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Deep dives into the conversations shaping the future of AI, Robotics & Crypto.

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AI Podcasts

February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. The AI compute market is transitioning from an opaque, intuition-driven capital expenditure model to a commoditized, transparent, and financially engineered asset class. This shift de-risks infrastructure investments and optimizes resource allocation.
  2. Data center operators and large compute buyers should explore futures markets for GPUs and memory to lock in costs or revenues. Investigate residual value products to secure future hardware liquidity and reduce financing costs.
  3. Financial engineering of AI compute unlocks capital. Investors gain new opportunities in de-risked infrastructure. Builders get cheaper capital, clearer profitability, and faster scaling.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. The AI infrastructure market is transitioning from speculative, intuition-driven investment to a financially engineered asset class, driven by the commodification of compute and memory.
  2. Evaluate your compute procurement and data center buildout strategies through a financial lens, leveraging futures and residual value products to hedge against price volatility and secure better financing terms.
  3. Quantifying future compute demand and hardware value is no longer a luxury; it is a necessity for sustainable growth and competitive advantage in the AI era.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. Explore Ornn's futures and residual value products to hedge against volatile compute costs or secure future hardware value.
  2. Financial engineering for AI compute is no longer optional.
  3. It is a core component for efficient capital deployment and risk management, directly impacting the viability and growth of AI infrastructure over the next 6-12 months.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. The AI gold rush is bottlenecked by capital efficiency. The shift is from speculative, intuition-driven data center investments to a financially engineered approach where future compute demand and hardware value are quantifiable and hedgeable. This unlocks institutional capital by reducing risk.
  2. Data center operators and large compute buyers should explore Orn's futures and residual value products to lock in costs, secure future revenue, and significantly reduce financing expenses, thereby gaining a competitive advantage in a capital-intensive market.
  3. The financialization of AI compute is not just about trading; it's about building a more robust, predictable foundation for the entire AI industry. Understanding these financial instruments is critical for anyone planning or investing in AI infrastructure over the next 6-12 months, as it directly impacts profitability and scalability.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. The AI infrastructure boom is transitioning from speculative intuition to financially engineered certainty, driven by the need for predictable costs and asset values in a rapidly evolving hardware landscape.
  2. Evaluate your compute procurement and data center investment strategies through the lens of financial hedging. Explore futures and residual value products to lock in costs or guarantee asset liquidity.
  3. Financial instruments for AI compute are not just a nice-to-have; they are becoming a foundational layer for efficient capital allocation in the AI economy. Understanding and utilizing them will be key to competitive advantage and sustainable growth over the next 6-12 months.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. Evaluate your compute and memory procurement strategies for hedging opportunities. Use Ornn's futures to lock in prices or guarantee residual value, optimizing your balance sheet.
  2. The AI infrastructure buildout is moving from speculative intuition to data-driven financial engineering. This shift will enable significant capital flow for expansion and efficiency.
  3. Financial tools for AI compute are no longer optional; they are critical infrastructure. Understanding and utilizing these markets will be a competitive advantage for investors and builders operating in the next phase of AI growth.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. The AI infrastructure boom is transitioning from speculative buildouts to financially engineered, risk-managed investments, driven by the commodification of compute and memory.
  2. Explore futures and residual value products to de-risk your AI compute procurement or data center investments, securing predictable costs and monetizing hardware lifecycles.
  3. Quantifying future compute demand and hardware value is no longer a luxury, it's a necessity. Over the next 6-12 months, those who integrate financial hedging into their AI strategy will gain a significant competitive advantage in capital allocation and operational efficiency.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. Implement compute futures and residual value products to cap future costs or floor future revenue, significantly reducing exposure to spot market volatility and hardware obsolescence.
  2. Ornn's residual value product allows data centers to sell GPUs years in advance, translating to lower financing costs for massive hardware investments.
  3. Ornn's index tracks dynamic marketplace GPU pricing, empowering smaller buyers to avoid overpaying.
See full notes
February 10, 2026

