丰密|Dec 01, 2025 15:56
The beautiful lady's video presentation on the Crypto model actually has great potential.
In an era where everyone is a KOL, being remembered is a very important point. The advantage of videos is that they are intuitive, easy to understand, and have a low threshold for comprehension.
If one day, those financial bloggers on Tiktok will turn to Crypto in a large scale or X in an all-round way, what will be the situation? This day should not be too far away.
Van1sa's videos are all well done, and he also cuts into the perspective of why AI must use Crypto in the application layer, with a focus on the Aethir project.
Participation: Personally, I am deeply involved and would like to carefully review this project
1. I did the airdrop task, and the airdrop revenue at that time was quite considerable.
2. I also participated in the investment, and the overall return was quite optimistic because it was a lock up linear unlocking. At that time, the overall return during TGE should have been over 20x, and next month is the last period. According to the average return rate of linear unlocking, it may be between 5-8x (not calculated in detail). It is commendable that they used Magna as a tool to implement Calim (to avoid the project party changing the terms).
3. For the node mining part, I have bought many, many nodes that can be mined for 4 years. Based on the current situation, it should only be in a capital recovery state, and there should be another 2 and a half years in the future. The eATH mined is also linearly unlocked in 180 days. At the current price, there is definitely no expectation.
Aethir can be considered a real gold and silver, having spent a lot of time researching and tracking one of the projects he participated in. His judgment at the time was based on,
Aethir uses DePIN to build an enterprise level GPU decentralized computing power network, and there is also a popular IO project at the same time. This model seems to be capable of building the world's largest, highly commercialized, and real cash flow revenue model
This is quite touching to me. So both projects had heavy warehouses at that time!
Aethir has taken many actions this year, such as implementing a node repurchase plan in May 2025 and opening up free trading for NFT node mining machines in July,
In October, it was announced that a $344 million ATH targeted investment (NASDAQ: POAI) had been completed, and the Aethir Digital Asset Vault (DAT) had been officially launched.
I come from an investment banking background, and it's quite novel to formally incorporate decentralized computing power, a type of crypto asset, into the "enterprise level balance sheet structure". I took a closer look at the differences in the first place,
The logic of Aethir @ AethirCloud's DAT is actually very clear, and it is completely different from most DAT that only hoard coins. Aethir's DAT is not only for configuring encrypted assets, the process is roughly as follows:
Book GPU directly with ATH → Rent GPU to AI enterprise → Generate real computing power cash flow → Reverse repurchase ATH with cash flow
The pricing logic has also changed as a result: from the previous pricing based on positions to pricing based on output, it has been upgraded to a model where tokens directly participate in the profit distribution of AI computing infrastructure, which is equivalent to binding ATH tokens and GPU resources once.
We need to address transparency and property rights, and the rest is that as long as the listed company POAI can continuously handle more real computing power order demands (large quantities of traditional customer GPU demands), the entire DAT model will continue to be amplified.
Looking back at these years carefully, the financial luck of projects with A is still good. Of course, Aztec was an accident. After being busy for these years, they only gave one ICO qualification, which is really hard to describe.
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