Behind the Nubila collaboration, which AI-native oracle is really going to disrupt?
When I first saw the term "AI-native oracle", my first reaction was: here’s another marketing concept trying to ride the AI wave. After all, everything is relying on AI now. Wallets want to create AI assistants, DEXs want to use AI for market making, even token launches claim to be AI-driven. This industry has been so ostentatious for a long time that it's really hard to believe who is genuinely putting in the work and who is just faking it. But the collaboration between @APRO Oracle and Nubila changed my mind. First, let me introduce who Nubila is. This is a project specifically focused on "verifiable real-world data", aiming to feed the data that AI models need (not just prices, but also news, documents, images) to on-chain smart contracts in a trustworthy manner. It sounds a bit abstract, but let me give you an example to clarify.
KITE's Core Technology Breakdown: From Ozone Test Network to the "Operating System" for AI Agents, What I Saw
To be honest, when I first looked at the Ozone test network data from KITE, I was skeptical. 388 million AI calls, 3.66 million users, 5.04 million transactions—these numbers are too striking in a bear market; my first reaction was: another data-faking project? But I have a habit of wanting to dig deeper into things I doubt. So I spent five whole days testing the SDK, interviewing developers, comparing competitors, and even wrote a simple AI agent application myself. The more I researched, the more shocked I became—KITE is not fabricating data; it is building an "operating system" for AI agents, encompassing everything from payments to identity, collaboration to finance; the entire tech stack has already taken shape. Let me start with a failed case to see what problems KITE's technology actually solves and why it might change the underlying logic of the entire digital economy.
Strategic Layout of the Lorenzo Protocol: From Bitcoin to a Full-Chain Asset Management Empire
Many people look at Lorenzo, focusing their eyes solely on surface numbers like TVL and yield. But if you truly understand what Lorenzo is doing, you will find that its ambition goes far beyond that—it wants to become the 'asset management hub' of the entire crypto world. This may sound a bit exaggerated, but upon careful analysis of Lorenzo's strategic layout, you will find that it is indeed taking steps toward this goal. Today, let's change our perspective; instead of discussing product details, let's talk about Lorenzo's strategic logic, cooperative landscape, and future imaginative space. Starting from Bitcoin: occupying the high ground of value
AID, sAID, and the Overlooked 'Computing Power War': GAIB is Actually Rewriting the AI Financial Order
I want to say something that may spark a verbal battle: everyone who shouts 'AI is changing the world' is ignoring a hidden fact lurking in the shadows — AI is not the true force that changes the world; computing power financing is. Models can be changed, algorithms can evolve, data can be labeled, but only computing power is the 'irreplaceable, unavoidable, and insurmountable' hard barrier. Do you think giants like OpenAI, NVIDIA, and Google are really ahead because of their technology? Wrong. They rely on the absolute crushing of computing power. So I have been thinking, if computing power is the new war, who can change the rules of the war? Later, I saw the mechanism of GAIB, and I suddenly realized that this project may not be doing DeFi, nor RWA, but rather capitalizing, monetizing, and financializing computing power. These three terms are not only the true ambition behind GAIB, but also the taboos that the AI industry is most reluctant to discuss in the future.
Breaking news! HSBC has announced that mainland residents can open accounts directly.
Mainland residents can apply online using their mobile phones, and activate their accounts in Hong Kong within 90 days, without needing to go to a bank branch.
Preparation Steps
Download the HSBC HK App.
Prepare: Hong Kong and Macau Travel Permit (recommended validity of more than 3 months), a mobile phone with NFC functionality.
Online Application
① Fill in basic information
Open “HSBC HK”, and follow the steps below.
② Verify identity
Take a photo of the travel permit, and perform facial recognition and document verification. Remember to turn on your phone's NFC function and place the Hong Kong and Macau Travel Permit on the back of your phone for document recognition.
③ Fill in background information
Fill in your place of birth, residence, employment/income, source of funds, tax identity, etc., as required, and submit when done. At this point, congratulations, you have completed the account opening and are waiting for verification!
④ Activate in Hong Kong
Go to Hong Kong within 90 days, and connect to Hong Kong wifi directly.
Search for “Immigration Bureau 12367” mini program on WeChat or Alipay, and download “Latest Entry and Exit Records”.
Then enter the app, “Use the number to activate the account”, follow the steps to input personal information to verify identity, upload entry records, and you can activate your account.
The debate with this old man is actually quite interesting.
