USD.AI

The dollar that builds AI, wherever it forms.
Developed by @permianlabs | Backed by @hiFramework, @dragonfly_xyz, @yzilabs, @bullish, @cbventures

[USD.AI @USDai_Official]

Lighthouse, the USDAI 2026 YTD report, is live.

$44.6M protocol ARR.
$13B borrower pipeline.
$98.1M largest loan.
7.0% average sUSDai YTD yield.

[USD.AI @USDai_Official]

Agentic underwriting for GPUs, coming soon.

[USD.AI @USDai_Official]

The USDAI team will be at @MoneyFrontierhk in Hong Kong, July 27–28.

See you there.

[USD.AI @USDai_Official]

Frontier capital markets for frontier buildout.

Meet the USDAI team at @MoneyFrontierhk end of July.

[USD.AI @USDai_Official]

"If Tether can become the top 10 buyer of T-bills, what's stopping us from becoming the number one for AI infra?"

@0xZergs with @gmoneyNFT and @hunterorrell

[USD.AI @USDai_Official]

Demand for AI = demand for compute = demand for capital

[gmoney @gmoneyNFT]

yesterday I asked @0xZergs from @USDai_Official what is demand looking like for gpu backed loans rn:

"every single ai company after series c is hiring this role called head of compute, head of capital markets, or head of capacity. it's a new title that they all have."

[USD.AI @USDai_Official]

Congrats to @QumulusAI on listing on Nasdaq $QMLS

USDAI is proud to support as Qumulus enters the public markets and continues scaling AI compute.

More to build together.

[QumulusAI @QumulusAI]

Welcome to the Starting Line.

Today, QumulusAI begins trading on @Nasdaq under the ticker $QMLS.

We’re grateful for the trust of our clients, the dedication of our team, and the conviction of our investors. This milestone marks the beginning of our next chapter—one we’re ready to build at hyperspeed.

[USD.AI @USDai_Official]

"Every month is our biggest month."

What's next?

[MCG @MCGlive]

.@0xZergs broke down the business economics for @USDai_Official

The growth is measured in multiples, not percentages. "Every month is our biggest month."

But the real constraint is capital. The borrower pipeline is $20B+. The bottleneck is risk capital and secondary liquidity, which is why they partnered with @0xfluid to grow the secondary market base.

The scaling logic: TVL can only grow as fast as utilization moves with it. Grow too fast and APR drops, and looping stops. So it's stepwise to $1B, then exponential after.

"The compute middle market we're tackling is $2 trillion."

[USD.AI @USDai_Official]

@Eli5defi @OrnnExchange @Kalshi Finance Hardware, Finance Intelligence.

[USD.AI @USDai_Official]

This is the last message.

This communication is not directed at residents of the United States, United Kingdom, or other jurisdictions where the distribution of such content may be restricted. USDAI is a non-custodial decentralized protocol providing structured lending infrastructure. USDAI does not custody assets, execute trades, or act as a broker, dealer, or investment adviser. Nothing herein constitutes investment advice, a recommendation, or an offer or solicitation to purchase any digital asset. All interactions are executed directly between users and on-chain smart contracts, subject to applicable protocol terms. Participation involves risk including potential loss of funds. Do your own research.

[USD.AI @USDai_Official]

. @SemiAnalysis published an excellent GPU financing map last week.

After $13B+ in deal flow across 200+ borrowers, the USDAI origination team sees compute middle market credit as one of the best risk-adjusted opportunities in asset-backed finance, if properly structured.

[USD.AI @USDai_Official]

SemiAnalysis is right to flag that GPU borrowers carry credit risk. They’ve identified the real issue.

The middle market opportunity exists because most capital stopped at the borrower and never looked at what the structure behind it actually contains.

[USD.AI @USDai_Official]

https://t.co/CqxqyzWfWM

[USD.AI @USDai_Official]

sUSDAI is the highest-yielding stablecoin with $100M+ TVL.

The yield comes from financing GPUs onchain to accelerate compute deployment for AI clouds.

[MCG @MCGlive]

How @USDai_Official generates the highest stablecoin yield above $100M, per founder @0xZergs:

- Deposit stablecoins
- Capital gets lent against GPU chips in real data centers
- "The highest yield for any stable above $100M...no one else is close"
- Every loan visible on the live world map on their website
- Utilization heartbeat and an underwriting matrix for scoring assets coming soon

$usdai | $CHIP

[USD.AI @USDai_Official]

@timon_nick @EhDhizy @apyx_fi @onrefinance @ava_protocol @HastraFi @0xfluid @maplefinance sUSDai APY at 8.31% now 🫡

[USD.AI @USDai_Official]

This is the last message.

This communication is not directed at residents of the United States, United Kingdom, or other jurisdictions where the distribution of such content may be restricted. USDAI is a non-custodial decentralized protocol providing structured lending infrastructure. USDAI does not custody assets, execute trades, or act as a broker, dealer, or investment adviser. Nothing herein constitutes investment advice, a recommendation, or an offer or solicitation to purchase any digital asset. All interactions are executed directly between users and on-chain smart contracts, subject to applicable protocol terms. Participation involves risk including potential loss of funds. Do your own research.

[USD.AI @USDai_Official]

The latest @glxyresearch report positions USDAI as the clearest working example of crypto’s role in AI capital markets.

Stablecoin capital used to finance real GPU demand, turning that exposure into a composable onchain asset.

[USD.AI @USDai_Official]

@Uptodatenow Read the full research by @Uptodatenow: https://t.co/P6CzGn25WS

[USD.AI @USDai_Official]

Great conversations at @SeliniCapital Summit on where AI x crypto goes next.

@0xZergs joined a panel on the path for AI crypto tokens to reach top 10 market cap.

For USDAI, it starts with the $2T compute financing middle market: turning compute's capital demand into onchain yield.