Recently, I have been pondering a question: If AI is the electricity of the new era, then computational resources are the oil of the new world. But the current reality is that this barrel of 'oil' is firmly controlled by a few giants, and ordinary people cannot even get a ticket to enter the AI race. Just when this monopoly by the giants has become the default background noise for everyone, the GAIB project suddenly burst onto the scene, opening a gap in the AI infrastructure that has always been considered 'heavy assets and indivisible', allowing things like GPUs, computing power, and data centers—originally only belonging to institutions—to be accessed by ordinary investors in a completely different way—by 'blockchain-ifying' them. When I first saw this model, I was even a bit incredulous: won't this really shake the traditional AI industry upside down?
The logic of GAIB is actually very simple and even a bit brutal: tokenizing the financing needs of AI machines, computing nodes, and data centers in the real world (RWA), and then using blockchain to carry it. You will suddenly realize one thing—the core problem of the AI industry over the past decade has actually been 'expensive infrastructure + outdated financing mechanisms.' The capital market invests in AI by investing in people, models, and software, but no one is willing to touch those huge and money-burning hardware infrastructures because they are too heavy, too slow, and not sexy. Yet the real bottleneck of AI is precisely the hardware itself. What GAIB is doing is equivalent to connecting a new capital engine to AI infrastructure, allowing the supply and demand of computing power for the first time to be adjusted using on-chain financial tools. And the most critical bridge for all this is AID—GAIB's AI synthetic dollar. Saying it is 'dollars' is a bit abstract, but it is genuinely backed by U.S. Treasury bonds and stable assets, which means it is not just a random string of numbers. More importantly, it transforms the originally complex AI economy, which could directly scare off retail investors, into an asset class with a clear entry: just holding AID means accessing the revenue from real-world AI infrastructure.
But what I find more dangerous and also more exciting is sAID. AID is the entry point, while sAID is the engine. When you stake AID, it becomes an asset that can flow in DeFi while also yielding returns from AI computing and robot financing. In simple terms, it turns 'staking' into 'dividends,' 'liquidity' into 'real yields,' and 'AI economic participation barriers' into 'Tencent Video memberships.' Many institutional investors around me had the first reaction when seeing sAID: 'Will this really change the structure of the AI infrastructure financing market?'
I think the answer is definitely yes, but it's definitely not the smooth kind of yes. Because what GAIB is doing is touching on several of the most sensitive areas:
First, it is challenging the capital monopoly logic of the AI industry;
Second, it is breaking down real-world hard assets into blockchain tradable financial products;
Third, it is allowing ordinary people to participate in profits that should only belong to giants and institutions with very low thresholds;
Fourth, it is blurring the boundaries between Web2 and Web3, turning AI infrastructure financing from 'closed' to 'market-oriented.'
With these four points, any traditional player in any field would feel uneasy about GAIB. Especially when GAIB treats the entire DeFi market as a toolbox, blending lending protocols, structured protocols, and yield aggregation protocols into its own system, you realize one thing: GAIB is attempting a new currency system at the level of AI infrastructure—a new economic structure supported by real computing power, backed by Treasury bonds, and driven by on-chain liquidity.
Once you see this clearly, the so-called 'controversy' turns into another perspective: GAIB is not here to replace anyone, but to redefine the participation threshold. If traditional finance's participation in AI is upwardly closed, then GAIB is opening downward. They are making 'computing power,' this top-level strategic resource, for the first time, as divisible, collateralizable, tradable, and stakable as 'assets,' and it can even be fragmented for global investors to hold together.
You think GAIB is making a synthetic dollar? Wrong. It is creating the 'underlying blood vessels' of the future AI economy. You think AID is a stablecoin? Wrong. It is the quasi-currency of AI. You think sAID is a financial product? Wrong. It is the dividend certificate of the AI era. You think DeFi is a cyber casino? Wrong. GAIB has turned it into a tool for AI infrastructure financing. And when all this is systematically integrated, GAIB may truly become a project that sparks controversy but at the same time has no competitors who dare to fully deny it. If the future AI economy really moves on-chain, then GAIB is likely the starting point of this road. The real windfall of the AI era is not the large models, nor the apps, but the change in the way 'computing power and capital flow.' What GAIB is doing is taking the windfall down from the ceiling of the giants and placing it within reach of ordinary people.
Many people like to ask: When will Web3 really change the world?
My current answer is: perhaps from the day GAIB brings the AI economy on-chain.
