DGrid AI is about to TGE—building a Web3 version of OpenRouter + a decentralized AI marketplace. You can claim an airdrop today, so don’t forget to check!
If in the past everyone thought #Web3 + #AI was just bragging and painting big dreams, then today the entire industry has had its worldview shattered by a major piece of news: Stripe is set to pay $7.0 billion to acquire OpenRouter! $7 billion, wow. The Web3 AI boom is being reignited—again! As everyone knows, OpenRouter doesn’t train underlying large models, and it doesn’t buy GPU mining. It only does one thing: the “AI routing layer.” In simple terms, it’s a universal aggregator for AI interfaces that helps you choose which model is cheapest, which is fastest, and which is most reliable. This massive acquisition has directly awakened everyone: in the AI era, true value isn’t only in the model layer of training models—it’s in the routing layer that connects models to users. When there are hundreds of models and service providers in the market, the truly scarce capability is whoever can connect models, compute, and developers—and make every call cheaper, more stable, and easier to settle.
Brothers, #WLFI has a gigantic pump! No wonder the recent WLFI coin price has rebounded strongly from the bottom! 🧐
Turns out WLFI has obtained an OCC trust license. In the future, it will most likely achieve a compliance-and-profit “double explosion,” which makes me even more confident in #USD1. After all, I’ve already been earning stablecoin yield from USD1 for half a year, and it feels like I can hold on until the end of the year!
With approval for #WLFI’s U.S. OCC trust bank license, it means it can get rid of BitGo and issue USD1 directly through its own regulated trust bank with reserves held in custody. This not only saves huge custody fees, but also allows it to retain U.S. Treasury yield—and even obtain a federal-level compliance “green card.” In the future, it can connect directly to capital from Wall Street institutions and enterprises. It’s like opening the floodgates to Wall Street’s massive capital!
All I can say is that the Trump family’s brand is truly not just for show. When you think about the potential going forward, it suddenly opens up. I added a bit at the low level: $WLFI ! 🫡
DAPPOS to Launch on Binance Alpha — Web3 Version of Codex + Workbuddy About to Hit TGE, Worth Looking Forward To!
#DAPPOS is finally getting ready for TGE. Recently, the $DOS tokenomics were released. I spent a few hours studying it carefully. Honestly, this is absolutely one of the few hard-core projects among the many recently bloated AI projects.🧐 Before we talk about this project, let me tell everyone first: in the past couple of years, global business history has been undergoing a major shift—namely, the explosive rise of "super individuals" and "one-person companies" (OPC). I believe more and more of you have been hearing these two terms recently. Let’s talk about the one-person company trend first—it’s spreading worldwide: A few years ago, if someone told you, "A single person can build a billion-dollar company," you’d definitely think he was just bragging. But now what? This has already become the toughest reality in Silicon Valley’s business circles.
It’s come to this—only Binance’s #USD1 wealth management is still keeping me company, providing the cash flow to support my living expenses every month. As for my other US stock and crypto accounts, I just can’t bring myself to open them anymore—I can only quietly commit to being a long-term player!
Great big news: today’s WLFI airdrop event has been postponed again—again and again—it’s now postponed to August 7. The annualized yield is 5.56%. Just by holding USD1 in your account, you can get $WLFI incentives. And if you maintain open positions of 300+ USD1 every day, you’ll receive a 1.2x bonus reward. I’m opening a long position on #BTC and I believe the Clarity Act will pass.🧐
Winter is coming—won’t spring be far behind? Hang in there, brothers! We will eventually welcome the spring of crypto and US stocks!🫡
USD1 Incentive Event Extended Again—Runs Until July 27, Annualized Yield 8.5%, Don’t Miss Out!
Yet again postponed! #The USD1 incentive event has been extended again, running straight through July 27, with an annualized yield of 8.5%. 🧐 Honestly, it’s been almost half a year of grinding. In this bear market, it’s truly a warm light that illuminates every crypto user out in the cold winter. In the market, it’s hard to find another project that can keep going for so long and consistently use real funds to incentivize and share profit with users! In the first wave of the USD1 event at the beginning of the year, I was already calling out in the group and on Twitter, telling everyone to put their idle money into USD1 to earn interest. I remember that in the early days, at the most insane times, the annualized yield could spike to around 15%. Even now, it’s still 8.5%—steady and satisfying happiness. The only difference now is that it’s with a semicolon: each account has 2,000 USD1. Binance accounts of those “aunties and uncles” from back when you were doing alpha can be used now!
For World Cup prediction markets, my go-to is Bagel, a warm and engaging prediction platform!
