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David | www.usd.ai
@0xZergs
@usdai_official pushing the velocity of money toward its theoretical limit
2.3K Following    15.4K Followers
Series A: secured 💰 GPUs: on the way 🔥 Data centers: deploying... We need a Senior Network Infrastructure Engineer to wire it all together. Cloud, on-prem, Kubernetes, security. Come build the backbone of private AI. Join @AskVenice
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Aave DAO has passed an ARFC to onboard $USDai and $sUSDai. This moves GPU financing one step closer to integration with @aave V3 on @arbitrum.
Worried about Mythos hacking your DeFi yield? Earn 8-11% APR assets inside fingerprint-only data centers with 24/7 monitoring Find us at @MoneyFrontierhk
Ya it wasn’t that bad
Just saw The Odyssey. Despite what you may have heard, literally all of the criticisms by conservatives were entirely correct. The movie is just as woke as you fear, if not more so. The DEI casting is atrocious. Completely takes you out of the story right from the beginning. But even worse than that is Nolan’s decision to turn Odysseus into an anachronistic whiney, solemn shell of a man plagued by “trauma” and guilt. It’s impossible to overlook these flaws because the film itself is not terribly entertaining or well constructed. For the most part it is disjointed, dull, self-serious, disenchanted, somehow feeling both verbose and overly rushed at the same time. The dialogue is some of the worst I’ve ever heard in a “critically acclaimed” film. “On the nose” and “clunky” are descriptions that can’t even begin to describe this script. At no point in the story does Nolan ever transport the audience to the ancient world. You never feel like you’re 3,000 years in the past. You feel like you’re watching modern Americans put on a pageant, because you are. Nobody would be calling this thing a masterpiece if it was made by a director not named Christopher Nolan.
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… and so he thinks it’s gonna be settled on an outcome market?
Kalshi CEO @mansourtarek_ thinks compute could become the largest commodity on the planet, creating the largest derivatives market alongside it. He says companies already spend roughly $1 trillion a year on compute, with that figure potentially growing 10x by 2030. As prices become more volatile and compute becomes a larger corporate expense, producers and buyers will increasingly want to hedge their exposure. “Historically, if that market has any degree of success, it ends up being at least 10 to 15 times the underlying market.”
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data centers are the greatest source of yield in our lifetimes
A $54.4M loan for @get_hydrahost has moved into escrow. This marks the beginning of Hydra’s season-and-sell program, the first in the history of GPU finance. - 1,040 NVIDIA B300 GPUs - Earns 7% in escrow, 10% after funding Hydra Host and USDAI have been working closely together to support faster and better AI factory deployments. More to build.
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Series F co-led by by In-Q-Tel and Palantir
blue bottle should pivot to alternative data. ai lab employees already talk about half their company’s secrets there at full volume. just set up a few microphones and sell a live feed.
actual physical independence would be the franz ferdinand moment for taiwan invasion china would emerge as intelligence leader w its own chip supply chain, and US risks losing the next century
Holy: China now has a 1-gigawatt AI data center built without a single Nvidia chip! Via Bloomberg: zAI has reportedly completed construction of the facility and begun partial operations. It runs exclusively on Chinese-made chips and will support the development of the company’s frontier GLM models. zAI has also built or operates several computing clusters containing more than 10,000 chips each. This is far more significant than the next Frontier model. The importance of chip independence from the USA can hardly be overstated.
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Databricks CEO: "We host open-source models such as Kimi and offer them to our customers. Demand has been so strong that we are running out of GPUs across multiple regions. We nearly exhausted our GPU capacity in Asia, and demand is rising in countries including Japan, South Korea, the United States, and India. We, therefore, need to acquire a large number of additional GPUs, which requires significant funding. That demand was what triggered our latest fundraising round: we were inundated with customer requests and needed more GPU capacity. GPUs are extremely expensive to acquire.
