Bittensor (TAO)

December 2025 marks a historic week for Bittensor ($TAO) and its ecosystem. Beyond price swings and retail hype, we’re witnessing a structural shift in supply, institutional adoption, and real-world AI deployments. Here’s a breakdown: 1. From Inflation to Scarcity On December 15, $TAO emissions were halved from 7,200 to 3,600 tokens daily, ending the high-inflation bootstrapping phase. The result: a natural “shakeout,” transferring tokens from short-term holders to long-term compounding vaults. 2. Institutional Validation Sweden’s Virtune @VirtuneAB launched the first regulated Bittensor ETP on Nasdaq Stockholm, giving pension funds and wealth managers regulated exposure to decentralized intelligence. @Grayscale's Bittensor Trust is filing Form 10, codifying $TAO as a commodity-grade digital asset. Institutional adoption is no longer a question, it’s here. 3. Protocol Maturation: With a cap at 128 active subnets, Bittensor fosters a hyper-competitive environment. Dynamic TAO (dTAO) directs emissi

This Year in AI: Agents Go On-Chain dTAO financializes subnets! IAOs boom then fade! x402 hits $50M/30d! ASI “supergroup” cracks! Let’s dive into the biggest stories of 2025. 🧵 1/7 https://t.co/mA4goUjmIS

➥ The State of TAO Post-Halving - Bull vs Bear The first $TAO halving executed mid-December 2025, slashing daily emissions from 7,200 to 3,600 and cutting annual inflation from 26% to 13%. Here is the state of the @opentensor network post-halving event: — The Bull Case ➠ Supply Shock With daily supply halved, institutional products ( @Grayscale , European ETPs) are now estimated to absorb ~15% of daily emissions. ➠ Flight to Quality Lower rewards are starving "zombie subnets," forcing a consolidation of compute resources toward high-value utility (the "Bitcoin security" effect). ➠ Macro Setup Similar to BTC cycles, the supply crunch is designed to precede long-term appreciation as the network matures toward its 21M cap. — The Bear Case ➠ Price Action TAO has retraced to $220–$230 (from pre-halving $300s), signaling the event was front-run. Technicals risk testing lower supports ($167–$200). ➠ Miner Stress Immediate reward cuts risk centralization as smaller validators/miners exit unprofitable positi

According to LunarCrush data shared by Phoenix Group, $TAO ranks #2 in social activity among all DePIN projects, just behind $LINK. Not hype. Not noise. Real discussion from builders, researchers, and serious market participants. That matters because conversation shows where conviction is forming before markets react. #Bittensor isn’t just being mentioned. It’s being grouped with infrastructure leaders shaping the next phase of decentralized AI. Attention is consolidating around Bittensor. And if you’re building in DePIN and ignoring $TAO, you’re missing the signal. Image Credit: https://t.co/WDTu5F0YhW

Really big news for #bittensor and $TAO @Grayscale in the US for a $TAO ETP Congrats and good luck making this happen