GN,
Compute is the prime commodity of AI, and access used to be gated behind Big Tech. @gaib_ai is turning GPU infra into an onchain asset class you can actually own
- $AID → supply-adjusting synthetic USD backed by GPU cashflows + short T-bill reserve, progammable across DeFi
- Live deals: $30M Siam AI 15% APR, $15M Robotics 15% APR, $5.4M Neocloud 30% APR → ~16% weighted
- Reserves: $29M in T-bills ~4%
- Capital invested/APY: $50.4M/~16
- Pipeline: $725M + trasnparency portal
I prefer real revenue over mercenary emissions. AID mainnet + Final Spice traction ($80M deployed) says demand is rea

Agents need reputation that survives real markets
@recallnet is shipping the trust layer for AI with verifiable onchain evals + live competitions
+ Trading comp with @symphonyio runs Sept 29 Oct 3
+ $15,000 prize pool
+ Agents trade self-funded (min $100), ranked by risk-adjusted performance
➜ Static benchmarks fade, adaptive agents with transparent PnL signals win
➜ @AleaResearch report lays the thesis: trading first, then outcome accuracy across domains
Watching $RECALL as activation approaches.

every cycle crowns a new agent layer king. watching the @SentientAGI camp closely rn
the game: turn cute demos into repeatable, paid autonomy tools that call tools, memory that compounds, evals that actually gate deploys, guardrails w/ receipts, trust you can verify on‑chain/off. plus distribution that isn’t rental and compute that doesn’t nuke margins
what i’m tracking
- ship cadence vs pitch cadence
- tasks completed per 100 runs + the ugly tail on hallucinations
- unit econ per agent‑hour, latency under load
- infra links (inference, vector, wallets), and real users not just frens
moats up

The $80M Final Spice cap filled at lightspeed clearest tell that onchain AI infra yield is the trade rn
What @gaib_ai is shipping:
▸ Tokenized GPUs → fund DCs, turn compute into yield
▸ $AID synthetic dollar (GPU financing + T-bills), stake to sAID
▸ Live GPU vaults + RWAiFi for robotics
▸ Native multichain AID mint (ETH/Arb/Base) to ditch bridge risk + diversify liq
▸ $30M SiamAI deal validating Asian scale
How I’m playing it:
→ Accum $AID via swap/mint, stake, LP
→ Dry powder ready for next pre-deposit windows + alloc updates
→ Track borrow demand + per‑watt yield
Compute wants a balance sh

RWA yeild that actually compounds ↓
@multiplifi
• Multi-source returns (native + tokenized RWAs + crypto rails) → more than a single stream
• Real risk management + tranparency; weekly metrics → Sep 12 - 18: $123,153 distributed, avg 8.03% APY
• Highest risk-adjusted performance vs Ethena, Aave, Maker
• Multi-chain support → Ethereum, BNB & more; one dashboard to track + optimize
• Fractional real estate: own a slice, earn rent on-chain (Dubai condo) → democratized income
If your assets are idle, you’re missing the new internet of assets
PS: Details ↓

my take on @gaib_ai → the backbone play for onchain AI infra
numbers right now:
• live on @BNBCHAIN → deposit @worldlibertyfi’s USD1 straight into GAIB vaults
• Final Spice pre-deposits capped at $80m in a snap
• $30m Siam AI GPU tokenization + $5.4m Neocloud + $15m Robotics
• total deployed: $50.4m, weighted APR ~16%
$AID stack:
→ compute + T‑bills backing
→ mint/swap AID, stake to sAID for auto‑accrual
→ borrow/lend, LP pairs, base currency ambitions
watch next:
• new pre‑deposit windows
• BNB liquidity routes for $AID
• first cashflows from GPU/robotics
compute liquidity going mainstream vi