When discussing whether gold or bitcoin is more reliable, the truth is that no one knows how much gold there is in reserve, and no one knows how much undiscovered gold is in the earth's crust. Diamonds can now also be man-made, and one day artificial gold may appear as well. Once several large gold mines are discovered in Xinjiang, Africa, or South America, the supply will change.
The supply of gold is uncertain, but the supply of bitcoin is forever 21,000,000 coins, hard-coded in the code, and no one can change it.
This scarcity does not rely on Earth's resources, does not depend on government promises, is not afraid of technological advancement, and there is no possibility of suddenly "discovering new mines" or "man-made bitcoins."
In fact, last week I was in Xinjiang, and at the dinner table, I had a heated debate about bitcoin with an outsider because a gold mine was recently surveyed in Xinjiang.
I explained the principles and mechanisms of bitcoin. But he couldn't accept it, insisting that bitcoin must be an American conspiracy, waiting for the day it will harvest the whole world, and that it will crash one day. The past decade has already proven that in the foreseeable future, cracking bitcoin's hash algorithm would mean being able to forge blocks at will, altering the ledger, and causing the entire network to collapse. Given the current computing power of humanity, it is nearly impossible to crack bitcoin.
If someone could crack it, North Korea would mobilize the entire nation to cultivate top hackers to infiltrate crypto companies to steal coins, and would Trump, as president, still be spending his own money to buy bitcoin?
Bitcoin is a free market asset, not something that can be manipulated at will by any country. If the U.S. could control it, could it even manage its price fluctuations or the distribution of miners? The reality is: global miners are distributed in China, Kazakhstan, the U.S., Russia, and the Middle East; the hash rate is completely open and transparent; the code is open source, maintained by developers from around the world.
99% of users don’t care how decentralized a chain is; what everyone cares about is: Is it fast? Is it cheap? Can I make money today?
The only two types willing to pay for "decentralization" are: institutions (security, compliance needs, RWA, ETF channels); and a very small number of ideological users (<0.5%).
Decentralization has never been about allowing retail investors to make more money, but it is the lifeblood of the industry. Usually, people are indifferent, but in extreme cases, it is the last line of defense.
Perhaps the future evolution will be to use two of the most decentralized root chains to preserve the entire industry’s existence; and to use many semi-decentralized L2 chains/a few L1 chains to meet the needs of the vast majority of users.
Last week when I went home for dinner, my dad started nagging again: "You play with those virtual currencies every day, is bank wealth management reliable? I have a fixed deposit that earns 3.2% a year, steady and secure." I just laughed at that moment and took out my phone to show him my earnings record on the Lorenzo Protocol: 15.8% in a month. My dad was stunned for a long time and said: "Isn't this a scam?" I spent a whole night explaining to him what the Lorenzo Protocol is, why it can offer such high returns, and why it is safer, more transparent, and more promising than traditional bank wealth management. Today I整理出来 the内容 I discussed with my dad that night, and I want to explain to everyone in the simplest way how the Lorenzo Protocol crushes traditional financial products in terms of profitability, security, transparency, and other dimensions.
Interpreting the Opportunity Window for $AT from On-chain Distribution and Derivative Data
In the cryptocurrency market, price is superficial, and chip distribution is the essence. While retail investors are looking at K-lines for "golden crosses and death crosses", smart money has already completed strategic layouts through on-chain data and the derivatives market. This article will build a complete game analysis framework based on the on-chain position data of the @APRO Oracle $AT token, the structure of the derivatives market, and the liquidation heat map, revealing the hidden opportunities and risks in the current market. On-chain Position Deconstruction: Oligarch Control and Circulation Suspense As of December 5, 2025, the on-chain position of the $AT token shows extremely concentrated characteristics:
AI Oracle Arms Race: APRO's Asymmetric Breakthrough and Track Reconstruction Logic
The oracle track at the end of 2025 is undergoing a paradigm shift from "data feeding" to "intelligent infrastructure." While Chainlink is busy expanding its CCIP cross-chain services and Pyth focuses on millisecond-level Lazer products, @APRO Oracle has chosen a completely different path: deeply embedding AI capabilities into the core of the oracle to build a full-stack intelligent solution from data collection, validation, processing to application. This is not a simple function overlay, but a redefinition of the essence of oracles. This article will analyze APRO's AI oracle strategy, competitors' blind spots, and how this differentiated path reconstructs the entire track landscape.
