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s4mmy· 2025-10-06 18:26
RT s4mmy (@S4mmyEth)If you're holding USDai I want you to bookmark this post to ensure you educate yourself.USDai isn't really your typical stablecoin, more a synthetic dollar; different risk profileIt overcollateralizes loans on AI GPUs (~150%+) to provide a buffer on pegging the token to the dollar (see screenshot of holdings)Great analysis on peg break to the upside from @PendleIntern; But how could the break to the downside occur?Let's try to avoid an AI subprime mortgage crisis with impaired GPU loans! ...
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s4mmy· 2025-10-06 17:43
Bitcoin back into price discovery (momentarily); Happy new all time high.Now for XPL to follow suit.Trillions. https://t.co/h8vsre4yocs4mmy (@S4mmyEth):Bitcoin to $126k with haste. Happy new all time high!What bags have you packed for alt season? https://t.co/nOxjcQ16uR ...
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s4mmy· 2025-10-06 16:29
RT s4mmy (@S4mmyEth)After accidentally becoming a large XPL community member it prompted me to dig deeper into "Neo Banks" (+ crypto financial products).I was today years old when I realized that Ripple is being referred to as a Neo Bank... it's trading at $183bn. That's 117x the current XPL market cap ($1.6bn)!There's also a surprising number of other interesting opportunities and rewards:1) @Plasma One (VISA): Waitlist sign ups available now. Earn yields of up to 10%, spend stablecoins + cash back of up t ...
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s4mmy· 2025-10-06 16:23
I’m surprised AI mindshare is only down 3% this week.This is probably one of the most exciting times to be deep in crypto with an insane cadence of developments:1) The market shift from centralized to decentralized Perps (@Aster_DEX @HyperliquidX @Lighter_xyz and the smaller DEXs like @vooi_io )2) Privacy, ZCash and ZK tech3) DeFI protocols & interesting launch/investment mechanisms (@MeteoraAG + @flyingtulip_ )4) NFT Innovation with PUNKSTRATEGY and all the derivatives adding liquidity flows to an otherwis ...
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s4mmy· 2025-10-06 15:23
@USDai_Official Staked USDai (sUSDai)*https://t.co/5CWXiRUgUeDavid | www.usd.ai (@0xZergs):While we're humbly trending at a positive depeg, @S4mmyEth correctly identified the risks if AI goes sour (for sUSDai not USDai).We "mitigate" through rapid principal repayments & short dated loans. After 1 year a 70% LTV is really ~45%, then ~20%, etcDo your Due Diligence! ...
X @s4mmy
s4mmy· 2025-10-06 15:21
RT David | www.usd.ai (@0xZergs)While we're humbly trending at a positive depeg, @S4mmyEth correctly identified the risks if AI goes sour (for sUSDai not USDai).We "mitigate" through rapid principal repayments & short dated loans. After 1 year a 70% LTV is really ~45%, then ~20%, etcDo your Due Diligence! ...
X @s4mmy
s4mmy· 2025-10-06 15:13
If you're holding USDai I want you to bookmark this post to ensure you educate yourself.USDai isn't really your typical stablecoin, more a synthetic dollar; different risk profileIt overcollateralizes loans on AI GPUs (~150%+) to provide a buffer on pegging the token to the dollar (see screenshot of holdings)Great analysis on peg break to the upside from @PendleIntern; But how could the break to the downside occur?Let's try to avoid an AI subprime mortgage crisis with impaired GPU loans!GPU Valuation (and i ...
X @s4mmy
s4mmy· 2025-10-06 12:05
RT s4mmy (@S4mmyEth)As Bitcoin [temporarily] breaks all time highs it begs the question; "wen alt szn?"AI will be at the forefront of this rally, particularly as stablecoins gather momentum & Issuers realize that Agents drive the next phase of stablecoin adoptionHere's the DeAI news roundup from the past week:- Microsoft Launches Unified Agent Framework. This integrates Model Context Protocol (MCP) and Agent to Agent (A2A) which allows crypto agents to use the entire MS suite of tools- @bankrbot reveals its ...