$CAKE This week, CAKE burned 520,000 tokens. Seeing this data, my first reaction is: this burn pace is really not what I want. If it were a raging bull market, I would definitely want to see more aggressive deflation to boost valuation. But rationally, in the current environment of stock competition and frequent price swings, project teams maintaining a steady burn rate by stepping on the brakes is indeed the best approach right now. Having enough buffer funds is more important than blindly expanding the supply through deflation.


As for many people's wish for CAKE's RWA project, hoping to push it to a hundred billion market cap level... Frankly, I personally feel it's too unlikely. RWA is a deep water project; traditional finance has high compliance thresholds and slow asset expansion, so expecting it to turn the tide in the short term is unrealistic—it's more of a long-term pie-in-the-sky.
What truly gives me hope for a breakthrough is the project's focus on AI contracts. The current DEX scene has long been highly competitive, with AMM and basic mining reaching saturation. In the existing market, old-school DeFi needs to find a "third business growth space" to survive or even thrive, and AI is undoubtedly the most promising breakthrough right now.
PancakeSwap has a solid technical foundation. If the project team can step up and rapidly iterate the app, running AI contracts on the existing infrastructure should be smooth. Truly integrating AI with DeFi—such as using AI smart contracts for dynamic rebalancing, automated risk-free arbitrage, or adjusting liquidity strategies based on market sentiment—would be a revolutionary upgrade experience.
RWA can be slowly developed, but the window for AI contracts won't wait. In the era of stock competition, whoever can implement new business fastest will get the next cycle's ticket. I hope CAKE's AI efforts can really make a difference this time! 🤞$CAKE
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