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1:19:31
Building GPU Finance Rails with David Choi from USD.AI
David Choi of USDai on financing GPUs as collateral, building the Fannie Mae for chips, and why GPU-backed debt could underpin all credit in an AI…
May 29
•
Saurabh Deshpande
1
1
Most Popular
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The Solana Ecosystem
Jan 18, 2024
•
Saurabh Deshpande
,
Joel John
, and
Siddharth
65
8
7
On Aggregation Theory And Web3
Mar 24, 2022
•
Joel John
36
1
1
Mapping The Data Landscape
Oct 13, 2023
•
Saurabh Deshpande
53
1
2
Abstracting Chains
Aug 27, 2024
•
Shlok Khemani
51
3
4
Recent posts
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59:42
The Institutional Case for ZKsync with Alex Gluchowski
How ZKsync is going after institutions with Prividiums, and why it is the best way for institutions to get on-chain.
May 14
•
Saurabh Deshpande
1
2
Why Stripe built its own chain
Owning the seven layers of a transaction
May 6
•
Saurabh Deshpande
and
Vaidik Mandloi
31
3
6
Vertically Integrated Capital Aggregators
A Field Guide to Monopolies in Web3
Apr 22
•
Joel John
15
3
4
Why We Invested in Drift Protocol
Going Long Solana's Perpetuals Ecosystem
Mar 23
•
Joel John
,
Siddharth
, and
Saurabh Deshpande
10
2
Coming of Age
Speculative Premia -> Fundamentals
Mar 5
•
Joel John
,
Siddharth
, and
Saurabh Deshpande
16
2
2
Orchestrating Flow
How LI.FI Breaks Walls
Feb 19
•
Saurabh Deshpande
and
Vaidik Mandloi
16
2
6
48:55
Inverting the Perps Playbook with Brett Harrison from Architect
Hello! In the previous episode, we explored how LI.FI is tackling fragmentation in a multichain world.
Feb 17
•
Saurabh Deshpande
5
52:25
All Assets, Everywhere with Philipp from LI.FI
Hello!
Feb 10
•
Saurabh Deshpande
5
48:11
The House Doge Built with Timothy Stebbing
Hello, We closed 2025 with Mike from Talus Network on why blockchains need brains and hands to participate in an agentic economy.
Jan 29
•
Saurabh Deshpande
7
1
1
How to Market Make $500 Million a Week
Understanding RFQs with Katia from Bebop
Jan 20
•
Saurabh Deshpande
and
Sumanth Neppalli
14
2
4
Game Plan for 2026
Key Themes and Internal Priorities
Jan 16
•
Joel John
,
Siddharth
, and
Saurabh Deshpande
15
1
Signing out for 2025
.. and notes on what's in store for 2026
Dec 24, 2025
•
Joel John
21
3
3
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