大老师Bugsbunny |DRAM UP only|Aug 19, 2026 13:02
AI computing power is becoming a new type of investable asset.
Too long without looking at the version:
1. NVDA collaborates with top institutions, investing in computing power and opening up new trading categories
Falcon realizes the liquidity of computing power and the space for capital efficiency
2. The architecture design of liquidity is related to stablecoins and conforms to the forefront direction of RWA+stablecoins
3. This may increase the overall valuation of AI computing power
Recently, NVIDIA announced partnerships with several top tier institutions, planning to leverage over $500 billion in third-party capital for long-term investment in AI infrastructure.
This is a brand new trading category, and investing in computing power is just the first step, but Falcon quickly thought of the next few steps
This is where Falcon's liquidity sensitive gene is located. @ FalconFinance has pushed this matter one step further
Launch regulated RWA tokenization pipeline in El Salvador.
The first project, currently designed with a tokenized GPU Forward architecture, is about to be launched
The true underlying of this asset:
-Hardware supply has locked in contracts and prices
-NEAR AI as Anchor Buyer for Future Computing Power
-Issued in compliance by NOTA S.A.S. de C.V. (PSAD-0088), a licensed entity in El Salvador
Liquidity was considered from the design phase:
In the future, it is possible to enter open secondary markets including Uniswap;
After forming sufficient trading depth, it is expected to enter Falcon's Collateral Layer as collateral to mint USDf and release new on chain liquidity.
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The current RWA market has a Distributed Tokenized Value of approximately $38 billion
However, even after a large number of assets are put on the chain, there is still a lack of truly available liquidity and capital efficiency.
Many GPU/Compute Financing still remain in private banking groups or closed SPVs, making it difficult for holders to exit early.
For example
If an RWA worth $1M can only be held, then it is essentially still a static asset
If it can continue to serve as collateral to release new liquidity, its true asset properties will undergo a qualitative change
It will also truly expand the valuation system of the entire RWA asset
This is also a more noteworthy aspect of Falcon compared to a pure tokenization platform
So there are a lot of new opportunities for liquidity pricing here, which Falcon's keen market insight can see
Falcon ultimately hopes to achieve:
Real assets → compliant on chain → tradable and priced → become collateral → release new on chain capital.
The best core pricing still comes from the best liquidity and excellent capital efficiency
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