
wuzie
7.3K posts

wuzie
@crypt0wu
news travels through memes | my posts are not financial advice | @DoubleUAlpha





Few are pricing in the possibility of @BarrySilbert getting ETFs not only for $TAO But for the "winning" subnets on Bittensor like #SN3 or whatever else ends up winning this race So basically Ethereum ICO season except it's for the biggest bubble in the history of mankind







One of the sharpest independent analyses of Covenant-72B we've seen. The author identifies what they call a "cognitive arbitrage window": crypto investors see "another open-source model" and shrug, while AI researchers who understand the benchmarks don't follow crypto. That gap produced a 2-day price lag after the announcement before the market caught up. The piece is thorough on the technical details (SparseLoCo compression, the honest benchmark gap to Qwen2.5/LLaMA-3.1, why the trajectory matters more than any single number) and places Covenant-72B in the full history of decentralized training from GPT-JT to INTELLECT-1. Google Translate handles it well if you don't read Chinese.



We just completed the largest decentralised LLM pre-training run in history: Covenant-72B. Permissionless, on Bittensor subnet 3. 72B parameters. ~1.1T tokens. Commodity internet. No centralized cluster. No whitelist. Anyone with GPUs could join or leave freely. 1/n



Templar completed the largest distributed and open LLM pre-training run in history. $SN3 is trading at a $40MM mcap. Right now it is not yet listed on any CEXs. A lot of alpha just researching what's interesting and leaning into onchain friction points before it is easy



When you look at this chart and realize the asset it is denominated in is also up 32% in this time period One of the strongest narrative setups in crypto with almost all liquid funds still on the sidelines yet deep liquidity ($877K of 2% depth) for when they figure it out





