Summary
The GAIB project precisely targets the cutting-edge narrative of 'AI computing financialization' (RWAiFi, Real-World Asset & AI Finance) through its flagship product AID (AI synthetic dollar) and innovative GPU asset tokenization model, intending to build a core bridge connecting real-world AI computing power demand and on-chain DeFi liquidity. The project has received substantial capital support of $15 million from top venture capital institutions, including Amber Group, Hashed, and Hack VC, and has accumulated a large community foundation and extremely high market heat through its strong marketing capabilities.
At the current stage, the core investment opportunity of the project lies in participating in its liquidity-guiding activity called AID Alpha: The Spice Harvest. Investors can earn 'Spice' points by depositing stablecoins, which are directly linked to future token airdrops. The market has seen the emergence of leveraged point mining strategies combined with yield-splitting protocols such as Wand.fi, providing paths for investors with higher risk tolerance to amplify their potential returns.
However, the GAIB project has significant contradictions and major risks. The most prominent is that its publicly available core code repository on GitHub has seen almost no substantial development updates over the past year, which is severely inconsistent with the high-intensity development activities expected of a technology project in the early stages of financing and development. At the same time, third-party platforms have given it extremely low transparency ratings, official documentation links are broken, and similarly named confusing tokens have emerged in the market, constituting potential fraud risks.
Considering its strong market narrative, solid capital background, and significant execution risks, this report ultimately gives the GAIB project a **neutral (high risk)** investment rating. It is a typical early project driven by venture capital and narrative-oriented, with its investment value highly dependent on the team's future execution capabilities, transparency, and fulfillment of commitments.
Chapter 1: Project Overview and Core Value Proposition
1.1 GAIB: Building the Economic Layer of the AI Era
GAIB has clearly positioned itself as 'The Economic Layer for AI and compute future'. Its core business model does not directly participate in the construction or operation of decentralized physical infrastructure networks (DePIN); that is, it does not directly provide computing power but focuses on the 'financialization' and 'tokenization' of these key physical infrastructures—mainly enterprise-grade GPUs.
Specifically, GAIB's operating model is to collaborate with computing power holders such as AI data centers and cloud service providers, packaging their future GPU income or computing power usage rights into investable financial products. It provides these entities with quicker and more flexible capital than traditional financial channels (financing models include debt, equity, or hybrid), and in return, on-chain investors can receive cash flow earnings generated from the real-world usage of GPUs. This model constitutes its core value proposition:
For investors: it opens up an unprecedented investment channel, allowing ordinary investors to profit directly from the explosive growth of AI infrastructure and obtain 'real yield' closely linked to real-world economic activities. This aims to break the long-standing internal circular economy in the cryptocurrency market and introduce external value.
For AI infrastructure providers: it solves the 'capital bottleneck' problem faced by these enterprises. In the face of the surging demand for computing power brought by AI, traditional financing methods such as bank loans have lengthy processes and are difficult to meet their rapid expansion needs. GAIB leverages global, permissionless crypto capital to provide efficient financing solutions for them.
The project name 'GAIB' also carries deep meaning. Its inspiration comes from the famous science fiction novel 'Dune', where 'Lisan al Gaib' means 'the voice from the outer world' or 'the prophet', symbolizing the project’s grand vision to reveal a new future for AI and computing. At the same time, it is also an acronym for the project’s three core elements: GPU, AI & Financialization.
This positioning reflects the project party's strategic considerations. The competition in the DePIN computing supply market (like Akash, io.net) has become intense, with the core being an extreme pursuit of matching efficiency and costs in bilateral markets. GAIB chooses to avoid this 'red sea' competition and instead plays the role of 'bank' or 'financial service provider' for these DePIN projects, offering crucial funding support. This 'water seller' positioning allows it to systematically benefit from the prosperity of the entire track without directly confronting competitors in specific computing power scheduling technologies. This is a more asset-light business model focused on financial product design and risk management, highly aligned with its core team's financial background.
1.2 Flagship Product: AID (AI Synthetic Dollar) and Ecosystem
The core of the GAIB ecosystem is its flagship product—AID (Artificial Intelligence Dollar), defined as 'the world's first AI synthetic dollar'. AID is not a traditional fiat-collateralized stablecoin but a synthetic asset supported by multiple assets, aiming to become a measure of value and means of exchange in the AI era.
The value of AID is supported by a basket of carefully selected assets, mainly including two major categories:
Revenue-generating GPU financing agreements: This is the core source of AID's value. GAIB invests funds in financing agreements signed with data centers, with physical GPUs as collateral. These agreements come in various forms, including debt models with fixed interest (expected annual return of 10-20%), equity models sharing GPU operating income (expected annual return of 60-80%+), and a hybrid model combining the two.
High liquidity reserve assets: To stabilize AID's value and hedge risks, some funds are allocated to highly liquid, low-risk assets such as U.S. Treasury bills.
The current AID Alpha activity is the first practice of its earnings mechanism. Users participate in the activity by depositing stablecoins (such as USDC, USDT), and these funds are used to invest in the aforementioned asset portfolio. During the activity period, the earnings generated will be rewarded to early participants in the form of 'Spice' points. These points are the key certificates for obtaining future project token airdrops.
Looking ahead, the GAIB ecosystem will further expand. Users will be able to stake the officially issued AID to obtain sAID (staked AID). sAID is a yield-bearing token, similar to Lido's stETH. Holding sAID means users can continuously earn from the underlying GPU asset earnings while maintaining liquidity of their assets, allowing sAID to be used as collateral or liquidity assets to further participate in other DeFi protocols' lending, trading, and other activities, maximizing capital efficiency.
1.3 Team Background and Financing Situation
The potential of an early project largely depends on the background of its team and the support of capital. GAIB demonstrates strong capabilities in both aspects.
Core team members include:
Kony Kwong: Co-founder and CEO. He has a rich background in cryptocurrency investment, having served as a venture partner at L2 Iterative Ventures and as an investment analyst in the strategic mergers and acquisitions team at Huobi Global.
Alex Yeh: Co-founder.
Jun Liu: CTO.
Mathilda Sun: Strategic Director.
Financing History:
GAIB has successfully completed two rounds of significant public disclosures of financing, totaling up to 15 million dollars, which is particularly striking in early projects, fully demonstrating its strong capital appeal and market recognition.
Pre-Seed Round (announced December 2024): Successfully raised 5 million dollars. This round of financing was led by Hack VC, with Faction VC and Hashed co-leading. The lineup of investors is impressive, including top industry venture capital institutions and projects such as The Spartan Group, Animoca Brands, Aethir, NEAR Foundation, CMCC Global, IVC, MH Ventures, Presto, IDG Capital.
Strategic Investment Round (announced July/August 2025): Raised 10 million dollars in strategic investment, led by Amber Group, a global leader in digital assets. Unlike traditional financing, this fund will be directly used to purchase and deploy tokenized GPU assets on the GAIB platform, marking the substantial participation of institutional capital in the computing financial market built by GAIB.
GAIB is headquartered in Singapore, founded in 2024, and is still in the early stages of development.
Table 1: GAIB Financing History and Major Investors
Rounds
Announcement Date
Funding Amount (USD)
Lead Investors
Main Investors
Structure
Pre-Seed
December 2024
$5,000,000
Hack VC, Faction, Hashed
Animoca Brands, Aethir, NEAR Foundation, Spartan Group, CMCC, IVC, MH Ventures, Presto, IDG Capital
SAFE + Token Warrants
Strategic Round
July/August 2025
$10,000,000
Amber Group
Other Asian Investors
Equity/tokenized asset direct investment
This table clearly demonstrates the strong capital backing and broad market recognition for the GAIB project. The endorsement by top VCs not only provides sufficient financial ammunition but also brings valuable industry resources, strategic guidance, and enhanced credibility. For assessing an early project, this is an extremely important positive signal that conveys a message to the market: experienced professional investors have voted their trust in GAIB's grand narrative, business model, and core team.
Chapter 2: Market Analysis and Track Positioning
2.1 Current Status of DePIN and AI Computing Market
The explosive growth of artificial intelligence, especially large language models (LLMs), has pushed the demand for high-performance computing resources to unprecedented heights. Enterprise-grade GPUs, represented by NVIDIA H100, have evolved from mere hardware products to a strategically scarce resource, being hailed as the 'new oil' of the AI era. The severe supply-demand gap between this enormous demand and limited capacity has led to high GPU prices and scarcity.
In this context, the decentralized physical infrastructure network (DePIN) has emerged. The core idea of DePIN is to integrate idle computing, storage, network, and other physical resources from around the world through token incentives to form a unified network. Compared with traditional centralized cloud service providers (such as Amazon AWS, Google Cloud), DePIN is expected to provide lower-cost and more flexible solutions, thus lowering the threshold for AI development and deployment.
However, even DePIN projects face significant 'capital bottlenecks' in their expansion. Purchasing and deploying a large number of high-end GPUs requires substantial upfront investment. GAIB has captured this market pain point by utilizing its innovative financialization model, leveraging the globality and efficiency of blockchain-native capital to inject lifelines into these AI infrastructure providers, addressing their urgent needs.
2.2 Competitive Landscape Analysis
To accurately assess GAIB, one must understand the fundamental differences between its business model and mainstream DePIN projects. Projects like Akash Network, Render Network, and io.net are essentially computing marketplaces that build platforms to match demand (such as AI developers) and supply (such as GPU holders) for computing power. In contrast, GAIB is a compute financial market that connects the computing power assets themselves (and their owners) with capital providers (investors).
This means that GAIB has more of a complementary and symbiotic relationship with most DePIN projects, rather than direct zero-sum competition. For example, enterprise-grade GPU cloud service provider Aethir can finance through the GAIB platform to purchase more H100 GPUs to expand its service capacity; meanwhile, GAIB's investors can obtain investment returns through Aethir's successful operations. This synergistic effect is clearly reflected in the strategic cooperation announced between GAIB and Aethir.
Table 2: GAIB Compared Horizontally with Major DePIN and RWAiFi Projects
Project
Core Business
Track Positioning
Main Tokens/Products
Core Issues Addressed
Relationship with GAIB
GAIB
GPU Asset Financialization
AI Computing Financial Layer (RWAiFi)
AID (synthetic dollars), GAIB (governance token - not yet launched)
Capital efficiency and liquidity of AI infrastructure
Ecosystem core, providing financial services for other projects
Aethir
Enterprise-grade GPU Cloud Services
DePIN (computing supply)
ATH
High-performance AI and gaming computing supply
Strategic Partnerships (GAIB finances them)
io.net
AI/ML GPU Clusters
DePIN (computing supply)
IO
Large-scale distributed AI computing
Potential Financing Clients or Partners
Akash
General decentralized cloud
DePIN (computing supply)
AKT
Low-cost general cloud computing resources
Potential Financing Clients or Partners
Render
3D Rendering Network
DePIN (computing supply)
RNDR
Matching GPU resources for rendering tasks
Potential Financing Clients or Partners
USDAI (Permian Labs)
RWA-backed stablecoin
RWAiFi (debt)
USDAI
Debt financing of hardware assets (including GPUs)
Direct competitors (similar models but different focuses)
Through the above table, it is clear to see GAIB's unique positioning in the crowded AI+Crypto space. Investing in GAIB is not just betting on the success of any single DePIN network but betting on the overall rise of 'AI computing power' as an emerging asset class. At the same time, by comparing with Permian Labs' USDAI project, we can observe its direct competition in the RWAiFi sub-track. The main difference between the two is that USDAI focuses more on debt financing backed by hardware, while GAIB's model incorporates higher risks and potential higher returns through equity and hybrid financing models, which determines that their respective products have different risk-return characteristics.
2.3 Partnerships and Ecosystem Synergies
GAIB has established a strong partner network, which is crucial for its success as a 'financial layer'.
Aethir: This is GAIB's currently most important and specific strategic partner. The two parties have announced that they will launch a GPU tokenization pilot project on the BNB Chain, with an initial investment cap of $100,000, and plan to expand the scale of cooperation in Q1 2025, aiming for $1 billion in GPU asset tokenization. This is a clear and quantifiable cooperation goal, demonstrating the strong execution intent and market ambition of both parties.
Amber Group: As the lead investor in the strategic round, Amber Group's role goes far beyond that of a financial investor. It is also the exclusive partner for the aforementioned pilot project, providing institutional-level market entry, compliance support, and liquidity solutions. Notably, Amber Group is also actively laying out its AgentFi (smart agent finance) platform ai.ac, which has tremendous potential for deep synergy with GAIB's long-term vision of building autonomous economies.
Other Collaborations:
Cluster Protocol: Both parties have announced a cooperation aimed at leveraging GAIB's tokenized GPU liquidity to unlock scalable AI computing capabilities.
Mira Network: GAIB's financial platform will integrate with Mira's trustless AI verification layer to create safer, more reliable, and hallucination-resistant financial AI applications.
Multi-Chain Deployment Strategy: GAIB plans to deploy its platform on more than a dozen mainstream blockchains, including Ethereum, Base, BNB Chain, Arbitrum, Optimism, and Polygon, demonstrating its ambition to build a broad, interconnected cross-chain ecosystem.
This extensive cooperation network reveals the intrinsic logic of GAIB's business model. Investors should not view all AI+Crypto projects as competitors to GAIB. On the contrary, GAIB's model determines that it needs a prosperous and diverse DePIN ecosystem as its financializable 'asset source'. Therefore, GAIB's success is positively correlated with the success of other DePIN projects. Each time GAIB announces a new partnership with a computing power provider, it means that its potential asset pool is expanding. This unique ecological niche allows it to 'turn enemies into friends', transforming potential competitors into customers and partners. Thus, the breadth and depth of its partner network is a key indicator of its future moat.
Chapter 3: Risk Assessment and Due Diligence
A rigorous risk assessment is an indispensable part of making investment decisions for any early project. Although the GAIB project has a glamorous background and narrative, a deep investigation reveals that it also has significant risks that cannot be ignored.
3.1 Security Analysis: Audits and Code Reviews
The project’s security assessment presents a contradictory state.
Positive Information: CertiK Audit
According to assessments by the well-known blockchain security company CertiK, GAIB project’s Skynet security score reached 81.55, receiving an A-grade rating, ranking #82 among all listed projects. This is a relatively excellent score, typically indicating that the project is doing well in certain aspects.
In sub-items, its 'Community' metric scored as high as 97.99, mainly reflecting its massive social media attention; the 'Fundamental' metric scored 78.05. CertiK, as one of the industry's top smart contract auditing firms, has a high level of credibility in the community for its reports.
Negative Information: Code development activities are questionable (major risk)
GitHub anomaly of prolonged silence: This is the most concerning warning signal for this project. A review of its official GitHub organization found that its core code repositories, such as GAIB-Docs (documentation repository) and .github (organization configuration repository), have seen almost no substantial code commit activity over the past year. For an early-stage technology project claiming to be building complex financial infrastructure and having secured tens of millions in financing, this lack of development activity is highly abnormal.
Missing documentation and broken links: In the GAIB-Docs repository, a submodule named gaib-core referred to a link to detailed deployment documentation (deployDocument.md), but that link is currently inaccessible, preventing external developers from reviewing its core deployment logic.
This stark contrast between strong market marketing and lagging public technical development constitutes the core contradiction of assessing this project. There are several possible explanations for this:
Neutral Explanation (business focus off-chain): GAIB's core business, such as negotiating complex financial transactions with data centers and drafting legal agreements, is essentially off-chain activities and will not generate public GitHub submissions. Its current on-chain part may only be an audited, relatively simple deposit contract, thus requiring no frequent updates. Core technical development may be conducted in private codebases or may not have entered intensive development stages.
Negative Explanation (pure 'VC narrative project'): There is a possibility that the project team has successfully obtained funding through its strong narrative capabilities and industry connections, but its technical execution capabilities are severely lacking, or development work has not truly begun. The current market heat and community size might be entirely driven by marketing activities and capital, creating an 'air castle'. If true, this would be a huge warning signal, indicating that the project may not deliver products on time in the future, or even fail completely.
Risk Association (potential misleading nature of CertiK scores): It is important to be cautious that CertiK's high score is largely driven by its 'community' metric, which primarily measures market data such as Twitter/Discord follower counts, rather than the robustness and security of the code itself. Investors may be misled by this attractive A-grade rating and overlook the fundamental issue of whether the core technical development is sound.
In summary, the opacity of technical execution is currently GAIB's biggest risk point and source of uncertainty. Before the project party can provide a more transparent development roadmap and publicly disclose more verifiable technical progress evidence, investors must recognize that current investments are largely based on trust in the team's background and the reputation of top VCs, rather than a verified technical product.
3.2 Operational and Market Risks
Information Transparency Risks:
Another warning sign comes from the VaaSBlock platform, which gives GAIB a transparency rating of only 5/100 and lists it as an 'Unverified' project, placing it at the bottom 10% of all included projects. This rating sharply contrasts with CertiK's high score, indicating serious deficiencies in GAIB's information disclosure in certain dimensions, failing to meet some assessment platforms' verification standards.
In addition, the project's official documentation is chaotic. During the investigation, it was found that some links pointed to a project called GaiaNet. Although the two may have a collaborative relationship, the confusion in the official documentation has caused significant difficulties and uncertainties for investors' due diligence.
Market confusion and fraud risks:
Currently, on the decentralized exchange Uniswap V3 on Ethereum’s Layer 2 network Base, there exists a token symbol also named GAIB. However, the price of this token is extremely low (around $0.0001590), with market capitalization and daily trading volume being insignificant, which is completely mismatched with its multi-million dollar financing scale.
According to all official announcements and financing information, GAIB's official governance token has not yet undergone TGE (Token Generation Event).
Therefore, it can be concluded that the GAIB tokens currently traded in the market are highly likely to be unrelated projects or purely fraudulent tokens. This poses a significant investment trap for retail investors unfamiliar with the situation.
