(4)
6) How dollars can show up: the three revenue paths (1)(2)(3)(4)(5)
The deck describes multiple pathways for the treasury to generate real economics:
A) Compute rentals
Use network capacity and reserve
access to support enterprise demand for compute.
B) Lending
Lend available ATH to cloud hosts tied to GPU staking activity, earning yield via interest.
C) Staking
Stake a portion of holdings to earn yield while supporting network reliability and performance.
If you want a simple mental model:
Compute rentals are the headline.
Staking and lending are the
background yield engines that keep the machine humming between big contract wins.
7) The market size: why this is not a “small pond” (1)(2)(3)(4)(5)
AGPU’s own corporate language references global enterprise spending on AI cloud services projected to exceed $400 billion in 2025, with demand continuing to outpace
supply.
Meanwhile, the research deck frames Aethir as having scaled quickly, becoming the world’s largest decentralized physical infrastructure network in roughly 17 months.
You don’t need AGPU to win the whole category for the story to matter.
You need them to prove they can capture a repeatable slice by doing two things better than the default route:
Secure capacity, and deliver it in an enterprise ready
wrapper.
That is the bet.
8) The January stage: a near term spotlight (1)(2)(3)(4)(5)
One piece of very recent news is straightforward but important:
AGPU is a named sponsor of the Sequire Summit in Puerto Rico, January 20 to 22, 2026 at the Condado Vanderbilt Hotel.
These events are where a
company can tighten its narrative fast, but only if it has receipts.
The market is not going to be moved by another slide that says “we plan.”
It will move on specifics.
The three words everyone wants are:
Signed customer deployments.
If AGPU starts naming counterparties, describing capacity delivered, and clarifying terms, this story tightens quickly.
9) The proof
checklist: what to watch from here (1)(2)(3)(4)(5)
If you only track three things, track these:
Proof Point 1: Enterprise agreements that pay in dollars
One or two named wins can validate the entire Strategic Compute Reserve concept.
Proof Point 2: Capacity clarity
GPU types, geography, provisioning timelines, and SLA
details.
Proof Point 3: Treasury deployment transparency
How much of the ATH position is tied to reserve access, how much is allocated to yield strategies, and how much is liquid.
When those become clear, the narrative becomes much easier for the market to price.
10) Why This Feels Different (1)(2)(3)(4)(5)
Most AI
stories ask you to believe in a future product.
AGPU is trying to position itself at a point where demand already exists, supply is scarce, and timelines matter.
It’s an infrastructure story.
And infrastructure stories can move fast when the first proof hits, because the pain they solve is immediate and expensive.
The next step is simple:
Show the contracts, show the capacity, and show the
dollars.
If that starts showing up, the “unique structure” stops being a curiosity and starts looking like a playbook.
To your success,