GAIB
@gaib_ai

AI infra capital partner. We originate, underwrite & manage financing for AI compute economy. Backed by @hack_vc, @FactionVC, @ambergroup_io, @AntalphaGlobal.

 gaib.ai
linktr.ee/gaib_ai
Joined June 2024
Our latest episode is live! Live from Consensu Miami @OpenSea, @NEARProtocol, @Chiliz & @gaib_ai join us to discuss digital ownership, secure AI agents, the return of blockchain-powered sports engagement & new ways to access AI infrastructure and private markets. Watch now 👇
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Tokenized Credit map 1. Private Credit @FalconXGlobal @pactfinance @maplefinance @KAIO_xyz @Securitize @centrifuge @R25Official @MuDigitalHQ @razefinance @paretocredit @credilabs @MidasRWA @stokr_io @ValinorDigital @IsleFinance @YieldNestFi @FasanaraDigital @RialoHQ @Figure @csigmafinance @goldfinch_fi @alpha_ledger @ClearpoolFin @KasuFinance @ZivoeProtocol @Tulpea_org @blackopal_fi @gaib_ai 2. Asset-Backed Credit @HastraFi @maplefinance @MidasRWA @NestCredit @SivoDefi @opentrade_io @rivool_finance @stabletweets @trystable @liqvid_xyz
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State of AI Infra – Week of Jun 9

In Short This week’s AI infrastructure theme: agentic AI is driving the next hardware cycle, and expanding who builds compute infrastructure. NVIDIA’s GTC Taipei keynote formalized a shift from

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x.com/i/article/206272661680…

GAIB × Gonka: GNK Rewards Now Open

Since late 2025, GAIB has been working with Gonka to deploy mining resources into the emergence of the Gonka network with a close group of qualified participants. That collaboration has now reached a

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sAID May recap -- Strong month for the vault • AUM +33% • New GPU refinancing loan: $3M • ~9% net APY Great things coming in June. Stay tuned!
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111,000 $GAIB Trading Competition on @origamitech_ with @gaib_ai Join now: app.origami.tech/competition… Trade GAIB-USDT on Bybit, stack volume, and climb the leaderboard. The higher you rank, the bigger your cut of the rewards. Prize Pool: 111,000 GAIB Start: 12:00 UTC, May 28 End: 12:00 UTC, Jun 11 New to Grid Leagues? Setup takes under 5 minutes: nitter.app/origamitech_/status/20…
Origami Tech
@origamitech_
Feb 2
x.com/i/article/201731456506…

How to Compete in Grid Leagues

Origami Tech runs trading competitions with prize pools reaching up to $5,000 per contest. These aren’t PnL-based, so no matter how your trades perform, you earn a cut of the prize pool proportional

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State of AI Infra – Week of May 22

In Short This week’s AI infrastructure theme: from incremental cloud expansion to full industrial capex supercycle. Hyperscaler spending forecasts are being revised upward in real time, GPU demand is
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We're seeing B200 GPU quotes range from $3.5-6/hr in private markets across providers. That price gap can be the difference between a viable AI business and a money pit. GPU economics is the new economics.
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ERC-4626 was built for DeFi yield vaults. We use it to settle GPU infrastructure loans onchain. The most important thing happening in crypto is existing standards absorbing real-world cash flows. GAIB is leveling up more standards on Ethereum soon...
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We've been underwriting GPU compute as a structured asset for over a year: collateralized loans, yield-bearing vaults, tokenized compute hours. CME entering means TradFi now agrees compute is the commodity of the decade.
Bloomberg
@business
May 12
CME, the largest US derivatives exchange, and Silicon Data are teaming up to create a futures market for computing power, a key factor needed to help power the AI boom bloomberg.com/news/articles/…
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We've reached $750K in yield paid out to sAID holders! Sourced from real GPU financing. The AI economy generates revenue — we put it onchain. - sAID NAV: $1.044 - Active deals: 2 - Annualized APY: 10.2% Earn from the AI Infra economy at aid.gaib.ai
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x.com/i/article/205165031120…

State of AI Infra – Week of May 5

In Short This week’s AI infrastructure theme: from capital raising to revenue pre-commitment. Financing is no longer being underwritten purely on projected demand; it’s increasingly being secured
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GAIB retweeted
Patryk
@Solofunk
Apr 27
x.com/i/article/204408445683…

The Hitchhiker's Guide to Onchain Credit

When we set out to write a report on the State of Onchain Credit, we knew we’d need to map the stack. We aimed to answer: Who are the players that make up the onchain credit ecosystem, and which

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Genzio Media
@Genzio
Apr 14
Join us on April 14 @ 11am EST, for a deep dive into the multi‑billion‑dollar rise of tokenized assets and the race to build on‑chain financial infrastructure. We will uncover which asset classes are driving growth, which blockchains and protocols are leading the RWA race, and why 2026 marks the tipping point for institutional adoption. Featuring: Ben Elvidge, Metals.io @metalsofficial Jordan Jefferson, DogeOS @DogeOS Mimi Vong, Metafyed @metafyed Ramón Maceiras, GAIB.ai @gaib_ai Ludovico Rossi, Brickken @Brickken Hosted by @ActionCEO Join live or replay later: nitter.app/i/spaces/1Oxwblz…
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x.com/i/article/204399055917…

State of AI Infra – Week of Mar 25

In Short The past week marks a decisive shift in how capital is mobilized into AI infrastructure. Across ABS securitizations, REIT IPO filings, green bonds, hybrid securities, and private equity

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x.com/i/article/204361924045…

GAIB Q1 2026 Review

The first quarter of 2026 presented a difficult operating environment across both traditional and digital asset markets. Escalating trade policy tensions, persistent macroeconomic uncertainty, and

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Unitree Robotics Files for $610M IPO — And the Numbers Are Real

In Short This week in robotics: Physical Intelligence is raising $1B at an $11B valuation, doubling in four months. Unitree filed for a $610M IPO, proving humanoid hardware can turn a profit. A robot

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Energy is the first principle of AI infrastructure. Jensen Huang's five-layer framework – power, chips, infrastructure, models, applications – explains why a 1GW AI factory costs $50–60B and why supply is constrained at every layer as agentic AI multiplies token demand.
Stratechery
@stratechery
Mar 17
3-17-2026 An Interview with Nvidia CEO Jensen Huang About Accelerated Computing stratechery.com/2026/an-inte…
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x.com/i/article/203668548421…

State of AI Infra – Week of Mar 25

In Short This week in AI infrastructure: Nebius locked in a $27B compute agreement with Meta, one of the largest AI infra contracts ever signed. NVIDIA unveiled the Groq-3 LPU to build a dual-stack

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GAIB retweeted
Pendle
@pendle_fi
Mar 24
Pendle has the best fixed RWA yields in DeFi right now. Up to 17.93% APY, fixed at entry 🔒
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