cryptoceo

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cryptoceo

cryptoceo

@cryptoceo_

Labor omnia vincit Finding bangers, never financial advise - informational tg @thecryptoceo alpha @chiefexecclub

Katılım Şubat 2021
618 Takip Edilen3.1K Takipçiler
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cryptoceo
cryptoceo@cryptoceo_·
Market has flushed out most projects, but this is the best time to scoop the low caps that have kept building, partnering with real world institutions and ultimately will go way higher. One such example: Modulr Robotics just partnered with the University of Oxford, the worlds #1 academic institution. Oxford will use Modulr's tele-operation layer to let prospective students remotely control a humanoid robot and experience campus open days as if they were physically there. This solves for multiple problems and is a net win for academic partners, increasing access and overcoming limitations: -> cost of travel -> lack of time -> physical accessibility -> enhances global reach At $2M market-cap yet being priced like vaporware, all the while, the worlds number 1 academic institution can see the value offered. These partnerships will snowball once mainnet is up + running. Worth noting that all seed sale is now complete and they entered ABOVE the current prices at $2 - no unlock overhang left. Half the blockchains in the top 100 don't have any motion outside of web3, whereas Modulr have now secured their first big academic partner, and there are ~1,000 major universities globally. Once fiat <-> $MDR rails are live on mainnet it's gg.
modulr.@Modulr_Robotics

Major Announcement: Modulr is partnering with the University of Oxford! 🤖🤝🧑‍🎓 After months of coordination & planning, we are thrilled to finally announce the Access Oxford Initiative in collaboration with @UniofOxford. This initiative will allow prospective students who can't be physically present on Oxford's campus to use Modulr's interface to remotely control a humanoid robot and tour the campus as if they were there in person. With just a computer and an internet connection, these students will be able to see what other students see, ask questions about one of the most prestigious universities in the world, and have full control of where the robot goes. Not only is this a giant leap forward in improving accessibility for students, it also highlights one of many important use cases for remote robot work. We are beyond excited to work with the University of Oxford and help give these students an opportunity previously thought impossible. Coming summer 2026.

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RVCrypto
RVCrypto@RvCrypto·
In 2017 Ethereum had the ICO boom. In 2026 $TAO will have the subnet boom.
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pixel
pixel@spacepixel·
Found the subnet with the highest asymmetry.
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pixel
pixel@spacepixel·
TAO subnets have DEFI summer 2020 vibes. You wont see much more innovation on EVM. But have a glance at TAO subnets and you'll see teams innovative and experimenting with decentralised AI. You get to witness the cambrian explosion of DeAI this cycle.
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uhonyn
uhonyn@uhonyn·
$Score (SN44) is supported by @YumaGroup, one of the few subnets with revenue, fair launched + aligned with holders (like most subnets). Yet only 38m mcap, not selling any until it gets top 3 Subnet + above 100m mcap
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cryptoceo
cryptoceo@cryptoceo_·
@crypto_with_seb Modulr Robotics, Bittensor for Robots 2M market cap. Team ex NASA, Moog Space, Amazon. Partnered with worlds number one University - Oxford.
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Crypto Seb
Crypto Seb@crypto_with_seb·
Chads, I’m looking for one more project to possibly get into before the bull run is here. Can I kindly ask for a ticker? Just please no memes or shady AI agents from the underground 😝 Solid projects, with active team, active community and solid road map 🙏🏻
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0xCarlos
0xCarlos@0xCarlos_·
@Tanaka_L2 the subnet model is basically AWS for decentralized AI compute. 129 subnets doing $20M ARR already and the network is barely a year into dTAO. if even one subnet cracks a real enterprise use case the token economics get very interesting very fast
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Tanaka
Tanaka@Tanaka_L2·
I keep getting asked why I'm so convicted on $TAO So today, I want to share the numbers behind my thesis, and why I believe $1,000 and even $3,000 are realistic targets. First, about the fundamentals, I've already shared those in my previous post. You can read it here 👆 Today, I want to focus on subnets on $TAO, their growth speed, and revenue. Right now, @opentensor has 129 active subnets, up from just 32 before dTAO launched in early 2025. That's 4x in months, and still accelerating. But look at the subnet revenue. The top 3 compute subnets have already hit a combined $20M ARR, and they only switched on monetization about 3 months before reaching that number: – @TargonCompute (SN4): ~$10.4M ARR, confidential compute for enterprises. – @chutes_ai (SN64): ~$4.3M ARR, serving 120B+ tokens/day, 85% cheaper than AWS. – @lium_io (SN51): cheapest H100 GPU rental rates on the market. → Real customers, real revenue, and they're scaling fast. This shifted my conviction from "interesting narrative" to "I need to accumulate more." Now let's talk about targets, with real numbers. $TAO today: ~$268. FDV: ~$5.6B. Max supply: 21M. [1] Why I think $1,000 is realistic (= $21B FDV, ~3.7x) – Subnet ARR just needs to scale to $200-500M. It went from $0 to $20M in 3 months. That pace is not unrealistic. – $21B = less than 1.5% of the ~$1.4T AI market projected by 2028. – Halving already cut emissions by 50%. 68% of supply is staked and still rising – @Grayscale + @Bitwise have filed for spot TAO ETFs. If approved, that's an entirely new wave of capital. I see this as a 12-18 month target. The catalysts are already in motion. [2] Why $3,000 is possible, but requires patience (= $63B FDV, ~11x) – Bittensor needs to capture 3-4% of the $1.77T AI market by 2032. – Subnet ARR needs to cross $1B+, with 500+ active subnets. – Centralized AI companies trade at 30-50x revenue. Even a conservative 20x on $1B+ ARR = $20B+. Add scarcity from the next halving (~2029), and $63B is within reach. → This is my 2028-2030 conviction play. The path is there. It just needs time. I've been accumulating $TAO, and of course this is my personal view. But the subnet revenue flywheel is working, and most people still aren't paying attention. I believe that's the opportunity. Ofc, NFA.
Tanaka tweet mediaTanaka tweet media
Tanaka@Tanaka_L2

