The crypto market no longer believes in a bull run: will the AI treasury stablecoin AID be the catalyst for the next rotation?
Last week, the crypto market seemed to be drained of blood. The panic index has dropped to 15, the exchange depth is getting thinner, mainstream coins are experiencing three spikes in a day, retail investors are lying flat, and large holders are liquidating their positions. Not even the jokes about "buying the dip" are being mentioned anymore. What's even more absurd is that Bitcoin plummeted again today, briefly hitting around 89,000 dollars. This is a new low in 210 days (counting from April 22). No one believes in the bull run in this market anymore. It's not that I don't want to believe, but I simply don't dare to believe. Coin prices are falling, expectations are low, and sentiment is more fragile than after the LUNA crash in 2022. The strangest thing is that the funds have begun to show a kind of "scattered and fleeing" situation: Large investors are not buying, small investors dare not buy, and institutions are fleeing.
Panic intensifies: even USDC has started to trade at a premium over USDT. The most dangerous signal in this round of panic is not the spike in BTC, but: USDC has a rare premium against USDT. Usually, USDC doesn't have much active demand and is not considered a popular settlement coin. By opening the historical points, you will find that USDC has always been priced lower than USDT. But now it is being crazily bought at a premium. What does this indicate? ——The wave of funds settled in USDC is fleeing on a large scale. And this group of people is usually: Institutions, quantitative teams, cautious large holders The scale starts at the level of one billion dollars. The actions of these people from "coin → USDC" are extremely clear: Institutional investors and large funds in Europe and the United States are not optimistic about the short-term market. Therefore, the market state you see is: Typical "institutional hedging panic."
But this is not a buying point, because the panic is not over yet. This round of panic is not "emotional collapse", but rather "the settlement system is hedging". The gap between the two is huge. The key indicator that can truly determine the end of panic is only Will USDC/USDT return to parity? As long as USDC is still at a premium, it indicates: Institutions are still selling → Selling pressure has not ended → The bottom is far from confirmed. The phase that is truly suitable for slow and steady investment is: After USDC/USDT returns to par, BTC can still remain stable. Before that, any rebound felt like a dead cat bounce. So in this panic cycle, why is GAIB worth mentioning? Because this wave of the market has started to show a clear trend: Funds are starting to flow back to: The direction of "real assets + real returns." ONDO rises against the trend, RWA track strengthens, Stablecoins have regained focus. When everyone starts to doubt the narrative, People are starting to believe in "government bond yields" again. At this point, what GAIB is doing is highly "counter-cyclical logic": Combine AI + government bonds + stablecoin + DeFi yields. This is not about storytelling, but about bringing the "value of the real world" onto the chain. GAIB core personnel explanation: steady with the left hand, ruthless with the right hand GAIB has two key tokens: AID and sAID. I will give you the simplest way to understand: ① AID = AI Dollar (backed by US Treasury + stable assets) This thing is not the kind of structured risk stablecoin like USDe, It is not the shadow dollar printed out of thin air by the crypto market. but rather a blockchain dollar backed by real government bonds. This is equivalent to: Gave the AI track a layer of "US Treasury stable bottom". In a panic cycle, stablecoins that can earn interest and are backed by physical assets will naturally attract attention. ② sAID = Staking version AID (can participate in AI & robotics financing, obtain on-chain收益) You can understand it as: Help AI train models, assist robots in financing, and provide "cash flow" for computing power projects. These all generate "on-chain real returns". It is not air, it is not opening blind boxes, it is real business income. So: Panic period: Everyone may pay more attention to AID (stable) Rebound period: Everyone may be paying more attention to sAID (fierce) The characteristics of the GAIB model are: A project simultaneously connects "hedge funds" and "cyclical funds" — Steady with the left hand, ruthless with the right. The name GAIB itself carries a double meaning. On one hand, it comes from Arabic, meaning "invisible" or "future," representing what GAIB aims to do—betting in advance on the trend of computing and the financialization of AI, using technology to pull the future into the present. On the other hand, GAIB corresponds to three core pillars: GPU, AI, and Fi (financialization), highlighting the platform's overall positioning from underlying computing power to upper-level financial models. GAIB is inspired by "Dune." In that work, spice is a scarce and powerful resource, the center of all power, civilization, and trade. Today's computing power is like the "spice" of the new era; and the role GAIB plays is to be the platform that truly circulates this resource and generates value.
Key Features of GAIB Tokenized GPU earnings exposure
GAIB may become a focal point of controversy, and controversy generates traffic. Ultimately, this round of the market has become rotten beyond repair. BTC has fallen to 89,000 dollars. USDC can still be at a premium, Institutions would rather hide in stablecoins than catch flying knives. But the more it is at such times, The easier it is to have some "counterintuitive directions," Slowly shining in the panicked night. @gaib_ai AI This kind of combination of "government bonds + AI + DeFi + stablecoin" various strange elements create a project called "AI Dollar" Do you call it pseudo-innovation? That's reasonable. Are you saying it's the next trigger? It's not impossible either. Anyway, no one believes in a bull run in the current market. Then why not take a look at those things that still have some connection to the real world. #GAIB
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The crypto market no longer believes in a bull run: will the AI treasury stablecoin AID be the catalyst for the next rotation?
