Andy

202 posts

Andy banner
Andy

Andy

@aindyahn

Strategy @flipster_io | Opinions are my own | ex-investor at @planetariumhq @Samsung

Katılım Aralık 2020
609 Takip Edilen296 Takipçiler
Sabitlenmiş Tweet
Andy
Andy@aindyahn·
Here's a short-mid term bull thesis for $TAO 🧠🔥 1. Institutional Accumulation Underway Big money is entering $TAO as a strategic bet on decentralized AI infra. • Public treasury vehicles: $OBLG, $SNPX (each ~$5.2M AUM) • Private vehicles like TaoBase, xTAO, TensorSuisse expected to go public • Safello, a listed crypto exchange in Stockholm, actively acquiring $TAO — 2. DCG & Grayscale Alignment The TradFi bridge to TAO is forming. • Grayscale offers a Bittensor Trust for private investors (~$11M AUM) • Future regulated TAO products = on-ramp for U.S. institutional capital • Parent company DCG remains pro-Bittensor — 3. Subnet Validation is Growing Subnets are proving their real-world value across AI domains. • Chutes (SN64) processes 3T tokens/month, top LLM provider on OpenRouter (2.5M+ users) • Score Vision (SN44): sports AI agent $DKING trained on soccer videos, raised $300M from a betting hedge fund — 4. Asia Expansion & CEX Listings Untapped Bittensor's community is just starting to expand to Asia. • Early ecosystem traction in Korea & Asia • Listings on top Asian exchanges like Upbit, Bithumb, etc. could unlock new liquidity & awareness — 5. Cross-Chain Bridges Rolling Out Infra for TAO capital flow is maturing. • Bridges to/from Ethereum & Solana by Hyperlane, TAOfi, Taocan, TAOBOT, LayerZero • Sets the stage for deeper composability & asset mobility across chains — 6. Subnet Trading & Analytics Tools Maturing Community infra is rapidly evolving. • Tools like Taostats, TAOBOT, Taocan, and Backprop (by Yzi Labs) - Real-time subnet analytics - Token management UIs — 🧠 In short: Institutional inflows, infra growth, Asia expansion, and real AI use cases = near-term upside for $TAO. We’re still early. Let me know what I missed out. #Bittensor #TAO #DeAI
English
8
9
73
5.6K
Andy
Andy@aindyahn·
Trading Ideas: ⚙️ Short-term pullback, long-term uptrend 1. $PENGU 1D -3.3% · 7D +11.6% · 30D +53.4% • Walmart/Target toys generating ~$100k/day revenue. PenguBot launch driving new users. • 4/17 unlock (703M tokens) likely creating short-term selling pressure. • Worth watching for stabilization above support. 📈 Accumulation / Reversal phase 2. $HYPE 1D -1.0% · 7D -1.1% · 30D +15.5% • HIP-3 captured 35%+ platform volume + 52% RWA perp share. • ~$511M annualized fees • HIP-4 outcome markets recently live. 30D flat may offer entry on confirmation. 3. $JUP 1D +0.1% · 7D +0.6% · 30D +13.3% • Trading at 2.1x P/S vs peers at 15x+. Airdrop cancelled, zero emissions. • ~$383k/day mechanical buyback bid — equates to ~22% of float annually.
English
1
0
7
248
Andy retweetledi
const
const@const_reborn·
Exploits are what teach a system its weak spots. The quicker you find them the faster you learn. The outcome of this eventful evening is that Bittensor will invent lock-based subnet ownership -- specifically: ownership of a subnet determined by a team's long term economic commitment to the project. This will mean: 1) investors see long in advance if an owner has unlocked their tokens, 2) be able to reprice the subnet before the owner and 3) liquidly direct their own conviction to another team, or agent, to manage the system. Thank you @DistStateAndMe for helping further Bittensor's decentralization and develop a solution to one of cryptos oldest problems: founders who rug their token holders. Looking forward to training some 1T param models with the miners who are experts in this unique field. "What is dead can never die"
English
165
298
1.3K
255.3K
Andy retweetledi
Venice
Venice@AskVenice·
Opus 4.6 Fast is now available on Venice. Anthropic's most powerful text model, optimized for speed. Built for coding, agents, and million-token workflows. Anonymously.
English
3
21
192
12.6K
Andy retweetledi
nordin.eth
nordin.eth@nordin_eth·
This is huge. $TAO is now part of the conversation between @chamath and @NVIDIA CEO Jensen Huang. Read that again. Credit: @theallinpod
English
118
353
2.2K
610.3K
Andy
Andy@aindyahn·
@JackyGekko OI market share paints a slightly better picture, and OI usually indicates real usage than volume
English
0
0
0
63
JackyGekko
JackyGekko@JackyGekko·
Is $HYPE cooked? The short answer is yes, and unless there won't be a structural change in the ecosystem, the chart will continue to go down only. It's not just a bearish sentiment becaue of the general crypto downtrend, but a more deeper change: - tough and real competition for other DEXs like @Lighter_xyz and @variational_io. Even if Hyperliquid remains the main DEX for whales on on-chain funds, it seems that retail traders don't want to burn liquidity in trading fees anymore. - the main consequence is a structural decline in volumes and fees, which are the first elements used for its valuation. The 30d trailing fees dropped from the ATH of ~$113m reached last August, down to the current ~$65m for a ~42% drop. - the current fees/volumes implied valuation is almost aligned with the mkt price, which means that the market isn't pricing any upside for simply holding the token. Aka, there won't be any new airdrops in the short term, or new farming season on Hyperliquid. - the bitcoin pair shows a break of the major support on the 1D timeframe, and if the week will close below that level, $HYPE could revisit the lower support vs $BTC filling the wick originated back to the 10/10 liquidation day. - looking at the usd pair, trying to catch the bottom know is like catching a falling knife. The last uptrend started when the price flipped the EMA cloud, and the SMA50. I would wait that movement before building a long exposure.
JackyGekko tweet mediaJackyGekko tweet mediaJackyGekko tweet mediaJackyGekko tweet media
English
4
0
12
1.4K
Andy
Andy@aindyahn·
Careful on subnet tokens tho, moves might get amplified to the downside. Post halving, TAO injection into pool will also be halved, while subnet emissions for miners remain same. Meaning same sell pressure to a thinner liquidity pool. Always protect your $TAO.
Sami Kassab@Old_Samster

