

2️⃣ How does Gata do it? Focus on AI full-stack operating systems.
What sets Gata apart is that it does not simply provide "computing power leasing," but creates a complete system from the ground up to applications, including:
• Bottom layer: Connecting global GPU resources
For example, if you have idle GPUs, connecting to the Gata network can help others train AI and earn GATA tokens yourself.
• Middle layer: Intelligent scheduling system (called Intelligence Point)
It can efficiently arrange computing tasks, ensuring that computing resources far apart in different countries can work together without "stuttering" or "wasting."
• Upper layer applications + incentive mechanism: Allowing users and developers to make money with AI products
Products like "omniscient chatbots" are provided, and a "GPT-to-Earn" mechanism is introduced to encourage everyone to participate in using and providing computing power to earn platform tokens.

3️⃣ What progress and future potential are there?
There is currently no large amount of publicly available data, but the official information indicates:
• Ambitious goals: By 2030, the AI market is expected to reach the "trillion-dollar" level;
• Gata aims to provide a decentralized underlying infrastructure in this large market.

4️⃣ An AI × DePIN infrastructure project worth paying attention to.
Gata bets on the trend of AI decentralization, trying to aggregate global resources using a closed-loop system of "computing power + intelligent scheduling + applications + incentives" to build a more open and participatory AI world.

A few days ago, the financial technology company PAPLpineapple announced the establishment of a $100 million INJ reserve, becoming the world's first publicly listed company holding $INJ .

This is not only the beginning of a compliance path but also an important milestone for Injective's formal entry into the global financial system.
Traditional finance has, for the first time, configured on-chain financial assets at scale in a compliant manner, opening up the on-chain financial closed loop of 'market-making - staking - strategy - productization'.

@Injective Technical moat:
Injective is building a multi-VM financial operating system (WASM+inEVM+inSVM), Helix has launched various derivative assets such as AI/GPU/Forex, promoting the practical use of iAssets.

Strong institutional lineup:
Top institutions such as FalconXGlobal, krakenfx, and Canary are investing, combining with ETF productization paths to open up long-term allocation space for $INJ .

📈 The impact goes far beyond price:
From entering the vault → liquidity market making → on-chain native yield → DeFi engineering capabilities landing, Injective is becoming a key hub for TradFi to access DeFi.
Moreover, regarding the recent price of INJ, it is a good time to get involved, don't miss out

Injective × Wall Street
Pineapple Financial launches $1 billion $INJ reserve fund, bringing $INJ into the traditional equity market for the first time, creating a pathway for institutions from "stock market → on-chain assets." This is not only a significant milestone for Injective but may also open up new opportunities:

1️⃣ New Paradigm for TradFi Engagement
Redefining the connection between traditional finance and on-chain assets.

2️⃣ Off-chain Reserves × On-chain Derivatives Interactive Loop
Achieving effective interaction and integration between off-chain assets and on-chain derivatives.

3️⃣ INJ as the "Gateway to Compliant Financial Infrastructure"
Providing compliant financial infrastructure to support institutional investment.

Against the backdrop of #RWA becoming a structural opportunity, @Injective is already prepared on-chain, with specific measures including:

⚙️ iAssets: Zero collateral, 24/7, composite asset engine to enhance asset liquidity.
📡 Oracle Integration: Real-time provision of GDP/CPI data feeds to ensure market information accuracy.
🧠 Multi-VM: One-stop liquidity integration layer to optimize trading experience.
🧱 Deep collaboration with Republic, BitGo, Google Cloud to build a strong support system.
$INJ is one of the few builders equipped with technology, compliance, assets, and a support system. The positive transmission between #TradFi and #DeFi is starting.

The Automation Revolution of AI × Web3 Governance
Token $Q will open a new era of decentralized governance at @币安Binance华语 Alpha!

QuackAI builds the Web3 governance "operating system", using #AI to automate #DAO proposals, screening, proxy voting, cross-chain execution, and incentive distribution, addressing pain points such as low community participation, slow execution, and uneven proposal quality.

