@AcceleratTecho
Joined November 2024
  • Tweets602
  • Following1.2K
  • Followers183
195Media
Hayes back buying Pendle👀
Lookonchain
@lookonchainOct 15
Arthur Hayes(@CryptoHayes) bought 546,610 $AERO ($460K), 120,000 $PENDLE ($232K), and 3M $ZAMA ($197K) an hour ago. arkm.com/explorer/entity/art…
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Before GLX, USD.AI ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e was capital-constrained. The loan book could only be as large as deposits. Revenue was net interest margin on what they held the spread between 11.4% loan APR and what they pay sUSDai holders. With GLX, the same dollar can fund multiple loans per year: originate > season > sell > redeploy. Revenue shifts from margin on a static book to origination fees plus gain on sale on turnover. That's velocity-driven, not balance sheet driven, and it's exactly how TradFi equipment finance and mortgage origination work.

Capital markets for compute | USD.AI

Non-dilutive GPU loans for GPU cloud operators, and GPU-backed credit for institutional capital, scored on one standard.

usd.ai
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compute futures on @hypurrdash soon 👀👀
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Urnm x move index
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URANIUM
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fruit cake drowned in whiskey 🥮🥮
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gone from 7k to approx. 2k in 7 days. GPU shorting decay
Felix Randal
@AcceleratTechoOct 3
Aggressive institutional short campaigns targeting the gpu sector have hit cyclical floors. There is no marginal short-seller left to push prices lower. Institutional short equity risk has been entirely covered and taken off the table.
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what a beauty
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If you think AI is going to go ka-boom you will be able to short compute futures soon. Don't think AI is going ka-boom tho lol
Financial Times
@FTOct 9
How to shield your portfolio if AI goes ka-boom ft.trib.al/jGPg29p

How to shield your portfolio if AI goes ka-boom

If you still wanted to own stocks, it used to be impossible to avoid the fallout. Not any more

ft.com
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Pendle alluded by Citrini & Bloomberg. boros coded
Steve Hou
@stevehouOct 9
Bloomberg now casually quotes @citrini as standard sell-side research. 👏
There's a new version of this post
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weekend charts & Riley Green 🤠
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latte art still cat but getting there GM
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DeFi yield coming from music royalties. Royalties are being tokenised, allowing users to buy Royalty PTs backed by real-world cash flows generated from music and IP. I genuinely believe Pendle PTs are one of the most fascinating and versatile instruments at the intersection of DeFi and TradFi.
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Between approx. 21st august to sept 3rd gpu shorts increased by 440%. On B200 we see the price drop from $7 to $6 and as the gpu shorting campaign drops on 3rd sept, it puts in a durable bottom on the b200 and we see it trend higher since
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GPU shorting spree coming to a welcomed end by the day
Felix Randal
@AcceleratTechoOct 3
Aggressive institutional short campaigns targeting the gpu sector have hit cyclical floors. There is no marginal short-seller left to push prices lower. Institutional short equity risk has been entirely covered and taken off the table.
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Cup and Handle gurus would be screaming to buy ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e , jokes aside I think usd.ai reprices higher very soon
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Felix Randal retweeted
Carmen Li
@carmenliOct 4
Pretty cool to see this in the @FT. “The coming futures market in AI compute” — with @silicondata’s H100 rental index telling the story. The volatility is exactly why this market needs benchmarks and derivatives. You can’t hedge what you can’t price. Compute is becoming an asset class. ft.com/content/a1815bc5-b5d5…
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long ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e
Felix Randal
@AcceleratTechoOct 3
Aggressive institutional short campaigns targeting the gpu sector have hit cyclical floors. There is no marginal short-seller left to push prices lower. Institutional short equity risk has been entirely covered and taken off the table.
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Aggressive institutional short campaigns targeting the gpu sector have hit cyclical floors. There is no marginal short-seller left to push prices lower. Institutional short equity risk has been entirely covered and taken off the table.
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