Only few know the alpha behind AI-backed stablecoins and the Big Beautiful Bill. Thankfully @goodalexander reads the fine print.

The AI Action Plan didn’t just back open-source AI; it backed financial markets for compute, specifically spot and forward markets. But they don’t scale. Derivatives off compute (like credit, debt, yield) do. This is how shall scale AI infra. Imminent.

"What even is sUSDai?" As @_ConorMoore puts it: “It’s CLOs, but for compute.” As a yield-bearing synthetic dollar, sUSDai earns yield from a pool of real, collateral-backed GPU loans. Real machines. Real collateral. Real yield. Watch how he breaks it down with @seedclubhq

"What even is sUSDai?" As @_ConorMoore puts it: “It’s CLOs, but for compute.” As a yield-bearing synthetic dollar, sUSDai earns yield from a pool of real, collateral-backed GPU loans. Real machines. Real collateral. Real yield. Watch how he breaks it down with @seedclubhq

1/ 🟪 Excited to see the latest @BlockworksRes report highlight Key insights: - How we're tackling multi-billion AI infrastructure demand - How we support redemption liquidity with QEV auctions - Our early traction w/ $50M TVL in beta

The irony is painful: We're building the future of decentralised infrastructure, but we're still begging centralised banks for loans There's a massive gap here, and @USDai_Official on @arbitrum might just be the bridge we've been waiting for 👇

bullish on InfraFi @USDai_Official coming 🔜

Our pools are growing steadily on @arbitrum with @m0's universal stablecoin platform. Before: $30M in deposits and LP Now: $50M in deposits and LP Our TVL Drivers: → InfraFi demand → AI GPU Financing → Reliable Yield All addressable thanks to

From Top 3 TVL to Top 2 TVL on @arbitrum Our sUSDai-USDC pool on @CurveFinance is growing Say it with us, "Public launch imminent."

It's only two days later and they have already now passed $40m in private beta TVL. @USDai_Official is one of the most interesting projects happening in DeFi. Proud to be an early supporter of all their work. They are going to crush it on Arbitrum. Arbitrum Everywhere.