SIT Price Index maps tokens to GPU economics

This is a useful bridge between AI pricing data and compute economics, turning the vague “crunch spread” debate into a measurable margin model.

• –Separates fixed-capability SITB and frontier SITF prices from usage-weighted token indices
• –Connects token revenue to measured throughput, GPU rental prices, utilization, and owner economics
• –Shows how the cheapest qualifying model can sit far below the broader capability-adjusted index
• –Gives builders a common unit for budgeting agent workloads and gives operators or lenders a framework for margin risk
• –The main caveat is data maturity: the index has only an initial fixing, uses some estimated prices, and is explicitly not yet a tradeable reference rate