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特别的惊喜来了，这次参与 @axisrobotics 人赢麻了！ 这次在Sonar上打新共2472名参与，目标1,000,000U，最终以2,394,209U超募完成。分配比例大致为41.77%，也 也就是说你参与 100U，最后真正大概分配 41.77U。原来Tge释放10%变成了25%，外加额外的 Community Bonus。 这个Bonus 不是一个固定比例，而是根据你的原始 commitment 动态变化： 100U → 约 24.97% Bonus 1000U → 约 21.2% 2472U → 15% 5000U → 约 9.82% 10万U → 接近 5% 很明显，这套机制是在照顾小额参与者，多号的赢麻了！ 例如 100U 按目前 41.77% 的 pro-rata 算，最终 allocation 约 417.67 AXIS，再加 104.28 AXIS 的 Community Bonus，TGE 释放 208.7 AXIS。也就是说200M 开盘就能回本，剩余的能领6个月工资。 2472U 则对应约 10,324.91 AXIS allocation，Bonus 约 1,548.74 AXIS，TGE 释放约 4,129.96 AXIS。250M回本，剩余的能领6个月工资。 小额的优势在 Bonus 比例，大额的优势在绝对 allocation。 另外，最终还是要等结算后的真实 pro-rata 才能确定最终拿到多少，官方规则也是超募后按比例分配，多余 USDC 自动退回。 这套机制的核心不是“无脑梭哈”，而是 commitment 越小 Bonus 越高，越往大额走 Bonus 越接近 5%；而目前 41.77% 的 pro-rata，才是决定最终实际拿多少 AXIS 的第一变量。

The bonus mechanism is out. TL;DR Everyone gets a 25% unlock at TGE. On top of that, participants will receive additional bonus tokens fully unlocked at TGE, based on their original committed amount before pro-rata dilution. How many bonus tokens do I get? Check out the chart below for the exact formula and allocation examples. Here, x is your original committed amount before pro-rata dilution, and 2,472 represents the total number of Axis believers who decided to ape in even with strict unlock terms.

Ethena is partnering with @Binance as our first venue for the extension of the basis trade into equity perpetuals, one of the most exciting updates to the USDe collateral backing since launch. This expands the addressable market of underlying collateral from $2.5 trillion of crypto to $150 trillion+ of real-world assets. As part of the partnership, bStocks will serve as tokenized spot collateral, hedged with Binance USDT-denominated equity perpetuals - the same delta-neutral structure Ethena has securely executed across crypto assets since inception. Importantly, Binance provides lower ADL priority for eligible delta-neutral accounts including Ethena's, adding another layer of risk mitigation for USDe holders. Binance equity basis has averaged ~11%+ annualized over the past 6 months, while open interest has grown on average ~30% per month in the last 3 month period. We expect the market opportunity size for equity perpetuals to far exceed the $15b+ of crypto perpetuals captured by Ethena last cycle. Allocations begin today.

Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock. Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens. The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token. 1. BLKHIon: Ondo High Income Powered by BlackRock 2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock 3. BLKGRWon: Ondo High Growth Powered by BlackRock Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use. “Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock Ondo Intelligent Portfolios can unlock novel capabilities: → Programmatic rebalancing → Full composability with DeFi → Complete transparency onchain → Multiple asset classes in a single token This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain.

Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today. Vertical integration Vertical integration is the company’s core operating model, not a side strategy. - Rockets: own metal → engines → avionics → software - Starlink: own launch, satellites, and the end customer - AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute Starship and launch Starship is the foundation for every other business. - Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield. - Those learnings feed straight into Flight 14 and beyond. - Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites. - Later this year: aim to recover both first and second stages. Orbital compute Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack. - Target: first orbital compute satellites next year - Scale: big compute in space into 2028 - Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays Why orbital can beat terrestrial on cost The crossover is about Starship reusability. - Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights - Starship: first stage already recovered/reflown; second-stage recovery progressing - Goal: reflight of both stages as soon as next year, which drops deployment cost sharply Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year. Terrestrial compute and the $100B ARR goal - End of this year: on track for ~$100B ARR (annualizing the December number) - New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR - Capacity: end this year well over 2 GW; next year 5–10 GW deployed - Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation - They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship How they monetize compute Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal. Why keep them short? - High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal) - Don’t want to lock forever capacity they may need internally - Internal bar: don’t let internal monetization fall below external hosting Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong. Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades. AI products and M&A Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier. - Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot) - Grok 4.6 improved on 4.5; 4.7 coming soon - Pitch: best infrastructure + competitive model + lower token cost = best position for customers - Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading Starlink broadband Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs. - Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down - Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too - Awareness, especially outside the US, is still a growth unlock - Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover Mobile / direct-to-cell Not a distraction. Same V3 bus, different payload. - Fly direct-to-device satellites through next year - Target service turn-on: first half of 2028 - V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones - Next gen: full 5G-quality from space - US: mid-band spectrum from EchoStar, FCC path for space + terrestrial - Go-to-market: flexible — own terrestrial build, or partner with carriers - International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries) Near-term priorities: 1. Starship (enables everything else) 2. Terrestrial compute (funds growth and teaches them how to do orbital) Bottom line in one line Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.

