王博尔特

In the past month, APRO's ecological cooperation has entered a period of rapid growth: on November 5, it co-built the DePIN / Weather Oracle Alliance with Nubila Network, on November 14, it launched the AI prediction market dual-phase oracle architecture with BuzzingApp, on November 15, it integrated directly with OKX Wallet, and in mid-November, it jointly released the DAS system with Dephy — this series of collaborations revolves around the three core tracks of 'AI prediction market, RWA data verification, and DeFi integration', constructing an ecological closed loop that fits the project positioning and aligns precisely with the current core trends in the cryptocurrency market.
The collaboration with Dephy is a strategic milestone for implementation. The Dephy Apro System (DAS), jointly launched by both parties, is the first AI-driven RWA/DeFi prediction oracle system, achieving self-learning financial prediction capabilities. Its token has been listed on PancakeSwap and Binance Alpha, marking APRO's transition from a 'data service provider' to a 'product solution provider'. Against the backdrop of RWA becoming an industry hotspot, the DAS system can provide real-time on-chain asset valuation for tokenized projects such as real estate, commodities, and bonds, addressing the pain point of insufficient prediction accuracy in complex financial scenarios faced by traditional oracles, with a strong match to market demand.

In one month, APRO's ecological collaboration has entered an explosive phase: on November 5, co-building the DePIN/weather oracle alliance with Nubila Network, on November 14, launching a dual-phase oracle architecture for AI prediction markets with BuzzingApp, on November 15, direct integration with OKX Wallet, and in mid-November, jointly releasing the DAS system with Dephy—this series of collaborations centers around the three core tracks of 'AI prediction markets, RWA data validation, and DeFi integration', constructing an ecological closed loop that fits the project positioning and precisely aligns with the current core trends in the crypto market.
The collaboration with Dephy is a key milestone for strategic implementation. The jointly launched Dephy Apro System (DAS), as the first AI-driven RWA/DeFi predictive oracle system, realizes self-learning financial forecasting capabilities. Its token has been launched on PancakeSwap and Binance Alpha, marking APRO's transition from a 'data service provider' to a 'product solution provider'. Against the backdrop of RWA becoming an industry hotspot, the DAS system can provide real-time on-chain asset valuation for tokenized projects such as real estate, commodities, and bonds, addressing the pain point of insufficient predictive accuracy of traditional oracles in complex financial scenarios, with outstanding market demand matching.

On October 24, 2025, APRO was listed on Binance Alpha, reaching an all-time high of $0.859, and subsequently retraced to $0.1405. APRO experienced an 83.6% crash within a month, showcasing a typical scenario of 'high open and low close' in the cryptocurrency market. The current price is far below the daily EMA, and market sentiment is sluggish, but the technical oversold signals and the game of future unlocking pressures present investors with complex decision-making dilemmas.
From a technical indicator perspective, the probability of a short-term rebound has increased. Multi-time frame data shows that the 1-hour RSI is 45.21 (neutral), MACD is slightly bearish, and the price is consolidating around the middle band of the Bollinger Bands; the 4-hour RSI is only 26.40, entering a clear oversold range, with MACD showing a +0.00116 bullish divergence, and the price is close to the lower band of the Bollinger Bands, consistent with the technical characteristics of a short-term rebound. Key support levels are concentrated at $0.1353 (1h lower band), $0.1224 (4h lower band), and the $0.123-0.130 long position liquidation zone. The recent low at $0.132 has formed initial support, rebounding 6.8% after reaching this level on December 2; resistance levels focus on $0.1412 (1h SMA50), $0.1445 (1h upper band), and $0.1497 (4h middle band), with a breakthrough potentially opening up further rebound space.

