Today we're pleased to announce that Distilled AI has officially become a treasury company for the Oraichain ecosystem. This move solidifies our important position within the ecosystem and strengthens Oraichain's commitment to the convergence of AI and Web3. It also opens up avenues for more traditional and institutional investors to gain access and exposure to ORAI and its robust ecosystem. Distilled AI began as a project focused on confidential computing and knowledge distillation. We have great faith in the future of these technologies in the AI space, and they will remain central to our tech stack. Nevertheless, we want to be more closely integrated with the Oraichain ecosystem, and our new business model allows us to continue building while also reinvesting our revenue directly back into the ecosystem. Distilled AI will funnel all of its operating profits toward buybacks of ORAI, with the goal of eventually building up a treasury of ORAI. At the same time, we'll continue to innovate and build quality products that operate on the Oraichain network.

🎄 Holiday markets expose the truth about price traps. Noise looks like “signals,” and bored traders blow accounts. This is where AI and real tech earn their keep. Oraichain Quant Terminal already proves it. See it in action: quant.orai.io/

Clear proof that data and AI have crossed the line from demos to real systems that print outcomes!

The AI cost–performance curve is still breaking downward. Performance (GPQA) keeps climbing toward PhD-level reasoning, while cost per million tokens collapses on a log scale. When cost drops as capability rises, AI stops being a demo tool and becomes deployable infrastructure. While most are still talking about AI, Oraichain Quant Terminal (quant.orai.io) is already executing AI-driven, agentic trading on decentralized venues, and the window for manual-only trading is quietly closing. 👉 Try quant.orai.io and see the proof in execution.

Are you preparing for new skills and roles? 📊 Negotiation, problem-solving, and leadership will matter even more in the near future because they become your edge when your teammates are autonomous agents running at machine speed. → Step up and become the ones who lead the way; directing, deploying, and productizing our agent teammates. ↳ Discover the way now at Thesis.io — an agentic workspace with real-time data streams and customizable workflows. 🚀

📊 @AnthropicAI dropped fresh research using 100,000+ real Claude conversations shows just how aggressively AI is compressing work: • Tasks that normally take ~90 minutes now shrink by ~80% with AI assistance, with a median time saved of 84%. • Time savings vary widely depending on task complexity, human expertise, and how structured the information is (diagnostic image checks: 20% vs. information compilation: 95%). • Contrary to popular belief, AI doesn’t hit low-wage jobs first; higher-wage knowledge tasks see the greatest acceleration because they’re longer and more text-heavy. • If today’s AI capabilities were fully adopted across the economy over 10 years, U.S. labor productivity could nearly double long-term growth rates, on par with the post-war boom and the late-1990s tech surge. → The data is clear: the next wave of productivity belongs to people who can compress work with AI. Build AI Agents, automate your workflows, and turn ideas into leverage with Thesis.io — your vault for real AI advantage. 🚀

Without AI, the US would be in a recession.

📊 AI Macro Reality Check If you only looked at headlines, you’d think the AI bubble debate is the whole story, but the real picture comes from the data, and it shows why the narrative is far more complex than “AI overheating.” The chart captures the central tension of the current AI economy: ▸ Industry Strain at 8.6 is the only true danger zone, reflecting unprecedented capex commitments (like OpenAI’s $1.4T), while accelerating hyperscaler spend, rising debt, and nonstop data-center reinvestment show the buildout is running hotter every quarter. ▸ Revenue Momentum is the strongest counter-argument to the bubble thesis. Revenue doubling every 0.8 years (~9.6 months) is the opposite of a speculative bubble; hyper-growth demand is real and accelerating, not imaginary. ▸ The “Worsening” labels on the yellow gauges (Valuation and Funding) come primarily from macro-economic pressure, not AI fundamentals. → As of late November 2025, the market still sits in a technical “Boom” phase, with only 1 out of 5 critical gauges flashing red. The ecosystem is stressed but functional and as long as Revenue Momentum stays ahead of Industry Strain, the fundamentals support the price action. The real risk isn’t the technology; it’s the financing structure required to sustain it.

While most still assume that ‘the best model wins,’ the market is showing otherwise 👇 ▸ Products actually succeed when they deliver compounding user value, raw model strength alone doesn’t cut it. ▸ Once a product finds PMF, smart teams begin building their own specialized models backed by unique data and RL environments. Starting from open-base models, they fine-tune for real workflow advantage. And that’s exactly where Thesis.io fits in — an agentic workspace with real-time data streams and customizable workflows. If you believe the future belongs to AI products with their own intelligence engines, you’re early! ↳ Ready to productize your ideas? Discover it now at Thesis.io 🚀

📊The data proves it again: AI rewards agility. The more flexible your workflows, the higher your return.