End of May, Champions League final, PSG against Arsenal. I met up with a few good bros at the bar to catch the game, beers flowing round after round, and as we chatted, we started predicting the match outcome. "Mbappé is definitely going to pop off today!" "Arsenal is really on the edge this season!" "Feels like it's going to extra time," everyone chimed in, getting more hyped with each comment. That’s when one of the guys suggested, why not place some bets? Since we’re just guessing, might as well make it real. So we dove right in. My first instinct was to pull up #Polymarket since I usually use that. But then I hit a snag: the Polymarket mobile app is super clunky and trading is restricted due to regional issues.
Major Upgrade: SUI Launches Zero Gas Fee Stablecoin Payment Era!
My followers know that #SOL and #SUI are my biggest blockchain holdings! Today, I’m diving into SUI’s zero gas fee stablecoin transfers, and the more I think about it, the more pumped I get. This dude is really about to bring back the glory of Libra and change the crypto game for good. 🧐 Let’s talk about why this is important. In the past, when we transferred USDC on-chain, besides the transfer itself, we had to prepare a bunch of native tokens for gas fees. It’s like going to a convenience store to buy a bottle of water, and the cashier tells you: sorry, you first need to exchange for some in-store tokens to pay. Isn’t that a hassle? SUI has just chopped this logic. Zero gas fees, native protocol-level support, it’s not some subsidy event; it’s a real foundational architecture innovation.
MetaMask and Ondo team up for a $100,000 US stock challenge, hurry and get involved!
Little Fox really pulled off something big this time!🦊 #MetaMask ( @MetaMask) recently teamed up with @OndoFinance for something huge, directly integrating tokenized US stocks and ETF trading into the wallet. You heard that right, open MetaMask now and you can buy Nvidia, Tesla, and the S&P 500 index directly with USDC, no KYC, no need for a US stock account. This dude is trying to turn himself from a 'crypto storage tool' into the 'on-chain Nasdaq'. What's even crazier is they’ve launched a $100,000 challenge with an absurdly low entry point; you can join for just $100 and compete alongside the whales.🧐
Grvt and Centrifuge are partnering to let trading margins enjoy US Treasury yields, making capital utilization more efficient!
Have you ever thought about this: why can't we use the margin for our contracts to earn interest at the same time? 🧐 I used to work at a traditional brokerage, where we did stock pledge financing. Clients could use their stocks as collateral to borrow money, while still holding onto the stocks to enjoy dividends and capital gains. This is a basic operation in TradFi. But if we look at the current DEXs and even some CEXs, our USDT has to be either used as margin to open a position or staked for yield; it's a one or the other situation. This is actually a huge waste of capital efficiency. 🌰 Let me give you the simplest example: I have 100,000 USDT in my account, and I've opened a perpetual contract with 50,000 USDT. So what about the remaining 50,000 USDT? It's just sitting in my account earning nothing. If I say to transfer it to another platform for yield, and the market moves, I might need to add margin and end up scrambling to transfer it back, missing the best opportunity.
Binance launches BTCUSD1 perpetual contract trading pair and extends the USD1 holding incentive for another month!
Binance has pulled off something big this time; a lot of folks might not have caught on yet. No wonder today the USD1/USDT exchange rate shot up again (see chart 1)! Since the end of January, I've been tracking Binance's USD1 holding incentive, milking it for almost 4 months now, all the way from a $40 million WLFI prize pool to now topping up another $13 million. I originally thought it was just a short-term promo, but Binance is straight-up running it on infinite refills. The yield has consistently stayed around 6-7%, which is pretty sweet for a stablecoin. The best part is the entry barrier is ridiculously low; as long as you have USD1 in your spot, leverage, or futures account, you can automatically get those dividends. Futures and leverage accounts even get a bonus, so make sure to take advantage of that.
Jarsy Research's cutting-edge report on SpaceX highlights Jarsy's solid strength in private equity tokenization, definitely worth a look!
Today I came across @JarsyInc Research team's report on SpaceX, and to be honest, I was blown away. 🧐 From Falcon 1's $16,000/kg to Starship's target of under $200/kg, these guys have completely dissected the entire tech path, materials science, engine architecture, and cost structure. They even projected that if launch costs drop to $23-28/kg, the power cost for orbital AI infrastructure could hit $0.01/kWh, cheaper than ground data centers, leading to a new narrative of 'orbital AI.'
Perp DEX is in a retreat period, Grvt is bravely advancing against the current, with OI share increasing by 26 times year-on-year, and trading volume share increasing by 22 times year-on-year!
Recently reviewed Perp DEX data, the trading volume has indeed decreased, as shown in Figure 1, from the peak of $34.2 billion per week at the end of 25 years to now $13.32 billion, a decrease of 61%. But I don't think this is the decline of Perp DEX! 🧐 The report from #Messari the day before yesterday just confirmed my view. It is more like a "squeezing out the excess" process after the maturity of the track, let's take a look at the essence from the data! How hot was the Perp track last year? To put it simply, a large part of it was a bubble created by airdrop Farming. As the cycle enters contraction, these blindly inflated funds withdrew, the excess was wrung out, and the real underlying signals began to emerge.
