Building the First Economic Layer for AI Compute, with Kony Kwong (GAIB AI)

Kony Kwong is the CEO and Co-Founder of GAIB AI, a pioneering platform transforming physical GPUs into a new yield-bearing asset class. As AI drives exponential demand for computational infrastructure, GAIB stands at the forefront of a new financial frontier — where AI and DeFi converge, to provide additional funding channels for cloud/data centers, while offering investors direct access to the explosive AI economy. With a background spanning quantitative trading, machine learning engineering at top-tier firms, and early bets on the AI + blockchain convergence, Kony brings a sharp operator-investor lens to one of the fastest-moving sectors in tech. In this episode, Kony unpacks WAGMI Ventures’ thesis on why AI agents are the killer app for crypto in 2025 and beyond, how GAIB is transforming physical GPUs into a new yield-bearing asset class, designing autonomous onchain agents that actually own assets, trade, and compound value, and the unique model of simultaneously building and investing behind its own convictions. He dives deep into the technical and economic breakthroughs needed for truly agentic crypto systems, the massive alpha in AI economies, and how GAIB is positioning itself as building the first economic layer for AI compute, bringing new investment possibilities into this surging sector.