AI Compute Is The Next Trillion Dollar Asset Class. Crypto Lets You Invest

Jun 20, 2025

37:08

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Kony Kwong, CEO and Founder of GAIB joins Mark and Jeremy to Think On Paper about GPU backed stablecoins and investing in AI infrastructure.GAIB turns GPU clusters into yield machines. Real hardware. Real cash flow. Real contracts. You don’t need deep pockets. You need guts and a wallet.Top-shelf AI chips don’t go to market. They go straight to the vaults of Amazon, Google, Microsoft. Billion-dollar pre-orders.

Closed systems. No ownership. No access. Just press releases and a rising stock price you’re supposed to cheer for.Inside this episode:

How GAIB wraps racks of H100s into smart contracts that spit out income

What it takes to audit a global data center rental pool with chain-native transparency

Why the next trillion-dollar asset class isn’t crypto, and it isn’t AI. It’s compute

What Big Tech doesn’t want you to see: that retail capital can actually own the pipes

How GAIB secured $400 million worth of live GPUs and opened the gates

And yes — the risks. Depreciation. Defaults. Regulatory smoke. We get into it.

This isn’t a stock tip. This is a blueprint for taking part in the AI revolution without playing someone else’s game.Own the compute. Collect the yield. Or keep applauding from the cheap seats.Please enjoy the show. And share with an AI friend.

Links and resources

GAIB: ⁠https://gaib.ai/⁠

Kony: ⁠https://x.com/konyk001⁠

Follow Thinking On Paper

🎙️PODCAST: ⁠www.thinkingonpaper.xyz⁠

INSTAGRAM: https://www.instagram.com/thinkingonpaperpodcast/⁠⁠

X: https://x.com/thinkonpaperpod⁠

Chapters

(00:00) Intro: Why Compute Is the Next Currency

(01:30) From GPUs to Blockchain: GAIB’s Origin Story

(04:05) The $7 Trillion Problem: Inside GAIB

(06:38) Funding Data-Centres Fast: GAIB’s Capital Playbook