After the detailed introduction of @0g_CN last time, the #0G contract price has risen from $1.5 to a peak of $3.6. As a long-time researcher and investor in the #AI sector, I was surprised to see Flora Growth (a NASDAQ-listed company) announce that it plans to invest $401 million in #0G. After all, #0G has not yet been listed on the spot market, and it is already being targeted by institutions!

First of all, #Flora is not a small company; it is a legitimate publicly traded enterprise in the U.S. They even plan to change their company name to #ZeroStack, fully immersing themselves in the #0G ecosystem, showing great determination and ambition. This means that #0G is no longer just an "on-chain narrative," but a traditional secondary market company treating it as a corporate reserve asset. This is akin to when MicroStrategy added #BTC to its treasury, providing a long-term support for the price of #BTC.

Most importantly, their planned purchase price is around $3, while the pre-market price is even lower (currently, the pre-market price on whalesmarket is $2.6). In other words, they are willing to pay a premium, while the market is cheaper than them. This clearly signals to me a "lower limit signal": there is strong fundamental support around the $3 mark.

🧐 Why do I view #0G as the #Solana of the #AI field?

Looking back at #Solana, it directly outperformed many L1s in the #DeFi sector with its speed and performance, becoming the main battleground for high-frequency trading, NFTs, and gaming. Now, #0G is doing the same thing, but in the #AI infrastructure space.

👉 In terms of performance: single shard 11,000 TPS, 50GB/s data availability throughput, block delay <500ms. Compared to Ethereum's confirmation times of several minutes, it is practically a dedicated chain for #AI.

👉 In terms of financing: it has secured $325 million in funding, backed by top-tier capital such as Hack VC, OKX Ventures, Dao5, and Samsung Next, ensuring a stable foundation for long-term development. (This scale is among the top in the #Web3 AI sector).

👉 In terms of data: 650 million transactions + 22 million accounts + 8,000 validators, this data is quite impressive even among L1 projects.

👉 In terms of cost: training, inference, and storage are 90% cheaper than centralized cloud providers.

Therefore, I see #0G's role as a performance infrastructure provider for the #AI era. If #Solana is to #DeFi, then #0G is to #DeAI.

🎯 Competitive Analysis: #Bittensor & #0G

The logic of #Bittensor is quite simple:

• Use tokens to incentivize global computing power and model participation, building a decentralized #AI network.

• Its market cap once surged to $10 billion, proving the market's imagination for "DeAI."

But the problem is, #Bittensor is essentially more like an "AI version of Filecoin," primarily incentivizing computing power and model sharing.

0G, on the other hand, is much larger—it is a complete #AI operating system + Layer 1:

• It has storage, computing, and inference markets.

• It is already running AI applications on-chain (DEX, lending, blockchain games, agent proxies, AI chat).

• The ecosystem has over 300 partners, including Alibaba, NTT Docomo, Stanford, and more.

So I believe the potential of #0G is not just a replication of #Bittensor, but a larger paradigm: building an operating system for a #DeAI world from scratch, with greater imaginative space and potential.

Overall, we already know that #0G is excellent, but what excites me the most is that when Flora Growth, a publicly listed company, is willing to spend $400 million to treat #0G as a treasury asset, the market's pricing logic changes. If #MSTR's logic in treating #BTC as a treasury solution is: using company assets to buy BTC, betting on the "scarcity of #BTC." Then Flora Growth's use of company assets to buy #0G as a treasury solution is not just betting on scarcity, but betting that "the future of AI will definitely require a decentralized operating system." This is no longer just 'speculative coin buying,' but 'corporate strategy.' #0G = #Solana of the #AI field + the next #Bittensor + treasury logic, will definitely unleash infinite potential. Let's wait and see, and keep a long-term focus 🧐

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