Mountain
749 posts


At last.
The root will NOT be too damn high.
Barbie True Blue@Pop_Collapse
Wow Const pitched the idea of getting rid of the root prop benefit. The idea will push more bittensor:native in the subnets. Love this idea.
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@markjeffrey It is just a matter of time when tao gets the traction it deserves
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Wait… wait… wait… $TAO looks ready for another expansion move
Price is pushing directly into resistance again, and buyers are still holding strong.
A clean breakout from this zone can send TAO toward the 320–325 area very quickly.
Question is…
Will TAO finally break this level today or reject again? 👀
#CryptoStocks #prpfit

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$MNT
$SUI
$AAVE
$TAO
...
Take your pick. All similar charts but more importantly ones that haven't been burned down to oblivion.
They are not down 99% (this isn't bullish unlike what many claim) and actually held their lows or are still above it.
Additionally these are powerhouses with extensive ecosystems that for this exact reason will likely catch a piece of the pie in a selective liquidity rotation.
You can always go down deeper into the risk curve of alts (micro/low caps) but these are probably pretty safe options with really decent returns and more.




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@FacetSir @CryptoWizardd He never mentioned nock to what I can find
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@CryptoWizardd Not that I like being this guy, but $nock will follow. Barry didn’t miss with Tao or zec, doubt he misses with nock.
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Bittensor has great builders but needs more. The wall: ~500 bittensor:native ($150k) to register a subnet, and even more to run. This is a wall to innovation.
Proposal: a Bittensor venture fund, funded from subnet emissions.
a % of a subnets emissions routes into a pooled foundation fund (optional by owners). Distributed as grants to founders building on Bittensor. Grants can never be sold - only consumed for subnet services, or used to register a new subnet (burnt dTAO and TAO removed from pool).
Think AWS Activate, not YC cash. Infrastructure credits, locked to ecosystem utility by construction.
The grant ladder:
Start: consume alpha as infra to build your product on existing subnets
Prove it: keep building, keep burning registration costs for miners and validators
Graduate: burn pooled TAO to register your own subnet, or deploy it into an existing subnet's pool to take an alpha position
Founders move from tenant to owner without ever touching liquid TAO. The 500 TAO setup wall becomes a milestone, not a barrier.
Why this works where other grant programs fail: no sell pressure. Grantees can't dump. Every grant either creates value, burns supply, or locks into subnet liquidity.
Why the network opts in:
More builders = more demand for subnet services
Registration paths are pure burns — supply tightens
Pool paths lock TAO into ecosystem liquidity
Founders become long-term aligned operators, not mercenaries
Emissions already exist — this redirects a slice toward creation
Closed loop. Network emits → foundation grants → founder builds → founder consumes, burns, or locks into pools → supply tightens or liquidity deepens. Everyone aligned.
Most of what an AI/agent business needs is already on Bittensor. We don't need to redistribute TAO subnets through perfect democracy and control. We need firm visionary founders and supportive capital. Role of investor is invest. Role of founder is create value and return it.
TAO doesn't grow by splitting itself more fairly. It grows by making more of itself worth holding.
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@ThierryBorgeat @ahmedalradadi The “—“ always shows easiest it was AI🫣
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🚨Alphabet $GOOGL trades at 133x free cash flow.
For context: its pre-COVID multiple was ~20x.
And free cash flow hasn't grown since 2021.
GQG Partners — one of the world's top institutional investors — just published a full research note titled: "Not Much Alpha Left in This Bet."
Their three concerns:
1. AI is cannibalizing Google's core search revenue. Over 50% of searches may now end without a single click. No click = no ad impression.
2. CapEx is exploding. Google Cloud's capital spending now exceeds the revenue it generates. $175–185B in CapEx planned for 2026. Google Cloud generated $ 59B in revenue in 2025.
3. Advertising is cyclical. When the economy slows, ad budgets are the first to be cut. The last time this happened — 2022 — the stock fell 40%.
Alphabet is an extraordinary business.
But 133x FCF leaves no room for anything to go wrong.
And a lot could go wrong.

