werdnalpha

product | building @usdai_official

[werdnalpha @werdnalpha]

Been meaning to write my first 🧵about my journey to going full-time web3 this year. DeFi onboarded me, but @cyberkongz showed me the power of web3 and NFTs: community and innovation.

So…only fitting to share my story as I forever change my PFP to my grail bebe #1483

1/

[USD.AI @USDai_Official]

Finance Intelligence.

$CHIP is live on @binance.

[USD.AI @USDai_Official]

$CHIP is live on @Official_Upbit.

Finance Progress.

[Conor Moore @_ConorMoore]

On Tuesday I was introduced to a potential @USDai_Official borrower. Legit operator, been in the datacenter space for 30 years, self funded a ~$13m cluster and expanding.

On Wednesday, we received specs on their cluster.

On Thursday, we sent out a term sheet.

On Friday, it was executed. Aiming to close in 2 weeks.

This is our normal process, but the borrower was blown away by the speed and simplicity of execution.

This morning, I found out that they were on month 2 of negotiations with a private credit fund that was squeezing them for equity in their business, amongst other things.

Not because they should, but because they can.

By the end of 2026, USDAI will be nearly 100% of the neocloud “lower middle market”. There is simply no reason for these borrowers to use more expensive and aggressive capital providers now that USDAI exists.

At ~1bn of loans, it will become clear to the rest market that better, faster, cheaper capital is available, and it’s not coming from the regional banker who needs to be convinced to subscribe to a paid version of chatgpt. The future is already here.

[werdnalpha @werdnalpha]

@zaijin338191 @USDai_Official that sUSDai was for your autoSUSDai balance...not free
https://t.co/SShgOeNFh1

[USD.AI @USDai_Official]

All USDC Auto Strategy withdrawals have been distributed.

Funds were sent directly to the wallets that submitted withdrawal requests.

Remaining Auto vault depositors will receive USDai or sUSDai automatically on Nov 24.

[Hayden Adams 🦄 @haydenzadams]

Today, I’m incredibly excited to make my first proposal to Uniswap governance on behalf of @Uniswap alongside @devinawalsh and @nkennethk

This proposal turns on protocol fees and aligns incentives across the Uniswap ecosystem

Uniswap has been my passion and singular focus for the past 8 years. What started as a small side project is now global financial infrastructure powering thousands of applications with ~$1.8 trillion in annual trading

UNI launched in 2020, but for the past 5 years Labs has been unable to meaningfully participate in Uniswap governance, and has been greatly restricted in the ways it can build value for the Uniswap community. That ends today!

This restriction was in great part due to a hostile regulatory environment that cost thousands of hours and tens of millions in legal fees. Fortunately, the regulatory environment has shifted

This proposal comes from a strong desire to see the Uniswap protocol win as the global decentralized exchange for tokenized value

At a high level, the proposal:
1. Turns on protocol fees and uses them to burn UNI

2. Sends @unichain sequencer fees to the UNI burn

3. Burns 100M UNI from the treasury representing the protocol fees that could have been burned if fees were turned on at token launch

4. Introduces Protocol Fee Discount Auctions, a new way to improve LP outcomes and internalize MEV to the protocol

5. Introduces "aggregator hooks” which will turns Uniswap v4 into an onchain aggregator that collects protocol fees on external liquidity sources

6. Focus Labs on driving protocol growth and adoption, including a contractual agreement to only pursue initiatives that align with Uniswap governance interests

^ As part of this, Labs will stop collecting fees on its interface, wallet, and API to supercharge distribution and adoption of the Uniswap protocol

7. Moves Foundation employees to Labs with a shared goal of accelerating protocol growth, under a growth fund from the treasury

8. Move governance-owned Unisocks liquidity to v4 on Unichain and burn the LP position

I believe Uniswap protocol can be the primary place tokens are traded. This proposal sets the stage for the next decade of its growth

@Uniswap will ship relentlessly over the coming years and supercharge the ecosystem of developers, LPs, and traders building on top

I'm so grateful to the community that has made this all possible, and excited for what's next

🦄

[werdnalpha @werdnalpha]

@OlimpioCrypto lmao wtf why

[werdnalpha @werdnalpha]

bullish

[Bullish @Bullish]

1/2

We are pleased to announce our $4 million investment in @USDai_Official, the on-chain platform for AI infrastructure financing.

