Nitehawks

Why? - Bittensor = the most established coordination layer with 128 subnets (startups) innovating in cutting edge tech (vibecoding agents, prediction, 3D, security, quantum computing, DeSci, and more) - Subnets widely acknowledged and used by researchers & contributors (Google Deepmind talents, Top ML engineers) - Incentive distribution mechanism changes the way AI startups raise funds & garner talents (TAO emissions/miner incentives) - Recent change in emission structure incentivizes teams that can attract net TAO inflow, further pushing teams to commercialize their intelligence and find PMF - Yuma tripling down on Bittensor ecosystem, Grayscale taking more stakes & launching ETFs, TAO DATs deploying more capital, Bittensor-focused funds on the rise - Defi on Bittensor starting to bloom — tokenization of future subnet owners emissions, OTC desks, and Bitstarter emerging as the launchpad for Bittensor. All of this reduce the need from subnet owners & miners to sell alpha tokens to continue running their ops. - Alpha tokens starting to get listed on CEX & DEX — MEXC listed Hippius and Chutes, + incoming alpha tokens on Base. - We're seeing trends of breakout product/inference — Chutes as #1 inference provider on OpenRouter, Ridges outperformance of their vibe-coding agents, Sportstensor official liquidity provider partner of Polymarket, Synth road to being the best prediction market HFT. - TAO Halving next month will drastically shift the dynamic for all participants — 7,200 TAO of daily emission cut to 3,600 - Emission halved = scarcity of supply across the board for TAO and alpha subnet tokens. Most quality subnets price will push up 2x+ due to the scarcity (demand & supply dynamics) - Some subnets price might not push up. This will result in miners' margin collapse which will lead to miners churning from those subnets because the mining incentives < cost of compute - Consolidation of AI Infrastructure, Middleware, Marketplaces, and Applications positions Bittensor as the best ecosystem to benefit from Decentralized AI wave coming next year Covering more on this + the Crypto AI landscape across the entire stack in the upcoming "Beginner's Guide to Crypto AI Landscape" article dropping later today.

"Never let a local high go to waste" - ETH foundation

Back to speculating in the virtuals eco… Buying $GAME and $VADER

When in doubt, check the Mayer Multiple on Bitcoin. This Bull Run hasn't printed according to the math.. Every other 4 year cycle hit the 2.0 SD on the Mayer and that is currently at 180K. I'm all for debating its over, but this would be a "never been done before" situation technically.

lol at this $BTC weekly candle close. What a day.

@tervoooo @blknoiz06 No sir. What’s happened here is that you’ve 3D chessed yourself into a corner

news doesnt matter price action response to news matters when bearish news cannot force price lower it is bullish when bullish news cannot force price higher it is bearish we have had the SEC drop multiple important cases against crypto cos + positive regulatory admin & keep going down reason is that these bullish developments will take time to play out, I honestly believe that we will move most of the existing financial system onchain in the next decade, but it will take time & that doesnt have to be reflected directly in asset prices immediately, especially when we are up substantially off the bear market lows bullish 2026/27+

the real state of crypto is there are 8+ years of pent up creative energy that will start making things and 2+ years of stuff mostly already built that was waiting for friendlier waters to set sail in I think whats coming over the next 4 years will put the defi explosion to shame we are 1 month into the first era where the entire industry isn't in the grey zone of being illegal

official page: @listenonsol inviting all devs to come hang out in the tech community channel on dc discord.gg/XeuA7GUG

Yeah it’s gonna happen $ETH is gonna send. The .eth autist’s moment in the sun is near. IMO if you want max beta on an eth rage pump you bid defai regardless of native chain. $listen is cool. there are many others.

1/ Over the past few months I imagine you have seen many Coinbase users complain on X about their accounts suddenly being restricted. This is the result of aggressive risk models and Coinbase’s failure to stop its users losing $300M+ per year to social engineering scams.

Too few dollars chasing infinite assets

@bradluttrell Off the top of my head, albums that immediately blew me away: DJ Koze- DJ-Kicks, Reincarnations pt.2 Alex G- DSU, Beach Music Digable Planets- Blowout Comb Blue Sky Black Death- Noir Jeff Parker- The Way Out of Easy Kon & Amir- Uncle Junior’s Friday Fish Fry Many others…

I want to be blown away by an album. Hit me with an album or artist recommendation who blew you away when you first heard them.

@PeterLBrandt If we get an unexpectedly hot CPI print this week this will complete but I don’t think it trends all the way to measured move target. 80k my target. Historically, we have seen mid-bull cycle H&S top patterns confirm pretty consistently on daily TF. 2 in 20-21 run alone

This is a classic H&S top pattern. $BTC H&S patterns can do one of 3 things: -Complete and trend to target -Fail with bear trap -Morph into larger pattern What do you think? I am only allowing Verified to reply. If you cannot pay a few bucks to X you don't deserve to be heard.

Many of you will chop your VIRTUAL stack to near 0 trying to find “the next aixbt/vader/trust/acolyte/etc” Reality is 99% of the stuff rocketing and bonding/getting close to bonding is total dogshit right now. All artificially pushed up by the 137 “trench” chats that are grasping for some sort of narrative and trying to be “early” They aren’t holders. They don’t care about any of this. They’re just trying to make a quick flip. And honestly that’s fine. We’re here to trade. But there’s no reason to be engaging with it right now if you’ve played Virtuals well so far. More obvious spots will emerge (like DKING did 1.5 days ago) that you can win with size and not be playing financial chicken with people whose entire year will be made from a low 4 figure flip…. Or you could just play established winners. As VIRTUAL continues the march to 10b, the actual useful utility agents and clear winners will all benefit Gamble responsibly friends

@Ace_da_Book Got torched! Back to agent meta!

@Ace_da_Book Went ahead and entered short on that little run up.

$BTC about to test your resolve. Historically H&S patterns on the btc daily chart should not be ignored and often confirm. shorting any kind of holiday rally targeting low 80ks (100DMA) + low 70ks (200DMA) dip buying in the ai agent sector if we get the drawdown

@JacobKinge The Bitcoin bloodbath is imminent. When prices start crashing like a rock don’t say we didn’t warn you. This entire run-up was fueled by manipulation and fraud and just as quickly as it rose it will implode. If you’re deep in crypto it’s time to take profits—before it’s too late

The Bitcoin bloodbath is imminent. When prices start crashing like a rock, don’t say we didn’t warn you. This entire run-up was fueled by manipulation and fraud, and just as quickly as it rose, it will implode. If you’re deep in crypto, it’s time to take profits—before it’s too late.

@Ace_da_Book we jumped across creek, hesitated and jumped back to other side. Wat now?

@Nitehawks_diner x.com/BTC_Schmitcoin… alt view we are post-halving just about to rip. Macro be damned.

@Ace_da_Book Oh trust me, I want to be wrong on this one too.

@Nitehawks_diner No it was respect and my wishful thinking