Merlin Egalite 🕛(@MerlinEgalite):Infra is eating the world. → demand for intelligence is basically infinite → so are capex spendings for AI infra → there's a huuuge funding gap for infra in general in the US alone ($40T) → an estimated $90T of investment is necessary by 2040 TLDR the world will need to raise debt. A lot of debt. And the most efficient way will be onchain, on @Morpho. Fasten your seatbelt; the ride will be fun.

Merlin Egalite 🕛

@MerlinEgalite

Cofounder & Wizard @Morpho

Joined November 2018

421 Following 10.6K Followers

Merlin Egalite 🕛@MerlinEgalite

2026.10.05 09:57

Infra is eating the world. → demand for intelligence is basically infinite → so are capex spendings for AI infra → there's a huuuge funding gap for infra in general in the US alone ($40T) → an estimated $90T of investment is necessary by 2040 TLDR the world will need to raise debt. A lot of debt. And the most efficient way will be onchain, on @Morpho. Fasten your seatbelt; the ride will be fun.