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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. Explore Ornn's futures and residual value products to lock in compute costs or guarantee hardware resale prices. This can significantly de-risk your AI infrastructure investments and operational budgets.
  2. Financial instruments for compute and memory are not just theoretical; they are becoming essential tools for managing risk and securing capital in the rapidly expanding AI economy.
  3. This shift will bring transparency and predictability to an industry currently defined by supply constraints and demand spikes.
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 futures contracts for GPUs and memory to lock in costs or revenues, reducing exposure to spot market volatility and securing cheaper financing for infrastructure projects.
  2. The AI compute market is transitioning from opaque, ad-hoc procurement to a commoditized, financially engineered ecosystem. This shift is driven by the need to de-risk massive capital investments in GPUs and data centers, moving from speculative hope to quantifiable, hedged profitability.
  3. The financialization of AI compute is not just about trading; it's about enabling the next wave of AI infrastructure development by providing the certainty needed for long-term investment and efficient resource allocation.
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 buildout is moving from speculative intuition to financially engineered certainty. The commodification of compute and memory is not just about trading; it's about de-risking capital deployment and enabling more efficient, data-driven investment in the foundational layers of AI.
  2. Evaluate your compute procurement and data center investment strategies through a financial hedging lens. Explore Ornn's futures and residual value products to cap costs, secure revenue, and optimize hardware lifecycle management.
  3. The ability to quantify and hedge future compute costs will separate the winners from the hopefuls in the AI race. Integrating financial instruments into your strategic planning over the next 6-12 months is no longer optional; it's a competitive imperative for managing risk and unlocking capital.
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 compute market is moving from speculative buildouts to financially engineered infrastructure. Transparent pricing and hedging instruments are becoming essential for capital allocation.
  2. Explore Ornn's compute futures and residual value products to de-risk your AI infrastructure investments or operational costs.
  3. Quantifying future compute demand and hardware value unlocks cheaper financing and more strategic data center development, accelerating the entire AI industry.
See full notes
February 10, 2026

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

Semi Doped

AI
Key Takeaways:
  1. Financial engineering, specifically futures and residual value products for GPUs and memory, is shifting data center development from speculative bets to data-driven, de-risked investments.
  2. Investors and data center operators should explore Ornn's compute futures and residual value products to hedge against price volatility and hardware obsolescence.
  3. Understanding these new instruments is essential for anyone building, investing in, or consuming AI compute, as they will dictate the pace and cost of AI's physical expansion over the next decade.
See full notes
February 10, 2026

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

Semi Doped

AI
Key Takeaways:
  1. Quantify your compute costs: Use Ornn's index to benchmark your current GPU spend and explore futures contracts to cap future expenses or secure future revenue.
  2. Market Infrastructure: Ornn builds a financial exchange for GPU compute and memory, much like a futures market for oil or electricity. This allows data centers and AI labs to hedge against price volatility, capping costs for buyers and setting price floors for sellers.
  3. Non-Linear Value: GPUs lose most of their value in the first 2-3 years, then hold a more stable residual value for another 5-10 years of useful life. Traditional linear depreciation models are naive, misrepresenting asset value and profitability.
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 era of speculative AI infrastructure buildout is ending, replaced by a data-driven, financially engineered approach.
  2. Integrate compute futures and residual value insurance into your capital planning.
  3. Quantifying future compute demand and hardware value is no longer optional; it is the bedrock for sustainable growth and competitive advantage in the AI infrastructure race.
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 buildout is moving from speculative intuition to data-driven financial modeling.
  2. Model your data center's profitability and hardware depreciation with Ornn's indices and residual value products.
  3. The ability to hedge compute costs and monetize future hardware value transforms AI infrastructure from a capital-intensive gamble into a predictable asset class.
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 Tactical Edge: Evaluate your compute procurement strategy. Explore futures contracts for H100s or memory to cap your costs and gain predictability in a volatile market.
  2. Profitability Mapping: Futures markets provide forward pricing for compute, allowing data centers to model profitability per chip, per hour, years in advance. This data informs investment decisions, from site selection to chip choice.
  3. Reduced Financing Costs: By guaranteeing a future resale price for hardware, Ornn reduces the risk for lenders. This certainty translates to lower financing costs for data center operators, directly impacting their slim profit margins.
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Crypto Podcasts