[David | www.usd.ai @0xZergs]

no one should be buying USDai in the secondary markets right now

if you want Allo points, head to @euler_mab or @SiloFinance and provide USDC/USDT/USDe liquidity and earn 2x what you would normally instead of minting USDai

and if you want to mint, you can do that later

[USD.AI @USDai_Official]

$20M ➔ $30M in total deposits and LP.

The https://t.co/3G1FcUsLPy Pre Collateralization Window continues to grow on @arbitrum with T-Bill Yield from @m0 and the help of our early depositors.

Every USDai minted and staked fuels real infra, turning dollars into AI credit.

[Robert Koschig @KoschigRobert]

This lack of differentiation leaves white space for innovation. Two areas:
1️⃣ Representation layers like tokenized RWAs (see @USDai_Official)
2️⃣ Demand-side incentives - @POKTnetwork’s volume-rebate model is the rare standout.

[CBB @Cbb0fe]

You should def give a follow to @USDai_Official

Yield-bearing synthetic dollar backed by loans against AI hardware, compute, and DePIN assets

Beta launching in April

Met founder @0xZergs 8 years ago in the trenches

This is gonna cook hard imo

[Nicholas Wenzel @Nic_Wenzel_1]

Do you believe in DePIN?
Do you want to fund the deployment of DePIN hardware?
If so, check out my podcast with @0xZergs, Co-Founder of @USDai_Official

We broke down how DePIN projects can move beyond unsustainable token incentives and how stable yield can be generated from decentralized networks.

We also covered https://t.co/OgO5OLaNTZ’s multi-chain launch (Solana, Arbitrum, Ethereum) and what it means for the future of on-chain capital markets.

Must-listen for anyone bullish on DeFi, AI, and decentralized infrastructure financing.

[werdnalpha @werdnalpha]

QT slowing... bull trap incoming then LFG

[werdnalpha @werdnalpha]

read the https://t.co/uM4SoBAJin tweet or the docs (CALIBER does this for the first time)

yes, we know it wont be perfect on day 1 (auctions, redemption periods, education), but this is one big way to help bridge web2 and web3

web3 -> yield/AI exposure
web2 -> web3 liquidity

[werdnalpha @werdnalpha]

https://t.co/uM4SoBAJin and #infrafi will hit different than NFT/RWA-fi
- most NFTs are too volatile (lack of deep secondary bid)
- no real cash flows (USD) not a token that trends to 0
- most RWAs have web2 access to liquidity
- asset demand is uncorrelated to crypto prices

[USD.AI @USDai_Official]

1/ Introducing the https://t.co/3G1FcUsLPy docs:

The blueprint for a yield-bearing synthetic dollar, backed by DePIN assets.

Months of research + design went into the first ever protocol purpose-built for InfraFi. See how it all works ⏬

[werdnalpha @werdnalpha]

alot learned over the last few years working with NFTs, RWAs, and recently Nodes

despite headlines like @CoreWeave securing $bns, most data centers don’t have access to that liquidity without onerous contracts

so w/o those contracts, how can you protect lenders from defaults?

[werdnalpha @werdnalpha]

bullish me thinks

[David | www.usd.ai @0xZergs]

Gave a VC our whitepaper

They proceeded to give it to a project theyre incubating and literally copy pasted entire sections straight from the whitepaper

Disgusting tbh

[David | www.usd.ai @0xZergs]

Gave a VC our whitepaper

They proceeded to give it to a project theyre incubating and literally copy pasted entire sections straight from the whitepaper

Disgusting tbh

[USD.AI @USDai_Official]

1/ Introducing https://t.co/3G1FcUsLPy

USDAI is a yield-bearing synthetic dollar backed by DePIN assets like compute, telecom and solar

It pairs DeFi’s global liquidity w/ cashflow-generating infra, tackling a $600B DePIN / AI funding gap with a new DeFi vertical: InfraFi

[David | www.usd.ai @0xZergs]

1/ USD0++ Depeg: A 1-Month Review

People talk about “discounted value” like it’s a simple NAV problem, but that’s missing the point.

Introducing Queue Extractable Value (QEV): a way to price liquidity dynamically instead of relying on secondary market discounting