Recently saw something very interesting, the #RWA track has had big moves again. 🧐
L1 financial public chain #Pharos and #OKX wallet have launched a stablecoin pre-deposit event, guess what? The public round was only open for 1 hour, and it filled up with 50 million USD! In such a bearish market environment, it's really rare to have this kind of appeal.
I personally put in a little funding during the public round, and the event is quite simple: • 100 days of locked staking • Annual yield of 14%-16% (the underlying is RWA assets exclusively cooperated with Pharos + project party subsidies) • Participating through OKX wallet also comes with exclusive airdrops
First, there was a 24-hour whitelist round, then the public round sold out in 1 hour, with a total stake of 50 million USD. Honestly, this speed is hard to see this year.
Why is it so strong? Let's look at the background: The background is very hardcore, Pharos was founded by the former core leadership of Ant Group, and has just completed a 44 million USD Series A financing, with total financing exceeding 52 million USD already. What's even more interesting is that a subsidiary of the Japanese zaibatsu Sumitomo Corporation has publicly invested in a Web3 project for the first time, and they invested in Pharos. You know, when traditional capital giants enter, it basically endorses the RWA track.
🎯 Here comes the key point! The #Pharos airdrop can be checked soon, exclusively available through OKX Wallet. Those who have previously interacted with the testnet, remember to quickly bind your OKX Wallet. OKX Wallet has announced that it will be the official wallet for Pharos, and since the testnet, the cooperation between both sides has become increasingly close. Pharos seems to be doing very well in the RWA track right now, looking forward to future developments!
To be honest, in the current market environment, being able to quickly gather so much funding and consensus is worth paying attention to. DYOR 🙏
Now, no matter how chaotic the public sentiment about WLFI is outside, the USD1 investment still brings stable happiness! This time it has been extended for another month, with 185 million WLFI being invested again, about 15 million US dollars, with an annual return of around 8%!
The logic of stablecoins is to land in multiple scenarios, and the growth of USD1 in recent months is obvious to all. In terms of scenario implementation, it is also deeply tied to the Binance system, with one side being the Trump family and the other side being the Binance exchange, a strong alliance that is relatively stable!
Using stablecoin cash flow to subsidize living expenses, and using personal funds to gradually invest in blue-chip coins like #BTC #SOL, may be the most reliable survival rule in a bear market!🧐
Jarsy Emerges: The “Robinhood Moment” of Private Equity
The “Robinhood moment” of private equity, this platform is disrupting the trillion-dollar private market, and retail investors can finally join the table! Have you ever thought about this question: why did early investors in Uber and Airbnb make a fortune? Why were Google and Fidelity able to invest $1 billion in SpaceX when its valuation was only $12 billion, thus earning a hundredfold return? Because they all invested in equity at a very low price before the companies went public. Now, SpaceX's valuation has reached $1.75 trillion, OpenAI is valued at $852 billion, and Anthropic is valued at $380 billion. These three giants have a total market value of nearly $3 trillion. This is still the pre-IPO valuation, and it will only be more exaggerated after the IPO!
Recently, #WLFI has indeed been grilled on the fire, with various comments about "covert selling" flying everywhere. After looking around, as an old hand, I can only say: rumors stop with the wise.
Many people's logic is: official collateralizing tokens to borrow stablecoins = running away or dumping the market. Are you kidding me? This kind of operation is simply routine in the DeFi circle, okay?
1️⃣ Don’t confuse “collateral” with “selling off”
Everyone, calmly think about it, who is behind WLFI? The Trump family. In a situation of this level, if they really wanted to harvest, there are a hundred advanced and covert methods to do so; why would they use such a direct and transparent collateralization method that gives people a handle?
Today's official explanation is quite clear: using WLFI to collateralize and borrow stablecoins is essentially self-creating liquidity, injecting fresh water into the project.
In simple terms, it’s about turning “dead money” into “live money” to run the business.
2️⃣ Real money buyback, extraordinary strength
Many people say the project is idling, but the data just released by the officials directly contradicts that; the buyback strength is very impressive. In the past six months, the team has spent over 65 million USD to buy back 435 million WLFI, with an average price of 0.15 USD.
If they really wanted to run away, who would use tens of millions of USD in real money to buy back their own tokens in the secondary market? This logic is clearly flawed.
3️⃣ Unlocking proposals are the main event
Previously, many people were FUDding because the token lock-up had no progress, but the unlocking proposals will be launched next week. Although it is likely a tiered unlocking, it sends a strong signal: the project is advancing, the rules are being implemented, and everything is proceeding in an orderly manner!
