Al Barsha

@bittensormax @Bitcast_network Yes I know. And I'm big in Tao but I know also that people expect too much of subnets. Subnets aren't the company with big market cap. It's just the provider. The big money will be made in the owners company.

Templar (SN3) is not yet printing the same visible external revenue as Chutes or Lium. They’re still primarily the decentralized training powerhouse: Just completed the largest permissionless LLM training run in history (Covenant-72B, 72B parameters). Got the Jensen Huang shoutout. Pulling 7% of total network emissions purely on technical utility and dev activity. No big disclosed daily revenue numbers or auto-buybacks yet their flywheel right now is compute demand → massive emissions → alpha price appreciation. The revenue stage (paid enterprise training runs, inference licensing, etc.) is the next unlock they’re building toward. It’s coming, but it’s not live at the same scale as the inference-heavy subnets. That’s why I listed the clear revenue flywheels first (Bitcast, Chutes, Lium). Templar is the infrastructure layer enabling the whole stack. Fair callout not every top subnet is at the same stage of the flywheel. Some are still proving the tech before the cash follows. You seeing the difference now?

@Atppr0 Great question. These are the subnets already turning into real flywheels actual revenue, usage, and buybacks that offset emissions and compound without debt: @Bitcast_network (SN93) First subnet to fully offset miner emissions with real revenue (brands paying creators for attention economy). Historic flywheel live. @chutesai_ (SN64) Leading inference, $22k+/day revenue, auto-staking buybacks pulling TAO back in. @TargonCompute (SN4) Intel-backed confidential compute, $105k revenue in a single week (~$5.5M run-rate). @tplr_ai (SN3) Largest decentralized 72B model training ever, millions in realized PnL. @hippius_subnet (SN75) Cheapest decentralized S3 storage with real usage and traction. @resilabsai (SN46) Real estate pricing oracle for the $300T market, pilots already live. @ridges_ai (SN62) World-leading open-source AI coding assistant. @metanova_labs (SN68) AI drug discovery with real therapies in development. @ai_detection (SN32) New SOTA on MGTD text detection.

@marcfriedrich Dann wird eben die Adresse blacklisted

BREAKING: Iran wird Schiffen, die durch die Straße von Hormus passieren, die Zahlung von Mautgebühren in Bitcoin auferlegen, berichtet die FT. Bitcoin wird Geld! Es ist das einzige dezentrale Asset ohne Drittparteienrisiko, dem alle Regierungen vertrauen können.

@Tiefseher Und das weißt du woher genau?

Also, sorry, aber wer wirklich geglaubt hat, dass es Trump um das iranische Volk oder um "die Opposition" ging, ist ein politischer Naivling. Die Opposition ist für Trump völlig uninteressant, weil die Opposition keine Macht hat. Die Mächtigen im Land haben die Macht, die sind interessant

@bittensormax @Bitcast_network Thanks. I can't see that all these put revenues into alpha. Why are chutes emissions at 0%? I think the story of flywheels is interpreted too good. A subnet owner will only put as much money in to pay the miner. Owner can make billions but miner work can stay cheap

@Atppr0 Great question. These are the subnets already turning into real flywheels actual revenue, usage, and buybacks that offset emissions and compound without debt: @Bitcast_network (SN93) First subnet to fully offset miner emissions with real revenue (brands paying creators for attention economy). Historic flywheel live. @chutesai_ (SN64) Leading inference, $22k+/day revenue, auto-staking buybacks pulling TAO back in. @TargonCompute (SN4) Intel-backed confidential compute, $105k revenue in a single week (~$5.5M run-rate). @tplr_ai (SN3) Largest decentralized 72B model training ever, millions in realized PnL. @hippius_subnet (SN75) Cheapest decentralized S3 storage with real usage and traction. @resilabsai (SN46) Real estate pricing oracle for the $300T market, pilots already live. @ridges_ai (SN62) World-leading open-source AI coding assistant. @metanova_labs (SN68) AI drug discovery with real therapies in development. @ai_detection (SN32) New SOTA on MGTD text detection.

Meanwhile Bittensor $TAO has zero debt. And profitable flywheels forming.

@Pop_Collapse @resilabsai Why should you get 40% apy. Everything above 4-5% comes with risk. Most subnet's alpha price will go down.

The power of holding Bittensor $TAO subnet alpha Here is an example to illustrate the flywheel of $TAO Let's say you 1,000 alpha of @resilabsai which cost around 7 $TAO 7 $TAO at a price of $310 = $2,170 Current alpha price of Resi, subnet 46: .0066 $TAO Let's make some calculated assumptions. > price of resi alpha stays the same for 3 years > price of $TAO remains the same at $310 > APY for holding Resi alpha is 40% for the first 2 years, then 30% in year 3 What is my total value in 3 years? Year 1 (40% APY) 1,060.6 × 1.4 = 1,484.8 alpha In $TAO: 1,484.8 × 0.0066 ≈ 9.80 $TAO In USD: 9.80 × $310 ≈ $3,038 Year 2 (40% APY again) 1,484.8 × 1.4 = 2,078.8 alpha In $TAO: ≈ 13.72 $TAO In USD: ≈ $4,253 Year 3 (30% APY) 2,078.8 × 1.3 = 2,702.4 alpha In $TAO: ≈ 17.83 $TAO In USD: ≈ $5,527 Now what if the price of Resi alpha went up 2x in year 1, 25% in year 2 and 25% in year 3? Additionally, what if the price of $TAO goes up by 4x? Year 1 Alpha: 1,484.8 $TAO value: 1,484.8 × 0.0132 ≈ 19.6 $TAO USD value: 19.6 × $1,240 ≈ $24,304 Year 2 Alpha: 2,078.8 $TAO value: ≈ 34.3 $TAO USD value: ≈ $42,532 Year 3 Alpha: 2,702.4 $TAO value: ≈ 55.7 $TAO USD value: ≈ $69,068 This is the Bittensor flywheel in effect.

