According to @MRRydon, Aethir launched its Strategic Compute Reserve (Aethir DAT) last month, publicly listed under ticker POAI with a pending rename, establishing what it calls the world's first institutional-grade decentralized GPU reserve that directly connects capital markets to DePIN AI infrastructure. Source: https://twitter.com/MRRydon/status/1986769526915211309 The reserve is live, aggregating revenue-generating GPU capacity into a programmable, token-linked framework that scales with AI demand to make compute more liquid, transparent, and globally distributed. Source: https://twitter.com/MRRydon/status/1986769526915211309 Referencing Sam Altman’s view that the world will need substantially more AI cloud and compute, Aethir positions this structure to reduce the anticipated compute bottleneck, while acknowledging it will not fully solve it. Source: https://twitter.com/sama/status/1986514377470845007; Source: https://twitter.com/MRRydon/status/1986769526915211309 Trading relevance: the POAI listing provides a capital markets vehicle tied to decentralized AI compute economics via Aethir’s token-linked DePIN structure, aligning with rising AI cloud demand themes. Source: https://twitter.com/MRRydon/status/1986769526915211309

According to @MRRydon, Aethir’s DAT shifts digital treasuries from passive NAV exposure to an execution-driven model by using $ATH to book GPUs that are rented to AI companies, converting token holdings into auditable revenue from compute sales, which directly impacts valuation drivers traders track such as utilization and contract flow, source: @MRRydon, X, Oct 28, 2025. He contrasts this with NAV-based structures like MicroStrategy’s BTC-linked exposure where market cap closely tracks underlying asset prices, emphasizing that revenue-producing AI infrastructure can be priced on price-to-sales multiples of 15x to 60x, giving management levers like utilization expansion, deal wins, and financing to influence valuation beyond asset appreciation, source: @MRRydon, X, Oct 28, 2025. Trading takeaway: watch $ATH-related GPU utilization, signed AI compute contracts, and growth of the Strategic Compute Reserve as catalysts that can shift market pricing from BTC or ETH-style treasury exposure to revenue-driven multiples, source: @MRRydon, X, Oct 28, 2025.