McDavid

head of growth @silicondotnet

long live dubstep

[McDavid @RobMcStodda]

Life Update!

I'm excited to share that I've joined @silicondotnet to lead growth. We're bringing GPUs and their cashflows onchain to @arbitrum. Tokenized NVIDIA H100s and H200s can earn 20%+ APRs when plugged into @runpod secure cloud demand.

Excited to work with @peterhaymond @0xtyler and @jrdnwaldenville again at Offchain Labs! My first order of business when I joined was to figure out our EVM deployment. Arbitrum had the right blend of team who gives a f**k and liquidity / defi primitives for an RWA project like ours.

[Silicon.net @silicondotnet]

The RWA you've been waiting for.
Tokenized GPUs and their cashflows are coming to @arbitrum.
Pre-deposit for Cluster 01 is live.

[McDavid @RobMcStodda]

why is @PreStocks so hell bent on lying about the mark price? onchain russian doll SPV version trading at a discount = negative signal

[McDavid @RobMcStodda]

@DeItaone @grok so whats the valuation? IDGAF about share price

[McDavid @RobMcStodda]

I asked Fable to improve a deck and it took 15 minutes and only made two underwhelming copy changes on 2 slides across the 10 slide deck, did nothing else.

Whose skill issue is this.. mine or @claudeai 's?

[McDavid @RobMcStodda]

@Compute_Labs @solana @toly hack?

[McDavid @RobMcStodda]

what would you pay for an H100 server doing $600+ a day in spot revenue? assume 15% of revenue goes to cover opex.

[Brett Shear @blockchainbrett]

Whats interesting emerging categories in Crypto rn?

Any have good products?

Card Collectibles - @GrailCo , @Courtyard_io
Onchain Compute/GPUs - @silicondotnet
Pre IPO stocks - @PreStocks
Real Money Games - @playgigaverse
AI Agent Wallet/x402 - ?
Creator Coins - ? @zora ?

[McDavid @RobMcStodda]

@GwartyGwart Crypto is dead, Gwart. You won. Everyone is poor. The VCs moved on. No need to dunk on the sick UX of buying $10 of corpUSD for $10.25 to pay for 1/3 of a slop bowl

[McDavid @RobMcStodda]

@Mattjob1 @coinwatchdotco Sidebar: Oh wow we have similar banner photos

[McDavid @RobMcStodda]

@alive_ What about Pokémon card themed NFTs for CT insiders?

[McDavid @RobMcStodda]

AI therapy is the final boss of the echo chamber-ification of our online worlds.. and maybe this isn’t 100% problematic

[Ryan Hart @thisdudelikesAI]

Paper link: https://t.co/9Moht9k4hg

[McDavid @RobMcStodda]

@berachain too complicated didn't read. won't participate.

[McDavid @RobMcStodda]

@TheOneandOmsy Cheap and borderline free block space for banks. Basically a free public research good for Citi. It’s beautiful. We all made it. ETH 2K forever.

[McDavid @RobMcStodda]

Couldn’t agree moore @silicondotnet

[Conor Moore @_ConorMoore]

There’s a big opportunity to create a REIT for GPUs, lever it with 70-80% asset level debt (from @USDai_Official ofc) and passively buy clusters and let savvy asset light operators run them in exchange for performance fees / upside. REIT also takes equity warrants in the operator. Big gap in the market for the last 20-30% equity tranche of gpu clusters (“last mile” funding).

Name of the game here is to get one anchor capital source to write a 200-500m check (lever up to 2.5bn in assets) and move fast af to get to pub markets w/ atm shelf that you tap whenever trading at a premium to nav (which will likely be the case for awhile if you move fast bc this kind of exposure doesn’t exist elsewhere).

My guess is Blackstone will do it in ~24 months so that’s your window of opportunity

[McDavid @RobMcStodda]

@dunleavy89 And yet you’d probably commit war crimes to get in on good deal flow in SF

[McDavid @RobMcStodda]

DeFi is cooked if we’re recommending AMMs in the age of prop AMMs and ATLs for dex volume

[Zach Pandl @LowBeta]

This is an incredible chart from @Re7Capital showing risk and return across DeFi strategies

They find that AMM liquidity provision is uniquely attractive risk/reward

[McDavid @RobMcStodda]

@evanjconrad I thought you were a YIMBY advocate.. you’re in AI?

[McDavid @RobMcStodda]

@Euphoria_fi @gabrielhaines Who keeps making these launch videos that all look the same?

[McDavid @RobMcStodda]

@bas3dp0tat6 Who cares. That era of crypto was fruitless and it’s over.

[McDavid @RobMcStodda]

@shivkanthb eww