@adithya1987v @0x_Markets The more money in the pool the lesser rewards

@0x_Markets I have managed to provide liquidity for 1 year till March 4.. how will the apy fluctuate?

@0xBoomz @ai_detection Bittensor is cool but subnets are overrated. People compare them to companies or stocks. But a sn is just there to pay miners and validators. Not to make alpha holders rich.

I always get asked "If $TAO is so great, why don't Bittensor subnets show up on benchmark leaderboards?" The thing is... They literally do. You just haven't been paying attention. @ai_detection (SN32) is an AI text detection subnet that became a new State-of-the-art (SOTA) model on the MGTD benchmark with a <1% false positive rate. SOTA achieved. Subnet 32. Bittensor. Are you paying attention now anon?

@ThorstenDenk @VeroWendland Du verbreitest einfach fake news. Batterien und Solar sind keineswegs Co2 frei.

@Atppr0 @VeroWendland Ähm, "Batterie" im Deutschen ist Einweg, die Wiederaufladbaren heißen "Akku". Im Rest der Welt ist "battery", "batería" usw die wiederaufladbare Version. Wenn du also was von "Batterie" im Zusammenhang mit Stromspeicherung liest, geh davon aus daß das mindestens 3000 Zyklen sind.

Fantastisch, was Atomstrom kann. Selbst an einem guten EE-Tag für Deutschland wie heute ist der Unterschied im CO2-Ausstoß aktuell Faktor 16,5. Denn die gesicherte Leistung in 🇩🇪 ist fossil. Auch Frankreich hat einen guten EE-Tag - plus Atomstrom. Diesen Weg muss 🇩🇪 gehen.➡️

@ThorstenDenk @MeisterHawk @VeroWendland @grok Nein, das stimmt so nicht ganz – die meisten chinesischen Solarpaneele werden nicht mit Solarstrom hergestellt. Die Produktion (vor allem Polysilizium, Wafer, Zellen) ist super stromintensiv und läuft größtenteils mit Kohle-Strom. Dort kommt über 75 % der Elektrizität aus Kohlekr

@ThorstenDenk @MeisterHawk @VeroWendland Ohh, das stimmt nicht, was du hier verbreitest. @grok Stimmt es, dass Solarpaneele in China mit Solarstrom hergestellt werden?

@ThorstenDenk @VeroWendland Dann mal so: du kaufst eine Batterie, wird im Werk mittags mit Sonne geladen. Du nutzt sie, ist leer und wird weggeworfen. Co2 neutral oder nicht?

@VeroWendland Warum PV so viel CO2 ausstösst auf dieser Seite ist mir noch nie so richtig klar geworden. Also zumindest die PV die ich kenne stösst nix aus... 🤔

@VeroWendland Wäre gut aber zu spät für D. Deutschland hat den falschen Weg eingeschlagen bzw der Wähler und wird ärmer und bedeutungsloser.

@Tiefseher @welt Strom wird in Deutschland ebenfalls teurer werden.

Kaufprämie und Benzinpreis-Schock sorgen für E-Auto-Boom – Tesla verdreifacht Absatz /dde: Die Energiekrise von 2026 könnte Stromern den Durchbruch bringen welt.de/wirtschaft/plu… @welt

@fougars67 @tseutseutao @HyperliquidX Right. Why using 0xmarkets instead of hyperliquid? What's the benefit? The thing is that 0xmarkets will have no risks because the money comes from liquidity provider. But why should one trade with 0x?

@tseutseutao All @HyperliquidX competitors failed to achieve market dominance or even get a meaningful part of the cake, why is this gmx fork different? Bag holder question.

$YAO #SN35 - The great reversal, finally? I can't believe that such a tier S team wouldn't find a way to make it happen.

@0x_Markets So why do you need bittensor or the subnet structure for building a trading market? What's the edge here? Or is it about rewarding liquidity providers with alpha? Why should someone buy cartha alpha token? What's the advantage of 0xmarkets over Hyperliquid?

We're going live. Wednesday, April 8th - 18:00 GMT. Got questions about 0xMarkets? The testnet? What's coming next? Come ask us directly. No filters. 👉 Join the AMA and bring your questions.

@vaNlabs You compare subnetze with angel investments. I think subnets are totally different. As real investment you would invest in the founder/owner's company and not alpha. The subnet value won't rise as much as the subnet owners company. Subnet is just to pay miner & validators.

@VantaTrading Best sign to not invest in a subnet if there is no respond from the team here. Don't buy their alphas

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