🚨 Will computing power become futures? Global largest asset manager writes AI compute into "tradable assets"
They're not watching GPU prices—they're watching the "on-chain settlement" game behind compute
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🤖 The world's largest asset manager released a research report last week, 《The Machine-Native Economy》, and the call is bold: compute power is becoming an "independent, large-scale, investable economic resource." The report goes further—standardized "compute futures" will be listed on exchanges, compute capacity credentials can be held, transferred, or even used as collateral, and ultimately settled through programmable infrastructure.
🔥 Why now? Because it caught a signal that’s already happening: payments giant Stripe reportedly in August to acquire AI model routing platform OpenRouter for more than $7 billion. The report’s commentary—"a payments company buying compute routers"—lands right on the intersection it described.
📈 One level deeper is "inference." The report cites estimates: by 2030, inference will replace training as the largest workload, consuming 43% of global data-center power, while training accounts for only 28%. There are fewer and more concentrated buyers for training; inference buyers are more numerous and more distributed—distribution is what can support a real market.
💡 What’s truly worth paying attention to isn’t whether compute prices will rise, but whether it can be turned into contracts, used as collateral, and settled via on-chain processes—then compute could become a priced, tradable asset class, just like BTC.
⚠️ Cold splash of water: the report also admits the difficulties—different generations of chips have different efficiencies, electricity prices vary wildly by region, and delivery as well as cash settlement standards are not yet unified. It calls these "design problems that can be solved," but design problems don’t equal real-world delivery tomorrow.
👀 One camp says "on-chain compute" is the next big narrative under RWA; the other says there aren’t even standards yet—just wishful thinking. Which side are you on? Vote in the comments below👇
Click the avatar to watch the live stream + join the Jiujiu chat group for daily strategies🚀
#RWA #AI #Web3
They're not watching GPU prices—they're watching the "on-chain settlement" game behind compute
Group: 点击进入玖玖短线策略群
🤖 The world's largest asset manager released a research report last week, 《The Machine-Native Economy》, and the call is bold: compute power is becoming an "independent, large-scale, investable economic resource." The report goes further—standardized "compute futures" will be listed on exchanges, compute capacity credentials can be held, transferred, or even used as collateral, and ultimately settled through programmable infrastructure.
🔥 Why now? Because it caught a signal that’s already happening: payments giant Stripe reportedly in August to acquire AI model routing platform OpenRouter for more than $7 billion. The report’s commentary—"a payments company buying compute routers"—lands right on the intersection it described.
📈 One level deeper is "inference." The report cites estimates: by 2030, inference will replace training as the largest workload, consuming 43% of global data-center power, while training accounts for only 28%. There are fewer and more concentrated buyers for training; inference buyers are more numerous and more distributed—distribution is what can support a real market.
💡 What’s truly worth paying attention to isn’t whether compute prices will rise, but whether it can be turned into contracts, used as collateral, and settled via on-chain processes—then compute could become a priced, tradable asset class, just like BTC.
⚠️ Cold splash of water: the report also admits the difficulties—different generations of chips have different efficiencies, electricity prices vary wildly by region, and delivery as well as cash settlement standards are not yet unified. It calls these "design problems that can be solved," but design problems don’t equal real-world delivery tomorrow.
👀 One camp says "on-chain compute" is the next big narrative under RWA; the other says there aren’t even standards yet—just wishful thinking. Which side are you on? Vote in the comments below👇
Click the avatar to watch the live stream + join the Jiujiu chat group for daily strategies🚀
#RWA #AI #Web3
