USD.AI
@USDai_Official
The dollar that builds AI, wherever it forms.
Developed by @permianlabs | Backed by @hiFramework, @dragonfly_xyz, @yzilabs, @bullish, @cbventures
486 Following 36.5K Followers
At @MoneyFrontierhk, USDAI team shared why AI infra financing is becoming one of the biggest yield opportunities of the AI era.
GPUs are not just hardware. They are productive, financeable assets enabling the massive AI buildout.
USDAI brings that yield onchain.
Thanks to everyone who stopped by. See you next year.
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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.
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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The largest AI infra players are competing for power.
The rest of the market is still competing for capital.
Between equipment leasing and hyperscaler megadeals sits a large, overlooked group of AI clouds with substantial financing needs.
For USDAI, this overlooked segment represents a $2T financing opportunity through 2030.
@0xZergs on @MCGlive with @DineroDom0 and @mynt_josh
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The USDAI team will be at @MoneyFrontierhk in Hong Kong, July 27–28.
See you there.
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 AI compute middle market delivers IG-like security with 400-600 bps of extra yield.
Most lenders won't touch it because they don't understand the collateral.
@_ConorMoore explains why that creates an opportunity for USDAI.
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Manage your sUSDai with @PrismFi_ Earn vaults on @Arbitrum.
It's one of the easiest ways to interact with USDai, earn yield and capture Allo Points to earn CHIP.
Prism is live on @arbitrum.
Arbitrum is building the finance-native platform for the programmable economy.
Prism is where the pieces of Arbitrum’s financial stack start coming together.
Starting with:
→ @GMX_IO perps
→ @USDai_Official staking
→ @Morpho vaults
Perps, staking, lending yields, and Arbitrum DeFi through one non-custodial app.
The bigger Arbitrum experience starts here.
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New PT-USDai-15OCT borrow markets are now available on @Morpho with curation provided by @SteakhouseFi
He's got the easiest job in the world.
No wheels, no flight risk.
Just hard assets locked inside a highly secured data center.
The USDAI AMA is live now on Reddit.
Join @0xZergs in r/USDai and ask him anything about AI infrastructure financing and onchain credit.
USDAI is hosting an AMA with @0xZergs on Reddit.
Tuesday, June 30
12–4 PM ET
Ask about GPU-backed lending, AI infrastructure debt, data center financing, hardware depreciation, utilization, residual value, and the role of onchain credit in the AI buildout.
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Join @0xZergs today in r/USDai for the USDAI AMA.
12–4 PM ET.
Ask anything about GPU-backed lending, AI infra debt, data center financing, and onchain credit.
USDAI is hosting an AMA with @0xZergs on Reddit.
Tuesday, June 30
12–4 PM ET
Ask about GPU-backed lending, AI infrastructure debt, data center financing, hardware depreciation, utilization, residual value, and the role of onchain credit in the AI buildout.
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USDAI and @0xfluid are launching a $100M DEX Liquidity Facility for sUSDai.
Fluid will provide Liquidity-as-a-Service, enabling deeper markets to enter, exit, and loop with less slippage.
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USDAI is hosting an AMA with @0xZergs on Reddit.
Tuesday, June 30
12–4 PM ET
Ask about GPU-backed lending, AI infrastructure debt, data center financing, hardware depreciation, utilization, residual value, and the role of onchain credit in the AI buildout.
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Frontier capital markets for frontier buildout.
Meet the USDAI team at @MoneyFrontierhk end of July.
AI is changing the credit market.
Secured, asset-backed loans against compute is the future.
@0xZergs explains why GPU-backed credit is becoming a new debt category.
Watch the full interview with @Shoalresearch.
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Everyone knows season 1 is great hype
But it’s only when season 2 maintains stable traction, that you know that there’s PMF and a yield that people want
@USDai_Official
"The money is in the chips and the second largest way to make money in chips is being the debt."
Watch the full episode: @0xZergs, @rachit, and @24_gutta break down AI's massive demand for capital and how yield is captured on-chain.
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New Episode with @0xZergs, Founder of @USDai_Official
We discuss:
- CapEx spend and Anthropic compute partnership
- Loan structures of Google and other hyperscalers
- AI interest rate yield being the most sustainable
0:37 - Anthropic and SpaceX compute deal
5:45- Demand for AI buildout
10:14 - How debt is structured for these new financing rounds
15:47 - AI is a race to capital
19:22 - When will rising debt become a concern
23:03 - How the yield is generated
30:25 - Active loans on the platform
32:32 - Most sustainable yield in DeFi
37:00 - GPU depreciation
39:10 - Final form of GPU-backed asset class
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USDAI was highlighted in the @SkyEcosystem Q1 Insights Call by @RuneKek and @pythianism.
Proud to be part of @obexincubator's $1bn Cohort 1.
Appreciate the continued support from Sky and @hiFramework.
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Q1 2026 Quarterly Insights Call.
@RuneKek and @pythianism sit down to discuss Q1 results, take questions from community and institutional participants, and unveil the Sky Protocol Financial Dashboard.
Watch the full call here ↓
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