defi̇

大家有没有想过，未来 AI 模型的训练、推理、甚至人形机器人的大规模生产，需要的不是几台 GPU，而是全球范围内海量的算力集群、数据中心、电力设施和实体机器人。这些真金白银砸下去的“重资产”，现在被
@GAIB AI
直接搬到了区块链上！核心逻辑简单粗暴却极其优雅：
把现实世界的 AI 基础设施（算力、机器人、能源设施等）进行 RWA 实物资产代币化
发行完全由美国国债和高流动性稳定资产 1:1 锚定的合成美元——AI Dollar（AID）
用户把 AID 质押后获得 sAID，既能享受 DeFi 市场的可持续收益，又能直接参与全球 AI 计算网络和机器人融资租赁，真正做到“持有即参与 AI 时代红利”
这意味着：
你持有的不再是空气叙事币，而是一篮子美国国债 + 真实产生现金流的 AI 实体资产
sAID 在 DeFi 里既能放贷、做 LP、抵押借贷，又能实时映射到实体 AI 算力和机器人产生的收益
传统金融的稳健（国债支撑）× 加密原生的超额收益 × 实体 AI 产业的指数级增长，三者第一次被完美缝合！
当 OpenAI、xAI、Anthropic 们还在为下一代万卡集群发愁时，GAIB 已经把融资通道直接开放给了全球所有加密用户。这不是在赌某个 AI 团队，而是在押注整个人工智能文明的底层基础设施。AI 美元（AID）+ 质押凭证（sAID），可能是普通人最优雅、最安全、最具想象空间的“AI 文明股东门票”。我已经把 AID 换成 sAID 质押进去了，准备陪 GAIB 一起吃下整条 AI+RWA 的超级赛道！你们准备好了吗？
@GAIB AI
#GAIB #AID #DEFİ #RWA #AI美元

XRP 再次成爲頭條新聞，原因是一筆不尋常的鏈上交易，57,182,067 XRP，價值 122,306,582 美元，被轉移到兩個未知地址，依據 Whale Alert 的消息。值得注意的是，其中一個地址僅在 11 月 13 日創建，並突然收到了一筆九位數的金額。
交易沒有任何反應。XRP 被卡在 2.1637 美元和 2.1818 美元之間，正好符合 11 月份的較小日常波動，這已成爲常態。
Binance 的訂單簿正常，沒有擴大價差或恐慌或興奮的跡象。這只是另一個交易會，價格保持在交易者一直關注的 2.00 美元線附近，這是下一個真正的壓力點。

Canary Capital’s XRP exchange-traded fund (ETF) has seen strong demand within its first days of trading. Yet, XRP’s price fell nearly 11% since the ETF’s launch, as whale selling and overall market pressure limited the impact of institutional demand.
This disconnect between ETF inflows and XRP price performance raises questions about how quickly institutional capital can impact cryptocurrency markets, especially during periods of volatility.
XRP ETF Breaks Records, But Token Price Lags Behind
BeInCrypto reported that Canary Capital launched its Spot XRP ETF (XRPC) on Nasdaq last week. The fund saw nearly $59 million in first-day trading volume, the strongest debut among more than 900 ETF launches in 2025.
According to SoSoValue data, the ETF brought in $245 million in inflows on its first trading day. Over the following two sessions, cumulative inflows rose to more than $268 million.
Despite these inflows, XRP’s price has declined around 11% since November 13. BeInCrypto Markets data revealed that the altcoin was trading at $2.14 at press time, down 5.22% over the past day.
Glassnode noted that only 58.5% of the XRP supply is currently in profit. This marks the lowest reading since November 2024, when the token was priced around $0.53.
“Today, despite trading ~4× higher ($2.15), 41.5% of supply (~26.5 billion XRP) sits in loss — a clear sign of a top-heavy and structurally fragile market dominated by late buyers,” the post added.
This contrast reveals a notable disconnect between the ETF’s strong inflows and the underlying asset’s price performance — raising the question of why such divergence has emerged.
Well, XRP whales contributed significantly to the recent price drop. Reports indicate whales sold around 200 million XRP within 48 hours of the ETF launch.
This large-scale selling offset the ETF’s effect, intensifying negative sentiment. The timing of whale sales suggests profit-taking, as large holders may have viewed the ETF launch as an opportunity to exit.
Furthermore, broader market weakness has put additional pressure on XRP’s price. Over the past 41 days, the cryptocurrency sector has lost a total of $1.1 trillion in market value, representing an average daily decline of approximately $27 billion.
“For those crying about the price action, do me a favor and go look at Bitcoin, that’s your reason why the price sucks right now,” an analyst noted.
Meanwhile, an expert also emphasized that liquidity from institutional investment often takes time to have a significant impact on prices. According to him, the lag between ETF inflows and price may persist.
He added that the noticeable effects may not show up until 2026, contrary to retail expectations.
Why is XRP dropping even after ETF launches?
Because the market misunderstood the play.
Retail:
Thought ETFs would instantly FOMO into XRP → rushed in early → heavy speculation.
Institutions:
• Launch ETF
• APs send cash
• Issuers buy XRP slowly, on dips
• Accumulate…
Notably, technical indicators suggest that XRP’s recent struggles may be nearing an end. XRP’s Net Unrealized Profit and Loss (NUPL) dropped to 0.32 on November 16, its lowest level in a year. This could signal a potential market bottom.
“Sentiment is now back in the fear/anxiety zone, which has previously marked major bottoms,” STEPH IS CRYPTO said.
BeInCrypto highlighted that the last time NUPL reached a yearly low — 0.43 on April 8 — XRP climbed from $1.80 to $3.54 by July 22, representing a 96% increase.
#DEFİ #cryptotradings
$XRP