Fairness shouldn’t be believed. It should be verified. This Friday, join us for Inside Renaiss Fair — a live introduction to verifiable random allocation, powered by RENAISS IMPROVEMENT PROPOSAL （RIP）： Provably Fair Randomness. Renaiss CEO Winchman (@Plus_Ultra_715) and CTO Ben will explain why verifiable fairness matters, walk through how Renaiss Fair works, and demonstrate the full verification process live. The @renaissxyz gacha machine will be the first product to put Renaiss Fair into practice. Following the session, Winchman will present a special award, while Ambassador Mark (@Mark_Memelord) hosts a live card pack opening. Lucky draws will also take place, with full details announced separately. 📅 Friday, 28 August ⏰ 9:00 PM (UTC+8) 📍 Renaiss Discord Set your reminder, bring your questions, and see Renaiss Fair in action.

⚡️The early Bitcoin holder may be one of the cleanest wealth outcomes capitalism can produce. Think about what happened to the rare person who accumulated meaningful Bitcoin very early and actually held it. They did not need to build a 10,000-person company. They did not need customers. They did not need employees. They did not need a board. They did not need to manage LP money. They did not need to continually recreate the economic engine that made them wealthy. They made one extraordinarily consequential capital-allocation decision, survived years of uncertainty, and eventually the asset itself did almost all of the scaling. That is an incredible lifestyle outcome. A founder worth $100M may technically have the same net worth, but much of it can be trapped inside a company requiring their attention, carrying payroll, lawsuits, competition, customers, executives, financing, and constant strategic decisions. The early Bitcoin holder can have $100M sitting in an asset that requires almost no organizational complexity to own. Enormous wealth. Tiny operating surface area. That combination is rare. There is also something profound about how the wealth was created. They recognized a new category before the world agreed the category was real. The wealth came from carrying uncertainty. Bitcoin looked ridiculous. Then dangerous. Then speculative. Then legitimate. Then institutional. Every step upward removed uncertainty while also removing asymmetry. The earliest holders were compensated for occupying the period when the world could still plausibly say the entire thing was worthless. But survivorship bias here is enormous. Thousands of people also concentrated into things they believed were revolutionary and lost everything. Even among people who bought Bitcoin early, many sold at 2x, 5x, 10x, or 50x. Others lost keys. Others got destroyed by exchanges. Others overleveraged. Others simply could not psychologically carry an asset through repeated 70% to 90% drawdowns while everyone around them told them they were insane. So the extraordinary outcome required several things to happen together: see correctly very early, size enough for being right to matter, survive enormous volatility, preserve custody, and resist selling when the gain already looked life-changing. That is almost impossibly difficult in real time. The highest form of wealth creation may actually be finding a very small number of generational capital-allocation decisions rather than continually maximizing labor output. One Bitcoin-like decision can compress decades of economic effort into ownership of the right thing at the right moment. Afterward, the entire purpose of wealth can change. You no longer need to optimize for more work. You can optimize for autonomy. Time. Privacy. Research. Relationships. Travel. Building things because they matter to you rather than because they need to pay you. And compared with becoming a billionaire CEO whose phone can never truly be turned off, the anonymous person who quietly owns enormous permanent capital may have won a different and arguably more valuable game. The founder builds a machine powerful enough to create freedom later. The generational investor finds an asset powerful enough to make the machine unnecessary. That second outcome is incredibly rare. But when it happens, the lifestyle asymmetry is almost absurd.

LATEST: ⚡ Arthur Hayes' Flop Labs released draft FLOP tokenomics, with no VC allocation or presale and 51.2% set aside for mining rewards and 20.4% for airdrops to miners, validators and agents.