The USD.infra Vault is here. Here’s a summary of what you need to know 👇

Turtle is opening Season 1 allocations to @dawninternet’s vault. sUSD.infra: onchain project finance for the compute and networks AI runs on, with yield supported by contracted infrastructure revenue. • $30M Season 1 capacity • 12% target APY • No minimum deposit • Available to eligible non-U.S. persons only

At long last, the USD.infra Vault is now live. I built networks because infrastructure puts everyone on the same playing field. The capital to build it and the yield from backing it should be open to everyone too. DeFi's promise, amplified by AI, made real by RWAs. Let's build

The USD.infra Vault Is Now Open 🔓 The Internet runs on digital infrastructure. Now with DAWN, that infrastructure is financeable on-chain. Introducing the USD.infra Vault: A new way to finance digital infrastructure powering AI compute and connectivity.

DAWN started with connectivity. This gives the USD.infra Vault a strong foundation for deploying networks across digital infrastructure powering AI, compute, data delivery, and edge systems. DAWN’s CEO, @neilc_dawn, walks you through what this looks like in practice 🎥

What Is The USD.infra Vault? The Internet feels digital, but everything you do on it runs on physical infrastructure, and the funding models for it are outdated. The Vault is designed to help address that gap, enabling eligible participants to fund and deploy real-world digital infrastructure, and access contracts and the yield from them.

.@dawninternet puts real-world connectivity assets onchain with the USD.infra Vault, live on Solana. The vault turns cash flows from wireless networks and compute into structured, revenue-backed onchain instruments.

When you learn history as a kid, it comes as a series of leaps. Agriculture, the industrial revolution, cars, the Internet. I remember being wide eyed at all of it thinking how nuts it must have been to live while the world was changing underneath you. But then you learn about the second half of the story, things like the Gilded Age. And what sucks is that once you see it, you start to notice it behind every one of those leaps. The world changes for everyone, but the upside goes to a few. Everyone got to ride the railroad, but almost no one got a share of it. The average person got to live through the revolution, all while having to watch someone else own it. Well, we're living through one of those leaps right now and AI may end up being the biggest of them all. Our path at DAWN is based on a question I keep coming back to -- does it have to go the same way? I don't think it does. For the first time, the financial rails exist for anyone to participate in something like this directly. On-chain finance was built for exactly this -- access. That's what makes it possible to actually do better this time. So the goal -- anyone who wants to be part of this revolution should have a way in. If you want to back what's being built, you should be able to earn on it, directly. If you want to build it, you should be able to get funded. USD.infra is the bridge between on-chain capital and the real infrastructure powering this revolution. AI compute, connectivity, edge, power. Yield flows to the people backing it. Capital flows to the verified operators building it. That's the whole idea. This time, the people living through the revolution actually get to be part of it.

The USD.infra Vault is launching on @Solana DAWN is tokenizing AI infrastructure RWAs on-chain, including the first real-world connectivity assets to be tokenized. Here’s why Solana has the rails and liquidity to turn real-world infrastructure into scalable on-chain systems 👇

The USD.infra Vault is coming. DAWN is bringing the cash flows of digital infrastructure on-chain as yield for institutions and retail. We built the network. Now we’re launching the RWA protocol for AI compute, connectivity, and edge infrastructure. Sept. 22, 2 PM UTC. 🔒

Incredible protocol at the intersection of AI & markets. @dawninternet is the connective tissue between AI infrastructure builders and the capital needed to fuel their growth...

Compute without connectivity is meaningless In-fact, connectivity importance increases exponentially w/ model size, as more networking + systems are required to operate it @dawninternet is adding compute to their networking layer, delivering yield natively onchain to a critical but underserved segment of the market Insanely huge vision and traction to come 🚀

We set out to create a more accessible Internet, bringing high-quality low cost Internet to residential and commercial customers. But Internet is just a part the once in a lifetime shift we are undergoing with the proliferation of AI, and underpinning this narrative is the digital infrastructure that powers connectivity and compute -- and the people that operate it. I'm excited to begin share more about what we have been building at @dawninternet over the coming weeks.

infrastructure dot finance

DAWN was the first team we met with building at the intersection of connectivity and data centers. Its approach to leveraging onchain capital formation for AI infra build is a perfect evolution of the original vision and perfectly in line with our original DePIN thesis.

One of the more interesting ideas we have been ideating on internally is the concept of USD.CapEx. This concept means on-chain markets can and will contribute to the buildout of real world infrastructure. Stablecoins will become the credit layer for real world financing and in the process receive non-correlated yield well above the risk free rate. This can be from funding AI Infrastructure buildout all the way to DePIN network deployments. As per DAWNs recent announcements you can expect them to leverage on-chain credit to bootstrap the growth of their network.

There's a huge opportunity to connect onchain capital with productive assets in the real world And as AI infra continues its massive build-out, financing it onchain is a natural fit @dawninternet is early here

Since 2024, DAWN has raised $40M to date to tokenize AI and connectivity infrastructure. This has been led by @DragonflyVC, @polychain, @vaneck_us, and more amazing investors. We’ve spent that time building. Here’s what’s ahead 👇