Blocⓚ A🅡chitect

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Blocⓚ A🅡chitect

Blocⓚ A🅡chitect

@Crypto_Talk1

Husband, Father, Architect. Manchester based! Crypto OG (2017), Stocks and Shares Investor, Compounding rules!

Katılım Kasım 2017
833 Takip Edilen412 Takipçiler
Blocⓚ A🅡chitect retweetledi
Camel Finance YT ⚡️
Camel Finance YT ⚡️@camelfinance·
I said months ago that cycles said with all probability, this would be invalidated 3 months later, the indicator looks more bullish than ever and bitcoin has fallen ~40% I said back then, the powerful thing about cycles is they allow us to rule out the ideas that are most unlikely Needless to say, decode blocked me for pointing this out 💀
Camel Finance YT ⚡️ tweet media
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Andy ττ
Andy ττ@bittingthembits·
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.
Andy ττ tweet media
CoinGecko@coingecko

INSIGHT: Bittensor subnets are pumping alongside $TAO with the category gaining 18.6% today. Track #dTAO subnets here: coingecko.com/en/categories/…

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Blocⓚ A🅡chitect retweetledi
Mads Palsvig
Mads Palsvig@Palsvig·
Here's Your Middle East Conflict Lesson for Today 1. Every country is working in unison, to bring about agenda 2030. 2. It's a small group vs all of humanity. 3. That small group runs all countries already including Iran. 4. Agenda 2030 includes no one flying or driving, plus a plunging of society back into the dark ages with limited production of all goods and services. 5. In order to accomplish Agenda 2030, the oil must be removed. 6. The only time the public will accept not driving, flying or their local stores out of goods (AKA communism) is a fake war, where fake sides fake battle and destroy real oil/energy infrastructure. 7. Yes, in these fake wars they do indeed kill real civilians and real soldiers on both sides, because dead people cement the fake preplanned war as "real" in the minds of the TV viewers. 8. Iran has been told to hit oil refineries outside Iran, the US has been told to hit oil depots inside Iran, other nations are told to leave their energy infrastructure open for attack......and the public is mind controlled to believe that Hulk Hogan and Randy Macho Man Savage don't all work for the same boss. All the actors are hired and paid by the same movie studio folks........all of them. 9. When your food shelves are empty, after a massive inflation wave makes you broke and after travel restrictions increase (to the new mind control mantra "STAY HOME SAVE GAS") then you'll know how completely naive people have been to believe that all these governments (who all attacked their own people with the COVID jab in 2020) care about we the people. 10. Iran poisoned their own people with the jabs (just like the West, while supposedly hating the West), as did Israel, as did the US and as did every other country that are fighting and participating in this WWF Wrestle Mania Event. Wake up, the countries are fake, you're being hunted. Break the government spell. They're all working together, against you and your family. Even if it was all fake and AI generated pictures, they're still going to raise your gas prices anyways and try to put in their Agenda 2030 restrictions. Start warning the others. You're in a movie and everyone on TV is reading a script written by the one big movie studio. Your politicians are paid actors.
Mads Palsvig tweet mediaMads Palsvig tweet media
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Blocⓚ A🅡chitect retweetledi
Shizzy
Shizzy@ShizzyUnchained·
My Bittensor subnet portfolio allocation after a crazy weekend. This is my portfolio breakdown Ridges SN62 17.46% Templar SN3 16.95% Targon SN4 11.82% Chutes SN64 9.49% Affine SN120 8.98% Score SN44 7.35% Beam SN105 5.65% IOTA SN9 4.21% Hippius SN75 3.03% ReadyAI SN33 2.54% Lium SN51 2.34% Gopher SN42 2.20% Numinous SN6 2.19% NOVA SN68 1.92% Loosh SN78 1.74% Hermes SN82 1.73% Crazy weekend. Strong moves across the board. Still planted in decentralized AI. What does your subnet allocation look like? #Bittensor #TAO $TAO
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Blocⓚ A🅡chitect retweetledi
Shizzy
Shizzy@ShizzyUnchained·
Getting Started with Bittensor Tao Subnets In this episode, I show you how to get started with Bittensor and TAO step by step. We go through downloading the TaoStats wallet, setting up your account, sending TAO, and staking into a subnet. CHAPTERS 00:00:00 - Shizzy’s Monologue 00:01:38 - Intro Song 00:02:00 - Downloading the Tao Stats wallet 00:02:55 - Setting up your account 00:04:50 - Sending TAO to your new wallet 00:05:24 - Staking into a subnet 00:08:50 - Check out ShizzyUnchained #Bittensor #Tao $TAO
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DREAD BONGO
So you know the project that billionaire @chamath was pointing out to Jensen from @nvidia, the largest company in the world.. The same Jensen who said open source models will be needed and coexist alongside centralized ones.. Well.. that project @tplr_ai, is currently valued at under $100m You've got two options: 1. Either recognise you’re absurdly early on something like @tplr_ai and position accordingly 2. Start digging into other subnets doing groundbreaking shit Trust me, there are a bunch of them out there and right now, even cheaper than @tplr_ai The great thing is, you don't even need to look that hard.. they're just sitting right in front of you the minute you look And if you can't be assed to even do that.. You already know where SN3 is going I've said it before and I'll say it again.. #Bittensor subnets currently offer some of the best investing opportunities in the world $TAO
DREAD BONGO tweet media
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Derek
Derek@derekboirun·
@CCribz @realio_network Why do losers like yourself constantly spread lies like "delistings left and right" and "out of funds"
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CryptoCribz
CryptoCribz@CCribz·
$RIO | @realio_network 🚨Signaled this mid last year. Now really developing into huge chaos with the chart crashing and delistings left & right… Be aware if you hold this coin! PS: all part of the cleansing of this market during bear times. Lots of projects out of funds.
CryptoCribz@CCribz

