dylanmints

hope we win 🤞🏻 my channel+chat : t.me/+8b14K6aaVcs5N…

rapist are tweeting about some memescope monday stay safe gang

Prediction: SN3 Templar gets listed on a tier-1 exchange which provides a huge catalyst for $TAO + subnets as a whole 🌊 🌊 🌊 You might think “oh but if people can get SN3 on a CEX wouldn’t that decrease demand for TAO?” No, because 1) you won’t receive the APY for staking to the subnet if you just buy it on a CEX so traditional TAO -> subnet path will remain valid and 2) people will want to buy subnets before they get listed on T1 exchanges and 3) it will provide mainstream exposure to TAO and the power of subnets to those crypto normies who only trade on Binance/Coinbase

improper exhibition of a dangerous weapon

Top 5 Bittensor Subnets by Market Cap 1. SN3 - @tplr_ai 2. SN64 - @chutes_ai 3. SN4 - @TargonCompute 4. SN120 - @affine_io 5. SN51 - @lium_io Are you bullish on $TAO?

With both @chamath and @Jason shilling $TAO there is near 100% chance their bestie @DavidSacks has a bag too. He's literally the US governments crypto CZAR. He would have told them its a yes or no to buy it.

All subnets combined currently worth less than the ATH of ai16z.

There is literally only ~100 subnets to research. Welcome to what it felt like during the 2016 BTC cycle before the market was saturated with vapor. This is what easy mode feels like.

the actual net positive that bittensor subnets provide vs the cancer that meme coins and jpegs provide allows this chain to attract people that otherwise would not buy your token 56 yo bob from Arkansa isn’t buying testicle coin or the 96th fart token but they will power through friction to buy an ai company in a few steps download a tao,dotcom wallet, buy tao with Apple Pay or Coinbase, then “buy” your subnets (actually staking) that’s it it’s why tao is all over your timeline it’s not just degen ct, it’s those maxis that want to be cool and buy crypto tech

the break out moment for bittensor will be when a subnet gets to 1B mc will happen faster than anyone expects likely SN3 Templar

Jack Clark (@jackclarkSF ), cofounder of Anthropic, has now written about @tplr_ai twice. Two weeks ago we went viral. @chamath and Jensen were talking about us. And now this. I won't lie, the first feeling is fear. How do you top this? Then you remember that you do not chase the moment; you stay locked in on the mission to democratise the production of frontier models and make intelligence have no landlord. That's it. How do we top this? Go Dagestan. 2-3 years. Forget.

templar

For everyone fudding templar read

Jensen Huang validated Bittensor on the All-In Podcast. $TAO went from $190 to $290 in two weeks. Here’s what most people missed. Subnet 3 Templar. 72B parameters. No data center. Surged 194% in a week. Subnet 64 Chutes. Decentralized AWS. 5M+ daily requests. 85% cheaper than Amazon. 128 subnets live. Real revenue. Real production. Grayscale just filed a $TAO ETF. Same supply cap as Bitcoin. Halving already done. When the CEO of Nvidia validates your tech. You pay attention.

Look at this $TAO subnet chart Then, look at the numbers. And tell me with a straight face these subnets are overvalued. Bittensor subnet economy, all 128 slots combined, is worth about $1.36 billion. Everything. Compare that to how the centralized world prices similar businesses. Together, AI is reportedly discussing a raise at a $7.5 billion valuation. Their business is simple. Rent GPUs. Serve open-source models through an API. Now look at @chutes_ai SN64. Same broad category. Inference infrastructure. Open-source models. API access. Huge user growth. Real usage. Decentralized rails. Market cap around $126 million. That is the kind of gap people are still not understanding. Look at CoreWeave. Roughly $38 billion market cap. Massive projected revenue, yes. But also massive capex, huge debt, and huge losses. The market still gives them the valuation because compute is that important. Now look at @TargonCompute SN4. Confidential compute. Hardware-level validation. Intel co-authored work around their architecture. Real enterprise-grade angle. Market cap around $81 million. You are looking at one world pricing centralized compute companies in the tens of billions, and another world pricing decentralized versions at fractions of that. Not normal. It's mispricing. Then there is @tplr_ai SN3. Around $125 million market cap. Templar trained Covenant-72B in a decentralized way. No single company. Just global GPUs coordinated through incentives. That is a technical milestone. And it got noticed. When a subnet proves decentralized training at that scale is possible, it is not just bullish for one token. It raises the credibility of the entire Bittensor architecture. Then look at @webuildscore SN44. Roughly $38.8 million. Real partnerships. Real deployment. Real customers. Sports, agriculture, energy, retail. The kind of traction that in Silicon Valley. Then @ridges_ai SN62 around $46 million. Agent infrastructure. And this matters because if the agent economy really grows the way many believe it will, then the infrastructure underneath those agents becomes one of the most important layers in the whole stack. Then @affine_io SN120 around $61 million. Reasoning. At a time when reasoning is becoming one of the highest-value capabilities in AI. Then @MacrocosmosAI SN9 @IOTA_SN9 around $39 million. Training and data infrastructure, in a world where training quality and data quality keep becoming more important. Then @MetaNova SN68 around $26 million. Still valued below what plenty of mediocre startups raise in early private rounds with far less visibility and far less proof. And that brings me to the part most people in crypto still do not fully grasp. A private valuation is not the same thing as a live market cap. When VCs mark a company at $7.5 billion, that number is usually based on one financing round, one set of terms, one class of shares, and one protected group of investors. You cannot buy it freely. You cannot sell it freely. There is no real-time global price discovery. When a subnet has a market cap of $126 million, that is a live market. Anyone can enter. Anyone can exit. It trades 24/7. The price is constantly being tested by the market itself. In a lot of ways, that number is more real than the inflated private marks people keep using as benchmarks. And still the centralized company gets 20x, 40x, 60x the valuation. That is why I keep saying people are not thinking big enough. The whole subnet economy at $1.36 billion is less than what Silicon Valley gives a single hot AI company. Less than what hyperscalers spend in no time. Less than what the market is willing to forgive in losses if the story sounds big enough. Here you have 128 separate AI and startup-like markets running at once. Inference. Training. Reasoning. Vision. Storage. Prediction. Agent infrastructure. Compute. Real estate intelligence. And more. All competing in public. All priced in real time. $TAO DYOR.

