Agility
AGILSD Liquidity Layer & LSD Trading Platform
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Project Overview
Agility is both an LSD liquidity distribution platform and an aUSD trading platform. Its vision is to unlock liquidity for LSD holders and explore more LSD trading scenarios, as well as providing deep liquidity for other LSD-related protocols.
Serenity: Unitree's Listing Provides a Valuation Benchmark for Humanoid Robot Companies in the Public Market
"White-Haired Stock God" Serenity stated that Unitree (688836) surged significantly after its listing, providing an important valuation benchmark for humanoid robot companies in the public market. As a reference, Agility Robotics, backed by NVIDIA, Amazon, and others, plans to go public via Churchill Capital Corp XI (CCXI), with a pre-money valuation of approximately $2.5 billion. Tesla's market cap has already exceeded $1 trillion, but the Optimus humanoid robot business is only a part of this sprawling company.Serenity noted that Unitree's performance demonstrates that public market demand for "pure-play humanoid robot targets" is far higher than many had previously anticipated.
Serenity: Unitree's IPO Sees Over 8,000x Oversubscription from Retail Investors, May Benefit Peers Like Agility Robotics
"White-Haired Stock God" Serenity posted on X, stating that Unitree Technology's IPO has seen over 8,000x oversubscription from retail investors, reflecting an "extremely huge" market demand for pure humanoid robot companies. Serenity currently holds a bullish view on investment opportunities related to the U.S. humanoid robot company Agility Robotics, a project backed by SoftBank, NVIDIA ($NVDA), Amazon ($AMZN), Foxconn, and others, with a pre-money valuation of approximately $2.5 billion.Serenity stated that Unitree Technology's perpetual contract market valuation before its IPO already indicated relatively high expectations. If the company's market cap exceeds $30 billion after listing, it could further boost market attention on leading U.S. humanoid robot companies in the next one to two weeks. Regardless of the final outcome, the market demand demonstrated by Unitree's IPO is "truly astonishing," and the humanoid robot sector is emerging as a new hotspot for global capital attention.
Gate launches KIMIUSDT (Moonshot AI) pre-market perpetual contract trading
according to official sources, Gate has now launched KIMIUSDT (Moonshot AI) pre-market perpetual contract trading (USDT settlement), supporting 1-10x leverage.Moonshot AI is an AGI unicorn independently developing general-purpose large models, ranking among the top tier of AI startups in China in terms of financing scale and technical performance.
Paradis Labs: Agility Plans Fourth Quarter SPAC Listing via CCXI, with Approximately $640 Million in Private Placement
Odaily Odaily Planet Daily reports that Paradis Labs announced on the X platform that Agility plans to go public via a SPAC merger with CCXI around the fourth quarter, with its stock ticker changing to AGLT. Its private placement fundraising amounts to approximately $640 million, with support from investors including AMZN, NVDA, SoftBank, DCVC, among others. Approximately 100 Digit humanoid robots have been deployed across 9 facilities including those of AMZN, GXO, Schaeffler, Toyota, and MELI. In Schaeffler's 8 deployed units and GXO's 3 pre-booked deployments, accuracy rates stand at around 98%. Agility states that the payback period for owning one Digit humanoid robot is approximately 1.1 years. Orders for Digit v5 exceed $300 million, with the version slated for release in 2026; the pipeline includes over 30 customers.Agility is the first company to utilize NVDA Halos for full-stack robotics safety. Its RoboFab facility in Oregon has an annual production capacity exceeding 10,000 units, with approximately 75% of components sourced from the United States. As annual production scales up to over 10,000 units, the bill of materials cost is expected to drop from $125,000 to approximately $15,000 to $20,000. Paradis Labs indicates that, combining technology and commercialization, Agility is the most advanced among Western humanoid robot OEMs; Figure's deployment at BMW remains controversial, TSLA currently does not sell any units externally, Apptronik has no current deployments, and Boston Dynamics has robotic products but its public listing progress is slower, with no customers expected at least until 2027.
