Episode Details

David Choi & Conor Moore: USD.AI - Financing the Future of AI Infra
5/21/2025
The Delphi Podcast

Key Insights

Bullish:

  • 🟢 $USDAI - USDAI is a yield-bearing synthetic dollar backed by collateralized hardware assets, offering potential for stable returns in the crypto space.
    • USDAI is a yield bearing synthetic dollar, and the yield is coming from hardware assets that are being collateralized into loans.” - Conor (5:55)
  • 🟢 $GPUMINING - 🔒
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  • 🟢 $NVDA - 🔒
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  • 🟢 $DEEPINFRA - 🔒
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  • 🟢 $DEFI - 🔒
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