Do you have this feeling that in the last two years, all discussions about AI have become more and more abstract? Whether it's large models or inference layers, it's either about the number of parameters or who has released new features. But I increasingly feel that what truly determines the future of AI is not the models themselves, but who can provide the most stable, cheapest, and sustainable computing power. This question becomes more nuanced when placed on the blockchain, because the efficiency on the chain itself is an economic structure. Even if you are not on the chain today, you will be forced to be on the chain in the future. This is the truth many in the crypto space have not realized in the past. In this context, what GAIB is doing seems particularly counterintuitive. They are not creating flashy 'AI applications' nor are they developing a model to run inference on the chain to earn air points. They are focusing directly on the foundational infrastructure, recoding GPUs, robots, and AI productivity as a standardizable asset. When I first saw GAIB's narrative, I actually felt a bit resistant because the term 'tokenization' has been abused too much in recent years. The story of 'putting real assets on the chain and then you will get rich' is one that I automatically filter out after hearing it too often. But GAIB's narrative is different; they emphasize not asset tokenization but cash flow transparency, verifiable returns, and penetrable asset structures. They are reconstructing the financing methods of the real-world AI industry using the financial system on the chain. This is what can change the landscape. Moreover, if you look closely at their roadmap, from the earliest pilot of GPU asset tokenization to now directly launching AI synthetic dollars AID on the mainnet, and then making the staking certificate sAID a liquidity entry point, the logic is very similar to Ethereum's LSD path that focuses on yield infrastructure. However, what GAIB is building is not the Ethereum economy, but the foundational layer of the AI economy. Many people say this is just a beautifully packaged 'AI yield certificate,' but when you compare it with the cash flow structure of real data centers, you will find that the key point of this system is not the packaging, but that GAIB is actually doing something that traditional finance is not good at: converting the high volatility, high cost, and high iteration speed assets of the AI industry into commodities that can be financed at scale. Because the structure of traditional finance is too slow, if you finance a data center today, the approval cycle and credit costs might kill you. But the AI industry iterates on a weekly or even daily basis. If you delay for a month, you will fall behind three versions, and the entire market will have swallowed you. The computing power market is even more brutal; whether you can get GPUs is a matter of life and death. In this context, GAIB's 'on-chain financing' mechanism is not an option but a lifeline for many AI infrastructure companies. Because the funds on the chain are globally liquid, fast, borderless, and less restricted, the efficiency of financing for AI infrastructure is exponentially improved. This is where the real value lies. Then, looking back at AID, this synthetic dollar is not a stablecoin logic of 'just peg it and it's done.' The concept of AID is more like a settlement asset for the AI economy, a universal currency backed by U.S. Treasury bonds and stable assets, but capable of connecting to the revenue network generated by AI outputs. It does not replace the dollar but expands its use, allowing it to support the cash flows of the AI economy. If you view computing power as the 'oil of the digital age' in the future, then AID is designed as a fluid financial container for this barrel of oil, while sAID connects this container to all existing financial markets on the chain. Lending, structured products, hedging, yield stacking — all can be included. This is why I say GAIB is creating a 'future wall-level asset.' Because it is not a meme project driven by emotions, nor is it a project relying on marketing like some application. Its value comes from the underlying demand of the AI industry itself, and the demand of the AI industry will only continue to expand. Can you imagine a world where every day you use AI, the GPUs, inference, training, data scheduling, service robots, cleaning robots, and automation devices you rely on could have their revenues integrated into the chain by systems like GAIB? Then the sAID in your wallet would be a collective cash flow slice from these devices. When I realized this, I suddenly felt that the significance of GAIB is not 'AI plus the chain' but 'truly allowing the chain to participate in the production relations of the real world.' The past blockchain finance was, to put it bluntly, all internal self-circulation; you mortgage coins to generate coins, you swap coins, borrow coins, play liquidation, and leverage — these things have nothing to do with the real world. But GAIB's structure brings the real cash demands of AI directly onto the chain, making on-chain liquidity truly the fuel for real industries for the first time, rather than just chips for self-entertainment. This is a paradigm shift. I even think that looking back ten years from now, we might see GAIB as the starting point of the 'AI Financialization 2.0' era. Will this become very big in the future? I don't know, but I know this is the first time retail investors can stand on the same asset sheet as the real AI industry, rather than just being able to buy air stories. When you can participate in the future industry in a way where your returns do not depend on others losing money, but on robots and GPUs working and earning money in the real world, then this is not speculation; it is your wallet connecting to a new economic system. What GAIB is doing is that entry point. I believe this could be much more important in the future than we currently understand.