Core functionalities include:
Proposal Engine: AI automatically screens and scores to enhance proposal quality
Delegation Layer: Voting rights can be delegated to reputable AI agents, lowering the threshold
Execution Router: Cross-chain automatic execution, no manual intervention required
Treasury & Rewards: Automatic distribution of rewards after successful governance

Already integrated with major chains like @BNBCHAIN, @arbitrum, @MetisL2, @Duck_Chain, @base, and continuously expanding into ecosystems like @solana and @ton_blockchain.

Value of Token $Q
Total supply of 10 billion tokens, with 79% allocated to the community. The deeper the participation, the better the governance, and the more incentives received.
Holding $Q unlocks AI tools, participation in governance decisions, and rewards and reputation points (AIQ).

AI Agents are becoming the "automatic little robots" of DAO governance, and governance modules can be integrated into various projects like plugins, achieving "state the intention and execute".

Quack AI is the infrastructure for Web3 governance. Tonight is the TGE, join Binance Alpha, and witness the intelligent future of decentralized governance.

Hyperliquid's August revenue exceeds 100 million, entering the high-income fast lane

According to @DefiLlama @Hyperliquid, August revenue reached $106.41 million, setting a historical record, with an annualized revenue of $1.251 billion, and a cumulative total revenue exceeding $512 million.

What does this mean? Not only is the trading volume surging, but also:

1️⃣ DEX derivatives have entered the 'cash flow driven' era
2️⃣ The head effect is intensifying, Hyperliquid far outpaces competitors like GMX/dYdX
3️⃣ No points, no token incentives, yet relying on product strength to achieve an annual income of $1.2 billion
4️⃣ HYPE buyback + market-making reward mechanism will strengthen long-term support for the token
5️⃣ Price-to-sales ratio (PS) is only 10-11x, still undervalued compared to revenue performance
6️⃣ The technology stack continues to expand, already featuring HyperEVM, on-chain order books, SDK tools, and other supporting capabilities

$Hype
📌What to focus on next:
• Will the buyback pace be fulfilled?
• Will the ecosystem introduce stablecoins/loans to form a closed loop?
• Will the points or incentive mechanism be restarted?
• Will there be an explosion of high-frequency trading/market-making strategy opportunities?

In the increasingly heated context of #ETF , #Binance still dominates liquidity, what does it mean?
Despite the daily trading volume of the US Bitcoin spot ETF reaching $5-10 billion, Binance's BTC/ETH spot trading peak days still reached $18 billion and $8.8-11.1 billion respectively, maintaining its position as the market leader. This reveals several key points:
1️⃣ Institutional adoption ≠ liquidity center
The role of ETFs: As a compliant entry channel for institutions, ETFs do not enhance the overall trading efficiency of the crypto market.
Binance's advantages: It remains the preferred platform for global retail, Asian funds, arbitrage strategies, and quantitative trading, supporting innovation in various trading products, including derivatives and leveraged trading, to meet different investors' needs.
Market dynamics: ETFs represent 'who is buying,' while Binance represents 'where the market is really moving.' Trading volume, user activity, and market dominance are all held by Binance.
2️⃣ The 'power of liquidity' has not yet gone mainstream
Dependence on trading ecology: Despite institutional investors beginning to accept BTC, the entire trading ecology still relies on the depth, matching efficiency, and low fees provided by Binance.
Infrastructure advantages: ETFs lack order books, and trading cannot be freely matched, while Binance offers extremely low latency and high-frequency trading support, making it an irreplaceable platform for market makers, arbitrageurs, and Web3 users.
The status of CEX: This means that centralized exchanges (CEX) are still the 'engine' of the entire crypto market, with ETFs as the entry point and Binance as the engine.
3️⃣ The regulatory battle is not over
Challenges of shifting dominance: The US is trying to shift dominance from offshore exchanges like Binance to compliant ETFs and trading platforms, but the current results show:
Regulation has not successfully redistributed market dominance.
Binance's position indicates that global users still prefer a trading environment with low barriers, 24/7 availability, and high efficiency.
4️⃣ Web3 investors vs TradFi investors
Investor characteristics:
ETF investors focus on allocation logic and risk exposure.
CEX users place more emphasis on trading experience and opportunity cost.
Activity comparison: Behind Binance is a community of 'Web3 natives' with activity levels far exceeding those of ETFs.
✅ Summary
Binance still dominates trading liquidity; although ETFs represent a victory for compliance, Binance represents a victory for trading.

