EPISODE · Apr 29, 2026 · 36 MIN
Dial In Why GPUs Need A Mortgage Market
from The Modern Market Show · host The Modern Market Show
David from USDai joins us to discuss building a synthetic dollar protocol that finances AI infrastructure by turning GPUs into on-chain collateral. We cover Chip token's $650M FDV launch, pivoting from NFTs and watches to GPU lending, and the "interest rate of intelligence" thesis.00:00 Interview with David from USDai03:53 Pivoting From NFTs And Watches To GPU Lending10:25 Predatory Wall Street Loans And The GPU Financing Gap16:18 Onboarding Borrowers Who Have Never Used A Wallet20:38 Why The IPO Wave Is Bullish Not Bearish24:07 Beating Investment Banks And Chip Institutional Demand27:52 The Interest Rate Of Intelligence VisionDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
What this episode covers
David from USDai joins us to discuss building a synthetic dollar protocol that finances AI infrastructure by turning GPUs into on-chain collateral. We cover Chip token's $650M FDV launch, pivoting from NFTs and watches to GPU lending, and the "interest rate of intelligence" thesis.00:00 Interview with David from USDai03:53 Pivoting From NFTs And Watches To GPU Lending10:25 Predatory Wall Street Loans And The GPU Financing Gap16:18 Onboarding Borrowers Who Have Never Used A Wallet20:38 Why The IPO Wave Is Bullish Not Bearish24:07 Beating Investment Banks And Chip Institutional Demand27:52 The Interest Rate Of Intelligence VisionDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.
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Dial In Why GPUs Need A Mortgage Market
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