Bittensor (TAO)

All of us in Bittensor $TAO saw this coming. Bitcoin-like mining economics applied to AI solve much of it. How? Mining makes AI compute / training / application layer costs logical. The only surprise is that all of this entered the mainstream conversation MUCH faster than we would have guessed. https://t.co/ETHjj0A4LU

In case you’re interested, if $TAO loses $200, the probability of a sweep into $180–190 increases significantly. We can only start talking positively about structure again above $225. https://t.co/UnvS5ocaC9

There it is, $10M in total eligible funding distributed for traders. $8M of it added in the past month. I think traders like Vanta, what do you think? $100M target by end of quarter. https://t.co/fA3VITYQCE $TAO https://t.co/CtvoQTujvA

All of us in Bittensor $TAO saw this coming. Bitcoin-like mining economics applied to AI solve much of it. How? Mining makes AI compute / training / application layer costs logical. The only surprise is that all of this entered the mainstream conversation MUCH faster than we would have guessed. https://t.co/ETHjj0A4LU

"The cost of intelligence is collapsing." -- Chamath "Bearing a gift beyond price, almost free." -- Rush As intelligence commoditizes, whoever can produce it the cheapest wins. That's Bittensor's mining dynamic.

The $TAO community is about to split into two groups. Group one keeps staking passively and never opens the proposal. Group two understands that Root Reborn just turned a dead subnet into the most powerful allocation layer in decentralised AI. Full breakdown below. Which validators to watch, how compounding yield changes the math, and why the flywheel has not started spinning yet. Most people just found out too late. S/O @JesusMartinez for the explanatory video.

dTAO is barely a year old and it already exposed the one fault line that decides everything on Bittensor. Which subnets actually earn revenue, and which ones only survive on emissions. A top three Bittensor subnet just answered that in public, with real enterprise revenue and confidential compute that undercuts AWS on price. This is the dTAO thesis leaving the timeline and turning into a business you can actually point to. The subnets that earn are about to separate from the subnets that only emit. $TAO @opentensor

@MarkCreaser and I had a meeting with one of biggest, best performing and one of the longest running fund managers in the UK today. Been a fund manager for over 30 years and still has a great record. Amazing office/building. He was incredibly astute and highlighted a positive angle about Bittensor I've never really leaned on or used as a tool/gambit, when TAO-pilling people. I was explaining how dTAO and subnets work etc and later on in the convo we were talking about the broader market. Japanese yields etc etc and correlations. I said that subnets are in its own bubble and are pretty much the most uncorrelated asset on the planet. In fact, I'd go as far as saying that dTAO is 0% correlated to the main markets. It just doesn't give a shit whether oil is spiking or there's a stock market wobble. Simply because (at the moment), it's a zero sum game with no new institutional injections and therefore we have the same capital sloshing around chasing one shiny subnet news announcement to the next. This fascina