@ryptocrypto Starting to evolve more and more like a big scam/farce tbh. $RIO

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Toby Invests
Toby Invests@TobyInvesting·
@Shan_Specter I’m hoping so. Would love to drop the $ETH trackers eventually. Biggest mistake!
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Toby Invests
Toby Invests@TobyInvesting·
2 weeks ago these stocks were all in the red. $ZETA went green last week, $OSCR went green today, $TE will follow shortly, $GRAB will go green later this year, $BMNR who knows (average of $55), $SBET will NEVER be green for me 😭 (but I’ll sell and accept a loss once it’s less red) The market is starting to reconfigure it seems.
Toby Invests tweet media
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Blocⓚ A🅡chitect
Blocⓚ A🅡chitect@Crypto_Talk1·
$ETH has been in this range for over 5 years! Constantly setting higher lows. How anyone can be bearish on this at the moment is beyond me! You do not want to miss the next move to the upside!
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Blocⓚ A🅡chitect
Blocⓚ A🅡chitect@Crypto_Talk1·
@MoneyHacks16 @KobeissiLetter I would say a new upward trend would catch many more people out then a short term bounce. Fully expecting one more final wave 5 for $BTC up past all time high to catch majority out!
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Bitcoin surges above $72,000 hitting fresh one-month high.
The Kobeissi Letter tweet media
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Blocⓚ A🅡chitect
Blocⓚ A🅡chitect@Crypto_Talk1·
Day 12 of my £10 per day pie and it's looking good! Excellent day for $MARA today especially!
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Blocⓚ A🅡chitect retweetledi
Sykodelic 🔪
Sykodelic 🔪@Sykodelic_·
This is all one massive psyop. The market makers have laid the perfect trap out there and everyone is falling for it. And the crazy thing, what is happening is what always happens... Its just happening in a different way this cycle that most cant see. What they have done is use the 4 year cycle to lay the perfect trap, just as the macro cycle is expanding. They have followed the 4 year cycle for now, and it has convinced everyone it is truly over, right before it gets reversed. This is the first time in Bitcoins life that the 4 year cycle and the business cycle are diverging, and right now, is the crucial moment. What you can see here is that every time the Business cycle enters expansion, Bitcoin has multi-month drops. Its happened every time. I simply just see it as a mid cycle top, but you can call it whatever you want. Then, after the correction, the bull cycle enters its true phase as the macro expands and we find true price discovery. Here is what I think has happened and will happen next: - 10/10 they removed all the leverage - Mid cycle correction that has been overdone - Convince all holders of 4 yr cycle long bear market - Now 10/10 is out and holders capitulated - Smart money bought this dip very hard And just as everyone has given up, Clarity act gets passed, massive insto money flows in and Bitcoin diverges from the 4 yr cycle and follows the macro/business cycle as always. Do you really think institutional and bank money was gonna come in and pump all our bags nice and easy? No, they have done whatever they can here to shake you out and destroy your bags. This is truly max pain. Everyone has sold and will be so confused why we are going higher, when the data has been there all along. This whole market correction has been forced and overcooked, without even a real narrative. And now everyone is looking at 2022 expecting it to follow to an absolute tee, without even caring for the macro backdrop. No 2 cycles repeat. Whatever seems obvious it not. It is my view that, based on the data that matters... That this is what is happening. Laugh, call me retard, i dont care. I have seen enough to know this is not some pie in the sky fantasy. You would do well to not ignore it.
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Artur | Long-term investing & FIRE
@cashflow_king94 I’m only 2 investments away from maxing it out I divide the whole allowance into 12 equal amounts and invest monthly This allows me to DCA in a way and leaves some balance in case markets fall at some point in the year
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Cashflow King
Cashflow King@cashflow_king94·
How much of your £20,000 ISA allowance have you used this tax year? 🔵 All of it 🟢 More than half 🟡 Less than half 🔴 None yet
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Cashflow King
Cashflow King@cashflow_king94·
@Crypto_Talk1 I'm hoping by 40 in doing something easier, not retired but semi retired enjoying more of life than working 5 days a week - let's see if I can make it happen
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Cashflow King
Cashflow King@cashflow_king94·
Everyone won't agree with this. But retirement should be mandatory at 50. So people actually have time to enjoy their life. I'm 31. The idea of spending another 36 years working just to finally feel free at 67 is insane to me. You grind your entire life. Miss your kids growing up. Skip holidays. Sacrifice your health. Sacrifice your relationships. And for what? So you can finally "live" when your body is too tired to enjoy it? The system is designed to keep you working until you're used up. That's why I started investing. Not to get rich. To get my time back. Because retirement isn't an age. It's a number. And the earlier you start building passive income, the earlier you get to choose. What age do you want to retire by?
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