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AI Computing Power infrastructure has always been a money-burning game—GPU clusters, data centers, these things start at several million dollars. Ordinary people want to get a share? Basically no chance.
But now there is a project trying to change this situation. GAIB has directly tokenized those expensive AI hardware assets from the real world, which means breaking down the Computing Power into smaller pieces and moving it onto the blockchain, allowing retail investors to participate in the trillion-dollar AI economy.
How do they play? The core consists of two tokens:
**Let's talk about AID.** This is not an ordinary stablecoin; it is underpinned by U.S. Treasury bonds and other high-quality assets, making its value relatively stable. The key point is its positioning - serving as a ticket to enter the AI economy. Holding AID means you are indirectly investing in those real operational computing resources, with returns coming from the actual Computing Power leasing and cash flow generated by AI applications.
**Let's take another look at the design of sAID.** When you stake AID, you receive sAID as a certificate. This design is quite clever: on one hand, it allows you to enjoy passive income from AI computing and robot financing, while on the other hand, it does not lock up liquidity—sAID itself can be traded on the secondary market. It's equivalent to getting dividends while being able to exit at any time.
This combination of RWA + AI is indeed a new direction. Traditional AI infrastructure investment has high thresholds and long cycles, but now the participation cost has been reduced through tokenization. Of course, whether the project can be successfully executed and whether the returns can cover the risks will depend on the subsequent actual operating data. But at least in terms of thinking, it has found a deep integration approach between DeFi and the real economy.
From the perspective of governance proposals, the dual-token mechanism of AID and sAID has incentive incompatibility — the key issue is: how to maintain the arbitrage space of sAID when the computing power earnings decline?
It is worth noting that whether the real returns of this model can cover the risks still depends on on-chain data, and we cannot just listen to stories.
Well, that said, at least a new entry point has been found for the combination of DeFi and the real economy, which is much better than merely having a governance token.