sleeping_domsn🥷

$TAO Subnets - I posted my 7 favorite names from the Top 10. That does not mean those are my actual positions, so let me add a few observations: I have 5 active wallets. One of them has exposure to all 126 active subnets + Root. I invest 0.01T into each subnet every month. That wallet started in January 26 and is already up 20%+. It’s a public wallet, and you can access it through the link in my bio. If this post gets 100 likes and @taoswap_org reaches 500 followers, I’ll post about the other 4 wallets. And I’ll also share the address of one more. The one being operated by an agent, built on top of the tau-ninja code created by Const. Do your analysis. Do your research. Draw your conclusions. Make your decisions.

@Donaxbt Gib King Dona 🥷💥

I see a good long term trade, a life changing opportunity. 500 Likes will drop full thesis and long thread 🧵 🪡

Hey Keith, bro, quick and maybe silly question, but I think it’s important to me 🙏 Would you distribute your TAO across subnets the same way you for your colleague did in December/January, or would you make updates? If so, would you be willing to share them with us—or just with me—here? That would be absolutely amazing 🫡🥰🥷💥🖤 Let’s make it to the top together. Thanks so much in advance 🤝😘

You can forget about thinking you know how $TAO subnets tokens move now

@Altcoinbuzzio Lets try the end of the list: INJ XLM HBAR

Most Bullish Crypto Projects by Sentiment Market sentiment is starting to shift, and these are currently the most bullish projects based on community and trader sentiment: Kaspa ( $KAS) — 90.2% bullish Pi Network ( $PI) — 86.3% bullish Internet Computer ( $ICP) — 84.8% bullish Arbitrum ( $ARB) — 80.6% bullish Hedera ( $HBAR) — 78.7% bullish Avalanche ( $AVAX) — 78.2% bullish XRP ( $XRP) — 77.8% bullish Polygon ( $POL) — 77.3% bullish Bittensor ( $TAO) — 77.2% bullish Virtuals Protocol ( $VIRTUAL) — 74.7% bullish

@KeithSingery @octoopusPRMR Yes pls would also be in favor of that and would participate @KeithSingery 🤝💥

@octoopusPRMR Very very similar

Dude is +250 $TAO now and all he did was sit in quality Bittensor subnets for a few weeks. 🦧 Not a bad way to make $50,000

Video is the most used format on the internet But processing it at scale is still expensive and complex. The addressable market is massive: • $200B+ Cloud Storage & CDN providers • $100B+ Video streaming platforms • $60B+ Surveillance & security • $20B+ Medical & industrial imaging • $10B+ AI-powered video tools (fast-growing) The problem is the same across all these sectors Rising storage costs, high bandwidth demands, weak playback in low-connectivity regions, low-resolution footage and expensive centralized processing. Vidaio is building the decentralized processing layer to fix that. We use AI to enhance video quality, compress files efficiently while preserving perceptual detail, and distribute compute across a network instead of relying on one provider. So video delivery becomes cheaper, more accessible, and more scalable.

@AlgodTrading I buy as much as I can 🤝🥷💥

There will be a period this year when we look back and realise what a bunch of pussies we were by not bidding alts that were sold into the ground

I first bought $TAO in August 2023. Most of my buys were between $50 and $60. I’ve been in dTAO since early March last year. For most of the year my stack was up, down, and sideways. But since August, subnets have let me roughly 5x my $TAO. As subnets mature and real business models emerge, the next wave of growth should be even more pronounced. This past year was the experiment. We all learned, and we’re still learning, what works, why it works, and where this is heading. All the while subnets are paying very high apy, making your investment that much more valuable. Some subnets mooned and died. Some corrected hard but found their footing. Some are already showing signs of being long term winners. The truth is 99 percent of subnets haven’t even been imagined yet. Right now we’re in the Cambrian era. High chaos. High extinction. High upside. Over time that will smooth out. The businesses that survive will compound. But this early phase is probably where the biggest asymmetric returns get made. You’ll likely own a few subnets that do 20x over the coming years, and you’ll also own some that won’t exist by then. The winners will more than cover the losers, and most of the opportunity is right now, while everything is still forming. Don’t sit idle with your $TAO, multiply it, take a chance and learn subnets. If you’re new, stick to the top 5 or top 10 and you’ll probably be just fine.

@0xSunRun @kelxyz_ 🤝🖤

Fair warning, about to get into the weeds here. But you flatter me, so I'll give you an organized brain dump (plus I've been enjoying writing my ideas out lately). In my mind TAO has two key innovations that set it apart, and once they click you'll understand why the "subnets over TAO" framing is a false choice. Some subnets will absolutely outperform. But TAO is going to do fantastically well regardless of which ones win. First: Yuma Consensus. The fundamental problem with "mining useful work" is that useful work is subjective. How do you get a decentralized consensus on which AI model gave the better answer? Which code actually works better? Yuma cracks it by recognizing that while any single quality judgment is subjective, patterns of agreement among independent judges are objective and measurable. It also recognized that not all the work has to be on-chain for verification (in this context, all that matters is the answer/output). Validators score outputs on a gradient, outliers get mathematically clipped, and the whole system is subject to economic selection pressure (bad judges lose money). Early skeptics of Bittensor considered this sacrilege given Proof of Work is an objective consensus mechanism where everyone shows their work, and a lot of their criticisms back then (i.e. it was rife for manipulation) were correct. But post-dTAO I personally think it's safe to say the skepticism is settled. The outputs speak for themselves. The DePIN subnets are humming, Ridges is competing with SOTA models on benchmark tests, Templar coordinated the world's largest decentralized training run (my three favorite examples but there are probably a dozen other things worth talking about here). Second: the tokenomic design. Crypto's promise has always been minimally extractive coordination (i.e. think coordinating drivers and ride-seekers without Uber extracting 30% for designing the marketplace on your phone app). But every decentralized network faces a chicken-and-egg problem: users won't pay for an underdeveloped network, and operators won't build without revenue. VC capital "solves" this but reintroduces the extraction crypto was supposed to eliminate (don't we all know this too well). Fair-launched native tokens solve the bootstrap without reintroducing extraction. But that only works if sufficient value eventually flows back to the token. This is where dTAO and TAO Flow come in. Every subnet has a protocol-native AMM pairing its alpha token against TAO. No other way in. Subnets that attract buying flow get more emissions. Subnets that don't, lose emissions and eventually get deregistered. This creates a direct incentive for subnets to (1) be good faith actors (i.e. don't try to farm/manipulate the system) and (2) generate real revenue and commit it to buybacks (rather than farm tokens and dump). If you don't, your subnet simply flounders and dies. Those buybacks mechanically create TAO demand because all alpha pairs against TAO. This is accretive yield. That doesn't even account for the fact that the best subnets earn an outsized portion of protocol emissions (which is a different form of yield entirely). Once you hit a certain scale that subnet alpha token is going to become an attractive investment on its own. Importantly, anyone who wants to join in and invest in that subnet to earn a piece of it will be required to first buy TAO off the market and then stake it (thereby locking up the supply) to hold the subnet token with its yield. So at bottom what you have is TAO functioning as the index for the entire subnet ecosystem. If any subnet is doing fantastically (real revenue and/or speculative investment) TAO is necessarily and mechanically pumping. All subnet tokens are essentially rehypothecated TAO (due to the way you stake to "buy" alpha) so every subnet benefits when one succeeds. Revenue buys back token → token appreciates → larger dollar value of emissions → bigger subsidies → attracts better miners and validators → better outputs → more revenue → cycle repeats. That's the flywheel underpinning the entire ecosystem. And here's the part I think most people haven't fully internalized yet. I genuinely believe Bittensor is a 0-to-1 moment in cryptoeconomic incentive design. The subnet architecture can be purpose-built for just about any idea you can conceive of (not just AI, although that's obviously the dominant focus given where the world is heading). If you have a good idea and a sound incentive mechanism, why would you go anywhere else? You get the lowest-friction path to insanely deep mining and liquidity pools that took years and over a billion dollars in emissions and four years to coalesce. If your idea works, you get massive subsidies immediately to bootstrap. Study the ascent of Ridges. Went from zero to 80%+ on SWE-Bench and a consumer product launch in less than a year. I'm pretty sure total emissions to that particular subnet are less than $10 million. How much have Cursor/Windsurf/Replit spent? And it fair launched. No premines, no VC insiders sitting on discounted tokens waiting for liquidity events. Everyone who holds TAO earned it through work. It's already more distributed than Bitcoin. The code is open source, anyone can fork it. But you cannot fork the mining pools, the validator set, the subnet composability, or the deep liquidity in the enshrined DEX. That's the moat, and I think it's impenetrable at this point.

Competitiveness with ai use cases for chips and energy is by far the biggest btc bear case, more than quantum and tail inflation The latter 2 are social issues, but only the almightiest of pumps can make mining competitive with ai for marginal data center spend

Holding 25+ TAO puts you in the top 25%. 21M tokens for the future of intelligence. Shoutout to @Rapido_ai for this export 🙏

@KeithSingery @TAO_dot_com Do you have a wallet that you prefer for TAO and subnets, such as taostats or Tao.com?

Here's a demo of the new feature set for @TAO_dot_com iOS v2.0.16 Bittensor wallet app from yours truly. You can count on these walkthroughs any time we've made any major changes. Enjoy and happy swapping! $TAO

Most people still don't realize there will only ever be 21 million alpha tokens per subnet on #bittensor Each with there own individual halvings.. each becoming scarcer over time A supply shock.. Multiplied across an entire intelligence economy $TAO

Feeling like I need to up my alpha game.. Was sitting around 25% subnets for a good while.. doubled that to 50% when SoS hit zero I should have gone all in then Need to be more like @KeithSingery and stop being passive $TAO

Over $100 million/year up for grabs for anybody that wants to contribute and compete to generate decentralized intelligence across the 128 different subnets on Bittensor $TAO

Barry Silbert telling a room full of Bitcoin whales that $TAO is in a league of its own. The rest of AI crypto is mostly garbage. “I think most of what we see is kinda BS” He also mentioned seeing a 100-500x ROI. More bullish on $TAO than BTC. Probably nothing.

You want some?

Bought 25% of my total TAO bag @ $149 to commit to my long term accumulation plan. This is still the only AI token which hasn’t nuked straight into previous bear market level and has shown some strength compared to competitors in the same sector. TAO is already scars and have a capped supply, I see demand to keep on growing over the course of the next 5 years and I see TAO easily exceeding $100B market cap. Still have dry powder for lower targets $100 & $50 if given.

Bannon was laundering money for evil people

Regardless of markets, Injective is one of the leading chains with rising net flows. Follow the money.