The Mara Man
97 posts
Crypto bear markets serve an important purpose. They help correct years of capital misallocation where liquidity and speculation allowed almost anything to go up regardless of fundamentals, sustainability, or actual adoption. In bear markets, weak narratives fade, excess leverage gets cleared out, and capital slowly rotates back toward stronger projects and more durable infrastructure. Painful, but necessary.
$TAO holders. This one is personal. I live with an autoimmune disease. I know what the standard of care looks like. I know what corticosteroids do to your body when you have to rely on them for years. So when @metanova_labs, SN68, announced its new IL-6 target, I paid attention and locked in to what they are doing. Autoimmune disease affects roughly 50 million Americans and around 8% of the global population. Lupus. Rheumatoid arthritis. Crohn’s. MS. Psoriasis. Hashimoto’s. For many patients, long-term steroid use is still the fallback. The side effects are so brutal. Osteoporosis. Cataracts. Glaucoma. Metabolic damage. Adrenal suppression. Weight gain. Mood instability. IL-6 is one of the major inflammatory signals in the body. If you can target it cleanly, you can potentially treat inflammation without destroying everything else around it. That is why IL-6 inhibitors are already a multi-billion dollar market. Actemra. Kevzara. Treatments that can run tens of thousands per patient per year. Now, NOVA is bringing that into Bittensor. Their last nanobody target was PD-L1 for cancer immunotherapy. They received 8,446 unique nanobody submissions from an open decentralized competition. Now, they are moving to IL-6 in partnership with Yalotein, with top submissions eligible for wet lab validation. That is the important part. This is not just AI generating molecules for a dashboard. This is a decentralized virtual screening flowing toward real biologics development. And if it wasn't for biologics, my quality of life would be so different now! NOVA is also making the chemical search competition more exploration focused. Molecules that are too chemically similar will be rejected. That matters because in drug discovery, making 1,000 versions of the same idea is easy. Finding genuinely different scaffolds that actually work is the hard part. That is where real breakthroughs come from. This is why NOVA is different from most AI drug discovery. NOVA is hundreds of miners competing in parallel, paid in $TAO, ranked by results, and pushing the best candidates toward wet lab testing. Cancer, on the one hand. Inflammation on the next. What I am watching now: How many IL-6 submissions come in compared to the 8,446 from PD-L1. Whether the new exploration rules increase true chemical diversity. Most importantly, what happens in wet lab validation with Yalotein. Because that is where decentralized AI either proves itself in physical reality or it does not. The people who need better autoimmune treatments are not thinking about crypto. They are in waiting rooms or emergency rooms. They are trying to work through pain. They are choosing between rent and the medication. They are hoping for something better, period. If decentralized incentive driven discovery can shave years off the timeline or help lower the cost of better therapies, the impact is not just measured in token price. It is measured in lives and quality of life itself. That is why I care about this network. It's not just a chart. The work. NOVA is one subnet. There are many more. Each one is writing its own version of this incredible mission while the market argues about everything else. I will be watching IL-6 closely. Personally and otherwise. $TAO
Bittensor | $TAO @resilabsai has been one of the best-performing subnets on Bittensor over the past week. And trust me, I still think it’s undervalued and way too early. Real estate is a $400T market, and RESI is trying to capture a fraction of that value and bring it into Bittensor. They’re currently making real estate pricing faster, more accurate, and easier to access. Over time, the goal is to automate more of loans, purchases sales and other real estate services And this is very possible on Bittensor. With Bittensor, miners submit AI models that estimate the price a house will sell for. > The best-performing model is already at 98.67% accuracy. > They achieved this with just over $200k in network incentives, while zillow spent millions to build something similar. These models will power the product, and once monetized, they can generate millions in usage revenue. The projected ARR from loans alone underwritten through RESI is already around $2M. Now imagine how much more revenue could be generated as they add more services. And if 100% of that revenue goes into buybacks, RESI's mcap should touch 50m easily. Like I said, we’re still early.
Someone used RESI to negotiate their mortgage down last week. -> They just typed in an address. -> Got an instant property appraisal. -> Walked into the bank with the number. That's what ~98% accuracy across 1M+ properties actually looks like in practice. Try it yourself👇
This is why Crypto is the future ⬇️ After the recent $INTC Intel earnings call the only place you could trade it immediately was… Hyperliquid.
wow $CHIP day one @RobinhoodApp listing... AI x Crypto keeps printing congrats @USDai_Official @0xZergs feels like $TAO and $VVV up next 👀