Buddy, if you compare blockchain development to a gold rush, then Injective is that newly emerged gold mine—it's not about deceiving with empty checks, but a triangle of shared liquidity + plug-and-play financial modules + extreme liquidity that allows developers to pack their bags and migrate directly, working with zero gas fees is truly appealing. It’s not the pseudo-decentralization of centralized platforms, but a truly foundational infrastructure that addresses productive pain points. Recently @injective
In the official video, three developers directly stated: full ecosystem shared liquidity, eliminating the pain of cold starts; the financial module is plug and play, with derivatives and lending launching in a few weeks; with liquidity and module support, time to market is unbeatable. Buddy, take a closer look, this isn’t about narrative hype, but rather a practical migration where developers vote with their feet—from Ethereum, where gas fees can easily exceed a hundred dollars, and the frequently congested Layer 2, finally finding a city-state that doesn’t hold them back. Essentially, Injective is a 'shared financial intermediary': it doesn’t force you to build a deep order book yourself; new projects can directly tap into the entire network's liquidity; plugin modules are like Lego, with Helix perps, Neptune lending, and Hydro LST easily assembled, EVM compatible + Cosmos high TPS, migration costs nearly zero, yet enjoying 0.64 second confirmations and near-zero fees. It serves as a bridge from old chains fighting alone to a modular republic. The current situation is stable: after the EVM upgrade in November, over 40 projects have flooded in, active developers have increased by 50% month-on-month, and the depth of the derivatives order book has become an invisible champion. In competition, Solana is fast, Arbitrum is cheap, but no one has Injective's set of combination punches. The challenge is the difficulty of financing during a bear market, but burning over 6 million INJ monthly (nearly 40 million dollars in November) + 150 million fund directly investing in productive dApps shows developers the long-termism is genuine. Digging deep into the INJ model: 60% of dApp fees are used for buyback and burn, governance is community autonomous, and the fund only invests in protocols that can transfer network effects, not the short-term games of airdrop FOMO. Behind the developer wave is the inclusive open finance where code is law—small teams can also achieve institutional-level speeds, creating a positive feedback loop with an infinitely deep moat. In the next six months, with Q1 SVM going live, Injective will become the Silk Road hub for the three great empires of EVM, Cosmos, and Solana, with an even stronger developer wave, and RWA, AI agents taking off. It is not just another Layer 1, but the weapon developers use to abandon the old world. True innovation has never been about faster horse-drawn carriages, but about creating the first automobile. This is a simple share and does not constitute any investment advice.

The future of AI agents is merely models stacked upon models, rather than first paving the way for trust and payments? It is not a short-term FOMO narrative but the meticulous craftsmanship of pragmatic builders. Last week's Kite Weekly Report (November 29th), CEO @ChiZhangData
On TheStreet and OKX AMA discussing product roadmap, CTO @scottsnics
Quietly stating: In the process of building the future of the smart agent world, there has been no slowing down. Just look, this isn't about airdrop farming, but about the long-termism of productive demand — step by step, implementing the SPACE framework, micropayments, and reputation systems. Currently, the team is fully operational: dual executives appearing simultaneously, with $33 million in funding at hand, Avalanche subnet with high throughput and low fees, and real e-commerce scenarios already closed-loop. In the competitive landscape, while others are still showcasing demos, Kite has already rolled into offline interviews and community AMAs, and the ecosystem-driven flywheel is quietly turning. Digging deeper, the governance model is appealing: the token economic model embeds value into developer lock-in and community incentives, and the PoAI consensus only rewards agents who work, not bribery games. Strategically, weekly reports + executive visibility are telling the market: we are not in a hurry to take off; first, we will deepen the moat. In the future, Kite will transition from the centralized nanny era to a decentralized autonomous city-state, and once the SPACE framework matures, the agent economy will be awaiting the favorable winds. ... And this is precisely the foundation that allows a protocol to transition from clamor to eternity. Time will ultimately reward the most pragmatic builders.

In the landscape dominated by leading projects like Chainlink and Pyth in the oracle track, APRO stands out with its dual positioning of 'Bitcoin ecosystem + AI enhancement', securing $3 million in seed funding from top institutions such as Polychain Capital, Franklin Templeton, and YZi Labs (formerly Binance Labs), becoming a new focus in the crypto market. Its precise entry into the trends of Bitcoin ecosystem DeFi and RWA explosion, empowered by AI technology, brings new possibilities for the efficiency of oracle data verification.
APRO's core competitiveness lies in the deep integration of positioning and technology. As a decentralized AI oracle focused on the Bitcoin ecosystem, it has covered 161 price data streams and 15+ blockchains, completing a total of 97,000 AI oracle calls and data verifications, clearly planning the integration route of Bitcoin Layer2 and RGB++ protocols. Unlike traditional oracles that rely on node consensus, APRO's AI model has self-learning capabilities, showing significant efficiency advantages in RWA asset pricing and DeFi real-time valuation scenarios, becoming a key breakthrough point for competing with leading rivals.