Last week, the crypto market seemed to be drained of blood.
The panic index has dropped to 15, the exchange depth is getting thinner, mainstream coins are experiencing three spikes in a day, retail investors are lying flat, and large holders are liquidating their positions. Not even the jokes about "buying the dip" are being mentioned anymore.
What's even more absurd is that Bitcoin plummeted again today, briefly hitting around 89,000 dollars.
This is a new low in 210 days (counting from April 22).
No one believes in the bull run in this market anymore.
It's not that I don't want to believe, but I simply don't dare to believe.
Coin prices are falling, expectations are low, and sentiment is more fragile than after the LUNA crash in 2022.
The strangest thing is that the funds have begun to show a kind of "scattered and fleeing" situation:
Large investors are not buying, small investors dare not buy, and institutions are fleeing.
Panic intensifies: even USDC has started to trade at a premium over USDT.
The most dangerous signal in this round of panic is not the spike in BTC, but:
USDC has a rare premium against USDT.
Usually, USDC doesn't have much active demand and is not considered a popular settlement coin.
By opening the historical points, you will find that USDC has always been priced lower than USDT.
But now it is being crazily bought at a premium.
What does this indicate?
——The wave of funds settled in USDC is fleeing on a large scale.
And this group of people is usually:
Institutions, quantitative teams, cautious large holders
The scale starts at the level of one billion dollars.
The actions of these people from "coin → USDC" are extremely clear:
Institutional investors and large funds in Europe and the United States are not optimistic about the short-term market.
Therefore, the market state you see is:
Typical "institutional hedging panic."
But this is not a buying point, because the panic is not over yet.
This round of panic is not "emotional collapse", but rather "the settlement system is hedging".
The gap between the two is huge.
The key indicator that can truly determine the end of panic is only
Will USDC/USDT return to parity?
As long as USDC is still at a premium, it indicates:
Institutions are still selling → Selling pressure has not ended → The bottom is far from confirmed.
The phase that is truly suitable for slow and steady investment is:
After USDC/USDT returns to par, BTC can still remain stable.
Before that, any rebound felt like a dead cat bounce.
So in this panic cycle, why is GAIB worth mentioning?
Because this wave of the market has started to show a clear trend:
Funds are starting to flow back to:
The direction of "real assets + real returns."
ONDO rises against the trend, RWA track strengthens,
Stablecoins have regained focus.
When everyone starts to doubt the narrative,
People are starting to believe in "government bond yields" again.
At this point, what GAIB is doing is highly "counter-cyclical logic":
Combine AI + government bonds + stablecoin + DeFi yields.
This is not about storytelling, but about bringing the "value of the real world" onto the chain.
GAIB core personnel explanation: steady with the left hand, ruthless with the right hand
GAIB has two key tokens: AID and sAID.
I will give you the simplest way to understand:
① AID = AI Dollar (backed by US Treasury + stable assets)
This thing is not the kind of structured risk stablecoin like USDe,
It is not the shadow dollar printed out of thin air by the crypto market.
but rather a blockchain dollar backed by real government bonds.
This is equivalent to:
Gave the AI track a layer of "US Treasury stable bottom".
In a panic cycle, stablecoins that can earn interest and are backed by physical assets will naturally attract attention.
② sAID = Staking version AID (can participate in AI & robotics financing, obtain on-chain收益)
You can understand it as:
Help AI train models, assist robots in financing, and provide "cash flow" for computing power projects.
These all generate "on-chain real returns".
It is not air, it is not opening blind boxes, it is real business income.
So:
Panic period: Everyone may pay more attention to AID (stable)
Rebound period: Everyone may be paying more attention to sAID (fierce)
The characteristics of the GAIB model are:
A project simultaneously connects "hedge funds" and "cyclical funds" —
Steady with the left hand, ruthless with the right.
The name GAIB itself carries a double meaning.
On one hand, it comes from Arabic, meaning "invisible" or "future," representing what GAIB aims to do—betting in advance on the trend of computing and the financialization of AI, using technology to pull the future into the present.
On the other hand, GAIB corresponds to three core pillars: GPU, AI, and Fi (financialization), highlighting the platform's overall positioning from underlying computing power to upper-level financial models.
GAIB is inspired by "Dune." In that work, spice is a scarce and powerful resource, the center of all power, civilization, and trade. Today's computing power is like the "spice" of the new era; and the role GAIB plays is to be the platform that truly circulates this resource and generates value.
Key Features of GAIB
Tokenized GPU earnings exposure
GAIB may become a focal point of controversy, and controversy generates traffic.
Ultimately, this round of the market has become rotten beyond repair.
BTC has fallen to 89,000 dollars.
USDC can still be at a premium,
Institutions would rather hide in stablecoins than catch flying knives.
But the more it is at such times,
The easier it is to have some "counterintuitive directions,"
Slowly shining in the panicked night.
@gaib_ai AI This kind of combination of "government bonds + AI + DeFi + stablecoin" various strange elements
create a project called "AI Dollar"
Do you call it pseudo-innovation?
That's reasonable.
Are you saying it's the next trigger?
It's not impossible either.
Anyway, no one believes in a bull run in the current market.
Then why not take a look at those things that still have some connection to the real world. #GAIB