MCG(@MCGlive):.@0xZergs broke down the business economics for @USDai_Official The growth is measured in multiples, not percentages. "Every month is our biggest month." But the real constraint is capital. The borrower pipeline is $20B+. The bottleneck is risk capital and secondary liquidity, which is why they partnered with @0xfluid to grow the secondary market base. The scaling logic: TVL can only grow as fast as utilization moves with it. Grow too fast and APR drops, and looping stops. So it's stepwise to $1B, then exponential after. "The compute middle market we're tackling is $2 trillion."

2026.07.15 02:00

.@0xZergs broke down the business economics for @USDai_Official The growth is measured in multiples, not percentages. "Every month is our biggest month." But the real constraint is capital. The borrower pipeline is $20B+. The bottleneck is risk capital and secondary liquidity, which is why they partnered with @0xfluid to grow the secondary market base. The scaling logic: TVL can only grow as fast as utilization moves with it. Grow too fast and APR drops, and looping stops. So it's stepwise to $1B, then exponential after. "The compute middle market we're tackling is $2 trillion."