Bitcoin

DRW is a top-tier prop trading firm with deep derivatives expertise. If it succeeds in creating liquid GPU futures/spot markets, it would establish a new asset class that competes directly with crypto for the 'alternative asset' allocation bucket. This comes as neocloud credit concerns (CoreWeave, Lambda, etc.) are already rattling the AI-infrastructure trade.

Don Wilson, founder and CEO of DRW, discussed his goal to build a GPU market larger than oil and shared his views on the recent tech selloff and credit concerns around neoclouds.