📌 Why has $BTC ETF become the trading mainstay?
The rise of BTC ETF is not only due to institutional preference for Bitcoin but also fundamentally different financialization paths between $BTC and $ETH .

1️⃣ Advantages of Bitcoin
Decentralized Features: No founder, no pre-mining, making it easier to obtain the SEC and CFTC's recognition as a 'commodity'.
Digital Gold: Viewed as 'digital gold', with high acceptance among institutions.
2️⃣ Institutional Bridge of ETF
Surge in Trading Volume: Daily trading volume reached $5–10 billion after the approval of the spot BTC ETF in 2024, nearing centralized exchanges.
Financial Interface: ETF has become a tool for US stock funds to allocate Bitcoin by the hour, enhancing liquidity.
3️⃣ Liquidity and Financial Status
Multiple Functions: BTC is favored by hedge funds and pension funds as a risk-hedging and reserve allocation tool.
Liquidity Reinforcing Position: The liquidity of the spot ETF further solidifies Bitcoin's status as a financial asset.
📉 Challenges for Ethereum
Regulatory Uncertainty: Facing the issue of 'whether it is a security'.
Complex Structure: The income structure is not widely understood, leading to ETH ETF trading volume accounting for only 4% of the entire network.
✅ Conclusion
The rapid rise of BTC ETF is the result of the interplay between asset nature, regulatory compatibility, and trading structure. Bitcoin is accelerating its acceptance by institutions, representing a key opportunity for investors to grasp the future of digital assets.

Caliber Acquisition of LINK: Oracles Become New Targets for Institutional Asset Allocation

Yesterday, Nasdaq-listed company Caliber announced the establishment of a 'Digital Asset Strategic Treasury,' approved by the board, with plans to focus on acquiring $LINK and participating in staking, aiming to obtain returns on crypto assets. This move signifies that #预言机 sector has officially entered the traditional capital's view, and @Chainlink has become one of the first crypto assets included in mainstream financial allocation. (Note: The annualized return range refers to Chainlink's official staking announcement, typically between 4–7%, but Caliber has not disclosed specific targets)

🔗 Why Chainlink?
• Technological moat: multiple data sources + node reputation mechanism to avoid single-point distortion risk
• Powerful ecosystem: serves over 3,000 projects, with deep collaboration with SWIFT, DTCC, FedEx, and others
• Clear revenue mechanism: all settlement and staking rewards are issued in LINK, facilitating institutional return assessments
• Strong position as a cross-chain hub: CCIP protocol has become one of the main solutions for cross-chain settlement among financial institutions

📊 LINK Data Overview
• Total supply: 1 billion; circulation: 678 million; lock-up rate (including team/foundation custody) over 55%
• Total staked: 40 million, with staking mechanisms continually expanding
• Current market value: approximately $16.3 billion, with daily trading volume exceeding $2.6 billion
• Price trend: bottoming at $11 in March 2025 → rebounding to $24, with monthly growth exceeding 35%

🚀 Ecosystem Progress Overview
• June: Completed the second round of cross-chain asset settlement testing with SWIFT
• July: The National Bank of Korea tested tokenized bond settlement using CCIP
• Currently integrating with new chains such as Base, Polygon zkEVM, Avalanche, etc.
• Future plans to launch Staking v1.0 and TEE privacy computing nodes

Oracle attacks, cross-chain bridge vulnerabilities, and regulatory uncertainties remain key risks. However, Caliber's entry indicates that institutions have viewed 'LINK staking returns' as a long-term allocation option, and Chainlink is expected to lead the oracle sector as a new hotspot for institutional layout.
$LINK

GDP data on-chain, $LINK included as strategic assets, $PYTH promotes DeFi development, a new cycle of Crypto has already begun.

