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 “dec...
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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Retail Traders in the 2025 Bull: Hearing the Roar, Never Tasting the Steak
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 “dec...
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...
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 traders are underwater this cycle.”
Same Bull, New Rules
Niner has already pivoted.
“Last cycle I just HODLed; now I scalp and rotate fast—there’s always a new narrative to learn.”
Most, however, are still sleep-walking.
“The playbook has changed, but most retail hasn’t noticed,” warns influencer Hippo.
Institutional Tsunami
With BlackRock’s spot-BTC ETF and the U.S. Beautiful Act, mainstream coins hit all-time highs.
Capital, tech sophistication and narrative control have shifted decisively to institutions.
Many believe this may be retail’s last cycle.
Four Voices, Four Battle Plans
1. Hippo – The Infrastructure Bull
Ex-military, ex-real-estate, in crypto since 2016.
“This isn’t a broad-based bull; it’s a financial-internet bull.”
His conviction: Ethereum + DeFi will outlast every meme.
Timeline: ETF approval → Beautiful Act → peak around November.
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 traders are underwater this cycle.”
Same Bull, New Rules
Niner has already pivoted.
“Last cycle I just HODLed; now I scalp and rotate fast—there’s always a new narrative to learn.”
Most, however, are still sleep-walking.
“The playbook has changed, but most retail hasn’t noticed,” warns influencer Hippo.
Institutional Tsunami
With BlackRock’s spot-BTC ETF and the U.S. Beautiful Act, mainstream coins hit all-time highs.
Capital, tech sophistication and narrative control have shifted decisively to institutions.
Many believe this may be retail’s last cycle.
Four Voices, Four Battle Plans
1. Hippo – The Infrastructure Bull
Ex-military, ex-real-estate, in crypto since 2016.
“This isn’t a broad-based bull; it’s a financial-internet bull.”
His conviction: Ethereum + DeFi will outlast every meme.
Timeline: ETF approval → Beautiful Act → peak around November.
3. Chenghua – The Quant Who Got Shaken Out
Runs an arbitrage desk.
Noticed early that flows favored BTC over alts.
Still sold most BTC at $100 k and rotated out of ETH too soon.
Lesson: even pros mis-time cycles.
4. Johhny – The Lost Tourist
Entered via DOGE hype 2021; made six figures blindly.
Now faces too many tokens, stale narratives, thin liquidity.
Building a personal system, but admits “the easy 100×s are gone.”
Why Retail Bleeds
Mark sees two culprits:
Baggage: still overweight illiquid alts.
Churn: constant FOMO in/out.
His fix: spot-ETH core, small high-conviction meme punts.
Hippo adds a third leg: trading-derivative tokens—projects tied to volume and volatility, hence less likely to zero.
Mindset reset:
“Forget 100×. A disciplined 3–5× on majors each cycle is still generational wealth,” says Hippo.
Is the Retail Window Closing?
Numbers scream institutional maturation:
BTC-spot ETF AUM: $137.4 B (Jul 2025).
400+ institutions in BlackRock’s IBIT, including pensions and sovereign funds.
Public companies hold 944 k BTC, +131 k in one quarter.
ETH LSD products on Coinbase/Binance repackaged as fixed-income instruments.
Headlines read: “$120 k BTC—A Capital Feast Without Retail.”
Mark has already rotated part of profits into A-shares, keeping a meme allocation.
Others, like Niner and Hippo, vow to stay:
“Barbaric growth is over; alpha is still here—just harder,” says Niner.
The Only Moat Left
Whether bullish or bearish, veterans agree on one axiom:
The market rewards learners faster than it punishes latecomers.
Liquidity may favor giants, but adaptability, speed and disciplined sizing remain retail’s edge.
As Hippo puts it:
“We’re fish in this water. The pond is bigger, the sharks are bigger, but the water is still wet. Learn to swim faster.”
3. Chenghua – The Quant Who Got Shaken Out
Runs an arbitrage desk.
Noticed early that flows favored BTC over alts.
Still sold most BTC at $100 k and rotated out of ETH too soon.
Lesson: even pros mis-time cycles.
4. Johhny – The Lost Tourist
Entered via DOGE hype 2021; made six figures blindly.
Now faces too many tokens, stale narratives, thin liquidity.
Building a personal system, but admits “the easy 100×s are gone.”
Why Retail Bleeds
Mark sees two culprits:
Baggage: still overweight illiquid alts.
Churn: constant FOMO in/out.
His fix: spot-ETH core, small high-conviction meme punts.
Hippo adds a third leg: trading-derivative tokens—projects tied to volume and volatility, hence less likely to zero.
Mindset reset:
“Forget 100×. A disciplined 3–5× on majors each cycle is still generational wealth,” says Hippo.
Is the Retail Window Closing?
Numbers scream institutional maturation:
BTC-spot ETF AUM: $137.4 B (Jul 2025).
400+ institutions in BlackRock’s IBIT, including pensions and sovereign funds.
Public companies hold 944 k BTC, +131 k in one quarter.
ETH LSD products on Coinbase/Binance repackaged as fixed-income instruments.
Headlines read: “$120 k BTC—A Capital Feast Without Retail.”
Mark has already rotated part of profits into A-shares, keeping a meme allocation.
Others, like Niner and Hippo, vow to stay:
“Barbaric growth is over; alpha is still here—just harder,” says Niner.
The Only Moat Left
Whether bullish or bearish, veterans agree on one axiom:
The market rewards learners faster than it punishes latecomers.
Liquidity may favor giants, but adaptability, speed and disciplined sizing remain retail’s edge.
As Hippo puts it:
“We’re fish in this water. The pond is bigger, the sharks are bigger, but the water is still wet. Learn to swim faster.”
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