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Forward to community
David Choi (@0xZergs ) is speaking at Money Frontier 2026. David Choi is the Co-Founder and CEO of Permian Labs, the developer of @USDai_Official . With a background in structured finance at Deutsche Bank and as an early DeFi investor and MEV participant, he is building onchain capital markets for AI infrastructure. Join him at Money Frontier 2026. Get your tickets and learn more:
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How @USDai_Official generates the highest stablecoin yield above $100M, per founder @0xZergs: - Deposit stablecoins - Capital gets lent against GPU chips in real data centers - "The highest yield for any stable above $100M...no one else is close" - Every loan visible on the live world map on their website - Utilization heartbeat and an underwriting matrix for scoring assets coming soon $usdai | $CHIP
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Today on MCG $CHIP | @usdai_official w/@0xZergs The dollar that builds AI, wherever it forms Highlights from our convo: 00:26 - Founder lore 01:55 - 13 pivots before landing on GPU debt 06:12 - One gigawatt data center = the size of Denver, 20 Vegas spheres in a single site 09:00 - Data centers are the perfect escrow system 16:22 - Deal flow 18:15 - The unfinanceable middle market 19:07 - Private credit is in full retreat. @BlueOwlCapital and @blackstone gated redemptions. 22:57 - "Our company slogans are pessimistic, aggressive, and impatient" 24:56 - 3% amortization + 1% interest monthly = 48% annual paydown 45:14 - "Everything in AI pays down debt. A computer is just loans."
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capital efficiency & new composable primitives are longer-term goals, but the BDC saga (Blue Owl & co) with discretionary redemptions have shown how little incentive there is for certain types of asset issuers to let retail-level participants have liquidity when they need it 1) we built QEV to market-price these liquidity issues (catering to DeFi demands) by pricing the queue itself, but 2) have started to paired it with value insurance and new derivatives (supporting Sonya's point about composability, albeit offchain but not baked in the fundamental issued asset) to reduce dependency on embedded tranching, or our original FiLo or first-loss design the segregation is how you define a vault vs a asset issuer, and what asset is actually being issued (a pure play exposure to an underlying asset or a wrapper of a wrapper) the vault is unique in that they are perpetual, and often mimic a bank like deposit structure (minimum cash sitting for servicing redemptions), but sometimes you're effectively tokenizing a diversified fund manager vs something like pure tbills, which is like wrapping a wrapper
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Hot take: Tokenized asset issuers shouldn't bake liquidity sleeves into the asset. It just erodes native yield and makes the asset less attractive. If the underwriting is sound and the risk/reward is compelling, liquidity will form around the asset on its own. Let composability do the work.
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USDAI breaks $400M TVL again. sUSDai APY remains steady above 8%, the highest among yielding stablecoins with $100M+ TVL. This time, traction is driven by the $10 trillion demand from the AI infra buildout, turning demand for GPU financing into onchain yield.
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the entire IG bond market is $1.5 trillion a year, for EVERY industry that issues debt (transport, tech, etc) theres no way it can finance $2 trillion of just the middle market of compute opportunity is so gigantic, it needs the fastest horse for capital formation: stablecoins
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Tomorrow on MCG $CHIP | @usdai_official w/@0xZergs 📅 Tuesday, July 14th 🕐 12:30 PM EDT 📍Tune in here Presented by @MeteoraAG
over 400! APR has been steadily increasing alongside TVL AI's got some black magic yield
Idk but @arbitrum was the godfather of both chains, and we probs see more of that
hmmm is robinhood chain bearish for hype? like instead of trading tokenized stonks with shitass liquidity on HIP3 or whatever, isnt it better to trade on rh since they already have the infra? idk whats their future plans, but id assume their goal is to have 24/7 stonk trading?
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The reason I live in the US was because my dad worked on chips at the Hynix factory in Eugene, Oregon so we flew over the Pacific Chip runs in our familial blood 😤 (The factory shut down back then tho)
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BREAKING: SK Hynix stock, South Korea’s second most valuable company, officially debuts on the Nasdaq and surges +14% at the open, now worth over $1 trillion. The company’s ADRs were priced at $149/share, raising $26.5 billion.
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