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Decay
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Decay
@DollarDecay
The rituals last long after the reasons have been forgotten
Katılım Ağustos 2023
1.5K Takip Edilen636 Takipçiler
@JasonYanowitz Agree with this but be very careful when crafting these mechanics, incentives are everything and a wrong move here can create more problems than good
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The TTF is becoming the standard framework for token transparency.
Can’t share details yet but exchanges, regulators, and investors are demanding it.
The market will favor protocols who participate.
Digital Asset Summit 2026@blockworksDAS
The Token Transparency Framework from @Blockworks "has allowed a classic signal equilibrium — where the people who have the best information want to share it, because their valuations will go up." @TheiaResearch
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"You can already see the number of people that want to add this on a dip later this year (me included, although I have a small position)."
Just means it won't, probably a local top but sub $300 unlikley IMO
Aylo@alpha_pls
This is the strongest move $TAO has had since its first ever run when it broke out from ~$50-400 back in Oct 23, because it is doing it despite the macro backdrop and running by itself. I think it locally tops anywhere from here to $500 (depending on BTC) and then you will likely get a large pullback (40%+) looking at how it behaves historically. The increase in mindshare and activity is a very good sign for the upcoming cycle. We are seeing high quality research into the subnets now due to Templar completing the training of Covenant-72B, the largest decentralized LLM in history. Left and right curve united on this one, and there aren't many projects/coins with that quality. You can already see the number of people that want to add this on a dip later this year (me included, although I have a small position).
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Decay retweetledi
TAO Co-Founder on why Worldcoin was never going to work
“You can’t get funding from Sam Altman, the guy who’s trying to enslave us, and then pretend to be ‘freedom technology'. The Orb is so dystopian”
“People fucking hate crypto people sometimes, but deep down we’re freedom fighters. And that’s why Worldcoin didn’t work, because we’re permeated by people who actually believe in freedom”
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@BarrySilbert @KeithSingery Think more liquid funds need exposure not just to TAO but subnets will help with liquidity and growth
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NEW: The U.S. seeking month-long ceasefire to discuss 15-point agreement with Iran - Channel 12
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BREAKING: Brent crude oil price falls under $100 amid reports of possible ceasefire and talks between US and Iran
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It's like clockwork.
"Israeli Channel 12: A ceasefire for a period of one month will be announced according to a mechanism that Witkoff and Kushner are working on"
There's probably a great technical analyst working for the administration letting them know when the mkt is about to shut off credit.
Tyler Neville@Tyler_Neville_
Global Yields Rising in unison is a really hard pill to swallow for the Western World with sovereign balance sheets in serious need to roll their debt. I have to imagine the global western administration/NATO is aware there is a giant sovereign debt bubble in the allied countries that is looking more precarious by the day. My guess is we'll start getting more TACO headlines here, because the alternative is way uglier....Global housing and leverage could become unhinged.... UK Yields Breaking out higher...
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Think the opposite of alts vs $BTC here, think subnet leads into a $TAO rotation
Yuma@YumaGroup
Yuma's Large Cap Subnet Fund is up 76% YTD on a USD basis; 46% higher than $TAO/USD growth over the same period. The growth is driven by targeted exposure to Bittensor's largest subnets like @tplr_ai (SN3), @TargonCompute (SN4), and @webuildscore (SN44), among others.
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Institutional products with insitutional type returns but DeFi level risk
If this is crypto we fail
Mike Dudas@mdudas
very weird time in crypto's journey max institutional bullishness, max defi fear
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@Old_Samster Need to be a bit easier for funds to custody, we need better wallet infra for subnets, think that'll go a long way but again ETH and BTC started the same way
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what will be different in this TAO bull run:
Besides TAO emissions being halved in Dec 2025, all TAO emissions now flow into subnet liquidity pools rather than straight to miners
Subnet owners are highly incentivized to prevent TAO extraction since it directly affects their token price
and the subnet teams have gotten exceptionally good at building robust incentive mechanisms to prevent reward gamification
at the same time, they've learned how to throttle emissions to only what's necessary to operate their subnet
Less sell pressure, better-designed incentives, and cleaner tokenomics create a really nice setup this time
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on #bittensor fud:
the entire “bear case” analysis is based on the assumption that only 2 subnets (chutes and targon) are generating revenue (or will ever generate revenue).
there are 126 other subnets working towards revenue generation and the creation of usable intelligence commodities.
the analysis is silly and it’s flawed. you don’t value a startup the same way you value a mature company.
thank you for your attention to this matter.
#bittensor $TAO $dTAO
Pine Analytics@PineAnalytics
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When I first got into crypto back in 2017, Tether was one of the biggest FUD narratives. People were convinced a collapse was inevitable and could pose a massive systemic risk to the entire industry.
Less than a decade later, Tether has become one of the most profitable private companies in the world and is now preparing for what could be the largest inaugural audit in financial history.
Huge respect to @paoloardoino and his team for consistently delivering through years of skepticism and headwinds just to prove all the haters wrong.
These are the kinds of stories I’m here for.
Tether@tether
Tether Signs Big Four Firm to Complete First Full Audit, Setting a New Quality Standard for the Digital Asset Economy Read more: tether.io/news/tether-si…
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@PineAnalytics you get the snapshot bear case on $TAO right but you have the framework wrong
Running a trailing revenue multiple on an 18 month old protocol is like valuing AWS in 2007—when it was a literal rounding error in Amazon's "Other" category, long before hitting today's $100B+ run rate
Emissions are not a subsidy, they are a bootstrapping mechanism, the same way BTC block rewards were...
The "no moat because open source" argument would invalidate every successful open-source business in history.... study @RedHat $30B + exit or @databricks $40B +
The real question is not "does it generate revenue today" but can the subnets building real B2B businesses with enterprise traction grow into the valuation before emissions shrink.
That answer is not settled yet, but you definitely cannot answer it with a cost-per-token spreadsheet
Pine Analytics@PineAnalytics
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I feel like i need to get on a podcast or something
const@const_reborn
@RasmrClips You guys should just speak to me instead of having no clue
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@here4impact @PineAnalytics Agree here, lack of any proper DD, but do think as the ecosystem builds we need verifiable revenue dashboards etc it’s the rightful path but in due time
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@PineAnalytics where are you getting your revenue figures?
your assumption here is that the only two subnets generating revenue are targon and chutes.
the real indictment is that subnet teams need to publish (and audit) their revenue; not that bittensor is economically untenable.
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Bittensor's biggest subnet receives $52M a year in TAO emissions. It generates $2.4M in actual revenue. Without the subsidy, it would cost more than AWS.
Pine Analytics@PineAnalytics
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