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@Polymarket Big money is betting on the future 🔥
AI + Crypto + TradFi = next financial revolution.
Smart capital always moves early… are you watching or building? 👀💰
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@bart_hillerich Then it needs a bridge tbh. Or is this about the Aerodrome bridge for subnet tokens?
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Don't expect a subnet launch.
This is most likely going to be $TAO trading on Solana.
Same teaser format as previous announcements that launched USDPT, CHZ, XRP, etc.
Solana@solana
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@DkingYooo18516 All these numbers are incorrect🤷♂️. Please stop sharing incorrect information.
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@markjeffrey @0xSunRun @AlgodTrading @const_reborn I’ve been against it from the beginning and gave a clear outline why in the discords.
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@AlgodTrading @const_reborn I agree with @AlgodTrading on this and hope @const_reborn reconsiders.
Shorting is too dangerous to bake into the chain.
Same goes for chain-level lending (see: Thorchain Lend).
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Shorting should not be added on the protocol level @const_reborn
In reality what happens is you give a way for malicious owners to expedite dereg, low ADR subnets with majority of supply being controlled by owner makes it also attractive to still abuse taoflow and squeeze whoever tries to short it
Not to mention investors will get downside as the protocol borrows out the v2 pool liquidity
This is stupid
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Shorting is something that is being spearheaded by Fish and Const seems to like it. But it's a terribly thought out knee jerk reaction to try and fix 2 or 3 bad apples. But will create a plethora of issues and problems for every other subnet.
Basically shorters will be able to effectively borrow TAO out of the pool in order to short and drive price down and if done hard enough, get it to be deregged.
But all it's going to do is give even more power to big whales. If a negative whale doesn't like you or your subnet, bonk! All of a sudden, a subnet owner will be diverting attention away from building to defending. And if one thinks that this shorting mechanism isn't going to be used against genuine teams, they're myopic as hell.
Also this won't even be able to short to dereg subnets like SN29 as they have so much of their own alpha. But it will enough dodgy subnet owners to short their own subnets and extract.
Also shorting will create a stampede of TAO outflow from smaller subnets into root. We'll see a sharp dTAO bear market until the dust settles. And this stampede out will actually help the shorters. And people like me who own a bunch of slots will sell other non-connected subnets in order to have a bag of TAO ready to defend my subnets from any shorting attack.
DTAO doesn't need anymore complexity. And shorting will scare away even more institutional money from flowing into subnets.
People don't see the same answers I always get from big money looking at TAO. Typical answer is: "Yes Bittensor is definitely on our radar and we'd like to invest. But it all seems a little chaotic at the moment and so we are waiting for things to stabilise a bit..."
Shorting will only delay bigger money from entering. And it's deep, long horizoned money that we all desperately need in dTAO.
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Bittensor
I might have missed something that’s getting a lot of attention right now.
Everyone is talking about “shorting” subnets…
Explain it to me like I’m 15 👀
@AlgodTrading
@markjeffrey
@SiamKidd
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Honestly, I trust TAO more than ETH at this stage.
10 important things about Bittensor that most people are just ignoring right now. 🧵👇
1. Each subnet runs its own economy with its own alpha token, independent staking, rewards and governance.
2. Emissions follow real demand, subnets that attract genuine stakers earn more. No politics, pure market signal.
3. $43M in REAL AI revenue last quarter alone. This isn’t speculation anymore.
4. NVIDIA dropped $420M into TAO (77% staked). Polychain added $200M.
5. Subnet tokens are going cross-chain via Chainlink to Base L2.
6. TAO fees aren’t burned, they’re recycled back into future mining rewards.
7. Halving already hit, daily issuance dropped from 7,200 to 3,600 TAO.
8. 128 subnets live now. Upgrading to 256 in 2026. More AI services, more competition, more value.
9. Grayscale filed for a TAO Trust. Subnet tokens hitting CEXs.
10. 77% of consumers want decentralized AI over Big Tech. Bittensor is building exactly what the market is demanding.
$TAO isn’t just an AI token, it’s building a real decentralized AI economy. Subnets act like products, TAO is the fuel, and global compute is the engine powering it all. This isn’t hype, it’s already in motion and most people still don’t see how big this could get.

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Nvidia put $420M into $TAO with 77% of it staked.
Polychain added $200M on top of that.
Grayscale and Bitwise both filed for spot TAO ETFs in the same quarter.
The network generated $43M in real AI revenue last quarter from actual usage, not speculation.
Most people are still treating this like a small cap gamble while institutions are treating it like infrastructure.
The people who understand what is being built here will not need anyone to explain the price later.
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