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When the Chat Goes Silent “The bull is back, so why are all the Telegram groups dead?” asked user CheesyMac in the Opensky community. “Because everyone’s either in cash or short,” replied Niner. For veterans like Niner, the current run should have been a goldmine. Yet, like many, he admits: “I haven’t made a dime.” Johhny, a full-time trader, echoes the sentiment: “Ever since Trump launched TRUMP, I’ve been bleeding.” They are not outliers. Wagmi Capital partner Mark estimates “90 % of retail...
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Crypto AI Great Shuffle: Virtuals Fall Out of Favor, DeFAI and Prediction AI Grab the Mic
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Retail Traders in the 2025 Bull: Hearing the Roar, Never Tasting the Steak
When the Chat Goes Silent “The bull is back, so why are all the Telegram groups dead?” asked user CheesyMac in the Opensky community. “Because everyone’s either in cash or short,” replied Niner. For veterans like Niner, the current run should have been a goldmine. Yet, like many, he admits: “I haven’t made a dime.” Johhny, a full-time trader, echoes the sentiment: “Ever since Trump launched TRUMP, I’ve been bleeding.” They are not outliers. Wagmi Capital partner Mark estimates “90 % of retail...
Why Can’t Buybacks Save DeFi?
The 2025 DeFi Buyback Wave: Leading DeFi protocols spent approximately $800 million on buybacks and dividends in 2025—a 400% increase from early 2024—aiming to boost confidence by emulating public company strategies. Key Project Case Studies:Aave: Conducts weekly buybacks of ~$1 million in AAVE tokens, yet reported negative book profits after the pilot phase.MakerDAO: Uses DAI surplus via its Smart Burn engine to repurchase MKR, but the token price remains at only one-third of its all-time hi...
Crypto AI Great Shuffle: Virtuals Fall Out of Favor, DeFAI and Prediction AI Grab the Mic
From Hype to Product: The Agent Market Grows Up Since May, when we last mapped the mainstream AI trade, two things have dried up: retail appetite and the fire-hose of fair-launch agent tokens. Liquidity fragmented, CT was buried in AI slop, and pumps lost their horsepower. Q1–Q2’s meme-of-the-week (Trump coins, celebrity coins, Pump.ICOs) siphoned off whatever attention was left, starving the AI vertical. The result: only products that actually do something are climbing the ranks now.Virtuals...
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Cracks in the Decentralized-AI Bloc: Why Ocean Protocol Walked Away from the ASI Alliance
Support Chloess
Cracks in the Decentralized-AI Bloc: Why Ocean Protocol Walked Away from the ASI Alliance
One-Year Marriage, One-Day Divorce
On 9 October 2025 the Ocean Protocol Foundation abruptly resigned from the Artificial Super-intelligence (ASI) Alliance, dissolving the token-merge pact it had signed barely eighteen months earlier with Fetch.ai, SingularityNET and, later, CUDOS. The departure is more than a personnel change: it unwinds roughly 81 % of OCEAN’s circulating supply that had already been converted into FET (now rebranded ASI) and forces the remaining bloc to re-imagine what “decentralized AI” actually looks like without the data-layer that Ocean was supposed to provide.
Why Ocean Left – The Official Ledger
Money & Governance
Ocean wanted direct control of its treasury and the freedom to run deflationary policy without asking a four-party council for permission.
Token-price Trauma
The merger expanded FET supply by ~600 M tokens while demand lagged; OCEAN, locked into a fixed conversion rate, tracked the downtick penny-for-penny. Independence lets the project re-brand and, crucially, buy back and burn tokens.
Product Focus
Ocean’s core business is data licensing and monetization; Fetch.ai leans into autonomous agents and SingularityNET into general-purpose AI services. The roadmap collision became “a constant tug-of-war,” according to a former Ocean dev who asked not to be named.
Market Verdict – Tokens Speak Louder than Press Releases
OCEAN +31 % on the day (supply about to shrink, Binance re-listing chatter).
ASI (FET) −6.9 % to $0.51 (fears of overhead supply from unconverted OCEAN wallets and loss of the data moat).
Volume leaders on the bounce were Coinbase, Kraken and Upbit; Binance Global is “reviewing” a re-listing after delisting OCEAN in July 2024 when the merger went live.
What Happens to the Rump Alliance?
