DaoAI
Back to research
Agentic Application2025.1017 min

GAIB Report: The On-Chain Financialization of AI Infrastructure — RWAiFi

GAIB 研报:AI 基建的链上金融化之路 — RWAiFi

Read on Substack

Summary

How GAIB financializes AI compute infrastructure itself — turning GPU cash flows into on-chain, yield-bearing real-world assets.

Why it matters

As GPU capex balloons, compute owners need liquidity without giving up upside; RWAiFi is one answer.

Key ideas

01

Compute cash flows can be tokenized like other real-world assets.

02

RWAiFi bridges AI infrastructure financing and on-chain yield.

03

Underwriting GPU risk is the key technical and financial challenge.

Versions

Chinese and English versions of this report.

Chinese Article · SubstackEnglish Article · SubstackChinese Article · XEnglish Article · X

Social threads

Chinese ThreadEnglish Thread

Published or syndicated by

Foresight NewsPANewsChainCatcherABMedia 鏈新聞Wu Blockchain 吴说区块链

Related research

2026.03 · Agentic Application

Turning Probability into Assets: Prediction Market Agents

2025.12 · Agentic Application

Machine Economic Order: A Full-Stack Path to Agentic Commerce