One thing about AI wey I feel say people no really dey talk about enough is the cost of running all these things.
GPU compute no cheap, and as more companies dey build AI products, demand will only keep growing.
This is where @injective, $SICI caught my attention.
They already gave people exposure to companies like OpenAI and Anthropic, but this time they went straight to what is powering these companies.
$SICI tracks the rental price of Nvidia H100, B200, H200, A100 and RTX 4090 GPUs and brings that market onchain.
So imagine you run an AI company and GPU rental prices dey rise anyhow, you can hedge against that. If you’re a GPU provider worried about prices dropping, same thing.
And you can trade the market with USDC, with up to 10x leverage.
For me, na this part make sense pass.
$INJ isn't only putting AI companies onchain, they're also building markets around the actual cost of running AI.
If compute becomes as important as everyone expects, its price will matter a lot.
Small small, $INJ is opening a market that barely existed before.
If a small team can use AI to build products that previously required a much larger engineering team, the competitive landscape changes.
But simply wrapping an AI model in an interface isn’t enough: distribution, customer retention, workflows and differentiation still matter.
GM mutuals,
New week vibes. Decided to switch things up a little and give my profile a fresh face.
New PFP, New look, Same me.
Been feeling like it’s time for a little rebrand, so we’re slowly getting things in motion.
How’s the new look?
Did I cook or nah? 👀
Well well well… 😂
After memecoin almost spoiled the reputation I’ve been building for 5 years, I think it’s time to go back to futures trading.
Personal advice: stay away from memecoins 😭
This thing can humble you and mess up everything you’ve been building.
Anyway, enough talk.
Let’s go fund Bybit. 😂
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$Inj had quite a week ngl.
The KRW1 part caught my attention the most. Won-backed stablecoin on Injective means Korean RWAs can actually settle in won onchain instead of everything having to pass through USD.
That's a pretty interesting direction if RWAs keep growing.
But it wasn't only KRW1.
Another Community BuyBack is here with up to $251K in INJ set to be burned. Over 7.2M $INJ has already been burned so far.
Nox also brought private swaps connecting Injective to 37 chains, USDC supply jumped 43% this month to $16.5M, while DEX volume did $405M in the last 7 days.
Then you still have Finch building AI agents on Injective, the Solana expansion, Stockdrops and the whole tokenized stocks push.
Feels like @Injective isn't trying to win with one narrative.
RWAs need settlement, markets need liquidity, institutions need privacy and the network needs actual revenue behind it.
Slowly, all of that is starting to meet in one place.
Injective reportedly accounts for $1.06 billion of a $1.57 billion tokenized real-estate market, largely through Pineapple Financial’s mortgage records. That is a striking lead, but the more interesting story is what those records actually represent.
Here’s why 🧵
I don't think Injective posting $ETH + $SOL + $INJ is about trying to put all 3 chains in the same box.
For me the interesting part is how they can actually work around each other.
ETH already has deep liquidity, Solana has the speed and users, then you have @injective building mainly around finance.
And lately that direction has become more obvious. INJ is now on Solana, Injective has EVM + WASM, while still building its own orderbook, perps, RWA markets and tokenized assets.
Even the buyback and burn, ETF push, institutional side and what they're doing around AI agents all point back to finance.
So maybe $Inj doesn't need to replace ETH or SOL to win.
Plug into both, bring that liquidity closer, and keep building the financial rails around it.
ETH + SOL + INJ might actually be stronger together.
So the $INJ you committed yesterday gets burned, you still get your share of the BuyBack revenue and now you might get a stock on top
Second @injective Stockdrop is coming next week, this time on Solana.
$NVDA, $TSLA, $AAPL, $META, $COIN and plenty others are inside.
And I like that your chance isn't based on how much INJ you committed.
If you participated, you have a shot.
Now make I see wetin my address go carry 😂.
Been looking at $INJ RWA numbers and $1.1B+ YTD is actually a lot when you think about it.
But I feel the more interesting part is what is happening underneath.
@injective already has the orderbook, matching and other financial infra sitting at the protocol level. So every new RWA market doesn’t have to come and build everything from zero.
Stocks, FX, commodities, pre-IPO markets can basically use the same financial rails.
Now that idea is starting to make more sense to me.
Build the financial infrastructure into the chain first, then let different markets come on top of it.
$1.1B+ in volume is at least showing that people are actually using those rails.
The more I look at $INJ, the more I see what they’re trying to do.
You have RWAs, perps, stablecoins and options all sitting on the same chain.
Now institutions are part of the picture, AI agents can interact with the same markets and make payments too.
Privacy is being worked on. Quantum resistance is also on the list.
It’s a lot, but the idea itself is actually simple.
Put the things finance needs in one place and let them work together.
I think that explains @injective better than most of the big words do.
$INJ getting close to $10 again is nice, but price aside, there’s actually a lot happening around Injective.
RWA perps are doing billions in volume, native USDC is live, $INJ keeps getting burned through the buyback and there are ETF filings trying to bring another type of holder in.
Even the new whitepaper is basically Injective saying “this is the financial system we’ve been building.”
So for me, $10 isn’t really the thesis.
I want to see if all this stuff they’ve built starts bringing more money and users onchain.
If that happens, price will have something real to follow.
I used to think INJC was basically just $INJ in ETF form, but there’s actually a clear difference.
Hold INJ yourself and you’re part of the network. You can stake, vote and use it onchain.
With INJC, you’re buying the exposure while the fund handles the $INJ and staking behind it.
No wallet, no validator to pick, no 21-day unbonding to worry about.
You also don’t get the voting or onchain use.
So I don’t think it’s an either/or thing.
Same asset exposure, two very different types of holders.
One wants to use @injective . The other just wants an easier way to get exposure.
I was reading through IIP-709 and the point isn’t really cheaper gas, $INJ fees are already very low.
It’s knowing the gas cost before you send the transaction.
That removes the need to simulate first just to get an estimate.
For someone placing one trade, you might not even notice the difference.
But imagine a trading bot or market maker sending thousands of orders and cancels. That extra step adds up.
Fixed gas makes that process simpler and faster.
Small change on paper, but I get why @injective wants it.
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