The future of financing AI infrastructure with Wayne Nelms, CTO of Ornn

Semi Doped

AI
Key Takeaways:
  1. Data center operators and large compute buyers should explore Ornn's futures and residual value products to lock in costs, secure future revenue, and access more favorable financing terms.
See full notes

Crypto Podcasts

February 14, 2025

Unichain, Succinct’s Prover Network, and Crypto’s Trust Crisis | Expansion Crossover Roundup

Bell Curve

Crypto
Infrastructure

Key Takeaways:

  • 1. ZK proofs are reshaping blockchain security, offering more efficient and scalable alternatives to traditional staking models.
  • 2. Unichain and Succinct are leading innovation, enhancing cross-chain interoperability and simplifying proof generation, which can drive broader adoption.
  • 3. Enhanced security measures, like Arbitrum’s bug bounty, are critical for maintaining trust and attracting institutional investment in the crypto ecosystem.
See full notes
February 14, 2025

An Update On The Solana Thesis | Santiago Santos

Lightspeed

Crypto
Infrastructure

Key Takeaways:

  • 1. Sustainable onboarding strategies focusing on user retention outperform short-term speculative events.
  • 2. Integrating crypto into established businesses can drive broader adoption by enhancing user experience without necessitating direct crypto engagement.
  • 3. Solana’s robust infrastructure and scalability make it a strong contender against Ethereum, presenting significant investment potential.
See full notes
February 13, 2025

Ethereum’s Future, Berachain’s Q5 Launch, and App Revenue | Analyst Round Table

0xResearch

Crypto
Infrastructure
DeFi

Key Takeaways:

  • 1. Bitcoin’s stabilization through ETFs and institutional interest may offer a reliable investment anchor amidst volatile altcoin markets.
  • 2. Ethereum’s advancements in native rollups could redefine its scalability and security, making it a pivotal player for decentralized application development.
  • 3. Emerging Layer 1 chains like Berachain must focus on timely app onboarding and sustainable tokenomics to navigate market challenges and achieve growth.
See full notes
February 13, 2025

Story Protocol Exclusive: AI Agents For Everything, On-Chain IP & Owning Your Data

blocmates.

AI
Crypto
Infrastructure

Key Takeaways:

  • 1. Story Protocol is poised to democratize the $61 trillion IP market through blockchain, significantly lowering barriers to entry and enhancing accessibility.
  • 2. Tokenized and programmable IP on Story enables efficient, transparent licensing and revenue sharing, attracting both creators and investors.
  • 3. Integration with AI agents and strategic partnerships position Story at the forefront of the AI-driven future of IP management, offering substantial investment opportunities.
See full notes
February 10, 2025

Crypto's Ultimate End State With Avery Ching

Empire

Crypto
Infrastructure

Key Takeaways:

  • 1. Aptos Leads with Superior Scalability: Demonstrates industry-leading transaction capabilities, setting a new standard for blockchain performance.
  • 2. Strategic Ecosystem Support: Comprehensive support for developers and a strong regional focus are key drivers for Aptos' growth and adoption.
  • 3. Future-Proof Architecture: Aptos’ vision for interoperability and fewer, more efficient chains highlights its commitment to sustainable blockchain infrastructure.
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February 10, 2025

Jeffrey "Jiho" Zirlin: Ronin Goes Permissionless

Delphi Digital

Crypto
Infrastructure
DeFi

Key Takeaways:

  • 1. Strategic Infrastructure Development: Building tailored blockchain solutions like Ronin is crucial for scaling successful blockchain games and attracting high-quality projects.
  • 2. Quality-Driven Ecosystem Growth: Focusing on curated partnerships ensures sustainable growth and robust economic models, setting the foundation for long-term success.
  • 3. Innovative Tokenomics: Advanced economic strategies and dynamic NFTs are essential for creating resilient and engaging play-to-earn ecosystems, driving user retention and market stability.
See full notes