TLDR on Bittensor Halving For TAO, half as much TAO enters circulation, meaning less can be sold. This is simply bullish For Subnet tokens, with TAO liquidity tightening, moves get amplified. Our view is flows are turning positive for the following reasons: (meaning bullish)

English
0
0
2
226
Andy
Andy@aindyahn·
$ZEC = Privacy Bitcoin $TAO = AI Bitcoin
English
0
0
2
197
Andy
Andy@aindyahn·
@sjl933 ㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋ
한국어
0
0
1
50
SJ
SJ@sjl933·
Crap Fried Rice
SJ tweet media
English
4
0
9
424
Andy retweetledi
Flipster
Flipster@flipster_io·
Flipster x @worldlibertyfi: bringing USD1, a fully backed and regulated stablecoin, onto Flipster ⚡️ A stronger foundation for high-performance trading is coming 🪙 👇 Read more 1/
English
49
161
809
138.4K
Barry Silbert
Barry Silbert@BarrySilbert·
Groundbreaking approval of $GDLC, the first ever multi crypto asset ETP @Grayscale continues to be the first mover, driving new product innovations that bridge tradfi and digital assets $BTC $ETH $XRP $SOL $ADA
Peter Mintzberg@PeterMintzberg

Grayscale Digital Large Cap Fund $GDLC was just approved for trading along with the Generic Listing Standards. The Grayscale team is working expeditiously to bring the *FIRST* multi #crypto asset ETP to market with Bitcoin, Ethereum, XRP, Solana, and Cardano #BTC #ETH $XRP $SOL $ADA

English
37
47
196
42K
Andy
Andy@aindyahn·
To all $TAO holders. Are you rotating back to root before the halvening?
English
2
0
0
133
Andy
Andy@aindyahn·
Up 40% from here. @dippy_ai Taking some profits before miner incentives start to roll out again. Liquidity for a sub-$200M coin is surprisingly strong thanks to the dtao architecture. Over $6M TAO in the LP pool 🤯 Will re-enter once the new infra is live and running.
Andy@aindyahn

Dippy/SN11 could be a revenue generating MACHINE if this vision plays out. @dippy_ai @angad_ai Imagine Character.ai+ Grok Imagine. Your AI girlfriend won't just text you, but send you videos. All at a incredibly low pricing enabled by $TAO. AI video inference has huge retail demand, as proven by the rise of Grok Imagine. The challenge is cost: Grok Imagine will be expensive AF. The ability to provide video inference at a reasonable price isn’t there yet, and that’s where Dippy will have a real edge. One caveat: open-source image/video models aren’t yet at Grok’s level. I’ve tested image generation on Dippy multiple times and the results were… subpar. But the gap between open-source and private models will inevitably close. It’s only a matter of time. I’ve been bullposting Dippy since May 2025, and it’s up 50% despite the market downturn. x.com/aindyahn/statu…. But I’m even more bullish now. The pivot from roleplay LLM to image/video inference is the right one. Cooperatively building LLM was noble but lacked clear use cases, while video inference has instant PMF, as we’ve seen with Chutes and Targon. If Dippy executes, SN11 could easily become the top 3 subnet on #Bittensor.

English
0
0
2
188
Andy
Andy@aindyahn·
This podcast from @markjeffrey and @mcjkula breaks down dTAO alpha tokenomics so easily even I can understand it clearly now. Here's a flowchart of how alpha token emissions are split: Total Emission - 2 alpha tokens per block 1️⃣ 1 alpha token goes to the alpha AMM pool 2️⃣ 1 alpha token are distributed to participants 3️⃣ Of the 1 alpha token distributed to participants - 0.18 goes to subnet owners, 0.41 goes to miners, and 0.41 to validators (and alpha token holders) 4️⃣ Of the 0.41 alpha token to validators, alpha token is split to two according to root proportion: One is distributed to root stakers after swapped into $Tao, The other to validators and then the token holders who staked to the specific validtor.
Andy tweet media
Mark Jeffrey@markjeffrey

Hash Rate - Ep 131: Deep Dive on $TAO Emissions, Injections and the Halvening 🧙 Guest: @mcjkula There's a LOT of confusion about exactly how Bittensor injects liquidity, emits tokens, and even adjusts the rules based on certain conditions -- and what will happen at the TAO halvening. We sort it -- with expert help from Maciej Kula: 00:00 Introduction and Setup 01:11 Emissions v. Injections 04:46 Liquidity Pools and Emission Dynamics 10:07 Impact of Halving on Emissions 14:04 Who Gets What And Why And When 22:24 Root Stakers and Alpha Holders 29:39 APY and Alpha Holder Dynamics 34:28 The Impact of Halving on Subnets 35:54 Dilution and Its Effects on Investors 38:25 The Halving Mechanism Explained 42:23 Recycling 50:11 Market Dynamics and Root APY

English
2
0
10
1.5K
Andy
Andy@aindyahn·
Dippy/SN11 could be a revenue generating MACHINE if this vision plays out. @dippy_ai @angad_ai Imagine Character.ai+ Grok Imagine. Your AI girlfriend won't just text you, but send you videos. All at a incredibly low pricing enabled by $TAO. AI video inference has huge retail demand, as proven by the rise of Grok Imagine. The challenge is cost: Grok Imagine will be expensive AF. The ability to provide video inference at a reasonable price isn’t there yet, and that’s where Dippy will have a real edge. One caveat: open-source image/video models aren’t yet at Grok’s level. I’ve tested image generation on Dippy multiple times and the results were… subpar. But the gap between open-source and private models will inevitably close. It’s only a matter of time. I’ve been bullposting Dippy since May 2025, and it’s up 50% despite the market downturn. x.com/aindyahn/statu…. But I’m even more bullish now. The pivot from roleplay LLM to image/video inference is the right one. Cooperatively building LLM was noble but lacked clear use cases, while video inference has instant PMF, as we’ve seen with Chutes and Targon. If Dippy executes, SN11 could easily become the top 3 subnet on #Bittensor.
English
1
8
24
2.1K

Keşfet

@DistStateAndMe @chamath @nvidia @theallinpod @JackyGekko @Lighter_xyz @variational_io @sjl933