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🎙️ New @edge_pod
💸 Financing The AI Boom: How DeFi Is Filling A Trillion-Dollar Gap
0:00 - Intro
1:45 - Founders background
5:52 - The more you know, the less money you make
8:51 - The AI infrastructure financing gap
15:22 - What is structured credit?
19:33 - How USDai GPU-backed loans work
24:54 - Addressing Pine Analytics critique
34:13 - Why AI infra borrowers use crypto rails
36:00 - Real-time GPU monitoring
36:51 - “Mercenary capital” vs common sense capital
39:14 - Why launch the token before full PMF?
42:34 - Are USDai borrowers riskier to lend to?
45:26 - How USDai tokenizes GPUs
50:58 - Managing GPU depreciation risk
53:28 - What keeps the founders up at night
54:05 - USDai vs. sUSDai, a two-token model
58:25 - The CHIP governance token
59:10 - What’s next: Road to $1B in loans
1:00:21 - Closing
🙏 Thanks to @0xZergs and @_ConorMoore for joining us!
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