The essence of investment lies in entering at points of divergence and exiting at points of consensus.

Last month, when I wrote about $GIZA, I secretly built up a position. The point of divergence I saw: the market generally perceives @gizatechxyz as a "stablecoin yield aggregator," but in reality, what Giza is doing goes far beyond this vision.

So what exactly is Giza building?

It can be understood through a three-layer framework:

Bottom Layer: Giza Protocol — The cornerstone of DeFAi

As the foundational layer of DeFAi, the Giza Protocol consists of the following three core modules:

• Semantic Abstraction Layer
• Proxy Authorization Layer
• Decentralized Execution Layer

Middleware: Swarm Finance — Protocol Incentive Layer

Upper Layer Applications: AI Agent Ecosystem

Various AI agents built on the Giza Protocol.

Application Layer Strategy: Leading Construction, Incentivizing Attraction

At the application layer, Giza has adopted a strategy of "leading construction and incentivizing attraction," officially launching two AI agents:

• ARMA: A long-running stablecoin yield aggregator with a trading volume exceeding $15 billion.
• Pulse: Launched in collaboration with Pendle, aimed at revolutionizing the current fixed income market.

Pulse: An autonomous agent specifically designed for Pendle

In short, Pulse is the first autonomous agent designed specifically for the Pendle ecosystem, offering an annualized yield of 13% in ETH.

How Pulse Agent Works

• Scanning: The agent monitors the Pendle PT market in real-time, tracking:

• Yield rates

• Expiration dates

• Market depth

• Gas costs

• Allocation: The agent allocates funds across multiple PT markets to maximize returns while minimizing slippage and costs.

• Compounding: The agent automatically compounds returns to enhance long-term gains.

Pulse addresses the "expiration cliff" issue in the Pendle ecosystem, bringing more stable TVL to the protocol. This mutually beneficial relationship is a true reflection of Giza's competitive moat. Combined with the success of ARMA, I am very confident about Pulse's future.

However, for $GIZA, while the success of Pulse and the resulting buyback pressure may be ongoing and long-term, it will not be immediate. The chain of product success → continuous buybacks → market recognition FOMO takes time. Investing in $GIZA requires sufficient patience.

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