Compute is becoming collateral and AI infra is turning into cash flow rails



@gaib_ai mapped it with RWAiFi → GPUs, data centers, and now robotics financed onchain, with yield that comes from hardware motion and predictable usage

What the data says

→ AIDa TVL > $100M on @pendle_fi
→ top 10 asset by size across the protocol
→ PT APYs ~33%
→ deposit addresses show longer holding periods vs typical farm rotations vaults treated like savings accounts, a conviction signal

The flywheel mode: ON

→ onchain capital → tokenized compute with Siam AI (Thailand’s sovereign NVIDIA Cloud Partner) → robotics financing → yield to AID/sAID holders

Why this matters
you’re underwriting the backbone of AI: compute, data, embodied systems.

As fleets scale, cash flows get more predictable; as TVL grows, pricing signals deepen; as verification hardens, risk declines

This is the economic layer for AI infra being built in public, piece by piece, with real traction, and the runway is long
PENDLE0.99%
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