This Week in Theta — two weeks, one big name.
Alibaba Cloud confirmed a partnership with Theta: signing ceremony at Qwen Conference 2026, a named Alibaba exec quote, and Qwen3.8-Max + Flash live on EdgeCloud now. đź§µ
On-chain: the burn spikes have faded. Daily absorption settled into a narrow 13–17% band; the 7-day line is ~15.0%, just above the September plateau.
Last month it came in lumps. The last three weeks it hasn’t. Cause still unknown.
A big name, confirmed and live. Network usage not moved yet.
Full breakdown in the video. Dashboards at thetasimplified.com
@Theta_Network
This Week in Theta — the burn spike reverted. The bigger rise didn’t.
TFUEL’s 7-day absorption line peaked at 18.2% on Oct 4. It’s now 14.1% — back around the September plateau, still well above the ~10% August baseline. 🧵
News: Weaver Labs (London, private 5G for stadiums) partnered with Theta. Per Theta’s post, Weaver “will utilize Theta EdgeCloud as a decentralized AI compute resource.”
Note the direction: last week Theta was ZAN’s customer. Here Weaver is set to use EdgeCloud.
But it’s all future tense. No venue, no date. Stadium MK was Weaver’s own earlier deployment, not Theta’s.Full breakdown in the video. Dashboards at thetasimplified.com
@Theta_Network
This Week in Theta — the measurable story and the announced story don't connect.
TFUEL burn is now absorbing ~18.2% of daily issuance (7-day line). Sixth week above the ~10% August baseline, and climbing again. đź§µ
Meanwhile, Theta's news this week: Ant Group's finance model Ling-3.0 added to EdgeCloud via ZAN.
Per Theta's own post, Theta registered as a developer on ZAN Router and uses it as an upstream provider. The model runs at ZAN. Catalog breadth, not network compute.
Measurable: burn climbing, in lumps.
Announced: models routed elsewhere.
The two don't connect — yet.
Full breakdown in the video. Dashboards at
thetasimplified.com
@Theta_Network
This Week in Theta — a big name in the catalog, and a burn trend that's plateaued.
BytePlus (ByteDance's enterprise platform) brought Seedance 2.5 and Seedream 5.0 Pro to EdgeCloud, in select APAC markets. đź§µ
On-chain: TFUEL burn intensity held for a fifth week above its ~10% August baseline. The last three weeks sit roughly flat around ~14.6–15%. A plateau, not a climb.
Still not deflation. Cause still open. Prices came off the rally; burn held.
Quiet week otherwise. One name in the catalog, one trend still holding.
Full breakdown in the video. Dashboards live at thetasimplified.com
@Theta_Network