Since I've made this post, Templar has grown massively in mindshare and price. A lot of people mocked me for my take saying this concept will never work, Templar/TAO are just another "crypto bro shill" without diving deeper. However, I think it's really time for skeptics and people to dig into Templar & TAO ecosystem as a whole. Some notable updates to the thesis that we've received since this post regarding Templar: Anthropic Co-founder @jackclarkSF diving deeper into Templar, writing a long form blog post including it: importai.substack.com/p/importai-449… Jensen Huang @nvidia & Chamath @chamath discussing Templar on the All In Podcast here: x.com/tplr_ai/status… These AI leaders are all discussing and talking about Templar & decentralized training, when you have tradfi bidding up any AI exposure as much as possible, it's very obvious that Templar is one of the most asymmetrical bets here still at only 130M mc. You have tradfi bidding up Anthropic at literally a 5T valuation via $VCX just due to their allocation within major hyped upcoming IPO's such as Anthropic, Anduril, Databricks, etc. x.com/amitisinvestin… Templar genuinely could go to $1B and still not even come close to any of the frontier labs valuations. TAO & its ecosystem are heavily underlooked and undervalued still.

tao sn’s are going insane this is sm fun

$TAO ripped 75%+ in a month. The Subnets? Moving even harder. 10 Bittensor Subnets worth watching ↓ 1️⃣ Chutes (SN64) - 400,000+ users, 9.1T tokens processed - 85% cheaper than AWS - First-ever $100M Bittensor subnet 2️⃣ Targon (SN4) - $10.4M projected annual revenue - $10.5M Series A raised - Powers Dippy's 4M+ users 3️⃣ Templar (SN3) - Largest decentralized LLM ever trained - 72B params, 1.1T tokens, zero clusters - Jensen Huang publicly acknowledged it 4️⃣ NOVA (SN68) - Decentralized drug molecule discovery - Targeting $1.5T pharma industry - Deterministic oracle scores every output 5️⃣ Hippius (SN75) - Bittensor's answer to AWS S3 - $4.48M realized PnL - Blockchain-backed persistent storage 6️⃣ Gradients (SN56) - Train AI models for $5/hour - Life sciences sector adopting it - Part of Rayon Labs' dominant trio 7️⃣ Ridges AI (SN62) - Autonomous coding agent marketplace - Highest mindshare of any subnet - Riding the AI agent wave 8️⃣ Score (SN44) - AI football analysis, 70% accuracy - 100x cheaper than traditional methods - $600B soccer industry target 9️⃣ Vanta (SN8) - AI-generated prop trading signals - Crowdsourced strategy competition model - Most direct path to revenue 🔟 DSperse (SN2) - Zero-knowledge proofs for AI inference - Enterprise trust infrastructure layer - Bittensor's verification backbone

templar sn3 nvidia ceo don’t rug me now

"Challenges the political economy of AI." That's how Jack Clark ( @jackclarkSF), co-founded @AnthropicAI, ran policy at @OpenAI, described what Templar is doing. He's now featured it in Import AI twice. 1/n

whole bull market out there while for most of us the cage is all we know