buzzli8yr

TAO Treasuries: taotreasuries.app TAO Stats: taostats.io/subnets TAO app: tao.app/metrics TAO yield: taoyield.com TAO pill: taopill.ai Others: bittensor.ai learnbittensor.org subnetalpha.ai

@DrocksAlex2 @thomas010010 @TaoIsTheKey Yes, the risk free rate should be lower… maybe, just match TAO inflation rate so you don’t lose money if TAO doesn’t go up

My point is people blame miners fir all evil and think the problem is their emissions. But this us retarded to think so. Miners di the heavy work 24/7 and need a legit way to justify working which mean get paid. Stakers on root just patiently wait and gain APY. Bitcoin only pays miners nit Michael Saylor with APY. Take it as an example of something that worked

What in your opinion is the biggest deterrent to $TAO Bittensor subnet prices enjoying a sustained rally?

@MaxScore @solana Subnets listing on @solana ?

@solana degentralised ai?

Grayscale is buying TAO Bitwise is buying TAO NVIDIA is supporting TAO subnets in its accelerating startup program INTEL has a partnership with TAO Bittensor Subnet 4, Targon Yuma/DCG is one of the largest holders, validator and supports dozens of subnets Kraken has dedicated infrastructure and is a validator in Bittensor. What are you waiting for? Jump in.

Two days in Barcelona. Here’s where we landed. Went in with one anchor pilot (Avia France). Came out with multi country pipeline. → 13 countries → 10,000+ stations addressable → 6,500+ EV touchpoints in deal motion → 12 named champions → 2 pilots agreed → 1 strategic partner with reach into 14,000+ sites across 20+ countries The pitch did the heavy lifting on every floor conversation. 1️⃣ No capex, no install. Runs on the cameras operators already own. 2️⃣ And a skills library that compounds. Drive off, fire detection, fuel and EV damage, carwash, convenience, user experience. Trained on their operations as the network grows. The opportunity isn’t just fuel. Vision agents across the full forecourt stack: fuel, EV, convenience, carwash. No competitor does vision across all four. Between the pipeline in motion and the partner footprint behind it, we’re now within reach of 25,000+ sites across 30+ countries. A few months ago this was a hypothesis. One pilot was the wedge. This week was the moment that wedge became a market. Every camera trained, every skill added, every detection that lands compounds across the cohort downstream. This is what building on Bittensor $TAO looks like.

🔥 Bittensor's scarcity is way deeper than anyone realizes. It's a deflationary spiral encoded in the math 🌀 First-level observation exchange balances for $TAO That's the obvious reading. Total Issuance: 10,854,583 Max Supply: 21,000,000 Issuance Progress: 51.69% 366,600 $TAO on exchanges = 3.4% of circulating supply Not 10%. Not 20%. Three point four percent. Staking Ratio: 67.44% Total Staked: 7,327,064 $TAO Staked (Root): 5.30M TAO (25.26% of max supply) Staked (Subnets): 2.02M $TAO (9.60% of max supply) Free: 3.53M $TAO (16.83%) Not Yet Issued: 10.15M $TAO (48.31%) At $250/TAO, that's only $91.6M USD liquidity across ALL exchanges globally. For context: A single $10M institutional buy would move 10%+ of available exchange supply. And that's just layer one. Here's what the Reserve vs Injected chart reveals: Reserves Over Injected: -27.89% This means $TAO reserves are lagging injections by nearly 28%. The protocol is injecting $TAO into subnets faster than reserves can keep up. That's a massive structural deficit. $TAO Injected: climbing toward 2.7M $TAO Reserves: stuck around 2.0M Gap widening. When reserves can't keep pace with injections, subnet alpha becomes MORE scarce relative to $TAO demand. This compresses alpha supply, which drives alpha/TAO ratio higher, which makes staking MORE attractive, which locks MORE $TAO permanently. Layer two: The subnet migration nobody's tracking % TAO in Subnets chart tells the real story: March 2025: 2% of $TAO in subnets April 2026: 18.32% of $TAO in subnets That's a 9x increase in subnet lockup in one year. % TAO on Root (validators): March 2025: 75% of $TAO on root April 2026: 48.20% on root $TAO is flowing OUT of root validators INTO subnet-specific stakes. Once $TAO enters a subnet economy, it gets converted to alpha, staked to subnet validators, compounds as dividends, and rarely converts back. This is permanent supply removal. 128 independent sinks. And subnet halvings accelerate it. Subnet halving tracker data: - Compute Horde SN12: 48.89% toward 10.5M alpha cap - Chutes SN64: 48.14% - Targon SN4: 47.82% - IOTA SN9: 47.58% - Vanta SN8: 46.89% - BlockMachine SN19: 46.42% - Quasar SN24: 45.73% When these subnets hit 10.5M alpha, emissions drop 50%. 128 independent halvings. Rolling supply shocks over the next 5-6 months. Layer three: Wallet accumulation accelerating % TAO on Wallets chart: March 2025: 26% April 2026: 33.48% That's 7.48 percentage points migrating into private wallets in one year. Keep Addresses (long-term holder wallets): November 2024: 100 addresses April 2026: 688 addresses Nearly 7x growth in conviction holders. Root TAO (Keep): 190,042 $TAO % Root TAO (Keep): 3.58% These are validators who stake and NEVER unstake. Permanent lockup. Layer four: Sum of Alpha Prices = 1.37 This number is insane. 128 subnets. Each with independent alpha tokens. Each alpha tradeable against $TAO. Sum of all alpha/TAO ratios = 1.37. That means the entire alpha token market cap is only 1.37x ONE $TAO. Alpha tokens are massively undervalued relative to $TAO. When the market corrects this, $TAO flows INTO alpha markets (to buy cheap alpha), which REMOVES $TAO from circulation permanently as it converts to subnet-specific stakes. DYOR More to come compliments of @taoapp_

