Just published an essay about the importance of DeFi joining the AI credit markets: medium.com/@jrodthoughts/why… We are experiencing one of the biggest credit revolutions in history. Is we believe DeFi is the future of finance, it must absolutely be part of this. Every AI answer begins with someone financing the hardware. GPUs are purchased today. Customer payments arrive over years. Between those clocks sits a growing credit market. My latest essay explores why DeFi must become a serious participant—and why AI assets could drive the next wave of RWAs. The opportunity spans GPU loans, equipment leases, data centers, and compute receivables. These are claims on productive assets and cash flows, with different maturities, risks, and funding needs. But a transferable token doesn’t make a three-year loan instantly liquid. AI credit requires committed funding, staged disbursements, amortization, collateral verification, and a plan for defaults. A smart contract cannot walk into a data center and repossess a server. Investors need enforceable rights and realistic liquidity. Aave and Morpho provide useful infrastructure. Specialized lenders and servicers must supply the expertise and structures that turn those components into financeable products. Some requirements may justify dedicated protocols. Early initiatives show this connection is possible. DeFi now needs repeatable transactions and credible performance. The next RWA wave could help finance new productive capacity, then administer its cash flows as it operates. AI is building an industrial economy. DeFi needs to earn a place in the financing behind it.