1️⃣ The U.S. government synchronizes GDP data on-chain
- The U.S. Department of Commerce announced that GDP data will be published on a public blockchain, marking the government's official adoption of blockchain technology.
- Officials emphasize that this initiative will enhance data transparency and increase market participation.
2️⃣ Caliber publicly traded companies significantly allocate LINK
- The company has approved the establishment of a digital asset strategic reserve.
- LINK has been identified as a core asset, with plans to generate returns through staking in the future.
- A cryptocurrency advisory committee has also been established to support strategic implementation.
3️⃣ @Pyth Network launches base, data assetization enters the fast lane
- Pyth has achieved real-time price feeds for over 250 assets (covering stocks, ETFs, foreign exchange, and cryptocurrencies).
- Its data has been adopted by multiple DeFi protocols, including CAP, Perennial, DePerp, and Buffer.
- $PYTH 24 hours saw an increase of over 72%, enabling data assets to become 'tradable'.

📌 Data on-chain is becoming a recognized entry point for the U.S. government, publicly traded companies, and on-chain protocols.
📌 Oracle protocols are transitioning from the crypto space to traditional financial markets, becoming a layer of transparent data.
From GDP data to LINK, from U.S. stocks to Base, the core of the new Crypto narrative is already the 'second-layer publishing architecture' of the financial system. With increased data transparency and accelerated on-chain assetization, the industry will also welcome more innovative opportunities and participants. Crypto is gradually merging into the mainstream economy, bringing richer application scenarios and collaboration opportunities.

The oracle track welcomes strong positive news!
Caliber announces key support for Chainlink $LINK , traditional capital accelerates its layout in digital assets, and the oracle ecosystem continues to expand. Meanwhile, PYTH/USDT surged over 70%, the sector's enthusiasm exploded, and oracle projects collectively took off!
#预言机 #Chainlink #LINK $PYTH

Hello everyone, I am Aethir 💚 a cloud belonging to the future.

If you imagine the internet as a city, then I am that freely flowing cloud in the sky. The difference is, I am not a cloud raised by a few giants, but a decentralized cloud supported by the power of countless people.
In the world of Web3, I carry an important mission. AI, gaming, creativity, these new forces need massive computational power support, and I use a globally distributed GPU network to make enterprise-level powerful computing easily accessible to everyone, allowing AI to train faster, games to run smoother, and innovation to no longer be limited by expensive equipment and high costs.

Now~ here are the steps of my growth:
💻 I have connected hundreds of thousands of GPUs distributed around the world;
📈 My annual recurring revenue (ARR) has exceeded 125M USD;
🌐 My network supports a variety of innovative applications such as AI model training, cloud gaming, and cloud phones;
🤝 Collaborating with Plume Network to explore new boundaries of decentralized AI assets;
🔗 Integrating with EigenLayer to lay out a new order for decentralized infrastructure;
📍 Expanded to Solana, providing stronger and lower-cost decentralized computing support for developers and application projects on Solana;
🏛️ My ecological projects have also been recognized and supported by Coinbase, opening wider doors for the future;

What I bring to Web3 is not just low-cost, high-performance cloud computing, but a kind of freedom — returning computing power to everyone, allowing the sparks of creativity to be unbound.
Recently, I have also welcomed an important moment of my own: participating in the Binance voting!
This is not only a recognition of my strength but also means that more people around the world will know me, support me, and together build a more open, free, and decentralized world.

If I had to introduce myself to my grandfather in one sentence, I would say:
"Grandpa, I am the little helper that gathers the computing power of all the computers in the world, allowing everyone to do big things quickly and cheaply!"

In the future, I want to work with you to support a sky that truly belongs to everyone ☁️. @AethirMandarin @AethirCloud
#AethirFuture