DeepSeek sparks new round of "AI talent war"? Hiring for development, product, research, and various other positions
tonight, DeepSeek officially released recruitment information, stating that humanity is on the eve of AGI and inviting candidates to join DeepSeek to witness the development process of AGI. The recruitment information shows that open positions include full-stack development/algorithm, AI core system R&D, operations, product, model data strategy product manager/engineer, deep learning researcher, and functional departments. Work locations include Beijing and Hangzhou.Previously, several DeepSeek employees had been posting recruitment ads for various talents on platforms like Xiaohongshu and X, such as HR@一只大蜗牛 and Cui Tianyi from the Harness group. Earlier still, DeepSeek announced the completion of over $7 billion in financing, with a valuation exceeding $50 billion. The financing amounted to approximately RMB 50 billion, with Liang Wenfeng personally contributing RMB 20 billion. This large-scale recruitment may indicate a further escalation in the intensity of the domestic AI talent war, as AI professionals are entering a period of high market demand.
OpenAI Lawsuit: Microsoft CEO Satya Nadella Testifies in Court as Altman-Musk Dispute Escalates to Core Partnership Relations in the AI Giant
Odaily Odaily News: In the OpenAI lawsuit, Satya Nadella testified in court as Microsoft's CEO at the U.S. District Court in Oakland, California. The case centers on the ongoing legal dispute over OpenAI's non-profit structure and its path to commercialization. The lawsuit, filed by Elon Musk in 2024, accuses Microsoft of "aiding and abetting the breach of charitable trust obligations" during OpenAI's transition from a non-profit organization to a commercial entity. Microsoft has been making strategic investments in OpenAI since 2019, with cumulative investments reaching approximately $13 billion by 2023, making it one of OpenAI's most important external supporters.During the trial, Satya Nadella reviewed the early partnership between Microsoft and OpenAI, mentioning that the two parties had established deep technological and computing power collaboration before the launch of ChatGPT. In his earlier testimony, Musk stated that Microsoft's additional investment of approximately $10 billion in OpenAI in 2023 was the key turning point that prompted him to file the lawsuit, adding that the scale of the investment altered OpenAI's original non-profit-oriented structure. During the trial, Musk stated: "We are concerned they are turning a charitable organization into a commercial tool." He also questioned Microsoft's potential dominant position in the development of Artificial General Intelligence (AGI) and pointed out that its deep integration with OpenAI could impact the competitive landscape of the industry.The case is currently still under trial, and the debate surrounding OpenAI's governance structure, non-profit status, and control over the AI industry is expected to continue. (CNBC)
Serenity: US AI Companies Lower Inference Costs to Counter the "Model Distillation" Challenge
"White-Haired Stock Guru" Serenity stated that while some observations in the UBS report hold anecdotal truth, the more noteworthy trend is the increasing number of Chinese-language reports regarding the distillation of Anthropic's models. Currently, many US startups and tech companies are opting to use cheaper Chinese models (such as DeepSeek) in their AI applications, as their unit task costs are significantly lower than those of inference models from Gemini, OpenAI, and Anthropic.Serenity believes this trend, driven by capitalism, creates a "typical paradox"—companies naturally gravitate towards lower-cost solutions, thereby eroding the leading advantage of US models. He proposes that the US needs to address this on two fronts:First, build stronger access control and authentication systems, such as "heavy KYC frontier models" for domestic US use and tiered access mechanisms for allies, to reduce the risk of model distillation and misuse. This could also be accompanied by introducing an identity verification system akin to "AI-grade banking authentication" (e.g., biometrics + short-lived permission tokens) to raise the barrier for model calls, and using regulatory measures to restrict account sharing and access resale.Second, enhance the cost efficiency of inference models, allowing them to comprehensively outperform competitors like DeepSeek in both price and performance.Serenity also noted that some high-end models are currently frequently targeted for "distillation exploitation." Ideally, access to models nearing the AGI level should involve increased friction costs. In summary, the core challenge for the US AI industry lies in achieving both "low-cost inference capabilities" and establishing model access security mechanisms comparable to those in the financial system.
Viewpoint: Mythos’ breach of the NSA signals that AGI is drawing near; 9% inflation will not become the norm
Anthony Pompliano, Chairman of Bitcoin treasury company ProCap Financial, posted on X stating that Mythos allegedly breached the U.S. National Security Agency’s (NSA) classified systems within hours—a development that will further intensify public concerns about AI risks and prompt increased regulatory intervention. Yet the more critical signal conveyed by this incident is that AGI (Artificial General Intelligence) is, in fact, drawing near. Current AI technologies not only surpass humans in capability but are also self-training and improving at an incomprehensible pace—“humans cannot compete with these models.”
