Permian Labs
@PermianLabs
Followers
2K
Following
252
Media
2
Statuses
81
building @usdai_official, yield bearing synthetic dollar backed by AI infrastructure assets
Joined March 2024
Tactical Compute: the driving force behind BeamRWA. We're in a compute drought. It's not from scarcity, but from AI's hunger for power. The solution? Idle GPUs in data centers worldwide waiting to be tokenized. https://t.co/YQQTgwm8Vt Let's dive inš§µ
5
15
115
1/ šŖ Excited to see the latest @BlockworksRes report highlight https://t.co/3G1FcUsLPy Key insights: - How we're tackling multi-billion AI infrastructure demand - How we support redemption liquidity with QEV auctions - Our early traction w/ $50M TVL in beta
2
2
18
The irony is painful: We're building the future of decentralised infrastructure, but we're still begging centralised banks for loans There's a massive gap here, and @USDai_Official on @arbitrum might just be the bridge we've been waiting for š
64
11
113
We've just deployed our first ROCKCHIP RK3588 SERVERS loan. Hereās what that means: ā Hardware tokenized via CALIBER ā Underwritten with FiLo from @PermianLabs ā Capital deployed from sUSDai ā Servers earn 15% APY ā Yield flows into reserves Public launch: imminent ā½
12
5
34
CoreWeaveās ~276% YTD stock jump underscores just how strong the demand for AI infrastructure is If even Big Tech giants are struggling to meet demand, smaller providers face an even bigger financing challenge https://t.co/3G1FcUsLPy is here to fill that gap
usd.ai
The yield-bearing synthetic dollar backed by AI infrastructure.
Coreweave +300% since IPO. Token consumption at Microsoft and others is going 500% a year. Arizona TSMC builds are slow. GPU supply can only handle 200%ish token growth That 300% gap is big. Itās the opposite of the deepseek bear case. Very good for long tail infra bets
0
2
19
1/ Yield-bearing dollar assets + RWA collateral are evolving fast, and we're at the forefront: 2016: Offchain credit scaled Bitcoin mining 2020: T-Bills became onchain yield 2024: Ethena brought delta-neutral synthetic yield 2025: Yields backed by infrastructure credit via
3
4
25
1/ @USDai_Official is bringing structured credit onchain to scale real-world infrastructure But why launch w/ a yield-bearing synthetic dollar? Because onchain dollars enable rapid capital formationāideal for scaling the multi-billion dollar AI & DePIN market. Full podcast ā
2
9
29
1/ DeFi yields are compressing, and most RWA protocols just repackage old TradFi yieldsāand risks But what if DeFi unlocked new yield from new markets? Itās time to let the yield flow from infrastructure @Delphi_Digital dives into how @USDai_Official does it with AI InfraFi š
1
8
46
1/ We wanted to bring real infrastructure onchain as loan collateral But no RWA framework gave us what we needed: insured assets, verified existence, or enforceable ownership So we built CALIBER: the legal/tokenization engine behind @USDai_Official. See how it works ā
2
3
24
Institutional RWA adoption isnāt theoreticalāitās happening fast @USDai_official is financing infrastructure onchain, unlocking new private credit use cases and boosting capital efficiency / yield opportunities Catch the @Nasdaq mention w/ @ajwarner90 & @jillmalandrino š
3
7
34
I am so excited for this project to launch, and stoked that they chose @arbitrum as home. Crypto and blockchains as a mechanism for capital formation is in its infancy. ICOs (and the regulated ones like @legiondotcc offers) are a killer use case, but that is only the equity
DeFi yields have declined. Rather than recycling TradFi yields, the real opportunity comes from generating crypto-native yield through DePIN & AI infrastructure. @USDai_Official unlocks this potential by bringing a multi-billion dollar compute financing market on-chain. Today,
2
8
44
DeFi yields have declined. Rather than recycling TradFi yields, the real opportunity comes from generating crypto-native yield through DePIN & AI infrastructure. @USDai_Official unlocks this potential by bringing a multi-billion dollar compute financing market on-chain. Today,
19
23
111
Tokenizing cash flows from data centers @PermianLabs unlocking new ways for capital to flow
DeFi yields have declined. Rather than recycling TradFi yields, the real opportunity comes from generating crypto-native yield through DePIN & AI infrastructure. @USDai_Official unlocks this potential by bringing a multi-billion dollar compute financing market on-chain. Today,
4
2
19
The InfraFi future is taking shape Our new homepage is live ā a hub where infrastructure growth is driven by onchain financing, with yields flowing back to users App launches in May. Join the waitlist at https://t.co/3G1FcUsLPy Backed by the future š
2
9
19
What weāre building with @USDai_Official is the next evolution of stablecoins, a synthetic dollar backed by tokenized infrastructure powering compute, energy, and telecom USDai isnāt just a store of value ā it unlocks real yield and efficient capital flow that scales the
2
4
12
Excited for this convo with @hotspotty and @dspillere, our own @_ConorMoore walks through how we evolved from NFT lending to building the onchain credit rails powering DePIN and infrastructure growth š Yield, backed by the future, is coming with @USDai_Official
š„ @_ConorMoore from @USDai_Official reveals how is changing the game in AI and DePIN financing. A yield-bearing synthetic dollar backed by AI hardware, compute, and infrastructure. DePIN projects can unlock massive 300 %+ growth by bridging capital to real-world,
7
12
97
InfraFi creates a new path for both sides of the network: ā Hardware owners can borrow against real infrastructure ā Depositors earn yield backed by real-world cash flows and productive assets This is how we unlock capital and yields. Backed by the Future. Coming in May š
1
2
11
1/ Thereās a $600B gap in AI infrastructure funding DePIN networks are building the physical layer, but scaling hardware like GPUs and telecom nodes still requires capital Our latest blog introduces InfraFi: a capital-efficient model built for decentralized infrastructure š
6
6
26
1/ DePIN is reshaping how compute, energy, and compute networks are deployed But many of these projects struggle to scale effectively while contending with the DePIN Trilemma We explain the problemāand a potential solutionāin our latest blog: https://t.co/zk1GqeQo06
1
3
11
@USDai_Official, developed by @permianlabs, is creating an entirely new category in the stablecoin market, blending treasury-backed stability with AI infrastructure financing to target impressive yields. Most stablecoins follow a simple model: issue tokens backed by reserves,
usd.ai
The yield-bearing synthetic dollar backed by AI infrastructure.
.@USDAI_Official has integrated $M via https://t.co/KjdM9MgsDg, a synthetic dollar protocol built on M^0 to help power the growth of DePIN infrastructure and InfraFi. This integration will convert idle $USDC into $M via https://t.co/KjdM9MgsDg to earn passive T-bill yield.
3
5
13