@DrocksAlex2 Need to see more subnet token buybacks & proof of real revenue!

$TAO call toa rms. Starve the useless subnets. Feed the good ones. If Bittensor does not align quickly on what matters in the real fucking world. We're all gonna end up like idiots wasting time on isolated subnet islands. Stop fucking launching serial subnets and work on some fucking real world problems.

I've been completely $TAO pilled. 💊 This is the most likely network to decouple from $BTC price action [crypto macro] over time. The architecture of Bittensor is absolutely brilliant : 128 subnets vying for incubation via emissions based on their production of intelligence [utility] which other subnets and users can tap into and leverage - profound. The way BTC changed money - Bittensor is changing AI. The merger of crypto x AI will seem obvious eventually - the way that Bitcoin does today. The demand for decentralized intelligence will go parabolic in the same way the demand for decentralized money has - it is apodictic.

Absolutely buzzing to announce this joint partnership with Pip Studios!!! This puts us in the room with the biggest players in the industry. I appreciate the team at Pip's belief in @vidaio_ , and cannot wait to see where this will take us. Exciting times ahead! $TAO

Last week, a new upgrade was implemented on the Bittensor protocol that: • Restructures the initial seeding of subnet liquidity pools • Changes the economics for new subnet owners Both of these are positive for new subnet owners as they increase the liquidity of their token and give them more stake within their own subnet. With the new upgrade, the TAO used for registration goes directly into the subnet liquidity pool. Subnet owners don’t have to depend on speculative capital flows to see their liquidity grow, they now effectively supply the initial liquidity for the subnet through the registration cost. Subnet registration costs have always created a high barrier to starting a new subnet. New subnet owners have historically had to burn hundreds of TAO (often 100K+ USD) just to register a subnet. This prices out many would-be subnet owners, and has the downstream impact of less experimentation on the network. Before this change, subnet owners had to burn significant capital to just join the network and then start from 0. Now, that capital is used productively for bootstrapping the subnet owners' idea and attracting miners on day 1. The second part of the upgrade (along with other adjacent upgrades) removes friction points that subnet owners often run into during the launch of their subnet. Previously, they started with ~0 tokens and could not have stake delegated to their validator. This makes it much more difficult to roll out their incentive mechanisms and more broadly puts the consensus of the subnet completely outside of their hands. Now, subnet owners receive roughly the subnet token equivalent of the TAO they paid to register the subnet. Altogether, these changes make it easier for builders to get started and move faster once they do, which is what the ecosystem needs.

@DistStateAndMe @nordin_eth Completely dissolved your tokens w/o disclosing it in advance to your subnet token holders - thus, insider trading. If you wanted an exit - could’ve made an OTC deal with a new owner / team. @hobbleabbas made an exit w/o rugging the subnet holders.

@nordin_eth I sold my tokens, after the situation made it impossible for my business to remain a going concern.

Even after all the kind words Const has said about him to take the moral high ground and move on from the situation, this scumbag is still trying to beat down on the community after rugging his subnet. @DistStateAndMe you deserve everything that is coming to you.

Lium will become the first agent-first compute provider. We are leaning in heavily to the agent revolution. Here's how we make changes to lium now: We prompt our agents: "using this crypto account, create an account on lium, fund it, get an api key, rent some GPUs, and serve Kimi K2.6 with sglang (or another gpu-required task). When done, create a report for any issues you encountered with using lium and how it could have been faster or easier" Then we constantly improve the agent experience so that it's seamless to tell your agent to do any task, and it will just spin up lium gpus in seconds to solve it effortlessly and without any human intervention needed. We have recognized that SAAS companies need to pivot to agent-first software in order to keep up, and lium is the one leading the charge on that for cloud compute.

@MaxScore I validate the repost & comment

repost this to be part of the loop

@LLuciano_BTC 150 times more efficient than Sam3 for 0.5% the weight @LLuciano_BTC - happy to chat about @webuildscore SN44 with you anytime. Check out: console.scorevision.io

@ChainLinkGod @Puck_Figs @cryptogonzo_ Why did AAVE allow lending with rsETH as collateral if the asset is fabricated out of thin air and carried so much risk? CC : @StaniKulechov , @Marczeller

@cryptogonzo_ It’s simple, you don’t

Look guys, it's actually really straightforward, a bunch of people staked their ETH on the Ethereum blockchain to earn yield, except they didn't want their capital to be locked up, so they actually staked with a liquid staking protocol called Lido who provided them a liquid staking receipt token called stETH, except they decided to juice their yield further by depositing their stETH receipt tokens into a restaking protocol called Eigenlayer, except they didn't want to lock up their capital, so they actually restaked with a liquid restaking protocol called KelpDAO who provided them with a liquid restaking receipt token called rsETH, except they decided to juice their yield further by depositing their rsETH tokens into a lending protocol called Aave so that they could open a leveraged looping position that borrows ETH against the rsETH collateral and restakes the ETH into rsETH which is then deposited as collateral, except it turns out rsETH used a cross-chain bridge called LayerZero that was hacked by north koreans causing rsETH to become undercollateralized and now these looping positions are stuck and unprofitable, and everyone is pointing fingers at each other, and also DeFi is a very serious industry

@Jason @webuildscore @MaxScore No need to prioritize, lol

@Jason another use case for Subnet 44 @webuildscore CC : @MaxScore

OpenAI is Losing to Open Source. We quietly launched on Bittensor 3 weeks ago. Since then, 45 of our agents have beaten GPT 5.4 at one of the hardest online shopping evals made so far. The best agent achieved a 63.0% Success Rate, performing over 15 points better than OpenAI's GPT-5.4. We've achieved this by building the most ambitious software competition in the world. Conventional wisdom says you need scale, billions in compute, proprietary data, and massive teams to build the best state of the art software. But we've proven this wrong. What you actually need is competition. Every day, armies of developers around the world study failure cases, make critical improvements in logic, and resubmit constantly. Every cooldown, agents are incrementally perfected. Bittensor is the perfect platform for this. Miners on the network submit agents. Validators evaluate them against real, difficult tasks. Every evaluation is public and every trajectory is inspectable. You can see exactly where every single agent succeeded and where it failed. The top labs have poured hundreds of billions of dollars into their agents, yet ORO has been able to beat them without using any proprietary APIs. How? Every agent is open-source served through @chutes_ai. This should seriously bother you if you work at a frontier lab. When you have incentivized developers studying past solutions, working together, and iterating multiple times a day, you get the fastest R&D flywheel in the world. In just 21 days, we've already proven that the collective intelligence of Bittensor, combined with a fiercely competitive environment, beats the output of any centralized funded lab. Imagine what we'll do in a year.

Our mission with @IOTA_SN9 is to prove that unreliable and globally distributed compute can be used to train models matching centralized alternatives. We believe that building in public is the most important thing we can do to ensure we succeed. Today, we are releasing our IOTA Overview Dashboard showcasing our progress over time iota.macrocosmos.ai/overview. This is a story of our achievements and milestones, across hundreds of experiments and trillions of tokens, utilising a globally distributed network of compute.