McKenna(@Crypto_McKenna):USDAI in our opinion is one of the few truly non-correlated assets in the space given the middle market for GPU financing and it's demand is not subject to any contractions due to asset class volatility. Equally the moat of serving this middle market is quite strong given banks and private equity are reluctant to serve loans in this range and are purely focused on financing the hyperscalers. Still believe the market size and growth potential remains slept on by the wider market. One of the few assets we are incredibly optimistic on.

2026.09.02 18:30

USDAI in our opinion is one of the few truly non-correlated assets in the space given the middle market for GPU financing and it's demand is not subject to any contractions due to asset class volatility. Equally the moat of serving this middle market is quite strong given banks and private equity are reluctant to serve loans in this range and are purely focused on financing the hyperscalers. Still believe the market size and growth potential remains slept on by the wider market. One of the few assets we are incredibly optimistic on.

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