Bullish Capital has announced a $4 million investment in USDai, an on-chain platform dedicated to financing AI infrastructure. The investment underscores Bullish's strategic belief in the utility of stablecoins and tokenization to enable new forms of on-chain capital markets.

USD.AI is designed to meet the rising need for affordable AI infrastructure funding. As worldwide spending on AI infrastructure is expected to surpass $6 trillion by 2030, securing financing remains a major hurdle for businesses beyond the dominant hyperscale players. To bridge this divide, USD.AI introduces a synthetic dollar tailored for expanding AI infrastructure, featuring a systematic approach to standardized loans backed by hardware. This model merges the flexibility of DeFi with robust, institutional-level risk controls.

This move signals a broader industry trend where digital asset infrastructure is being leveraged to fund tangible, high-demand sectors like artificial intelligence. By using a stablecoin-based model, USDai aims to provide a transparent and efficient financing mechanism for a rapidly growing industry.

The investment reflects a strategic push to expand the use cases for stablecoins beyond trading and DeFi into real-world asset financing, representing a maturation of the digital asset ecosystem.