laogo.ai|Feb 05, 2026 08:35
Regarding the two most questioned items in the comment section
Why is it PYTH without a link?
Why is ATH still optimistic even though it has fallen sharply?
1. Growing teenagers vs. steady giants
The market value of LINK is already very large. For a behemoth with a market value of tens of billions of dollars, it requires an extremely terrifying amount of funds to drive it 10 times in a bull market. Beta returns, suitable for defense, difficult to provide excess returns (Alpha)
LINK's headquarters are located on the Ethereum mainnet. Although it is also cross chain, it is too deeply bound to the old DeFi.
The "challenger" in the PYTH industry, similar to early Speedtests or high-frequency traders. Alpha returns, if the oracle sector as a whole rises, PYTH's elasticity is often much greater than LINK's.
The future of DeFi belongs to the "high-frequency" category, which is the most crucial narrative shift in 2026. Link is too slow and expensive;
Pyth's data is updated every 300-400 milliseconds (sub second level). But it is not directly written onto the chain (saving gas), but when users need to make transactions, they pay to "pull" the latest price onto the chain for verification.
In addition, although Pyth started with Solana, it quickly captured the market of high-performance public chains such as Monad, Aptos, Sui, and Sei
One sentence summary: LINK is "Oracle", which is an enterprise database and is as stable as Mount Tai; PYTH is the "data center of NASDAQ" that provides high-frequency real-time quotes, which are more explosive in the current market environment.
2. The fundamentals of the ATH project have not deteriorated and are even better than before
The price drop is more due to market sentiment and the massive cliff unlocking on October 12, 2025 (1.26 billion ATHs released in one day)
According to Aethir's latest 2025 Q3/Q4 financial report, its quarterly revenue has exceeded $40 million (annualized revenue ARR exceeding $160 million).
This income level is several times higher than that of Render and Filecoin.
It is one of the few projects in the DePIN track that is truly making 'real money on the B-end', rather than relying on inflation to maintain false prosperity.
In the stage of AI model training shifting from "quantity" to "quality" in 2026, Aethir remains the preferred computing power provider for large game studios and AI startups.
Summary: Pyth and ath are currently in excellent positions for building warehouses
Bull markets expect returns of over 10 times
The above is for reference only and does not provide any investment advice
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink