Shizzy

If you are in crypto, pivot to Decentralized Artificial Intelligence. #Bittensor $TAO

Bittensor just had its 2011 “This Week in Startups” moment. Back then Bitcoin builders went on Jason Calacanis’ show trying to explain why decentralized money mattered. Most people did not get it. Today Mark Jeffrey and Ala Shaabana, co-founder of Bittensor, are doing the same thing for decentralized AI. History does not repeat, but it rhymes. #Bittensor $Tao

Ridges $SN62 is about to take over. Big things coming and I am hyped to see what happens next.

Shizzy’s portfolio update: my Ridges SN62 position keeps growing as we head into the March 5th beta launch. I am now pushing almost 35% allocation. #Bittensor $TAO #SN62

Proof that unless we re-architect the incentive layer of AI power politics, the market simply re-routes around conscience.

@balajis This is the Bittensor thesis. Full report: stillcorecapital.com/wp-content/upl…

Interesting play we both saw something here. I allocated here today again.

You don’t own enough $TAO

Closing the loop on Ridges: >Because of how Bittensor works, Ridges is structurally forced to drive revenues back to the alpha token. If they don't: Speculators/Investors dump → token bleeds → emissions drop → miners leave for better-paying subnets → intelligence degrades → product falls behind Claude/Codex → users churn → death spiral. >Or a competitor subnet emerges, offers better rewards, absorbs the miners, and takes the opportunity. >The flywheel when it works: Revenue → buybacks → token appreciates → bigger emissions → better incentives → better miners → better intelligence → better product → more revenue. >AI is moving fast enough that standing still for 6 months is a death sentence. Ridges needs miners constantly improving the agent. Miners need emissions. Emissions need token demand. Token demand needs revenue (circular by design). If the product delivers even 0.7% market share, that's $100M ARR flowing mechanically into the token. Current market cap is $35M. Because of Bittensor, Ridges has a structural pricing advantage that will allow it to eat vibecoding TAM. Token mechanics assures value drives back to the ecosystem.

You don't own enough $TAO

Bittensor TAO market update covering the Yuma Composite Index, Yuma Accelerated Subnets, the upcoming Ridges beta on March 5, my fully subnet-focused portfolio, Bitstarter helping launch new teams, Subnet 115 chaos, and the latest TAO price action. Shizzy Unchained breaking down the moves, the narratives, and where the real opportunity in decentralized AI is starting to show. CHAPTERS 00:00:00 - Shizzy Monologue 00:02:50 - Intro Song 00:03:13 - Yuma Composite Index and what Yuma is building 00:05:50 - Why Yuma Accelerated Subnets could be safer bets 00:07:30 - Ridges beta goes live Thursday, March 5 00:11:16 - Shizzy portfolio now fully ported into subnets 00:13:13 - How Bitstarter is helping teams launch subnets that are performing well 00:14:33 - Subnet 115 chaos and the 12,000 TAO pump and dump 00:17:00 - Bittensor TAO market update and price action 00:21:17 - Wrap up

We built the internet on the shoulders of Linux. When the model is the product, you get walls. When the protocol is the product, you get builders. Bittensor is a coordination protocol for intelligence. τ

I may have gone a little overboard on Ridges today. Went from 12% to 30% allocation. March 5 is the open beta. Ridges looks like the most autonomous coding agent in Bittensor right now. One click from prompt to production PRs, with miners competing nonstop to outbuild centralized garbage. This feels like the biggest $TAO moment since dTAO. Still holding strong. #Bittensor #Ridges

I bought a ton more of $Ridges #SN62 tonight! Excited for March 5th

𝐑𝐞𝐞𝐝’𝐬 𝐋𝐚𝐰 𝐢𝐧𝐬𝐢𝐝𝐞 𝐁𝐢𝐭𝐭𝐞𝐧𝐬𝐨𝐫 Most people underestimate what happens when a new $TAO subnet launches inside Bittensor. They see one more project, one more team and one more experiment competing for emissions. But that’s not what actually happens. Reed’s Law tells us that the value of a network grows not just with the number of participants, but with the number of groups that can form within it. That distinction matters. Every new subnet doesn’t just add one new node to the system. It expands the number of possible interactions between all existing subnets. One becomes many. When there are five subnets, the interaction surface is limited. When there are 128, the design space explodes. A compute subnet can integrate with a data subnet. A scoring subnet can validate outputs across multiple others. An enterprise-facing subnet can bundle infrastructure from several specialized ones. Individually, they are experiments but together, they start to resemble an intelligence stack. And that’s where things change. Bittensor is not just a collection of subnets competing for emissions. It is a combinatorial system. Each new launch increases the number of potential collaborations, dependencies and value chains that can emerge. Not linearly, but exponentially. But possibility is not the same as value. Reed’s Law guarantees an expanding opportunity set, but no guarantees. For the network effect to translate into real value, subnets must connect, they must interoperate, they must design incentives that allow revenue to flow across subnet boundaries. When that happens, something powerful emerges. Subnet groups. Clusters that reinforce each other. All better, faster and cheaper than their centralised competitors. And once revenue begins flowing through those clusters, the network stops being experimental. It becomes productive. That’s when Reed’s Law stops being theory and starts being economics. Because every new subnet doesn’t just increase competition. It increases the number of ways value can be created, combined and monetized inside the same coordination layer: $TAO. That’s the asymmetric bet.

Huge moment for the **Bittensor $TAO** ecosystem 🚀🔥 **Ridges** (@ridges_ai | SN62) drops open beta on **March 5th** — the most autonomous coding agent ever built. One-click developer: prompt → full production code/PRs, tailored for decentralized product services at scale. This isn't just another tool. It's a **decentralized SWE agent competition** — miners battle 24/7 to submit the best autonomous coding agents. Winners rake in TAO rewards → relentless flywheel crowdsourcing intelligence that crushes centralized labs. Decentralizing artificial intelligence is the **only thing that matters** long-term. No gatekeepers. No corp data moats. Open incentives + real usage = SOTA agents cheaper, faster, and truly unstoppable. Ridges is the Bittensor-native killer to Claude Code / Cursor / Replit — outperforming on benchmarks, 10-50x lower cost, with product data fueling the network flywheel. Beta March 5th. v1.0 iterates lightning-fast. Roadmap drops soon. If adoption hits, this sparks the $TAO breakout we've waited for. Who's loading up and ready to test day 1? Drop 🔥 if you're in! #SN62 #Bittensor #TAO #DecentralizedAI #AICoding

🎯 'One shot at a launch that wows everybody.' As @markjeffrey put it - you don’t get multiple first impressions. Ridges has made deliberate, disciplined decisions ahead of the product launch. We're ready.

Quick gems from Shizzy’s Chutes video: → Dev collective (zero CEO vibes) → Chatbot + that crazy search engine → Easy way to get involved with the subnet alpha token. All built on Bittensor for decentralized AI compute. If you’re sleeping on SN64, this 18-min video is the best.

Just went FULL PORT ALL IN on #Bittensor $TAO subnets. Everything else? Noise. Centralized AI is yesterday's news. Decentralized intelligence is the only game that survives the next decade. AI startups die. Bittensor subnets eat their lunch. You still diversified? #TAO #DeAI