Building a gradual position in Bittensor $TAO and its subnets. This is the first time after December 2024 that I'm genuinely feeling the pull to research and accumulate real decentralized AI projects. We saw the PumpFun AI agent meta run hard in late 2024. now I think the market is maturing and it's time to rotate into projects with actual infrastructure and real teams. Still holding a few robotics plays on the Pump ecosystem as pure speculation, I believe that narrative has its moment coming. But those are small trades, it's either 100x or zero. For real capital allocation, my conviction is in decentralized and private AI. I think at some point, a catalyst is coming, could be regulatory, governments restricting public AI models from responding on sensitive topics or could be a data breach at one of the big companies or could be something nobody sees coming, whatever the trigger, i just want exposure and prepared. also i think we go lower from here, so I'm not going all in at current prices. building the position slowly and scaling in gradually. Summer feels like the right time to aggressively scale into TAO and subnets, that's my target window.
