Samuel McCulloch | USD.AI

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Samuel McCulloch | USD.AI

Samuel McCulloch | USD.AI

@ssmccul

Growth @usdai_official Unqualified host @leviathan_news

New York Katılım Haziran 2015
3.4K Takip Edilen3.7K Takipçiler
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Samuel McCulloch | USD.AI
Samuel McCulloch | USD.AI@ssmccul·
I’m joining @USDai_Official as Growth Lead. Since my wife’s stroke in May, I’ve been in a holding pattern; focused on family, helping her recover, and spending a lot of time researching for @leviathan_news. A month ago I stumbled on USD.AI. At first it looked like “just another stablecoin.” Then I interviewed @0xZergs. Halfway through, it clicked. The vision was waaay bigger than I realized. USD.AI is building @aave for GPUs, a fully on-chain loan book for off-chain collateral. It’s a new way to finance the AI infrastructure boom using the best of DeFi and stablecoins. I spoke with one of their customers, Kai Golden of @get_hydrahost. He confirmed everything in this quote from the video below: " there is so much legal bullshit that is done over and over in this industry and paid for redundantly over and over in this industry that using USDAI allows you to just completely bulldoze through." After that, I met with @0xZergs and @_ConorMoore in person. I pitched myself to join the team. And today, I’m officially starting. I feel lucky to be working on this. USD.AI is building the future of onchain GPU financing, better, faster, and more transparent than anything on the market today. It's a true innovation. Here’s the video I made that started it all:
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nic carter
nic carter@nic_carter·
there's a few plot holes and unexplained things but the main problem I had with it was that [spoiler] [spoiler] [spoiler] the eridians were advanced enough for interstellar travel but didn't know about radiation or relativity. (and couldn't figure out the ecology of the astrophage + taumoeba despite their evident sophistication) that is just not plausible.
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nic carter
nic carter@nic_carter·
Project Hail Mary was good
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degentrading
degentrading@degentradingLSD·
hot ball of capital went from GPUs -> Memory -> Photonics. GPUs have rolled over, Memory is rolling over ($MU post earnings) .... photonics next? Photonics also happens to be the most speculative of the bunch
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Samuel McCulloch | USD.AI retweetledi
CoinDesk
CoinDesk@CoinDesk·
EXCLUSIVE: @obexincubator is deploying $1B in real world assets to bring yield to @SkyEcosystem's USDS stablecoin.
CoinDesk tweet mediaCoinDesk tweet media
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Samuel McCulloch | USD.AI retweetledi
Pendle
Pendle@pendle_fi·
There's a growing sentiment that DeFi yields aren't worth the risk anymore. The safe options underperform T-bills, and anything paying more tends to come attached with hard to stomach risks. Pendle Prime PTs are offering 5–7%+ fixed APY on battle-tested assets, rate locked at purchase, with a defined maturity date and no liquidation risk. The bluechip yield was always there. Most people just weren't looking in the right place...
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Samuel McCulloch | USD.AI retweetledi
wumpy crypto
wumpy crypto@wumpycrypto·
$sUSDai is once again trading @ 40-50bps discount with 13 days until redemptions this is primarily due to people on fluid unwinding susdai loops (resolv exploit caused borrow rates to spike as lenders withdrew positions) however, borrow rates for USDT on fluid arb have not significantly spiked due to the VERY low amount of USDT lent to USR on fluid arb (< $250k) this means you can: - buy $sUSDai @ 40-50 bps discount - loop 8.33x on fluid arb - exit @ peg in 13 days net: ~ 3-4% ROI / ~ 80-110% APY this doesnt take into account execution costs/slippage, or potential rate spikes despite bad debt accrual across fluid, borrowing in susdai/usdt market isnt affected
Rami@rami_poker

bought all the $sUSDai i could after the 19th feb pendle maturity 40-50bps discount (leveraged it 8x) and i have been able to unload all i wanted and more tonight at its fair price. did keep half of it as i want to keep a bag for longer term (apr is v good and gpu loans won't start in a while so for now is as safe as it can be). been a while since i made a nice home run. only little dot is i farmed supernova for 4 days right after susdai depeg cause they both happened the same day at exactly the same time, and farmed supernova hard (made a decent bit there as well), so couldn't buy as much susdai as i would've wanted. big funds like hyperithm and others bought a ton of depegged susdai as well. they prevented me from buying even cheaper susdai, and made my borrow rates more expensive for these last 2.5 weeks. they cost a lot of money to the average farmer, but free markets are free markets, and we're not communists, so i guess we gotta embrace those fucks. either, fuck them! small funds like rami poker capital will resist the evil corporations 🫡 anyway, a W is a W!