4️⃣ Current situation: interest rates have returned to normal
A while ago, those terrifying borrowing rates of over 30% have now dropped to around 11%, which is a normal range. This is the result of typical market sentiment fluctuations being amplified; the alarm has been lifted.
💡 In summary, in today’s market, eating melons has become commonplace; any FUD is amplified by the market, but it is advised to learn to think independently and not to be led by emotions. A project that continuously stirs, buys back, and seeks compliance in a bear market is not focused on these trifles. Instead of following the FUD, it’s better to take advantage of the low positions to arbitrage and earn returns! 🧐 #WLFI #Crypto #DeFi
The exclusive cooperation between Aster and USD1, the opportunities explored within, and some deep reflections!
Previously, we discussed that the victory of USD1 lies in the rapid paving of the application layer, with the AI-focused AgentPay, and this time the 'exclusive and unique' cooperation between USD1 and Aster becomes another core driver of application hegemony. It can be said that #WLFI has clearly played with the two main lines of Web3: AI and RWA! First is the strategic elevation, 'from "optional" to "mandatory".' In the past, when we traded crude oil and gold, for example on Hyperliquid, the settlement currency was usually USDC. USD1 was just one of the 'options' on some platforms, and even a non-mainstream option. This time, with the deep bundling with Aster, we achieved a forced necessity. In the future, trading $CLUSD1 (crude oil) and $XAUUSD1 (gold) on Aster means, sorry, USDT has no place. This 'exclusive settlement' directly pushes USD1 from an ordinary stablecoin to the 'fuel' for RWA trading.
The core 'ambition' of WLFI - transforming from a simple stablecoin project to the underlying settlement of the AI machine economy
Recently, everyone is focusing on #WLFI's USD1 stablecoin yield, but I dug deep into the newly updated AgentPay SDK v0.2.1 and found that new opportunities in the market are on the way! 🧐 This is not a simple payment component; it adds an autonomous wallet to the AI Agent. In the future, the real competition in the stablecoin market will not be about 'interest rates' but about 'payment capabilities.' The current pain point is very real: AI is evolving from 'laborers' to 'agents.' It needs to query data, call advanced APIs, and purchase computing power. Once it encounters a paywall (HTTP 402), the Agent crashes immediately because it has no wallet and cannot autonomously make payments. AgentPay is here to fill this gap, allowing #AI to have a controlled spending limit.
Previously mentioned, #WLFI is seizing the application layer; this time, the AgentPay SDK launched has unique strategic insight and can be said to directly occupy the payment foundation of the "AI economy"! 🧐
We play OpenClaw 🦞, this type of Agent tool is similar to giving AI a set of "exoskeletons", allowing AI to not only chat with us in the dialogue box, but also operate computers, write code, and even click on web pages.
But there has always been a core pain point: AI has no wallet and no "brain" to manage money.
We dare not give AI credit card numbers for fear that it might accidentally overspend; we also do not dare to casually give it private keys, fearing that hackers could take everything. The emergence of OpenClaw + AgentPay solves the coordination issue between “hands” and “wallets”. It turns AI into a "digital employee" with a budget, limits, and an understanding of rules.
Next, let's talk about two common real needs and scenarios for Agent-to-Agent (A2A) payments:
1️⃣ Micro-settlement: AI calls an interface or buys data, possibly for only $0.01. Traditional bank cards can't handle this; only on-chain stablecoins like USD1 can settle in seconds.
2️⃣ Safety valve: The "strategy engine" and "manual approval" that AgentPay is working on are crucial. For example, I set for AI, "You decide for transactions under $10." Transactions over $50 must prompt a window for me to click confirm, which turns crypto payments from "black box risk" into a "controllable tool".
Overall, I have a hunch that the next bull market may not be a bull market driven by human buying, but rather one created by thousands of AI Agents. Whoever masters the wallet outlet of Agents will be the potential player of the future. And undoubtedly, #WLFI has taken the lead! 🧐
Grayscale Staking ETF—GSUI successfully listed on the New York Stock Exchange, some prospects and speculations about SUI!
Sitting in a café over the weekend, flipping through the GSUI Staking ETF introduction just disclosed by Grayscale Investments, my mind was racing with excitement because the #Sui ecosystem is among the top 5 in our crypto holdings, and this milestone will bring new opportunities! In the past two years, the market has been debating the public chain route. Some have bet on the L2 system of ETH, while others have bet on the high-performance route of Solana. But by 2026, Sui seems to be quietly taking a completely different path. I have been increasingly feeling that Sui's 'S2 Strategy' + ETF launch could be the core storyline worth long-term tracking and research this year. Here are some of my fragmented thoughts as a reflection📒.