Social media discussion on RWA (Real World Assets) topics includes announcements about POGO's launch integrating multiple blockchain features, analysis of RWA financing opportunities through platforms like DAWN's USD.infra vault launching September 22, and commentary on the benefits of public building and transparency for creators in crypto projects.
A trader warns that rising Treasury yields—driven by oil prices and Middle East supply risks—pose a major threat to AI investments, as higher discount rates reduce valuations for companies with distant cash flows. Meanwhile, Microsoft's CEO emphasizes that hyperscalers must build infrastructure for diverse customers rather than serve only a few AI model companies to sustain profitability.
A social media discussion explores the AI paradox: despite AI model costs dropping 285x, major hyperscalers are increasing data center capital expenditure 4x from $90.1bn (2020) to $377.8bn (2025), suggesting they see massive untapped demand as AI becomes cheaper. A separate post warns that rising Treasury yields near 5% pose a financing risk to AI infrastructure investments, as corporations compete with government borrowing and higher discount rates threaten project returns.