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Are the recent AI sector coins making your eyes dazzled?
Various model coins and Agent coins are taking turns to debut. When they rise, FOMO keeps you awake; when they fall, you start questioning life. Who can truly stand out? Honestly, I can't predict either.
So I changed my approach.
Instead of betting on which AI project will become the next unicorn, why not invest in the most fundamental need of the entire AI era—computing power resources? Just like during the gold rush era, the real money is often made not by the prospectors, but by those selling shovels and water.
Recently, I've been paying attention to GAIB, which plays the role of selling water.
**What is it doing?**
Its core logic is quite simple: breaking down high-end GPUs worth millions of dollars into digital assets that ordinary people can participate in, via blockchain.
The operation process goes like this—
First, raise funds to purchase top-tier GPUs from manufacturers like Nvidia and build real computing facilities; then lease this computing power to AI companies that are burning cash training models, collecting rent; finally, bundle the rental income into two tokens, AID and sAID, and distribute them to holders.
You don't need to judge who will be the next OpenAI. You only need to understand one simple fact: as long as the AI industry is roaring, these companies must keep purchasing computing power. And GAIB’s income comes from this ever-running bill.
**Why do I think this direction is reliable?**
**First, the revenue source is real, not just empty promises.**
Many AI concept coins are still in the whitepaper stage; no matter how compelling the story, it's just a castle in the air. But GAIB's cash flow comes from real hardware leasing income, plus traditional assets like US bonds. This is much more stable than chasing hot topics or hype.
**Second, it bets on the most certain link.**
How will AI models evolve in the future? Who knows? But one thing is undeniable: regardless of technological routes, GPU computing power is an indispensable infrastructure. Investing in foundational facilities is betting on the prosperity of the entire track, not just on a particular player reaching the finish line.
**Third, the combination of DeFi and RWA has become quite mature.**
sAID can directly participate in various DeFi protocols—lending, liquidity mining, yield stacking. The combo of "AI computing rent + on-chain interest" is simple in logic but has huge imaginative space.
To be honest, while others are desperately racing forward on the track, I just want to steadily hold a long-term ticket for "computing tolls."