Orbio also introduced an AI usage rights structure similar to Vvv's DIEM. Briefly explaining Orbio's CREDIT: - 1 CREDIT = $1 in AI usage rights at Orbio - You can receive CREDIT by staking ORBIO or buy/sell it on the market - When you activate CREDIT, the token is burned and converted to non-transferable API balance - With this balance, you can call over 400 models including OpenAI, Claude, and Gemini Difference from Vvv's DIEM CREDIT: 1 CREDIT = AI usage fee $1 One-time prepaid voucher that gets burned when activated Venice DIEM: 1 DIEM = daily $1 AI usage limit, when you stake DIEM you get renewed daily limits—perpetual AI usage rights Additionally, they released model usage metrics. Orbio's daily model usage hit a record high of 3.1 billion tokens. According to data released by the team, 40 days after launch, off-protocol platform revenue reached approximately $46,000. I'm not holding any, but lately there's been a continuous trend of making on-chain AI credits or linking token staking to actual API usage, so I organized this once. https://x.com/0x_aster/status/2110984353266462810
ORBIO market opened on Pendle Robinhood Chain. Additional assets • ORBIO (expires October 8, 2026) ORBIO is an asset with yield structure linked to AI credits. ORBIO holders earn CREDIT usable for 400+ LLM models accruing hourly. Additionally, 1.5% of ORBIO trading volume generates fees, with half converting to CREDIT. On Pendle, you can employ various strategies based on ORBIO volume and CREDIT yield. Strategies available on Pendle • PT: Secure ORBIO at discounted price • YT: Leveraged exposure to CREDIT yield and ORBIO volume • LP: Earn CREDIT yield plus swap fees + PENDLE rewards Weekly weekend CREDIT distribution via Merkle method, claimable on Pendle Dashboard. Pendle is expanding its RWA yield market scope from government bonds, private credit, preferred shares, tokenized stocks to now AI/LLM credits. https://x.com/pendle_fi/status/2103415846689550534?s=20
[DeFi] Pendle ORBIO maturing October 2026 was introduced to Pendle. ORBIO holders receive CREDIT for 400+ LLM models hourly, and 1.5% trading fees convert half to CREDIT. LP·YT yields paid out Sundays via Merkle method as CREDIT, claimable on Pendle dashboard. Source · ☆ 7/10 Pendle Korean info in Pendle Korea channel!
1. https://www.artemis.ai/tim0x/article/305506378247231184 2. https://x.com/Grayscale/status/2102098573827428852 3. https://x.com/BlackRock/status/2102409739175141458?s=20 The convergence point of recent posts and flows ultimately comes down to computing, energy → DePIN, inference. Using the article's framing... token costs are falling and AI demand is naturally increasing. Cheaper intelligence generates more prompts, more prompts lead to more inference, more inference drives computing demand increases. As access costs drop, compute demand grows faster than infrastructure can scale. Thus computing becomes a potential bottleneck. When computing becomes a bottleneck, markets seek efficiency—this is where DePIN becomes important. Therefore DePIN demand could emerge first from computing and expand into physical infrastructure like energy and data centers. I focused on the structure itself from energy → inference, and organized my research around tokens from projects that have actual demand and value capture, even if minimal. 1. Recurring inference supply / inference marketplace: $VVV, $DOT, $ORBIO, $POD, $SERV 2. GPU collateral/insurance, marketplace, rental: $CHIP, $AKT, $IO, $ATH 3. Computing, energy, network: $PRL, $NOCK, $GENSYN, $TAO 4. DePIN: $GEOD + 2nd category Teams I think are the best at this. Personally I wonder if focusing on DePIN right now would be good? Physical infrastructure itself is becoming a bottleneck, so I can see the flow shifting. Some tokens even haven't launched yet.