Inherent Risks of RWA (Real World Assets):
Counterparty Risk: GAIB's earnings come directly from the GPU financing agreements it invests in. This means that if data center operators default or go bankrupt due to mismanagement, GAIB's asset recovery will face significant challenges.
Asset Valuation and Depreciation Risk: GPUs, as a hardware asset, will inevitably depreciate over time and with technological iterations. Although GAIB claims to focus on high-end enterprise-grade GPUs to slow down depreciation, this remains a long-term risk that must be considered.
Legal and Enforcement Risks: Using real-world physical assets as collateral and disposing of them across borders involves extremely complex legal procedures and jurisdictional issues. Although GAIB claims that its financing transactions are secured by legal contracts and physical GPUs, in extreme cases, the actual execution efficiency and effectiveness of these safeguards still need to be tested by the market.
3.3 Economic Model and Legal Risks
Missing token economics: As of the writing of this report, GAIB has not disclosed the detailed economic model of its official governance token ($GAIB). Critical information such as total supply, distribution ratios for team/investors/community, and token vesting schedules are all unknown. This is the core basis for assessing a project's long-term value and potential inflationary pressures, and the current lack of information constitutes a significant analytical blind spot.
'Spice' points value uncertainty: The core incentive of the current AID Alpha activity is 'Spice' points. However, the future redemption ratio of these points for airdrop tokens, and their ultimate value, remains entirely unknown. This renders the current mining activity essentially a highly speculative endeavor, where participants are betting on the expected future value of airdrops.
Regulatory Risk: RWA and synthetic dollars are areas of close attention for global financial regulators. GAIB's business model spans both the crypto finance and traditional asset worlds, and it is highly likely to face regulatory pressures and compliance challenges from various jurisdictions (such as the US SEC, Monetary Authority of Singapore, etc.) in the future.
Chapter 4: Community Analysis and Market Sentiment
4.1 Social Media Metrics Analysis
GAIB has demonstrated strong capabilities in community building and marketing, with its social media data exceptionally bright:
Twitter (X): The official account @gaib_ai has over 219,000 followers, far exceeding many mature projects that have been online for years. The account maintains high activity, continuously posting content about project collaborations, market activities, and idea explanations.
Discord: The official server has over 100,000 members and is the main place for in-depth community discussions and obtaining first-hand information.
Telegram: The official announcement and discussion group has attracted over 53,000 members and is another important channel for information release and instant communication.
Medium: The official Medium blog is the main platform for the project party to publish in-depth analytical articles and explain its complex business model and market vision. Compared to the fragmented information on social media, its blog content is more detailed and systematic.
However, facing such a large community size, investors need to engage in deeper thinking. These data largely explain why GAIB has achieved a very high 'community' score in CertiK's assessment. Considering that the project is still in the very early stages of product release, such a large community size is likely to have been rapidly accumulated through intensive marketing activities, especially utilizing incentive activities driven by future airdrop expectations (such as tasks released on platforms like Galxe), along with potentially existing bot accounts.
Therefore, investors need to distinguish between the 'real activity' of the community and 'false prosperity'. A healthy community is not only about the quantity of members but also the depth of discussions, the proportion of constructive opinions, and the centripetal force of community culture. Potential investors are advised to take the time to delve into its Discord and Telegram communities to observe the quality of communications among ordinary members, rather than merely being attracted by surface fan counts. Community size is a double-edged sword; it is both a direct reflection of market heat and may hide speculative-driven fluff. Its long-term health remains to be observed.
4.2 Market Sentiment and Narrative Heat
Narrative Strength: GAIB has successfully positioned itself at the intersection of the two hottest narratives in the current crypto market—'AI' and 'RWA'. This positioning of 'RWAiFi' or 'AIFi' gives it tremendous imaginative space and market attention.
Media Exposure: The project has received extensive coverage from multiple mainstream crypto and fintech media outlets, including The Block, CoinGecko, CoinMarketCap, and FinTech Global, especially after completing two rounds of significant financing, which peaked media exposure.
KOLs and Podcasts: Project founder Kony Kwong has actively participated in industry-renowned podcast programs such as Thinking On Paper, personally conveying its complex value proposition and grand vision to the market, effectively shaping market perception.
4.3 Recent Key News and Event Tracking
Tracking key milestones of the project is crucial for judging its execution capabilities.
AID Alpha: The Spice Harvest Activity: Officially launched on May 12, 2025, it is the absolute focus of all community participation and discussion. Reportedly, the event has attracted over 500,000 users to join its waiting list and quickly accumulated a total locked value (TVL) of $28 million after launch, demonstrating strong market appeal.