Fetch.ai, SingularityNET and CUDOS insist the tech stack is “unaffected” and will double-down on autonomous agents + decentralized compute. Yet even insiders concede that Ocean’s exit leaves a gaping data-market hole. “We’ll plug it with an open SDK call,” SingularityNET founder Ben Goertzel tweeted, but conceded the alliance must “re-prove” product-market fit. Expect:
Faster integration of CUDOS compute jobs into Fetch.ai’s agent landscape.
A marketing pivot from “super-intelligence” to “AI commerce rail” – a narrower, more enterprise-friendly pitch.
Continued multi-chain roll-out of ASI token on Ethereum, Cardano and, soon, Solana.
OCEAN 2.0 – Scarcity as a Service
Only 270 M OCEAN (19 % of original supply) remain unconverted across 37 k wallets. The Foundation pledges to funnel “profits from spin-offs and tooling” into perpetual market buy-backs. If the schedule mirrors the 2024-25 burn rate of sister project Ocean Pearl, observers forecast a 3–4 % annual supply reduction – modest, but enough to give traders a bullish narrative in an otherwise barren alt-coin desert.
Key Take-away
The first major “token-merge” experiment in crypto has partially unravelled. Ocean walks away with its brand, a deflationary mandate and a 30 % day-one pop; the Alliance keeps the lights on but must re-engineer both vision and tokenomics. For retail investors the episode is a live reminder that governance tokens are only as durable as the politics behind them—and in decentralized AI, the politics are still early-alpha.
One-Year Marriage, One-Day Divorce
On 9 October 2025 the Ocean Protocol Foundation abruptly resigned from the Artificial Super-intelligence (ASI) Alliance, dissolving the token-merge pact it had signed barely eighteen months earlier with Fetch.ai, SingularityNET and, later, CUDOS. The departure is more than a personnel change: it unwinds roughly 81 % of OCEAN’s circulating supply that had already been converted into FET (now rebranded ASI) and forces the remaining bloc to re-imagine what “decentralized AI” actually looks like without the data-layer that Ocean was supposed to provide.
Why Ocean Left – The Official Ledger
Money & Governance
Ocean wanted direct control of its treasury and the freedom to run deflationary policy without asking a four-party council for permission.
Token-price Trauma
The merger expanded FET supply by ~600 M tokens while demand lagged; OCEAN, locked into a fixed conversion rate, tracked the downtick penny-for-penny. Independence lets the project re-brand and, crucially, buy back and burn tokens.
Product Focus
Ocean’s core business is data licensing and monetization; Fetch.ai leans into autonomous agents and SingularityNET into general-purpose AI services. The roadmap collision became “a constant tug-of-war,” according to a former Ocean dev who asked not to be named.
Market Verdict – Tokens Speak Louder than Press Releases
OCEAN +31 % on the day (supply about to shrink, Binance re-listing chatter).
ASI (FET) −6.9 % to $0.51 (fears of overhead supply from unconverted OCEAN wallets and loss of the data moat).
Volume leaders on the bounce were Coinbase, Kraken and Upbit; Binance Global is “reviewing” a re-listing after delisting OCEAN in July 2024 when the merger went live.
What Happens to the Rump Alliance?
Fetch.ai, SingularityNET and CUDOS insist the tech stack is “unaffected” and will double-down on autonomous agents + decentralized compute. Yet even insiders concede that Ocean’s exit leaves a gaping data-market hole. “We’ll plug it with an open SDK call,” SingularityNET founder Ben Goertzel tweeted, but conceded the alliance must “re-prove” product-market fit. Expect:
Faster integration of CUDOS compute jobs into Fetch.ai’s agent landscape.
A marketing pivot from “super-intelligence” to “AI commerce rail” – a narrower, more enterprise-friendly pitch.
Continued multi-chain roll-out of ASI token on Ethereum, Cardano and, soon, Solana.
OCEAN 2.0 – Scarcity as a Service
Only 270 M OCEAN (19 % of original supply) remain unconverted across 37 k wallets. The Foundation pledges to funnel “profits from spin-offs and tooling” into perpetual market buy-backs. If the schedule mirrors the 2024-25 burn rate of sister project Ocean Pearl, observers forecast a 3–4 % annual supply reduction – modest, but enough to give traders a bullish narrative in an otherwise barren alt-coin desert.
Key Take-away
The first major “token-merge” experiment in crypto has partially unravelled. Ocean walks away with its brand, a deflationary mandate and a 30 % day-one pop; the Alliance keeps the lights on but must re-engineer both vision and tokenomics. For retail investors the episode is a live reminder that governance tokens are only as durable as the politics behind them—and in decentralized AI, the politics are still early-alpha.
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