深入探討$MORPHO 如何構建機構DeFi的基礎層
但在投機敘事和病毒趨勢的背後，去中心化金融中正在發生深刻的建築轉變。雖然許多項目通過其極端的主張爭奪關注，但少數項目正在進行艱苦的工作，構建將支撐下一代金融應用的基礎原語。正是在這個領域，Morpho居住着——一個從聰明的優化工具系統性演變爲鏈上信貸市場的複雜建築支柱的協議。我們正在目睹它從一個細分解決方案戰略性成熟爲一個全面的借貸基礎設施，定位$MORPHO ，不僅僅作爲一個投機資產，而是作爲一個更高效、透明且可訪問的全球金融體系架構中的一個不可或缺的組成部分。

在每個DeFi旅程中都有一個時刻，你會審視這個領域，思考，爲什麼我們還在假裝一切必須保持數字化？這正是現實資產（RWAs）進入對話的地方。以真實、有形資產爲支持的借貸不再是一個遙遠的承諾，@Morpho Labs 🦋 是少數幾個讓這一切不僅看起來可能，而且切實可行、可擴展和安全的協議之一。當我開始探索RWAs如何融入Morpho的架構時，我意識到這不僅僅是一個新特性。這是對下一代去中心化金融實際樣貌的預覽。

當我第一次開始探索 @Plasma 時，我真的對其DeFi生態系統的速度和多樣性感到驚訝。與一些區塊鏈不同，#DEFİ 感覺零散或實驗性，Plasma建立了一個繁榮的應用網絡，這些應用既具有功能性又用戶友好。從借貸平臺和收益農場到NFT市場，生態系統充滿活力，參與其中令人興奮。


讓我立即感到震驚的是，所有一切的可及性。你不需要在區塊鏈領域擁有博士學位就可以參與。想借出一些XPL，借入穩定幣，或者在收益農場質押代幣嗎？界面直觀，指南會引導你完成每一步。我記得在我探索DeFi的第一天，將一小部分XPL借給了一個借貸池，這感覺就像邁入一個新的金融世界，在那裏我對我的資產擁有真正的控制權和透明度。

我在#DEFİ 中學到的一件事是，強大的協議通常背後有強大的治理結構。當我看到@Morpho Labs 🦋 時，Morpho協會作爲協議如此深思熟慮和持續增長的關鍵原因之一脫穎而出。它不是一個混亂的自由競爭或一個僵化的集中實體，而是作爲一個戰略協調者，引導發展，維護安全，並確保協議負責任地演變。


Morpho協會並不是爲了控制生態系統。它是爲了培育它。它的主要責任是管理協議的升級，支持社區，並確保發展遵循可持續的道路。這種有組織的監督是我所欣賞的，因爲當創新與結構相遇時，DeFi的效果最佳，而不是當一方壓倒另一方時。