Shinhan Securities: "GPT-6 Astra" Released, Cybersecurity ETF Expected to Benefit
According to Yonhap News Agency, Park Woo-yeol, a researcher at Shinhan Investment Securities, stated that OpenAI's public release of its next-generation cutting-edge model, "GPT-6 Astra," signals the official arrival of the AGI era, indicating that cybersecurity-related ETFs are expected to benefit. Astra marks a significant turning point in cybersecurity capabilities; however, due to the increased difficulty of monitoring AI inference processes and recent incidents of AI agents breaching HuggingFace, security vulnerabilities have drawn widespread attention.
NVIDIA Plans to Acquire Hugging Face for $12.9 Billion
NVIDIA announced the acquisition of Hugging Face for $12.93 billion, while OpenAI released the GPT-6 Astra model and claimed to be close to AGI. The Tesla Cybercab officially entered service, and Samsung and Texas Instruments are simultaneously expanding chip production and raising prices.
OpenAI Releases GPT-6 Astra Model, Claims It May Be Close to Achieving AGI
: OpenAI began rolling out its new flagship model, GPT-6 Astra, on Thursday, stating that it has made significant progress in commercial tasks such as financial modeling and engineering design. The model is initially available only to select institutions, including organizations participating in OpenAI's Daybreak Access cybersecurity program, and will later be rolled out to ChatGPT Plus, Pro, Business, and Enterprise users, as well as users via the API and Amazon Web Services. OpenAI stated that GPT-6 Astra has achieved notable improvements in computer operations, software programming, and professional work, and has reached top-tier performance on the FrontierMath Tier 1 mathematics benchmark, the ARC-AGI 3 reasoning test, and the ExploitBench cybersecurity test. Greg Brockman, co-founder and president of OpenAI, said that the timeline for achieving artificial general intelligence (AGI) has always been somewhat ambiguous, but "looking back a few years from now," this milestone "may fall precisely within this period, right around this model." GPT-6 Astra is priced at $10 per million input tokens and $50 per million output tokens, which is 2.5 times the price of the previous flagship model, GPT-5.6 Sol. OpenAI stated that the AI industry may shift toward charging per task rather than per token in the future. Brockman said at the launch event: "Welcome to the age of AGI." (Jin Shi)
OpenAI Releases GPT-6 Astra Model; Gold Breaks $4,500
OpenAI officially released the GPT-6 Astra model and claimed it is nearing AGI. Overnight, markets reassessed the probability of a Federal Reserve rate hike in September at 50%, spot gold briefly surged past $4,500, and the IPO review status of Yangtze Memory Technologies Corp. changed to awaiting regulatory inquiry.
Qwen3.8-Flash Officially Launches on B.AI, All Official Models Now Fully Free to Use
One-stop AGI infrastructure platform B.AI announced that Alibaba Qwen's latest open-source model, Qwen3.8-Flash, has officially launched on the platform and is now fully available for free access via the API official group. Acting as a forward-looking preview of the Qwen4 architecture, Qwen3.8-Flash is a multimodal MoE model with 125B total parameters and 51B N-gram Embeddings, activating only 6B parameters per token. The model integrates a hybrid attention mechanism combining GDN and QSA for the first time, effectively balancing long-text processing efficiency with information retrieval accuracy. It natively supports a 262K context window and can be extended to 1M using YaRN. Starting today, developers can access this model at zero cost through the B.AI API official group to seamlessly handle multimodal tasks such as coding assistance, agent workflows, and document analysis. B.AI continues to lower the barrier to AI application development by providing inclusive computing resources, enabling more developers to leverage top-tier open-source models.
Newly Released Model GLM-5.3-Flash Is Now Live, B.AI Adds More Free Benefits
The all-in-one AGI infrastructure platform B.AI has announced that Zhipu's GLM-5.3-Flash (320B-A18B) has officially launched on the platform and is now fully accessible at zero cost through the official API group. As the first native all-modal model in the GLM-5 series, GLM-5.3-Flash features 320B total parameters and 18B active parameters, powered by purely domestic AI chips. It introduces a hybrid architecture of sparse and linear attention for the first time, supports a 1M ultra-long context window, delivers formidable performance alongside exceptional cost-efficiency, and stands as a leading powerhouse among current domestic models. Effective immediately, developers can invoke this advanced tool at zero cost via the B.AI API official group, effortlessly tackling complex reasoning, long-text processing, and multimodal tasks. B.AI continues to lower the barrier to AI development through democratized computing power, enabling more developers to access top-tier domestic models.
