Nancy|Jan 23, 2026 04:38
Update the key points of @ gaic_ai's official announcement this year:
1. The incentive timeline for AID/sAID holders will be extended to the second half of 2026:
✔️ Pendle new pool expiration date: July 2026
✔️ Equivalent to the official clear expectation that this revenue and token incentive structure will continue to operate until at least the middle and later stages of 2026
2. The second season will be extended until the end of February 2026:
✔️ Originally scheduled to end in January → extended by one month
✔️ All Spice accumulation rules for AID/sAID/Pendle/Curve remain unchanged
✔️ Pendle pool is also included in Season 2 scoring
In 2026, a "completely restructured incentive plan" will be launched
✔️ Official statement: Cooperate with AID/sAID/GAIB for the next stage of expansion
restructured and more forward-looking incentives campaign
4. The revenue layer has been verified to be capable of long-term operation
✔️ SAID has steadily generated revenue (currently averaging around 10%+)
✔️ The pledge scale reaches tens of millions of dollars, indicating that it is not a short-term experiment, but a sustainable model
✔️ Provide a foundation for expanding the import of AI Infra/Robotics assets by 2026
Pendle has become one of this year's long-term core components
✔️ The old pool naturally expires, and the new pool seamlessly connects
✔️ It shows that the official is not seeking liquidity in the short term, but rather incorporating revenue splitting into the long-term design of the market
From the extended incentives to the extended Pendle schedule, it can be seen that GAIB in 2026 is more inclined towards the role of the "financial layer", with a focus not only on asset on chain, but also on predictable returns, sustainable incentives, and free in and out exchange (AID 1:1 to USDC)
RWAiFi @gaibfdn
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