10 million dollar strategic financing: Announced in July/August 2025, led by Amber Group. This is the most significant positive news for the project recently, bringing not only funds but also strong institutional backing, greatly enhancing market confidence.
Pilot project with Aethir: Planned to launch in Q1 2025, this is a key step to validate whether its core business model can work, and its progress is worth close attention.
Mainnet and TGE expectations: According to the project party's disclosures in the community, it plans to complete a series of key actions in Q3 2025, including the official launch of the mainnet, activation of the node network, announcement of complete token economics, and the final token generation event (TGE). This is undoubtedly the most anticipated milestone event in the coming months and will also test the team's execution capabilities.
Chapter 5: In-Depth Analysis of Investment Opportunities and Strategies
For investors with different risk preferences and technical backgrounds, the GAIB project offers multi-tiered participation opportunities.
5.1 Major Investment Pathways: AID Alpha Liquidity Mining
This is currently the most direct and lowest barrier way to participate in the GAIB ecosystem.
Mechanism: Investors access the GAIB official activity page (aid.gaib.ai), connect their wallets, and deposit stablecoins (such as USDC, USDT). Currently, this activity is mainly conducted on the Ethereum mainnet, and the official plans to expand to Layer 2 networks such as Arbitrum and Base in the future to reduce user participation costs.
Returns:
Spice Points: This is the core return. The accumulation speed of points is directly proportional to the deposit amount and duration. In addition, the project has set up early participant rewards and referral rewards mechanisms to accelerate point acquisition. These Spice points are the only proof for obtaining future $GAIB token airdrops.
Mixed Returns: Theoretically, users’ deposit funds are invested in US Treasury bills and high-yield GPU financing transactions, generating real returns. However, currently, this portion of income does not seem to be directly distributed to users in stablecoins, but is reflected uniformly through the appreciation of Spice points.
Locking and Withdrawal: Deposits participating in the AID Alpha activity will be locked during the activity period. According to official information, the activity is expected to end in August 2025, at which point users will be able to redeem their deposited stablecoin principal on a 1:1 basis.
5.2 Advanced DeFi Yield Strategies (High APR/APY Opportunities)
For experienced DeFi players seeking higher potential returns, it is possible to leverage other protocols in combination with GAIB to achieve leveraged returns.
Strategy: Wand.fi leverage point mining
Background: Wand.fi is a yield tokenization and trading protocol. It allows users to deposit yield-bearing or point assets (such as the deposit certificate AIDaUSDC obtained after depositing into GAIB) into its vault and split them into principal tokens (Principal Token, PT) and yield tokens (Yield Token, YT). PT represents the principal that can be redeemed at maturity, while YT represents all future earnings generated during this time (in this case, Spice points).
Operation Process:
Deposit USDC on the GAIB official website to obtain the deposit certificate AIDaUSDC.
Deposit AIDaUSDC into the corresponding GAIB treasury on the Wand.fi platform.
Through splitting operations, mint PT-AIDaUSDC and YT-AIDaUSDC. At this point, the YT-AIDaUSDC you hold represents the future rights to all Spice points earnings.
Leverage Core: Sell your PT-AIDaUSDC on the Wand.fi market. Since PT is the principal that can only be redeemed in the future, it will trade at a discount. Selling PT will return more USDC.
Repeat steps 1-4 with the exchanged USDC, i.e., deposit again into GAIB, deposit into Wand, split, and sell PT. Through this cyclical operation, you can obtain multiple YT-AIDaUSDC with the same initial principal.
Returns and Risks:
Returns: The core of this strategy is to allow you to obtain multiple exposures to Spice points with limited principal. If the future airdrop value of $GAIB is significant, your ultimate returns will be greatly amplified by leverage.
Risks: This is a high-risk complex strategy, with risk points including: smart contract risks (GAIB and Wand.fi two-layer contract risks), PT price volatility risks (if the PT price drops significantly, your borrowing costs will increase, potentially leading to losses), and the risk that the final airdrop value may not meet expectations.
Strategy: Combine with automated protocols such as CIAN
There are also rumors in the community about using automated strategy vaults (such as CIAN) for 'one fish, multiple catches' gameplay. For example, investors can use yield-bearing Bitcoin assets like SolvBTC as collateral to borrow stablecoins through CIAN, and then automatically deposit these stablecoins into GAIB's vault. Through this method, investors can maintain their original BTC exposure while additionally earning rewards from underlying chains like Sei Network and GAIB's Spice points. This provides investors holding blue-chip assets with complex strategies to increase returns without selling assets.
