We're at $2M of tokenized GPUs today and aim to reach $2B by this time next year. AI Capex is the most exciting emergent sub-vertical within the RWA movement.
Real-world assets (RWAs) — traditional assets such as U.S. Treasuries, money-market funds, private credit, and real estate that are represented onchain (“tokenized”) — bridge crypto and traditional finance. The total market for tokenized RWAs sits at $30 billion, up nearly 4x in…
In under 48 hours, we'll gather in SF to start asking questions about the institutions of the Datacenter Age. humandirectedfutures.org Some recent additions to our slate of speakers from across AI models, energy, compute, economics and society:
Daniel Keller (@dnlklr): "The New Culture of Sloptimism and Hypergambling;" from helping raise money in global online networks to leveraging AI-powered diligence.
Bullish GPU ownership, bullish GPU yields.
My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to…
"Even serving LLMs from the Moon may not be a big latency issue" @EpochAIResearch
So power is the core determinant of where AI data centers are built. Other factors like latency matter surprisingly little — it takes >100× longer to generate model responses than transmit data from Texas to Tokyo. Even serving LLMs from the Moon may not be a big latency issue!
Real GPUs, real data centers, real cashflows. RWAFi meets AI-Fi.
We've tokenized over $2M worth of GPUs to date. We plan to 1,000X this in 2026. You're early.
AI Capex is 1.2% of US GDP Here's the onchain AI capex / GPU financing cheatsheet. TradFi financing can't scale to the long tail of datacenters. In steps DeFi. Here are the key players: Lending (GPUs as collateral): - @USDai_Official / ~14% APYs Hybrid (lend & revshare): -…
Hired & trained wwills out of college. He became my CADT replacement, built systems at @silicondotnet, and just started diving into #Chia driver code and ChiaLisp. Watch this rising star. He's joining the #Chia Greats soon. Everyone will know his name.
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