KITE's ecosystem partner circle is getting bigger, and I've found that it's quietly laying out for the future in the bear market.
This bear market is really hard to endure, BTC is $91,000, ETH is $3,100, and the total market value shrank by 1.41% to $2.98 trillion, with a screen full of green curse screenshots. Last night I had a video call with a few old investors, and everyone was complaining about being stuck in their positions, "The bear market is back, and KITE's AI concept is about to end." But I suddenly said, "KITE is not over, its ecosystem partner circle is getting bigger and bigger recently." Everyone laughed at me for being crazy, but after studying all night, I found that KITE hasn't held back in the bear market; instead, it is strategically laying out for the future. On November 30, Pieverse will launch cross-chain, on December 2, it will deepen AI finance with Minara, and on December 4, the UC Berkeley hackathon will start. These aren't random moves but rather planned steps. Let me start with a true story to show how KITE's ecosystem partner circle builds a foundation during a low period and the potential that may explode in the future.
Lorenzo Protocol 2026 Outlook: Why the current $0.045 may be the last chance to get on board?
Friends, today I want to talk to you about a topic that may make you regret it a year later: why the current price of Lorenzo Protocol at $0.045 may be your last chance to get on board? This is not clickbait, but a conclusion drawn from my in-depth analysis of Lorenzo's technology roadmap, market catalysts, and industry trends. I have been investing in the crypto space for 7 years and have seen too many scams of 'last chance'. So I particularly dislike that kind of mindless shouting and panic-mongering behavior. But the situation with Lorenzo Protocol is really different; the catalysts it faces are systemic, predictable, and highly certain. If you miss this opportunity, you may really have to wait a long time to see the same risk-reward ratio.
After spending a long time in the crypto space, you will find that the projects that can truly survive?
After spending a long time in the crypto space, you will find that the projects that can truly survive are not those that shout the loudest, but those that can maintain their footing amidst the storm. On November 19th, GAIB was listed on Bitget, with the price soaring from 0.167 to 0.25, and a trading volume of 80 million. I bought some at that time, thinking this AI infrastructure wave was stable. As a result, it plummeted to 0.057 in two days, resulting in an 80% loss. The overall market is declining, with BTC dropping from 91K to 84K, ETH breaking 3K, and the AI sector crashing along. I stared at the screen thinking, is this project finished? But today, December 5th, GAIB TVL is steady at 220M, sAID annualized at 15%, with 20,000 active community members. After the upgrade on November 21st, AID redemptions are instant, sAID unlocks in 7 days, reserves are updated in real-time on-chain, and TVL rebounded from 180M. The price hovers around 0.07, but the fundamentals are solid. Financing of 15 million, led by Amber Group, with 30 million GPU project utilization at 92% for SIAM AI. This is not luck; it is the art of risk management.
What kind of background do Lorenzo Protocol's partners have? The value of this ecological network has been severely underestimated.
Brothers, today we won't talk about the Lorenzo Protocol itself, but rather its 'circle of friends'. Did you know? The value of a project is not only based on how well it performs itself but also on who it can collaborate with. The lineup of partners that Lorenzo has left me shocked; each one is a top player in the industry, and the depth of cooperation far exceeds that of ordinary 'strategic partnerships'. The value of this ecological network has been severely underestimated by the market. First, let's talk about Chainlink. On November 9th, Lorenzo integrated Chainlink's Proof-of-Reserve system, which is not just a simple technical integration. What is Chainlink? The world's largest decentralized oracle network, with a market value of over 7 billion USD, providing data services for thousands of DeFi projects. What does Lorenzo's deep cooperation with Chainlink indicate? It indicates that Chainlink recognizes Lorenzo's technological strength and long-term value.
Why is smart money quietly allocating to the Lorenzo Protocol?
Today I want to share some insider information with you. A friend of mine told me last week while we were drinking and chatting, he got a bit tipsy and said to me: "Old Wang, I've already listed the Lorenzo Protocol as a core configuration, accounting for 15%." I was shocked at that moment, what does 15% mean? Their entire investment portfolio only has 20 projects, and if Lorenzo can account for 15%, it shows how optimistic they are about this project. I pressed him for why, and he analyzed it for a long time. The more I listened, the more I felt that the Lorenzo project was severely undervalued. Today, I have organized his analysis to tell you why smart money is quietly allocating to Lorenzo, and why institutional investors are so optimistic about this project.