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Overall I'm a happy user, it solves key pain points, gets me airdrop exposure and I'm excited about their launch of Core USDC + Pendle composability.

And now, you get the obvious composable kicker of Core USDC being on @pendle_fi, which offers 20x Upshift points, real liquidity and currently a fixed 12% yield on its PT pool.

The product already has shown verifiable traction + key vault partnerships with Ethena, Kelp, Pendle, Euler, etc and has a bigger vision be the institutional grade "earn" layer, by targeting every single Fintech company to have a vault

Outside of solving my main pain points, depositing to Core USDC also gives you 12x points, which means getting amplified exposure to the eventual Upshift token (which I'm very bullish on). The team is stacked with Founders from FalconX, Pantera, and Ledgerprime..

(4) Cumbersome Maintenance One and done deposits and no need for any ongoing maintenance makes Core USDC simple to use yet effective Lastly, the Core USDC vault is composable (ERC 4626), which opens up incremental yield opps in the future 👀.

(3) Low Returns The Core USDC vault targets 10% APY, which outperforms most other farms that struggle to keep pace with inflation (while overall diversifying risk).

(2) Counterparty Risk Upshift is built on top of institutional prime brokerage August, and already has $535mm of overall TVL

As a personal power user of stablecoin farms, Core USDC solves 4 of my biggest pain points: (1) Lack of diversification Vaults are diversified across strategies, which lowers individual protocol/smart contract risk and brings down potential for principal loss

Core USDC is a "vault of vaults" which means depositors get diversified exposure to the top performing DeFi strategies. Imagine making one deposit and it partially allocates to an Aave looping farm, hot Pendle PTs, basis trades on Binance/HL, etc. That's what Core USDC does

So stoked for this . The Core USDC vault seems like the ultimate “stablecoin yield made easy” w/ 10% APYs. Also gets you 12x Upshift points (ie exposure to an absolute beast of a project that has more than doubled TVL to $500mm since April). My ref:

$500M TVL. Big month ahead. Up Only.

I’ve been reading @MTorygreen's thinking on decentralized AI from @ionet. His core reframing clicked for me: the GPU shortage isn't really a supply problem - it's a matching problem. We have fragmented supply, spiky demand, and no good way to clear the market

Questions I'm stuck on: which jobs actually work out cheaper once you add in all the routing and data transfer costs? What's the minimum bar for verification that regulated industries will accept? And who actually makes money here—the network operators, token holders, or the apps

What I'm watching: are they publishing real latency numbers that don't look cherry-picked? Are companies actually renewing contracts, or is everyone still in pilot purgatory? Do any third-party audits show up? That's the difference between real and vaporware.

His bold claim: a crypto AI asset could outgrow Bitcoin because it powers actual use vs just being a store of value. Maybe. But only if renewals beat speculation.

Where DEAI probably fits first: batch inference, synthetic data, model distillation, burst training. Anything price-sensitive that can tolerate some variance. Real-time inference is way down the road.

For enterprises to actually use this: you need real p95 latency numbers, verifiable execution (TEEs or zk-proofs), clean data governance, and third-party benchmarks. If tail latency kills you, the savings are meaningless.

Cost claims are all over the map - anywhere from 10-30% of centralized pricing. But that's before overhead, retries, and whether your job even finishes.

The pitch is simple: pool idle GPUs globally, standardize the workloads, match them in an open marketplace. Lower costs, better utilization, no vendor lock-in. Sounds great. But the entire model lives or dies on whether SLAs actually work.

I’ve been reading @MTorygreen's thinking on decentralized AI from @ionet. His core reframing clicked for me: the GPU shortage isn't really a supply problem - it's a matching problem. We have fragmented supply, spiky demand, and no good way to clear the market