5.3 Opportunities for Developers to Participate in the Ecosystem
For investors with a development background, GAIB's long-term value may not come from simple mining, but from early opportunities in its ecosystem construction.
Current Stage: Currently, GAIB has not opened its developer platform and has not directly provided channels for external developers to create assets and earn returns.
Future Potential: GAIB's ultimate vision is to build a financial infrastructure for 'autonomous economies' (Autonomous Economies), enabling AI Agents to conduct economic activities independently, just like humans. This vision paints a huge opportunity blueprint for developers.
GAIB's core output will be highly composable DeFi 'Lego blocks', including tokenized GPU assets (a new type of RWA), interest-bearing synthetic dollars sAID, etc.
When GAIB's mainnet officially goes live and opens its SDK, developers will be able to use these foundational financial primitives to build entirely new applications.
Opportunity 1: Construct a new type of DeFi protocol. For example, a super-collateralized lending protocol based on sAID as the core collateral, or a structured product based on the real yield of GPUs (such as fixed-rate and floating-rate tiered funds), or even an automated hedging and arbitrage strategy library.
Opportunity 2: Creating and operating AI Agents. This is a longer-term and more exciting possibility. Developers can create an AI agent, configure it with an on-chain wallet and initial funds (AID). This agent can be programmed to make autonomous decisions: using AID to purchase computing power on demand in the GAIB ecosystem (for example, renting GPUs from Aethir) to complete specific tasks (such as data analysis, model training, content generation), and then selling the task results to earn more AID, thereby forming a self-sustaining, self-evolving closed-loop economic entity.
For investors with development capabilities, the biggest 'Alpha' opportunity lies in deeply understanding GAIB's underlying financial logic and technical architecture ahead of time, and becoming one of the first builders of protocols or applications when its ecosystem opens. In the history of the cryptocurrency world, early contributors to ecological construction often obtain substantial incentives, early token allocations, and airdrops provided by protocols, and their return potential far exceeds ordinary mining.
5.4 Other Potential Opportunities
Fremen Essence NFT: GAIB announced that it will provide the opportunity to mint limited edition NFTs—'Fremen Essence NFT'—to high-value participants who make significant contributions in the AID Alpha activity. This NFT is expected to provide exclusive privileges, rights enhancements, or governance weight in the future GAIB ecosystem.
Node Network: GAIB plans to launch its node network in Q3 2025. At that time, it may open up qualifications for node operations, allowing community members to contribute to the network by running nodes (for example, providing real-time data on GPU performance to enhance platform transparency) and receive corresponding rewards.
Table 3: GAIB Investment Opportunity Comparative Analysis
Investment Strategy
Description
Advantages
Disadvantages
Expected Returns (APY/APR)
Risk Level
Funding Requirements
Suitable Audience
AID Alpha Stablecoin Mining
Directly deposit USDC/USDT to earn Spice points.
Simple operation, very low principal risk (commitment of 1:1 redemption).
Funds have a lock-up period, creating opportunity costs, and the ultimate value of points is highly uncertain.
Depends on the final airdrop value, cannot be estimated.
Low-Medium
Flexible
All DeFi users, conservative investors
Wand.fi leverage point mining
Leverage point acquisition through yield splitting and circular lending.
Potential to obtain multiple times the principal's point exposure, with very high potential returns.
Complex operations involving multiple smart contract risks, leverage liquidation risks, with potential principal loss.
Leverage multiple * airdrop value, extremely high and uncertain.
Very High
Medium-High
Experienced DeFi players, high-risk preference investors
CIAN Lending Mining
Pledge assets like BTC to lend stablecoins deposited into GAIB.
One fish catches multiple, earning multiple returns while maintaining original positions.
Involves asset liquidation risks, multi-protocol risks, and operational complexities.
Multiple returns overlap, medium-high, uncertain.
High
High
Veteran DeFi players holding blue-chip assets
Ecosystem Development
Build DApps or AI Agents after GAIB's mainnet launch.
Potential return ceiling is highest, likely to receive substantial early contributor incentives and ecosystem fund support.
The technical threshold is extremely high, requiring waiting for ecosystem maturity, with maximum time costs and uncertainties.
Extremely high, unquantifiable.
Very High
Technical Capability > Capital
Developers, technical investors
NFT Investment
Obtain and hold Fremen Essence NFT.
Enjoy exclusive rights in the ecosystem, which may have collectible and speculative value.
High entry barrier (must be a high-value participant), future liquidity may be poor.
Depends on the specific empowerment of NFTs and market speculation sentiment.