Related news
Shinhan Securities: "GPT-6 Astra" Released, Cybersecurity ETF Expected to Benefit
According to Yonhap News Agency, Park Woo-yeol, a researcher at Shinhan Investment Securities, stated that OpenAI's public release of its next-generation cutting-edge model, "GPT-6 Astra," signals the official arrival of the AGI era, indicating that cybersecurity-related ETFs are expected to benefit. Astra marks a significant turning point in cybersecurity capabilities; however, due to the increased difficulty of monitoring AI inference processes and recent incidents of AI agents breaching HuggingFace, security vulnerabilities have drawn widespread attention.
NVIDIA Plans to Acquire Hugging Face for $12.9 Billion
NVIDIA announced the acquisition of Hugging Face for $12.93 billion, while OpenAI released the GPT-6 Astra model and claimed to be close to AGI. The Tesla Cybercab officially entered service, and Samsung and Texas Instruments are simultaneously expanding chip production and raising prices.
OpenAI Releases GPT-6 Astra Model, Claims It May Be Close to Achieving AGI
: OpenAI began rolling out its new flagship model, GPT-6 Astra, on Thursday, stating that it has made significant progress in commercial tasks such as financial modeling and engineering design. The model is initially available only to select institutions, including organizations participating in OpenAI's Daybreak Access cybersecurity program, and will later be rolled out to ChatGPT Plus, Pro, Business, and Enterprise users, as well as users via the API and Amazon Web Services. OpenAI stated that GPT-6 Astra has achieved notable improvements in computer operations, software programming, and professional work, and has reached top-tier performance on the FrontierMath Tier 1 mathematics benchmark, the ARC-AGI 3 reasoning test, and the ExploitBench cybersecurity test. Greg Brockman, co-founder and president of OpenAI, said that the timeline for achieving artificial general intelligence (AGI) has always been somewhat ambiguous, but "looking back a few years from now," this milestone "may fall precisely within this period, right around this model." GPT-6 Astra is priced at $10 per million input tokens and $50 per million output tokens, which is 2.5 times the price of the previous flagship model, GPT-5.6 Sol. OpenAI stated that the AI industry may shift toward charging per task rather than per token in the future. Brockman said at the launch event: "Welcome to the age of AGI." (Jin Shi)
OpenAI Releases GPT-6 Astra Model; Gold Breaks $4,500
OpenAI officially released the GPT-6 Astra model and claimed it is nearing AGI. Overnight, markets reassessed the probability of a Federal Reserve rate hike in September at 50%, spot gold briefly surged past $4,500, and the IPO review status of Yangtze Memory Technologies Corp. changed to awaiting regulatory inquiry.
B.AI cumulative users surpass 2.3 million, continuously building infrastructure for the AI agent era.
One-stop AGI infrastructure platform B.AI announced that its cumulative user base has surpassed 2.3 million, maintaining strong growth momentum. As an intelligent global settlement layer connecting models, Agents, and value flows, B.AI continuously optimizes compute costs, aggregates cutting-edge large models, and employs intelligent routing and scheduling to bring top-tier AI capabilities to broader real-world application scenarios at a lower entry threshold and with higher cost-effectiveness. From LLM Services, BAIclaw, and MCP to Agent payments, B.AI is building an end-to-end infrastructure that covers model invocation, Agent execution, and value settlement—positioned above all models and below all Agents, where every single call is routed, metered, and settled.
MiniMax Co-Founder: AI That Can Autonomously Generate 1% of Global GDP Is AGI
According to Bloomberg, Yeyi Yun, co-founder of Chinese AI lab MiniMax, stated at the Goldman Sachs Asia Leadership Conference in Hong Kong that the benchmark for AGI will be whether AI can autonomously generate 1% of global GDP. She noted that AI's capabilities in autonomous planning, execution, and self-assessment have begun to emerge as early indicators of AGI, adding, "I hope this goal arrives soon." Additionally, Yeyi Yun emphasized that MiniMax's current top priority is enhancing intelligence levels rather than expanding adoption rates, and revealed growing confidence in achieving an annual recurring revenue (ARR) target of $1 billion by the end of the year.