Determining whether a blockchain project can weather cycles requires both the 'practicality' and 'foresight' of its technical roadmap. The roadmap published by KiteAI for December 2025 - May 2026 does not contain vague conceptual promises but focuses on 'AI Agent Payments' as its core, gradually implementing infrastructure, core functions, and advanced features in phases, with each milestone directly addressing ecological pain points, gradually building a technological moat.
The first phase (December 2025) of the 'Agent Perception Module' is a key step in 'lowering the threshold' for developers. This module will provide pre-built AI agent payment smart contracts, allowing developers to go live quickly on features such as 'AI Agent Commission Settlement' and 'Multi-Agent Collaborative Revenue Sharing' without having to write code from scratch, just by adjusting parameters according to the scenario. At the same time, the newly launched PoAI (Proof of AI Contribution) reward mechanism will grant KITE token rewards to developers who contribute effective agents to the ecosystem, directly addressing the current issue of 'insufficient active agents'—drawing on the experience of similar projects, pre-built contracts can typically improve developer onboarding efficiency by 3-5 times. After the module goes live in December, it is expected that the average number of new active agents per month will exceed 50. In addition, the deployment of multi-signature wallets will enhance the security of AI agent assets, preventing asset loss due to the loss of a single private key, which is crucial for attracting enterprise-level AI agents.

Injective Ecosystem Guide, who is quietly building a modular moat for DeFi? In a bear market, the ecosystem guide is just a marketing piece, not a practical map for generating real yield. It is not a FOMO trap chasing hot airdrops, but a blueprint driven by value accumulation. Recently, the DeFi dApps Guide (December 3rd) was released, buddy, take a look at this lineup: Helix's Everything DEX, covering everything from spot to perps and RWA; Choice's aggregator, optimizing swaps to help LPs avoid unnecessary slippage; Pumex's MetaDEX, where the modular engine can be combined like Lego blocks. It is not... but rather... this is not a manual for retail investors to harvest profits, but a democratic experiment for institutional-level financial inclusion - Hydro's LSTFi hub allows your INJ to switch freely between staking, farming, and lending, with APY not relying on bribery, but on ecological positive cycles. In principle, the core of Injective is a 'multi-VM financial intermediary'; it does not mint its own currency, but lets EVM and Cosmos developers conduct business like running a tea house: zero gas bridging, Neptune lending controlling interest rates while avoiding the waterfall of traditional protocols; Silo's risk-isolated pools, isolating bad debts like a safe. Metaphorically, it is moving from the single-line battlefield of old AMMs to the city-state of a new modular republic - the Borderless cross-chain hub easily pulls up liquidity, Yei Finance unifies multi-chain pools, RFY extracts on-chain yield from Wall Street strategies, and Bondi's corporate bonds bring corporate debt on-chain, with decentralized censorship-resistant tentacles reaching globally. The current data is impressive: after going live, although TVL was halved from ATH, the November EVM upgrade attracted 40+ dApps, with trading volume increasing by 50% month over month. In the competition, Layer 2s are cutting costs, Layer 1s are fighting for TPS, but Injective's pragmatism lies in the MultiVM consensus mechanism - it is not the narrative-driven dog, but a sustainable infrastructure. The challenge is the unlock pressure in a bear market, but the burn rate is the highest in the industry (over 13 million INJ went up in smoke from October to November), making the supply curve oscillate like a pendulum. Digging deeper into governance, INJ's token economic model is a textbook example of long-termism: governance proposals require validator endorsement, and community funds are directed towards productive needs like Accumulated's omnichain LST, avoiding veToken's meta-governance chaos. Ecosystem strategy? These dApps in the guide are not islands, but the starting point of a flywheel effect: Neptune's advanced management tools + Silio's isolated lending form a value capture closed loop, allowing small investors to HODL and achieve network effects. Looking ahead, Injective is a weapon for DeFi users - in the next six months, the Q1 SVM launch will bridge Solana's rapid deployment forces, and if an ETF is approved, institutional funds will surge into the RWA market. It will take off from the current trough, becoming a bastion of open finance, connecting the Web3 carnival with the stability of TradFi. True innovation has never been about faster carriages, but about creating the first automobile. This is a simple sharing and does not constitute any investment advice.

