Capy Research
15.8K posts

Capy Research
@Capy_Research
Researcher | DeFi TG https://t.co/t2UolCbKFj


➥ I built a $TAO research dashboard using +EV framework with the free plan of @claudeai And the result SUPRISED me After doing manual fact-checking on most of the data, I can say Claude was ~99% accurate The remaining 1% is for later discorvery, if I find wrong info ngl But overall the structure of the insights is already very useful for thinking about @opentensor | $TAO The clearest +EV mispricing I found ☒ @TargonCompute | EV score 5/5 Current numbers roughly look like this: - Targon valuation: ~$48M - Revenue projection: ~$10.4M/year - That gives a P/S ≈ 4.6x ☒ @chutes_ai | EV score 5/5 Now compare Targon with Chutes, the biggest subnet by value: - Chutes val: ~$92M - Rev projection: ~$2.4M/year Which implies a P/S ≈ 38x for Targon So the market is valuing Chutes ~8x richer than Targon relative to rev Fair enough because Chutes is literally the #1 subnet You can find more potentials subnets with hight +EV ranking in the dashboard ↓↓↓ - @tplr_ai | SN3 | EV 4/5 - @ridges_ai | SN62 | EV 4/5 - @lium_io | SN51 | EV 3/5





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