The past week, the cryptocurrency market seems to have been drained of blood.

The fear index has dropped to 15, the depth of exchanges is becoming thinner, mainstream coins are spiking three times a day, retail investors are lying flat, large holders are liquidating, and even the joke of 'buying on dips' is no longer being told.

Even more outrageous is that Bitcoin has once again plummeted today, hitting around $89,000.

This is the lowest in 210 days (counting from April 22).

No one in this market believes in a bull market anymore.

It's not that they don't want to believe, but they simply dare not believe.

Coin prices are falling, expectations are bleak, and the sentiment is more fragile than after the LUNA crash in 2022.

The strangest thing is that funds are beginning to show a 'scattered escape' situation:
Large investors are not buying, small investors dare not buy, institutions are fleeing.

Panic intensifies: even USDC has started to be priced at a premium to USDT


The most dangerous signal of this round of panic is not the spike of BTC, but:
USDC has shown a rare premium over USDT.

Usually USDC has no proactive demand and is not a popular settlement currency,
If you look at 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 funds that use USDC as the settlement unit are fleeing on a large scale.

And this group of people is usually:


Institutions, quantitative teams, cautious large investors

The scale starts at the level of billions of dollars.

The actions of these people from 'coin → USDC' are extremely clear:

European and American institutions and large funds do not have a good outlook for the short-term market.

Thus, the market state you see is:

A 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 'settlement systems are hedging'.

The gap between the two is huge.

The real key indicator that can judge the end of panic is only

Will USDC/USDT restore parity?

As long as USDC is still priced at a premium, it indicates:

Institutions are still selling → Selling pressure has not ended → The bottom is far from confirmed.

The stage that is truly suitable for gradual investment is:

After USDC/USDT returns to parity, BTC can still stabilize.

Before that, any rebound looked like a dead cat bounce.

In this panic cycle, why is GAIB worth mentioning?

Because this wave of the market is showing a clear trend:

Funds are starting to return to:

the direction of 'real assets + real returns'.

ONDO rises against the trend, RWA track becomes stronger,

Stablecoins have regained focus.

When everyone starts to doubt the narrative,

Everyone has started to believe in 'government bond yields' again.

At this point, what GAIB is doing has a strong 'counter-trend logic':

combines AI + government bonds + stablecoins + DeFi returns together.

This is not storytelling, but moving 'the value of the real world' onto the blockchain.

GAIB's core explained in simple terms: steady with the left hand, aggressive with the right.

The key of GAIB has two tokens: AID and sAID.

I give you the simplest way to understand:

① AID = AI Dollar (supported by US Treasury + stable assets)


This thing is not a structured risk stablecoin like USDe,

nor is it a shadow dollar printed out of thin air by the coin circle,

but a stablecoin supported by real government bonds.

This is equivalent to:

giving the AI track a layer of 'US Treasury stabilization'.


In a panic cycle, stablecoins that can earn interest and have real assets behind them will naturally attract attention.

② sAID = Staked version of AID (can participate in AI & robot financing, obtaining on-chain returns)

You can understand it as:


Helping AI train models, helping robots raise funds, helping computing power projects provide 'cash flow'.

All of these generate 'on-chain real returns'.

It’s not air, it’s not opening blind boxes, it’s real business income.

So:

Panic period: everyone may focus more on AID (stable)

Rebound period: everyone may focus more on sAID (aggressive)

The characteristic of GAIB's model is:

A project simultaneously connects 'hedging funds' and 'cyclical funds'—

steady with the left hand, aggressive with the right.

The name GAIB itself conceals a dual meaning.

On the one hand, it comes from Arabic, meaning 'invisible' or 'future', representing what GAIB wants to do—betting ahead on the trend of computing and AI financialization, using technology to bring the future to the present.

On the other hand, GAIB also corresponds to three core pillars: GPU, AI, and Fi (financialization), clarifying the platform's overall positioning from underlying computing power to upper-level financial models.

The inspiration for GAIB comes from (Dune). In that work, the 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 truly circulate this resource and create value on the platform.

Key features of GAIB

Tokenized GPU income exposure

GAIB may become the focus of controversy, and controversy is traffic.

In the end, this round of the market has been rotten beyond measure.
BTC has dropped to $89,000,
USDC can still be at a premium,
Institutions would rather hide in stablecoins than catch falling knives.

But the more it is at this time,

the easier it is to have some 'counterintuitive directions',

slowly shining in the dark of panic.

@GAIB AI This kind of combination of 'government bonds + AI + DeFi + stablecoins' various strange elements

Form a project called 'AI Dollar'.

Do you say it is pseudo-innovation?

That's reasonable.

Do you say it is the next trigger?

It's not impossible either.

Anyway, no one in the current market believes in a bull market anymore,

So it’s better to look at those things that at least still have some reality.#GAIB