Bittensor (TAO)

Update: Grayscale Decentralized AI Fund Holdings As of November 28, 2025, the fund components and weightings are as follows: $TAO: 34.39% $NEAR: 26.69% $FIL: 12.84% $RENDER: 10.68% $IP: 9.29% $GRT: 6.11% $TAO is now the dominant holding https://t.co/gqaoQmENNj

$TAO is down 45 percent in 30 days, but the on-chain data well you decide for yourself, as many of you know $TAO is a 10 year asset for me, I buy here: • Funding rate sits at 0.005 percent. • 2.07M dollars liquidated in 24h. • Top positions 2.54 to 1 long. • Open interest dropped 16.65%. • Smart money long retail got wiped. • No crazy leverage. • Clean structure. • Reset you want before a big move. Further explained below: DERIVATIVES = CLEAN SETUP Open Interest: $191.8M (-16.65%) Funding Rate: 0.005% (Neutral) Funding Rate Means: If you had a $10,000 long position, 0.005 percent = 50 cents every 8 hours. Volume: $556M (+62.15%) Open Interest dropping while price falls = deleveraging. Neutral funding = no excessive leverage. Long/Short RATIO when more than 1 means more long. Under 1 means short: Metric Ratio Binance L/S (Accounts) 1.19 OKX L/S (Accounts) 1.61 Top Trader Accounts 1.29 Top Trader Positions 2.54 70 percent of the entire supply is staked. 7,315,453 $TAO staked. Only about 2.6M $TAO actually tradeable. But Only 477,098 $TAO on Exchanges $125 million worth of $TAO Insanely thin liquidity For a top-tier AI asset. But its by design, folks. That’s 4.6 percent of supply. And even that number is shrinking Minus 17,865 $TAO this month. Minus 24,520 $TAO over the last 30 days. Money isn’t selling. It's leaving exchanges. 430M dollars left CEXs in 30 days. 970M dollars left over 90 days. That is not fear. That is accumulation. Staking is climbing daily. Plus 861 $TAO added yesterday. Plus 5,767 $TAO added the day before. Meanwhile, derivatives just flushed every weak hand. 2.07M dollars liquidated in 24h. 99 percent of it longs. Classic capitulation. And the halving is in 10 days. Emissions cut in half. Supply already tight before we even get there. People are watching the red candles. Add this all together and here’s the picture: – Pre-halving shakeout flushed out weak hands – 70% staked means barely anything is liquid – Exchanges are bleeding supply daily – Almost $1B left exchanges in 90 days – Smart money is long – Retail long liquidations just cleared the board – Funding neutral – Halving around the corner - BTC did this 4 times. - Each time: new ATH.

A new vertical forming inside $TAO subnets right now is real-world data verification. As tokenization accelerates, every asset coming on-chain needs a source of truth. And that doesn't mean simple “feeds,” in the old crypto sense; but intelligence systems that can verify what’s real in the physical world before capital touches it. That’s the niche a few $TAO subnets are starting to hone in on. @resilabsai is building the real estate "orcale" (appraisal, inspection, and title-verification engine) for a $300T real estate market. Their v3 mechanism aims to benchmark miners against real closing data, pushing the network toward institution-grade accuracy. @webuildscore's use of vision-AI is redefining attribution inside Bittensor: capturing real-world interactions, validating them through competitive miners, and converting that data into reliable, on-chain intelligence. @LeadpoetAI is leaning into the messy world of intent scoring and routing. Lead quality is the real battlefield for B2B sales teams, and they’re positioning $TAO miners to compete with tools like @ZoomInfo and @useapolloio; but with an open marketplace of intelligence instead of a static database. At the end of the day, each of these subnets is fighting to prove its edge in a live, on-chain arena. The one that delivers the cleanest signals will define the next chapter of TAO’s RWA economy.

Project Rubicon is bridging the gap for #Bittensor subnets Converts alpha tokens into ERC-20 xAlpha for DeFi on @base Uses @chainlink CCIP for secure cross-chain transfers Launching with initial liquidity pools, making access easier for everyone This is how you scale adoption and liquidity in a decentralized AI ecosystem. $TAO

$TAO #SN67 - That's a powerful move. @Tenex_SN67 just announced a 1,000 $TAO buyback that will be executed between now & the halving. Smart, as this will eventually create a net $TAO inflow, triggering positive emissions for the next weeks. Also 1M of their Alpha Tokens will be locked for "at least" 10 months, which represents about 4,000 $TAO.

GM and happy Monday @Bitcast_network X brief #5 is officially live, and we’ve got some exciting updates and announcements to share as well 👇 - Brief #5 allows the top 200 accounts to participate, expanding the competition from the previous 150 - Miners are allowed to post TWO eligible tweets. Each will be scored and rewarded - The prize pool has been upped to $2.5k. More rewards to be distributed for pushing tao Also, we’ve officially become profitable against miner emissions on our X mechanism 🥳 Big things are cooking over at SN93 For more info, registration, and brief details you can head to https://t.co/p7NlevXsBk #TAO #bittensor

This month is going to catch a lot of lazy traders off guard. Major December Updates & Catalysts to Pay Attention To: If you’re trading this month without knowing these December catalysts, you’re gambling. - $TAO: first halving Dec 10–12 (emissions reduced by 50%) - $RENDER: community vote closes Dec 1; speaking at Solana Breakpoint Dec 11–13 - $ETH: Fusaka mainnet upgrade this week - $SUI: large December unlocks (multiple rounds starting Dec 1–2) - $APT: 11.3M unlock Dec 12; additional December unlocks - $AVAX: AVAX One treasury build updates expected - $SOL: Solana Breakpoint 2025 conference, Dec 11–13 (Abu Dhabi) - $ARB : 92.65M unlock on Dec 16 - $STRK : 127M unlock on Dec 15; Privacy Perps on Dec 1 - $ASTER: token burn on Dec 5; buyback program starts Dec 10 - $DOGE: 12th anniversary on Dec 6 (likely heightened community activity) - $BNB: Binance Blockchain Week Dubai, Dec 3–4 - $MATIC: India Blockchain Week Bengaluru, Dec 1–7 - $RNBW: potential token launch in December

Anyone else feeling the pain of being in dTAO right now? Not only did $TAO fall to $260 but many subnets are tanking in value, with some important subs reaching new lows every day. It feels like it can’t get much worse than this. Have some hope guys. Darkest before dawn. 💪🏼