High
High
Early whales, NFT collectors
Chapter 6: Conclusion and Investment Rating
6.1 Core Advantages (Bull Case)
Top Narratives: The project perfectly aligns with the two hottest and grandest narratives in the current crypto market—AI and RWA (real-world assets)—providing it with a very high valuation ceiling and imaginative space.
Strong Background: It has received backing from top venture capital institutions such as Amber Group, Hashed, Hack VC, Animoca Brands, and the core team members possess a strong financial industry background, with significant capital and resource advantages.
Innovative Model: The unique positioning of the 'computing power financial layer' cleverly avoids the fierce competition on the computing supply side, instead becoming the 'financial service provider' for the entire track, likely to systematically capture the value generated by the growth of the AI computing market.
Market Heat: Through efficient marketing and airdrop expectations, the project has accumulated a large community size and extremely high market attention, laying a good user foundation for its future product launches and token issuance.
Real Yield: Its business model is directly linked to real-world economic activities (GPU leasing and usage), with the potential to bring sustainable, verifiable 'real yields' to the DeFi space, which has long been trapped in Ponzi models.
6.2 Main Risks (Bear Case)
Execution and Transparency Risks (most critical): The publicly available GitHub codebase has been inactive for a long time, which is severely mismatched with its advertised grand vision and substantial financing scale, raising significant market concerns about its technical execution capabilities. This is the biggest warning signal at present.
Chaotic information disclosure: Unclear official documentation, broken links, and extremely low transparency ratings from third-party platforms (such as VaaSBlock) undermine the project's credibility and professionalism.
Unknown token economics: The project’s core $GAIB token distribution mechanism, release schedule, and other key economic model parameters have not been disclosed, making it impossible for investors to effectively assess its long-term value and potential selling pressure.
Inherent Risks of RWA: The project deeply engages in real-world assets, inevitably facing counterparty default risks, hardware asset depreciation risks, and complex cross-border legal enforcement risks.
Market speculation risks: The core return of participants in the current activity—Spice points—has completely uncertain future value. This means that the current participation behavior is highly speculative, with returns heavily dependent on the scale of future airdrops and market sentiment.
6.3 Final Investment Rating and Recommendations
Investment Rating: Neutral (NEUTRAL) / Recommendation (High-risk speculation)
Core Reasons:
GAIB is a typical early project characterized by 'high risk, high potential returns, and strong narrative drive'. It is like a double-edged sword: on one hand, its backing by top VCs, grand narrative, and innovative business model are its greatest attractions, portraying a blueprint for becoming the financial infrastructure of the AI era; on the other hand, in stark contrast, are its significant flaws in the transparency of technical development and the chaos of operational information.
Current investment is essentially not an investment in a market-validated mature product, but more like a bet on 'whether the project team and the top capital behind it can ultimately fulfill their grand promises.’s bet.Layered Investment Strategy Recommendations:
For ordinary or low-risk preference investors: It is recommended to take a neutral (Neutral) wait-and-see attitude. Before the project party can demonstrate clearer, verifiable technical progress (e.g., an actively updated GitHub codebase, a detailed technical white paper, or product architecture documents), it is not recommended to invest large sums of money.
For high-risk preference experienced DeFi players: GAIB can be seen as a high-risk airdrop speculation opportunity, suggesting to use a small amount of funds to participate in its AID Alpha mining activities. The funds invested should be strictly controlled within the range that individuals can completely afford to lose. It is not recommended to easily use high-leverage strategies unless there is an extremely deep understanding and skilled handling ability of the multiple risks involved.
For investors with development backgrounds: It is strongly recommended to continuously monitor this project. GAIB's long-term value may be more reflected in its potential as a developer platform. At the current stage, in-depth research on its design philosophy and the architecture that may be opened in the future is necessary to prepare for becoming one of the first ecological contributors and builders after the mainnet goes live. From the perspective of risk-adjusted returns, this may be the best way to participate in this project.
Final Warning:
Under no circumstances should you purchase any token named 'GAIB' on secondary markets (such as Uniswap) until the project party officially announces TGE, token contract addresses, and launch information through its official channels (official Twitter, Discord, Medium). The tokens with the same name currently on the market are highly likely to be scams.
Appendix: Citations and Data Sources
1
Cited Works
Access time is January 1, 1970, https://github.com/gaib-ai/GAIB-Docs
Aethir and GAIB Team Up to Launch GPU Tokenization Pilot, access time is August 8, 2025, https://ecosystem.aethir.com/blog-posts/aethir-and-gaib-team-up-to-launch-gpu-tokenization-pilot-on-bnb-chain
GAIB AI - RWAiFi Infra, access time is August 8, 2025, https://gaib.ai/