One of the main reasons I decided to hold zero-gravity:native in the AI infrastructure sector is that 0G Labs launched $iAI.
enice's $VVV = 0G's zero-gravity:native = AI compute finance model
Venice ($VVV): $1.75B
0G (zero-gravity:native): 243.4M
Now, let's compare their AI compute tokens through staking
1. $DIEM (Venice) = $1667, which gives $1 daily credit
Annual usage value: $365
2. $IAI (0G) = $390, which gives $1.271 daily credits
Annual usage value > $450
So basically, $IAI is currently trading at a 76.6% lower price than $DIEM, despite offering a higher daily AI usage value
That's why I believe demand for iAI will grow, and it's one of the main reasons I invested in zero-gravity:native
You can mint iAI using 0G as collateral so I expect a huge portion of the zero-gravity:native supply to be staked
$VVV already managed to gain market attention and a much higher valuation through the AI compute finance model along with buyback & burns
Meanwhile, 0G is still in the early stages of expanding its iAI ecosystem
Bear markets are for finding hidden gems
Most Digital Asset Treasuries start with a simple equation:
Raise capital → buy more tokens → grow the treasury.
$ZSTK was built around a broader accumulation strategy.
We don’t view the treasury as a static pile of digital assets. The objective is to build an engine that can continuously expand and compound its strategic exposure.
That means:
→ Accumulating strategic positions rather than simply maintaining exposure
→ Generating additional assets through staking where permitted
→ Reinvesting and compounding within the ecosystem
→ Using capital markets opportunistically to increase treasury holdings
→ Acquiring complementary assets where we believe the combination creates strategic and operational value
$0G established the AI infrastructure layer.
$M added a consumer and community layer designed to complement that infrastructure.
And the strategy is intended to keep evolving.
The distinction is important:
Holding is a balance sheet strategy.
Accumulation + compounding is a growth strategy.
Our objective isn’t simply to own digital assets.
It’s to build an increasingly productive digital-asset treasury over time.
$ZSTK
On August 19, 2026, ZeroStack acquired 925,925,926 $M tokens in its previously announced strategic transaction.
The transaction valued $M at $1.08 per token.
As of September 20, 2026, $M is trading at approximately $1.57 per token, approximately 45% above the transaction reference price.*
ZeroStack continues to execute on its digital asset treasury strategy.
$ZSTK | $M
*Digital asset prices are highly volatile and vary across trading venues. Current market price is provided for informational purposes only and does not represent a realized gain, accounting valuation or indication of future performance. See ZeroStack’s SEC filings for complete information regarding the transaction.
The Future Has Found Its Spell.
At MAGICORE this September, technology takes on a world of its own.
We’re excited to welcome @stack0G as a partner, bringing ZeroStack’s AI focused vision and its role in the growing DeAI ecosystem into the MAGICORE experience.
Stack Into the Magic.
#KBW2026 #MAGICORE #ZeroStack
Where Progress Meets Magic.
This September, MemeCore opens the doors to MAGICORE, where imagination moves without limits.
Hyundai Motor joins us, bringing its vision of Progress for Humanity into a world of magic, innovation, and discovery.
Progress for Humanity. The Journey Begins Here.
#KBW2026 #MAGICORE #HyundaiMotor
I think the market is making a massive mistake declaring Digital Asset Treasuries dead. I will keep stacking no matter what bears and short reports say.
There may come a point where DATs become one of the only practical ways for professional funds to gain SUBSTANTIAL exposure to the supply of certain digital assets.
Here’s the thesis 🧵👇
Independent Clout Capital research note on ZeroStack Corp. (Nasdaq: ZSTK), 2 Sep 2026.
Third-party analysis only.
Not paid for, commissioned, or approved by the company.
Not an offer or investment advice. Use SEC filings for company info.
https://t.co/8mwfh6SSoA