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David Choi ๐ง
10,291 Twitter followers
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Building @metastreetxyz, angel investing, @pleasrdao | Prev: MEV sniper, Deutsche Bank, art lending, USC (art history)
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David Choi ๐ง
@USDai_Official's source of yield Salaries | Capex โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ Events | Grants | Gaming | Claude credits for your ai spend: โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
Goldman Stash
@GoldmanStash
I built a dashboard of Q1 expenses for @SolanaFndn Salaries โ Capex โ Events โ Grants โ Gaming | Claude credits for vibhu dashboards: โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
USDAI
0.01%
David Choi ๐ง
Thread
#Thread#
We just beat out two other investment banks on a GPU financing deal
David Choi ๐ง
Wall Street is the 2nd largest business in AI after NVIDIA and before LLMs
brexton
@brexton
Compute-backed credit lines are the next frontier for fixed income and will quickly turn into one of the largest asset classes on the planet
David Choi ๐ง
Compute-backed credit lines are the next frontier for fixed income and will quickly turn into one of the largest asset classes on the planet
David Choi ๐ง
This is why we built @USDai_Official The financial stack must also be democratized to allow for incumbents to disrupt the giants If youโre looking to get a GPU mortgage from 300k to $300m, message us twitter.com/0xZergs/status/203...
USDAI
0.01%
David Choi ๐ง
03-31
Hyperscalers have no cash flows Private credit funds have only redemptions Itโs time to make GPU debt tradable twitter.com/0xZergs/status/203...
David Choi ๐ง
03-28
After yesterdayโs fee update, our DeFi collaborators surfaced a better structure for USDAI liquidity. Instead of forcing a tradeoff between compliant redemptions and deep onchain liquidity, the system can support both through whitelisted mint/redeem rails paired with dedicated PYUSD liquidity. As a result, effective redemption costs are expected to move from 10 bps toward ~1-2 bps. twitter.com/USDai_Official/sta...
USDAI
0.01%
David Choi ๐ง
03-23
You have to make the debt tradable to make the money move faster Itโs stuck in a bottleneck right now GPU debt trading doesnโt exist, just corporate debt trading. Imagine US housing but the mortgage are held by banks instead of FNMA Wouldnโt exist
dax
@thdxr
03-23
it's getting to the point where we're literally running out of money money is a bottleneck kinda crazy
STUCK
0%
David Choi ๐ง
03-22
We are aware of the incident affecting Resolv earlier today. Fluid automated ceilings prevented excessive borrowing of the funds, and USR markets have been paused. These safeguards worked as intended to contain the situation. In case of any remaining bad debt on Fluid, all user losses will be fully covered. User funds and protocol safety remain our top priority. Weโre conducting a full review and will share a detailed post-mortem once the investigation is complete.
RESOLV
5.32%
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