Lorenzo can quickly break through in the BTCFi track in 2025, with a lineup of 19 institutions behind the 2.2 million USD financing that is by no means a simple "capital injection," but rather a trust system built on "risk diversification + resource empowerment." Its financing journey is divided into two stages to solidify its foundation: the strategic round in 2022 raised early incubation from Sats Ventures (a Bitcoin-focused VC), anchoring the project's core direction of "Bitcoin liquidity"; in May 2024, the seed round secured 2 million USD, led jointly by CMS Holdings and RockTree Capital, with 17 institutions including Binance Labs, HTX Ventures, and ArkStream Capital participating in the follow-on investment, resulting in a post-investment valuation exceeding 10 million USD. From an IDO price of 0.0048 USD in April 2025 to the current 0.0427 USD, the institutional investment ROI has reached 8.7 times, placing this return rate in the top 5% among early BTCFi projects, far exceeding the industry average of 3-5 times.

KITE AI's $33 million financing is not a 'one-time deal', but is precisely matched to project development needs in three phases, with each round of financing becoming a key engine for promoting ecological advancement. This rhythm of 'capital and business in sync' is an important reason for its market recognition.
The $15 million seed round in February 2025, led by General Catalyst and followed by institutions such as Hashed and HashKey Capital, focuses its funds on 'infrastructure construction'—specifically manifested in the development of EVM-compatible underlying chains, prototype testing of AI agent identity verification modules, and initial node network setup. The results of this round are directly reflected in the on-chain foundation after launch: the 92.14 million user addresses can be quickly accessed, thanks to the account system framework established during the seed round; the compatibility of 38 million deployed smart contracts is also attributed to the EVM technology route determined at that time, avoiding the costs of later reconstruction.

Every point you earn may be paying for someone else's exit—unless you use universal collateral like Falcon Finance to liquidate assets without selling, earning real returns in sUSDf while holding. It’s not a narrative-driven underdog, but a foundational infrastructure that hits the pain points directly. Falcon Finance focuses on universal collateral, allowing blue chips like BTC to mint USDf stablecoins directly, with sUSDf LST derivatives generating yield on holdings, and developers can embed modules in weeks, bridging real-world assets across chains. To explain it metaphorically, Falcon is the bridge connecting the crypto treasury with the TradFi vault: users deposit assets, intermediary protocols automatically match liquidity, execute with zero gas fees, avoiding AMM slippage; governance proposals require endorsement from validators to prevent bribery. The core? This isn’t about liquidity mining; it’s about liquidity alchemy. The current situation is pragmatically stable: a price of $0.12, up 2% in 24 hours, with trading volume nearing $40 million. In the competitive landscape, Maker stabilizes DAI, while Falcon has many highlights in RWA synthesis, and Foundation manages independent tokens to avoid short-term games. Challenges? TVL is climbing, but with backing from PayPal Ventures financing, the ecological fund invests directly in productive dApps. Digging deeper, the token economic model of $FF is striking: 60% of value capture fees go to the community, veToken custody transitions to governance, and the consensus mechanism rewards sustainable LPs. Strategically, community sales + independent Foundation build a moat, and the decentralized flavor of democratic experimentation is just right. In the next six months, it will be the city-state of DeFi moving from blue-chip islands to the RWA republic. A wave of institutional influx is coming, USDf circulation will double, and Falcon will become a weapon for small retail HODLers, with network effects taking off—LFG. …and this is precisely the foundation that allows a protocol to transition from chaos to eternity. Time will ultimately reward the most pragmatic builders.

