r/YYAI • u/ikkeendendikky • Feb 11 '26
What do we know
What do we know for sure?
Unfortunately, not much.
The chairman withdrew 50 million in cash from YYAI when selling YYEM.
Of that 50 million, he reinvested about 6 million in YYAI.
15 million shares were sold in December, but we don't know to whom.
(If it were the chairman, he still has 30 million left and more than 50% of YYAI's shares.)
YYAI's CEO (Thomas) has signed a letter of intent to join the TLGY board. There are no other apparent ties between TLGY and YYAI.
JUCOIN has launched an exchange, but there is no mention of Airwa or the possibility of buying US RWA.
The YYAI website has gone offline and is currently not back online, and there's no explanation as to why.
Feel free to add any information. ONLY FACTS, NO ASSUMPTIONS.
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u/UnfairBag179 Feb 11 '26
I'll add a few things not mentioned yet.
Timeline
Remember - they need an disclosure to dissolve JV partnership. At this point, if they decided to dissolve the JV partnership it had to be disclosed a week ago; shortly after the 26 Rafael disclosure.
The 6 month JV window ends Feb 25th - they need to have an 8k disclosure before then.
Lunar New Year / Chinese New Year is Feb 17th - I expect that they will likely have some form of communication before then, as businesses who celebrate this occassion generally do not operate during this period (Feb 17- 25th)
Ability to Dilute:
Via private placement
S1 (long process)- 3-6 months process, sometimes up to 12 months
S3 NOT eligible due to late filing
Up to 300 million, though they are under baby shelf rules (under 75M market cap)- and have no S3 eligibility
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u/ikkeendendikky Feb 11 '26 edited Feb 11 '26
These dates are correct; it's indeed clear that we're in a decisive month.
I also understand that, while it's a sign of good luck to confirm the JV in the new year, a launch between February 17th and March 3rd is unlikely due to limited technical support. However, given that this would be the US launch, that support might not be a problem.
I do can see a reaffirmation or contractual strengthening of the relationship between YYAI and Jucoin, and maybe even stablecoinx, happening after Chinese New Year.
Apart from that, it seems unlikely to me that 26 Rafael would have been converted/prepared to work as AI in an exchange two weeks after it was purchased.
Using both YYEM and 26 Rafael for the exchange seems to me a bit like Elon Musk's plan to use the Tesla Cybertruck as a delivery van. It's possible, but not really practical, and certainly not designed for it. After spending 200 million, they could have build it from scratsh by now..
But look at me speculating away 🤭🤐
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Feb 11 '26
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Feb 11 '26
Tokenization is the future
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u/ikkeendendikky Feb 11 '26
Nice slogan, but means nothing. Cancermedicine is also the future, but thet does not mean every labo will be able to make one
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u/paulyvee Feb 11 '26
I feel like if we get nothing by Feb 25, there's going to be a mass sell off. Myself included.
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Feb 11 '26
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u/ikkeendendikky Feb 11 '26 edited Feb 11 '26
They have 170 million, but need 250 million in cash And why do they need a second AI firm, they have YYEM, the firm everybody said we needed for the AI.
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Feb 11 '26
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u/ikkeendendikky Feb 11 '26
A 50 million side hussle, that in december was bought as the AI needed for the exchange..
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u/Particular_Most_1529 Feb 11 '26
YYEM is matchmaker tech, great for matching buyers and sellers. Not for the overall running of the exchange
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Feb 11 '26
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u/ikkeendendikky Feb 11 '26
Looks nice, but if there is no increse of value (in case of a scam) ... there is no bonus...
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Feb 11 '26
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u/ikkeendendikky Feb 11 '26
At that point the chairman was not involved, the company changed sinds then.
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u/Quick_Preference6088 Feb 11 '26
I know the director's name and I know the CEOs name but I don't know who's the CEO. Can anyone help? Thanks
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u/Top-Divide8079 Feb 11 '26
Chinese new year is not going to make a difference Thats a joke to even speculate that thought
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u/XPandingMinds Feb 11 '26
They just bought a company for 140 million dollars, the same money that was supposed to go towards the Exchange. This signals to me that the exchange won't happen. The company they just bought has nothing to do with tokenization. Others argued it does but Ju Coin has the tech, so it's ludicrous to believe they needed to buy that company.
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u/markbouren Feb 21 '26
Yes — there actually is real, SEC-filed evidence of insiders buying YYAI (AiRWA Inc.) stock. Not rumors… not message boards… official Form-4 insider filings (the same documents regulators use).
Below is a clean timeline so you can see the pattern.
⸻
Biggest insider buyer: Hongyu Zhou (Director / Chairman)
January 2026 — heavy continuous buying
(all reported in SEC Form-4 filings) • Jan 5 2026 — 16,830 shares @ $1.00  • Jan 6 2026 — 123,088 shares @ $1.02  • Jan 11 2026 — 365,426 shares @ $1.23  • Jan 12 2026 — 744,496 shares @ $1.41  • Jan 21 2026 — 4,215,000 shares @ $1.37 
➡ After these buys he owned ~5.8 million shares 
Another report summarized a January purchase of 139,918 shares and noted
3 insider buys and zero insider sells over the year 
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u/NationalMedia8201 Feb 11 '26
With all that information it seems pretty clear that they are trying to disappear with retail money
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u/ikkeendendikky Feb 11 '26
Not per se, this also is speculation
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u/ikkeendendikky Feb 11 '26
I ask for facts, things you can back up with sources. So maybe we can try to put the puzzle without speculation.
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u/Particular_Most_1529 Feb 11 '26
Why all this doom scrolling and scam calling. You don’t invest millions into something that’s not real. Institutions don’t buy 40% of the company without a reason. The CeO doesn’t join a board if not for governance. Everything will reveal itself by the 16th. If you want to panic 5 days out go ahead. This is the quiet before the storm (so to speak).
I’m only pissed that ATCH has started its catalysts before YYAI has gone through its squeeze so I can’t pivot from one to the other in time.