People have always said that Western projects are conscience-worthy, while Chinese projects are subpar.
But recently, for a long stretch of time now, it seems that Western projects’ reputation also hasn’t been very good—especially those projects that have been delaying for who knows how many years and still haven’t issued tokens.
.@dgrid_ai I previously made a video about this project.
Back then, I thought it was another concept of decentralized AI. But when I checked the data, I found out that they first earned money and only then prepared to issue tokens.
Seed round: $5 million. In the first half of 2026, they generated $23 million in revenue, with over 15,000 paid users.
🧵👇 1⃣ First, let’s talk about how that $23 million came about Genesis membership: $1,580 in the first year, then $200 to renew from the second year onward. 15,000 people × $1,580— the numbers are basically pretty close. Of course, the membership fees are real cash too; the payment address is a public Safe on BNB Chain. In this sector, that’s relatively rare.
2⃣ So what exactly are you buying for $1,580 A monthly $300 model-call quota, one OpenClaw host machine, and a membership NFT on BSC. The key is the NFT. According to the official economic model, this batch of NFTs is tied to 25% of the total ten-year emissions of DGAI. In a sense, this is more like a product presale with a token-related entitlement.
3⃣ Product side AI Gateway is an OpenAI-compatible unified interface that routes to 200+ models—Claude, GPT, Gemini, DeepSeek are all included. AI Arena lets users blind-test responses from two anonymous models; these human labels then feed back as training data for the router. Plus DClaw local deployment, Model Marketplace, and Ask Dori. 50,000 DAU and 500,000 MAU.
The logic is like this: Arena generates quality data → PoQ turns quality into verifiable signals → Gateway selects models based on those signals.
4⃣ My take The reason DGrid proposed that AI infrastructure must be rebuilt—what they said last year—is even more true today than it was back then. After AI moves from demos into agents and real workflows, cost, verifiability, and trust become the three most important things.
But I want to remind you: Right now, the revenue structure and TGE are strongly linked—most of what members buy is, in fact, tied to token expectations.
One thing to watch is whether, after token issuance, the Gateway’s usage volume can actually support this whole narrative.
Project website: https://t.co/khLqZUSfC6
This post is only my personal view and does not constitute investment advice.
First, determine what kind of theft this is. People often message me saying their wallet was stolen.
My conclusion up front: In most cases, don’t use that address again. Just start fresh with a new account and move on. Spend the time figuring out the cause—it’s much more useful than obsessing over the old address.
But before you restart, there are a few steps you must not mix up.
1⃣ First step: figure out whether it was passive or active. Passive means you didn’t do anything wrong. For example, the money was in a certain DeFi pool, and the project was hacked; or back in the early days, a fingerprint/browser extension had a vulnerability, and your information leaked and was taken by hackers. For this type, search the news first—see whether a particular project or team had an incident that day, and whether you happened to participate. It usually lines up.
This type of impact is actually not that big. If the hacked thing is the project’s pool, your own wallet is still safe and you can keep using it. At least there’s someone to blame—you know where the problem came from, so you don’t have to be constantly worried about getting hacked again.
Active is the troublesome one. Private keys or seed phrases were leaked, or you clicked a phishing link, or you approved a contract that carried malware. If you don’t figure out the reason, swapping to a new address will still get you stolen from.
Active theft can be split into two more types: One is that the seed phrase was taken in some unnoticeable moment long ago—this one is the hardest to detect. The other is that you just clicked a website and signed an authorization; things typically happen within about an hour. In that case, you usually have some clue in your mind—for example, you clicked on a fake account impersonating someone on Twitter.
2⃣ Check whether the stolen assets are native tokens or non-native tokens. This step is what I think is the most important.
Pure authorization phishing usually can only move non-native assets—meaning ERC20 tokens and NFTs.
But if you also find native tokens are gone, it means the hacker obtained the wallet’s highest level of control—basically your private key or seed phrase has already been leaked. At that point, the wallet is completely done; there’s no point trying to rescue it.
3⃣ Collect evidence. You need to figure out two things: how you were attacked, and where the money went.
To follow the funds, I usually use a visual on-chain analytics site: https://t.co/dPY17Om9ui
It supports ETH, BSC, Polygon, etc., so you can trace across the full chain. Paste in the address and it will generate a tree diagram showing where this address’s funds came from—whether it was bridged in or came from Uniswap—and then where it went next. You can keep clicking deeper into each layer, tracing downward step by step.
I actually used this site originally when farming rewards, to see whether there were any on-chain connections between my addresses and to estimate whether I might be flagged as a sybil. It works just as well for investigating stolen funds.
4⃣ After you analyze the cause, take a calmer mindset. Sometimes the final answer is an off-chain problem. I Once a friend of mine who was setting up a work studio spent a long time checking on-chain, looking in every direction, and found nothing. In the end, the conclusion was that he wrote his seed phrase in a small notebook and put it in a drawer, and at some point someone secretly copied it. In this situation, you can’t see it at all on-chain. And if he doesn’t change that record habit, even switching to ten new accounts would still lead to the same theft.
There are also cases where investigating doesn’t help. I was stolen once myself. Early on, the project generated an address for me while I was playing runner sneaker games. Later it was confirmed that in that batch the algorithm used to generate seed phrases had a flaw, and the seed phrases had already been leaked online.
So I’ve always recommended that if you have a large amount of funds, use a cold wallet. Centralized exchanges aren’t absolutely safe either—both risks exist: being hacked and shutting down.
5⃣ For everyday users, there are really only two things you can do: First, periodically revoke authorizations. Open the authorization management in your OKX wallet. It will flag malicious addresses, fraudulent contracts, and authorizations that haven’t been used for a long time, and you can review everything across the chain. I personally have accumulated a lot of authorizations in my wallet, and I usually revoke a batch when gas is cheap.
Second, install a tool that can recognize phishing sites. OKX wallet and GoPlus can both do this. When you open a problematic site, it will show a warning prompt in advance. It only lowers the probability, but the cost is very low.
One last thing: Hackers aren’t actually as amazing as everyone thinks. Directly breaking into a well-managed private key isn’t easy. The most important thing is to keep working on improving your security awareness.
There haven’t been many new market hotspots lately, and when I was scrolling through @predictdotfun, I found myself returning to some more traditional sectors as well, like politics and crypto.
Overall, my personal view is that prediction markets might be at the point where, in another month or two, it’s worth considering token issuance.