Bro, if you compare the DeFi ecosystem to a bustling Eastern market, then Injective is the multi-VM city-state hidden deep in the alleyways—not a vendor selling groceries, but a bridge connecting the EVM, Cosmos, and the upcoming Solana VM, allowing funds to flow as freely as silk, rather than being choked by the tariffs of Gas fees. It’s not a high APY yield farming game, but a true productive infrastructure transformation. The market loves to boast about 'zero Gas perpetual contracts', but if you take a closer look, Injective's EVM Mainnet upgrade (just launched in November) is not for show-off, but to facilitate a frictionless migration for Solidity developers, enabling RWA tokenization and pre-IPO futures with a confirmation time of 0.64 seconds. Bro, this isn’t about liquidity mining, but liquidity alchemy: through plugin-style modules, DEX like Helix can seamlessly nest lending protocol Neptune, with interest rates dynamically managed by PID algorithms, avoiding the slippage waterfall of traditional AMMs. Looking at the current situation, this ecosystem is solid. TVL has shrunk to around 600 million dollars in the bear market, but the number of active addresses has increased by 30% month-on-month, and the developer community exceeds 500 people. In the competitive landscape, while Solana is fast and Arbitrum is cheap, Injective's MultiVM is a battleground that must be fought for—it doesn't bet on a single narrative, but rather on ecosystem-driven multi-chain interoperability. Challenges? Although RWA trading volume has broken 100 million in the bear market, institutional funds still need ETF catalysts (Canary's Staked INJ filing has been proposed, and we may see clarity in the first half of 2026). What’s impressive is its burn mechanism: over 6 million INJ are burned monthly from the Community Burn, worth nearly 40 million dollars, creating a solid deflationary moat. Digging into the economic model, INJ isn't a veToken-style bribery voting, but a community-governed governance flywheel: 60% of dApp fees are used for buyback and burn, with staking APY stable at around 5%, and LSTs like Hydro Protocol allow your INJ to earn while being liquid. Strategically, the 150 million fund directly invests in productive dApps, with Hydro's liquid staking, Silo's isolated lending, and RFY's institutional yield strategies—these are not vaporware projects, but codes that solve real financial inclusion pain points as law. Long-termism is evident here: permissionless open finance allows small investors to achieve real returns in a positive cycle. Looking ahead to the next six months, Injective will be the weapon for DeFi to transition from Layer 1 islands to a multi-VM republic. The SVM integration in Q1 2026 will inject the meme frenzy of Solana into the depth of Injective's derivatives; RWA bridges TradFi, extending the pre-IPO market to SpaceX-level perpetual contracts. Imagine, it’s not just a city-state, but a Silk Road hub connecting Eastern Web3 with Western institutions, and once the network effect takes off, doubling the TVL isn’t a dream. LFG, but remember, the true essence of HODL is to hold onto those foundational protocols with a moat. And this, precisely, is the foundation for a protocol to transition from chaos to eternity. Time will ultimately reward the most pragmatic builders. This is a simple sharing and does not constitute any investment advice.

“This is the best alumni reunion ever!” The sentiment behind APRO's official tweet is its 'exhibition' status at the YZi Labs alumni gathering — as the only project exhibited at this event, APRO's exposure is not just superficial but a real embodiment of its ecological resource barrier.
Let's break down the value of this gathering: YZi Labs is the original Binance Labs, and its alumni network covers quality projects, institutions, and developers in the crypto ecosystem. As a project incubated by YZi Labs, APRO's status as the sole exhibitor essentially matches the ecological demand with its positioning as a 'Bitcoin ecosystem AI oracle.' At the event, the APRO team listened to shares from Yi and Ella while deeply engaging with partners like BNBuilders and @EASYResidency — BNBuilders is the core developer community of BNB Chain, and @EASYResidency is a member of the YZi Labs incubation matrix. Such connections directly shorten APRO's cooperation chain: previously, APRO quickly established connections with OKX Wallet and Dephy DAS system, which were direct boosts from ecological resources.

On the first day of KITE AI's launch, among the trading volume of $263 million, the South Korean markets Upbit and Bithumb contributed nearly 40% of the share. During the subsequent price rebound phase, the trading activity of South Korean users remained at the forefront—why has South Korea become the core user market for this project? This is due to both the characteristics of the South Korean crypto market and the high compatibility with KITE AI's positioning.
First of all, South Korean users have a very high acceptance of the "AI + Crypto" track. According to industry data, over 60% of South Korean crypto investors focus on innovative fields such as AI and the Metaverse, and the positioning of KITE AI's "AI Agent Payment" precisely hits this demand pain point. The penetration rate of AI services in South Korea is high (such as Naver AI and Kakao Brain), and users are familiar with the concept of "AI agents autonomously completing tasks," making it easier to understand the value of KITE AI—such as "AI agents automatically settling cross-border e-commerce fees" and "commission distribution during multi-AI collaboration." These scenarios are highly compatible with South Korea's developed cross-border trade and digital service industry, enhancing the users' sense of involvement.