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du
du@thedulab·
Day in the life of an any age guy in the "suburb" of Brooklyn Heights (Saturday edition/kids or no kids): 9:00am — wakes up in a brownstone on Joralemon St to the sound of birds chirping 9:30 — walks 5 minutes to Montague St with his wife to get an iced latte and a salted chocolate chip cookie from L'Appartement 4F 9:45 — walks another 5 minutes to the Brooklyn Heights Promenade to enjoy the latte/cookie and share conversation while overlooking the Manhattan skyline 10:15 — Citi bikes 15 minutes across the Manhattan Bridge to Chinatown to get a $17 no-fade haircut while wife gets a $45 shampoo/blowout/massage at Mian Tian Sing 11:30 — starts walking uptown with no plan, letting the vibes determine what to do this afternoon 11:45 — passes by Angelika Film Center, notices a cool movie is playing at 1:00, decides to come back in an hour for it 12:00 — grabs a bite to-go from a quick option nearby (probably a sandwich from Joe and the Juice) and walks 8 minutes to Washington Square Park to eat it while people watching 12:45 — heads back over to movie, phone vibrates during it, momentarily disturbs his presence because he thinks it might be a Coinbase notification trying to spike his cortisol, but the plot is so engrossing that it has zero effect on him 3:00 — walks out blinded by the brightness of a world he doesn't recognize, checks phone and pleasantly learns that the notification was actually a text from one of his siblings/friends who asks if he wants to have dinner/double date tonight 3:15 — duh, suggests dinner at Zest Sushi in the LES around 5 during their happy hour ($6 rolls) which is immediately agreed upon as the move 3:30 — has some time to kill, wife decides to check out some stores across the street in SoHo while he walks 10 minutes over to Elizabeth Street Garden to chill on a bench and fire off some long-form tweets that were inspired by niche observations he made throughout the day 4:30 — meets up with wife again (bought something from like COS or whatever), walks 20 minutes over to the restaurant 5:00 — fun time, learns that the others haven't gotten around to explore much of the city yet, mutually decide to try out one of Zohran's food recs in Astoria next month 6:30 — finishes dinner, still light out, walk around some more with no plan while continuing to talk about mini adventures to add to the list for this year 7:00 — ends up at Seaport, gets a small Van Leeuwen ice cream as a treat, realizes there's a concert going on at Pier 17, listen to some music in the background while watching the sunset 8:30 — takes 5 minute subway back home, exhausted from taking 15k steps today, posts up on couch for a bit and scrolls some TikTok (his algo is a mix of basketball highlights and manifestation content) 9:30 — takes a shower, makes a cup of tea, schedules Whole Foods grocery delivery for tomorrow afternoon, prays to God (believing as if he has already received what he asks for) 10:30 — gets in bed, closes his eyes, calm rush of gratitude washes over his body at the thought of yet another perfect day he's going to have tomorrow (gym/sauna in the morning, then work on a business he's passionate about while wondering whether market conditions will ever permit him to buy a coin again that doesn't immediately end in ruin) Same script every weekend
Murray Hill Guy@MurrayHillGuy1

Day in the life of a mid 30s guy in the suburbs (Saturday edition/no kids): 7:30am — wakes up before his alarm anyway 8:00 — walks the golden retriever 8:30 — chug a black coffee 9:30 — Costco run that somehow turns into $347 12:30 — eats samples like it’s lunch 2:00 — “quick” nap that ruins the rest of the day 4:30 — stands in the backyard staring at nothing 6:00 — gets yelled at by his wife for something he definitely did wrong 7:30 — 1.5 beers = exhausted 9:15 — falls asleep mid-movie he picked 2:30am — wide awake for no reason, contemplating everything Same script every weekend

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