0xcm
266 posts






Halloween 2025 started early 👻😈





Hi, Uptober!你准备好了吗? 我刚查了一下,过去 12 年大盘在这个月上涨的概率竟高然达 83.3%,所以 10 月的行情还是蛮值得期待的 刚好最近连续跑了 KBW 和 Token2049 两个区块链周,参与 40-50 场活动,收获颇多 在这两天复盘过后,我决定调整下仓位和打法,以争取让自己钱包的“正向飞轮”转起来 1. 先说体感,KBW 和 Token 的活动最大的区别就是:在 KBW 能感受到韩国人/棒子的热情很高,特别是 Crypto AI 叙事的项目在当地十分受欢迎,比如 Sahare AI 包了 Sevit Island 商场一整层,现场还是排起了百米长队,还有就是上了 Upbit 的很多 AI 项目交易量明显大于其他所包括币安;而 Token 却很少见本地人参与,大多是一些学生来蹭吃蹭喝的,我认识一本地华人告诉我,因为大家都很“富足” 总结:猛干上了/ 有潜力上 Upbit 的 AI 项目 2. 昨天连续参加了 Solana 的 APEX 和 OKX 的 Alpha Summit 活动,发现主流公链和交易所都在聊 “Stablecoin”和“支付”,所以接下来要重点关注这两个赛道的项目,比如掘金群都在聊的 KAST,像之前 STBL 错过就拍断大腿 3. 币安 Alpha 黄金收菜时间已过,近期领的 ASTER、XPL、MIRA 和 FF 等几个大毛币价都在跌,同时昨天新上两阶段的 EDEN 直接泄洪了。低流通高 FDV 问题再现,所以我会减少对 ALPHA 的投入,转去链上研究一级全流通的 MEME 4. 对持有 Virtuals 生态的一揽子 Agent 代币,要后进行必要的换仓,加仓在持续建设并有 Revenue 的 Agent ,清仓僵尸类 Agent。正好 Agent Morings 活动刚开始了,一会看看有没有 Alpha 可寻 👀

The revenue meta is just beginning. Luckily for us, the projects on the left are the most recent. This trend should continue, yielding new investment opportunities for the patient.


The secret chain traders are sleeping on. 🟩 🟩 🟩 🟩 🟩 🟩 🟩 Subnets Market Cap Everyone’s glued to tickers and memes, watching volume explode on $HYPE, $PUPS, and Pump.fun derivatives. But they’re missing the ecosystem play right in front of them. A chain backed by AI utility. Let’s talk about $dTAO. 1️⃣What Are Subnets? Think of subnets like altcoins within a chain—except each one runs a specialized AI model. They compete to be useful and earn $TAO by proving value. Trading them is like trading small-cap gems—except there’s actual utility behind them that incentivizes staking and mining. 2️⃣Why It’s Undervalued While memecoins dominate SOL/BASE, Bittensor’s subnets are flying under the radar. It’s a $2B ecosystem with only ~$120M in daily volume. That’s nothing compared to: – $972M on SOL – $601M on BASE – $320M on BNB (just 4 meme tokens) Subnets haven’t had their breakout yet. 3️⃣Why Subnets Are Built to Pump Every subnet on Bittensor has to pay to register on the network by staking $TAO. That stake isn’t permanent—it decays over time unless the subnet proves its worth. Their ranking and survival depend on performance metrics like: – Validator votes – Incentive alignment – Traffic & usage – Network contribution scores If they fall behind, they lose emissions and visibility. To stay competitive, these subnets must attract attention, drive volume, and maintain active usage. That’s why you’ll see teams: – Launch campaigns – Create incentives for traders – Partner with influencers – Offer staking or airdrop mechanics Exactly what you ask for in tweets like "I need a project that has a solid team". 4️⃣Why Nobody is Trading Them The problem? Onboarding into $dTAO sucks. Bridging TAO, Polkadot extensions, and unoptimized wallets have been keeping degens out. But here's where we come in @taocan_bot. Similar to bots you've used in the past like BONKbot and Maestro, we make buying subnet tokens seamless. – Just deposit $TAO – Type /buy [Subnet ID] – Confirm the amount – And you're done You’re in. It's that simple. If you’re tired of exit liquidity plays, subnets are for you—backed by utility, they’re the future. Don’t fade the chain while you're still early. Bridge coming soon. -Taocan



The @virtuals_io Yapper Leaderboard is live! Taking it to the next level - both their top yappers *and* eligible $KAITO stakers will start earning Virgen points tomorrow. Allowing you to participate in their AI Agent launchpad. More on how it works 👇








