USD.AI 试图在拥挤的 Web3 领域中，通过 AI 驱动的稳定币平台占据一席之地，其核心概念是将现实世界资产 (RWA) 引入区块链。该项目声称利用 AI 算法来优化资产配置和风险管理，从而提升稳定币的稳定性和收益率，并弥合传统金融与 DeFi 之间的鸿沟。然而，在 MakerDAO 等老牌稳定币项目面前，USD.AI 的 AI 叙事能否真正带来差异化优势，仍有待市场检验。
查看项目官方Twitter发布的推文
Check out this in-depth research by @Delphi_Digital on how @USDai_Official leverages the power of DeFi to scale and streamline DePIN capital formation. @AethirCloud gets a nice mention also 😉, be sure to give it a read 👇👇
看看@Delphi_Digital 关于@USDai_Official 如何利用DeFi的力量来扩展和简化DePIN资本形成的深入研究。@AethirCloud 也被很好地提到了😉，一定要读一读👇👇
calling all DePIN buildooooors! pull up and hear what people are innovating with DePIN, the hottest narratives, growth and what the future looks like excited for this one 🫡 @AethirCloud @USDai_Official @huddle01com @WeatherXM
召集所有DePIN建设者！快来听听人们在用DePIN创新什么，最热门的话题、增长以及未来会是什么样子。对这次活动感到兴奋 🫡 @AethirCloud @USDai_Official @huddle01com @WeatherXM
DePIN is accelerating on Arbitrum Join us Thursday at 2PM ET to hear from teams driving DePIN adoption across communication, hardware, financing via InfraFi and more! https://t.co/3HYIbvmR7M
DePIN正在Arbitrum上加速发展 加入我们周四下午2点ET，听取推动DePIN在通信、硬件、通过InfraFi融资等领域采用的团队分享！ https://t.co/3HYIbvmR7M
@USDai_Official InfraFi is going to 100x DePIN 👀
@USDai_官方 InfraFi将使DePIN增长100倍 👀
🗣️ I stumbled on something big today. DePIN is taking off, but nobody really talks about how tough scaling real-world infrastructure actually is. @USDai_official just dropped a major thread on InfraFi. ⤵️ https://t.co/QqHCNyZoX5
🗣️ 我今天偶然发现了一些大事。 DePIN正在起飞，但没有人真正谈论扩展现实世界基础设施的实际难度。 @USDai_official刚刚发布了一个关于InfraFi的重要推文。 ⤵️ https://t.co/QqHCNyZoX5
dAI > deAI why? distributed —> decentralized. we need to get comfortable with dAI as a category, which often presents much better unit economics and meets users where the demand is. distribute first, decentralize gradually. dAI.
dAI > deAI 为什么？分布式 -> 去中心化。 我们需要习惯将dAI作为一个类别，它通常提供更好的单位经济效益，并在需求出现时满足用户。先分布式，逐步去中心化。 dAI。
1/ Ever heard of InfraFi? According to @USDai_Official, it is a new capital layer for #DePIN and guess what? It's coming to @arbitrum soon InfraFi enables projects & node operators to borrow against tokenized physical assets like GPUs or telecom gears. All onchain. More⬇️🧵 https://t.co/AYuVsUJwLX
1/ 听说过InfraFi吗？根据@USDai_Official的说法，它是#DePIN的新资本层，而且它即将登陆@arbitrum。InfraFi允许项目和节点运营商以代币化的实物资产（如GPU或电信设备）作为抵押进行借贷。全部在链上完成。更多信息⬇️🧵 https://t.co/AYuVsUJwLX
Using crypto and blockchain to help finance and pool capital for infrastructure is going to become more mainstream. We’ve seen a number of submetas like node sales take off the last few years, but it all came together for me when @0xZergs once told me that if bitcoin was invented today there is no way we would let mining power be owned by a handful of centralized orgs. I completely agree. I’m tracking this space closely because it feels like it could be a critical component of keeping ownership decentralized as things like TEEs and ZK become more integrated. Bullish infrafi.
使用加密货币和区块链来帮助基础设施融资和汇集资金将变得更加主流。 过去几年我们已经看到像节点销售这样的子领域兴起，但当@0xZergs曾经告诉我，如果比特币是今天发明的，我们绝不可能让挖矿能力集中在少数中心化机构手中时，这一切对我来说豁然开朗。我完全同意。 我正在密切关注这个领域，因为随着TEEs和ZK等技术更加集成，它可能成为保持所有权去中心化的关键组成部分。 看好infrafi。
a $600b funding gap in ai infrastructure exists. depin networks building the physical layer need capital. infrafi offers a solution: hyperbolic labs unifies on-chain trading, ai model training, gpu infrastructure. explore: sei’s cambrian_ai infrastructure could be a game changer: passage 3d’s photonic interconnect advances ai infrastructure: amzn pausing data center leases amid ai spending scrutiny. $nq $amzn $msft $googl $meta $orcl $nvda $usd trader trust isn't assumed, it's verified. data at the source, tamper-proof, real-time auditing. data without a $dag? just dust.
AI基础设施存在6000亿美元的资金缺口。构建物理层的DePIN网络需要资金。Infrafi提供了一个解决方案：Hyperbolic Labs统一了链上交易、AI模型训练和GPU基础设施。探索：Sei的Cambrian_AI基础设施可能改变游戏规则：Passage 3D的光子互连技术推进了AI基础设施：亚马逊在AI支出审查中暂停数据中心租赁。$NQ $AMZN $MSFT $GOOGL $META $ORCL $NVDA $USD 交易者的信任不是假设的，而是经过验证的。源头数据，防篡改，实时审计。没有$DAG的数据？只是尘埃。
3/ What is dAI? AI, but: 💡 Open 🛠️ Owned by the people. 💾 Runs on decentralized infra. 🚫 No Big Tech gatekeepers. It learns from the planet. Adapts in real time. And scales with community power. This is intelligence for Earth. 🌱
3/ 什么是dAI？ AI，但是： 💡 开放 🛠️ 由人民拥有 💾 运行在去中心化基础设施上 🚫 没有大型科技公司的把关 它从地球学习。实时适应。并随着社区力量扩展。 这是地球的智能。🌱