USD.AI (@USDai_Official): USDAI May Recap: Yield, Growth, and $CHIP Buybacks

USDAI May Recap: Yield, Growth, and $CHIP Buybacks May showed continued momentum across USD.AI’s protocol, product, DeFi, and ecosystem work. By the Numbers USDAI entered the top 10 yielding stablecoins by TVL, and ranked top 5 when T-bill stablecoins were excluded. USDAI ranked #2 on Arbitrum by 30-day revenue, with $1.19M in fees over 30 days and $3.6M in 365-day revenue. These milestones show demand on both sides of USDAI’s market: Onchain capital seeking uncorrelated RWA yield, and AI infrastructure borrowers seeking upfront capital for compute. USDAI connects them by turning GPU-backed loans into a liquid debt market onchain. $CHIP Buyback Permian Labs, the developer of USDAI, bought back 338,806,273 $CHIP from investor allocations in May. Combined with the previous airdrop buyback of 31,731,287 $CHIP, cumulative buybacks reached 3.71% of total supply. The buyback reduced investor allocations and supported long-term alignment across the USD.AI ecosystem. Yield Highlight: sUSDai PTs on Pendle sUSDai PTs continued to trade above 9% fixed yield on Pendle in May. Product Updates USD.AI shipped a major app update in May. The rebuilt dashboard gives users a clearer view of USD.AI in one place, including yield, protocol activity, price history, and the loans backing sUSDai. USDAI at Consensus Miami USD.AI had a strong presence at Consensus Miami this year. Conor Moore, Co-Founder and COO of Permian Labs, joined CoinDesk Live with Sam Ewen and Jeff Wilser to discuss USD.AI and the role of GPU-backed credit in onchain markets. He also spoke on the “Yield Bearing Stablecoins and RWA Collateral” panel, which covered how crypto yield has evolved from incentive-driven programs toward yield tied to real activity across onchain lending, trading, treasuries, and credit. Conor also joined the Digital Asset Yield Summit, a forum for capital allocators focused on the latest developments in digital asset yield. USDAI YTD Report Coming Soon USD.AI shared an early look at the first edition of Lighthouse, its new periodic report series. The report will cover protocol growth, borrower demand, DeFi traction, and the yield behind sUSDai. One highlight from the report: sUSDai has delivered the strongest and most consistent yield among tracked stablecoin benchmarks throughout 2026, with a ~370 bps premium over 3-month T-Bills and a ~285 bps premium over sDAI YTD. Worth a Read: Underwriting and Risk Framework USD.AI published a breakdown of the underwriting and risk controls behind its GPU-backed loans. The piece walks through how GPU collateral is evaluated, verified, and protected before capital is deployed. It covers the core safeguards behind USDAI’s credit model, including senior secured loan structures, collateral monitoring, insurance, debt service reserves, and ongoing risk management. For users evaluating sUSDai yield, it explains what sits behind the yield and how the underlying loans are structured. Media & Appearances The DCo Podcast | May 27, 2026: https://www.youtube.com/watch?v=IkxHowlha44 Shoal Signal | May 27, 2026: https://www.youtube.com/watch?v=5bU6OylSTd4 CoinDesk Live at Consensus Miami 2026 Day 3 | May 7, 2026: https://www.youtube.com/live/LkR92epQnU4?si=KJo5t7-wmnXpJTn-&t=16996 Fraction AI | May 6, 2026: https://x.com/i/broadcasts/1lJQRvrNmdZxE Digital Asset Yield Summit | May 4, 2026: https://www.youtube.com/watch?v=wKFD_zZyOmw