According to Coingecko data, the global stablecoin market capitalization has exceeded $285 billion. Giants like Circle and Kraken are also stepping into the stablecoin payment chain track.
However, most stablecoin projects currently still mainly anchor to traditional modes such as the US dollar and US Treasury bonds, with relatively insufficient innovation and generally "lacking imagination". Against this background, a unique challenger is breaking into the market with a novel approach.
Recently, a unique stablecoin project USD.AI, which integrates DePIN, RWA, and AI, has sparked heated market discussion. It is not simply anchored to the US dollar, but generates revenue through AI hardware collateral, filling the blank of computing resource financing.
This morning, USD.AI officially went online and opened its deposit channel, with its popularity rapidly soaring. This could bring new opportunities for AI-stablecoin integration.
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Interestingly, David, the core founder of USD.AI, just replied to this FUD tweet, stating that he is a Korean-American and that the project headquarters is located in New York, but he is very willing to answer questions for Chinese users.
The author believes that USD.AI has indeed provided a different answer to the hot track of stablecoins, but whether it can gain market favor and recognition depends on whether everyone is willing to "vote with their feet" and quickly fill up the $100 million TVL cap.
Its success or failure will also serve as a touchstone for measuring the market's acceptance of the emerging narrative of "AI infrastructure + stablecoins".
