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“小TRX” $JST 突破10亿市值里程碑！ 从协议收入到通缩闭环，JUST 正在把链上基本面写成价格。 当前 $JST 价格$0.123，市值站上10亿美元关口。这不是单纯的情绪行情，而是 TVL、产品矩阵与回购销毁机制同时共振的结果。 一、市值与 TVL：规模先于叙事 JustLend DAO 近期官方快照显示，平台 TVL 已来到约 75.6亿美元 量级，供给端超 41亿美元，借贷端约 2亿美元。JUST 生态此前更长期占据 TRON DeFi 四成左右份额。 对治理代币来说，市值突破 10 亿的意义在于：它不再只是“生态投票筹码”，而开始被市场按可持续现金流资产定价。 二、JustLend DAO 三大核心场景 支撑收入的，是三条能持续产生真实需求的产品线： 1/ SBM / SBM V2（借贷市场）
核心资金池。用户存入 TRX、USDT 等资产赚息，或超额抵押借贷。V2 引入隔离抵押与自适应利率，降低风险传染，同时提升资金效率。 2/ sTRX（流动性质押）
一键质押 TRX，获得可流通的 sTRX，叠加投票收益与 Energy 出租收益。sTRX 还能继续存入 SBM，形成“质押 + 借贷”的资金复用。 3/ Energy Rental（能量租赁）
把 TRON 上最高频的成本痛点产品化。用户不必燃烧 TRX，即可低价租用 Energy，降低转账与合约调用成本。该业务已成为协议收入的重要来源。 三条线不是并列展示，而是闭环：借贷沉淀资金，质押放大 TRX 收益，能量租赁把链上活跃度直接变成手续费收入。 三、协议收入回购销毁：通缩已从提案变成节奏 2025年10月21日，社区通过 $JST 回购销毁提案：JustLend DAO 净收入，以及 USDD 多链生态超过 1000 万美元以上的部分，用于公开市场回购并永久销毁。 截至第四轮（2026年7月）： • 累计销毁约 17.11亿枚 JST • 约占初始总供应 17.29% • 累计投入资金约 9462万美元 这不是一次性营销销毁，而是季度化、可链上核验、由协议利润驱动的通缩机制。 四、机制启动后的涨幅，比口号更有说服力 回购启动时， $JST 大致在 $0.03–$0.034。 
如今约 $0.12，机制落地后累计涨幅约 250%–300%。近一年涨幅约 250%–280%，近30日仍有约 20% 的独立走强。 市场给出的判断很直接：能把协议收入持续换成供给收缩的代币，才会被重新定价。 10亿市值只是节点，不是终点。真正决定下一阶段的，不是再讲一遍“TRON 生态”，而是三件事能否继续同时成立： 1/ SBM、sTRX、Energy Rental 继续贡献稳定净收入 2/ 季度回购按规则执行、销毁比例继续抬升 3/ TVL 维持在高位，而不是靠短期激励堆出来 对 $JST 来说，最好的叙事已经不是故事，而是账本！ @justinsuntron @DeFi_JUST #TRONEcostar#

An NVIDIA GPU is a high-yield asset. An H100, bought on the secondary market in Sep 2025 for ~$19k: Resale today: ~$20.5k Net rent earned: ~$13.5k Total: ~$34,000, +76% in 1 year. A B300, bought in Jul 2026 for ~$54k: Resale today: ~$51k Net rent earned: ~$14k Total: ~$65,500, +21% in under 3 months What allows these assets continue to earn? Resale value has held as rental rates have increased and demand has grown across all hardware generations. Resale rates have held within −5% to +7%, while Ornn's H100 index is $2.91/hr, +49% from a year ago, and our new B300 index tracks at $11.32/hr, up 66% from June. H100 marketplace utilization is 87% today. B300 is at 90%. Ornn's forward curves predicts that in 2 years, by Sep 2028: H100 ~$63,500 (+227%) B300 ~$186,000 (+244%) NVIDIA Hopper and Blackwell hardware both hold incredible residual value.

My first piece for @NewYorker is out today! As Xi Jinping lands in DC to start his state visit, you'll hear a lot about the US-China AI race. I'd like to tell a complementary AI story. This past May, a few days after Trump visited Beijing, I went to the town people call China's vibe-coding capital, Liangzhu. There, you learn that China's AI scene is not monolithic. It's also full of contrarians, cool vibe coders, spiritual seekers, and people who love AI but refuse to join the 996 grind. Liangzhu is on the edge of Hangzhou. I hung out with a group of anti-mainstream builders who use AI to make whimsical apps for fortune-telling, mental well-being, and creativity. Some of them run their lives entirely by bazi astrology (their founder almost became a Taoist monk). They meet on "Crazy Thursday" to vibe-code together. Rent is cheap, so they can get a bigger place with a living room to have friends over (unthinkable in Beijing or Shenzhen). In Liangzhu, they want to use AI to forge their own future. It’s a ground-level story—less about model capabilities, hyperscalers, or AI policy, and more about how people in China are using AI, and the human stories behind it.

Nos Bleuets font également leur rentrée avec 4 matchs importants pour la qualification à l'EURO U21 2027 ! Ethan Mbappé nous raconte son émotion à l'idée de vivre ses premiers moments sous le maillot des Espoirs 🇫🇷🤩

The open vs closed source race is a price war. Since June, the average paid token from OpenAI got 62% cheaper. DeepSeek: −51%. Google: −29%. Anthropic: −11%. Over the same three months, Ornn has tracked B200 rent rising 50%. H200 rose 28%. Models are getting cheaper to buy. The compute to run them is getting more expensive to rent. So where does value accrue? To whoever owns the compute. The cheapest open-weight model finishes a task for about 1/5 the cost of a comparable closed model, and they don't need the newest chips. Every GPU is a shovel when the models are free. See more at

Using @trondao on Trust Wallet? Good news. From today, users can now rent energy from Tronify while interacting with TronDAO dApps. Additionally, enjoy a cleaner, more readable interface on Trust Wallet as you explore renting energy with Tronify. Navigate the Tron ecosystem with Trust, now easier, simpler and cheaper with Tronify energy rental enabled.

Ellie on how the Hacker Houses were born, and what's coming next 👀 "When I first came into Solana, the mission was to penetrate the planet and build our ecosystem on a global scale." "Two devs went rogue at the first Breakpoint in Lisbon. They left the conference because they wanted to be head-down building. They rented a mansion, and the first hacker house was born." "We did 24 hacker houses in 18 different countries in 10 months." @platis_e

Since 1990, the cost of living in America has exploded. - Home: $123K to $411K - College: $1,900 to $29,600 a year - Health insurance: $3K to $25K - New car: $15K to $48K - Rent: $450 to $1,600 Income didn't keep up I will be exposing the system and what it did to America.