June 12, 2025

Hivemind: Circle Valuation, Pump.Fun Token & What We’re Bullish

Empire

Crypto
Key Takeaways:
  1. Deficit Tailwinds: Persistent global fiscal deficits are expected to continue fueling appreciation in risk assets, including cryptocurrencies.
  2. Stablecoin Tsunami: Stablecoins are not just a crypto niche but a fundamental disruptor to the traditional banking system, with significant investment flowing into leaders like Circle, despite valuation concerns.
  3. App-Layer Alpha: Value is increasingly found in specific applications (like Pump.Fun) and companies leveraging crypto (like Galaxy Digital's AI/crypto blend), sometimes even diverting attention from base-layer L1 tokens.
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June 12, 2025

Why ETH Might Be the Most Mispriced Asset in the World

Bankless

Crypto
Key Takeaways:
  1. ETH's Narrative is Shifting: From "tech stock" to "digital oil" and "store of value," clarifying its multifaceted value.
  2. Supply Squeeze Imminent: Capped issuance plus rising demand driven by network activity and institutional adoption points to a strong supply-demand imbalance.
  3. Massive Re-rating Potential: If ETH achieves a similar status to other global reserve assets, its price could see exponential growth from current levels.
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June 11, 2025

How RLUSD Will Join USDT & USDC

Empire

Crypto
Key Takeaways:
  1. **RLUSD Rising:** Ripple's ambition is clear: make RLUSD a top 3-4 stablecoin by leveraging strategic acquisitions for mass distribution, potentially issuing billions through platforms like Hidden Road.
  2. **Acquisition = Distribution:** Ripple is effectively purchasing its market share by acquiring businesses like Hidden Road and Metaco, creating an embedded network to push RLUSD adoption.
  3. **Stablecoin Selects:** The future stablecoin landscape will likely feature 5-7 major players, not just two, and Ripple is aggressively positioning RLUSD to be one of them.
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June 11, 2025

Crypto's Next Era: TradFi IPOs or Hyperliquid, PumpFun & Solana?

Bankless

Crypto
Key Takeaways:
  1. TradFi Wants In: The success of Circle's IPO demonstrates a massive, untapped demand from traditional markets for regulated crypto exposure, potentially paving the way for a wave of crypto IPOs.
  2. ETH's Dilemma: While Ethereum is the undisputed settlement layer for stablecoins and RWAs, the direct translation of this utility to ETH asset appreciation remains a critical question, hinging on increased on-chain economic velocity.
  3. Apps are Eating: Solana's ecosystem, with stars like Hyperliquid and Pump.fun, shows that "fat applications" can generate enormous revenue and user engagement, potentially capturing more value than the underlying L1s.
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June 11, 2025

What Is Flipcash? | Ted Livingston

Lightspeed

Crypto
Key Takeaways:
  1. Digital Cash, Real Utility: Flipcash aims to make digital money feel like physical cash—instant, easy, and universally acceptable, starting with a seamless USDC experience.
  2. Solana Speed is Key: The app's core "wow" factor of instant transactions relies heavily on Solana's performance, underscoring the blockchain's capability for consumer-facing applications.
  3. Onboarding Solved?: Requiring a small purchase for an account, immediately offset by a USDC bonus, tackles the "empty wallet" problem, driving immediate engagement and demonstrating value.
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June 11, 2025

Former Fed Official & Stablecoin Expert On The Future Of Money | Robert Bench

Forward Guidance

Crypto
Key Takeaways:
  1. **Card Networks Disrupted**: Stablecoins are poised to dismantle the high-fee "tax" imposed by traditional card payment systems, with innovators like Stripe leading the charge.
  2. **Internet Re-Incentivized**: Ultra-efficient stablecoin networks (like Radius's vision) could replace the ad-driven "attention economy" with a new model of direct value exchange for digital services, driven by AI agents.
  3. **Currency Cold War Heats Up**: The race for digital currency dominance is on, with USD stablecoins, China's e-CNY, and potentially Bitcoin vying to be the backbone of the next-gen global economy, likely leading to fewer, more standardized global currencies.
See full notes