A deeper look into the potential of NodeFi & GPU financing — Article from Niklas Polk at Nansen
- The booming AI sector offers lucrative investment opportunities through
GPU rentals via DePIN, providing significant USD yields.
- Concurrently, NodeFi delivers high non-USD yields.
- Cryptocurrency and blockchain enhance the GPU rental value chain by enabling
financing,
fundraising, and
unique yield distribution through token emissions and DeFi integration.
- Potential annual yields can reach
~200% in optimistic,
~95% in realistic, and
~30% in pessimistic scenarios by combining
asset returns,
token emissions, and
DeFi yields.
- Emerging DeFi products like
GAIB and
Aethir are essential for developing on-chain GPU financing.
- This approach mirrors the rapid growth of Bitcoin mining, with innovative financing models expected to accelerate the crypto-adjacent GPU sector.