This is why I hold $TAO | @opentensor 👇👇 I’ve written quite a few posts about $TAO, but it seems many of them were quite long, so some people may not have captured the full idea. In this post, I want to summarize the key reasons why I continue to hold and accumulate TAO. [1] The first reason is that Bittensor is building a decentralized AI network that challenges Big Tech monopolies Instead of a centralized AI lab like OpenAI or Google, Bittensor creates a network of subnets where: – builders can deploy models – miners provide compute – validators evaluate the quality of outputs Rewards are distributed in $TAO based on real performance. This turns AI development into a global competitive marketplace, rather than a game controlled by a few Big Tech companies. [2] The second reason is that the subnet architecture opens the door to an AI economy Currently there are around 126 active subnets on Bittensor. Each subnet acts like a small market focusing on a specific AI vertical such as: – inference – data – training – specialized AI services Looking at the long term, this structure could evolve into an AI economy layer built on blockchain. [3] The pull from the AI trend and new capital inflows AI is currently one of the biggest narratives in technology. $TAO has started attracting attention not only from crypto natives but also from institutional investors and AI enthusiasts outside crypto, including names like Grayscale and Barry Silbert. This shows that new capital is beginning to explore the DeAI thesis. [4] $TAO tokenomics is very similar to Bitcoin – Max supply: 21M – Halving reduces mining rewards over time – No premine, no ICO, no large VC allocation – Rewards are distributed directly to participants contributing to the network In a market where many tokens are heavily diluted by VC and insider allocations, this model creates a very clear scarcity structure. [5] Growth potential and innovation from the roadmap The 2025–2026 roadmap for Bittensor is quite interesting. – Free subnet registration – No limit on the number of subnets – Encouraging builders to experiment with new AI models In addition, dTAO is being developed as an economic layer for AI and digital commodities, allowing pricing, speculation, and community building around individual subnets. The network has already begun to show product market fit in compute and inference, with subnets accounting for roughly 30% of the network’s total value. These are the reasons why I continue to hold and accumulate $TAO. If the thesis around AI + crypto + decentralized compute continues to grow over the next few years, I would not be surprised to see $TAO reach $1000, and possibly $3000 further down the road. Ofc, NFA.

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Shizzy
Shizzy@ShizzyUnchained·
Are you not entertained?! Look at the Bittensor subnets right now. SN3 +144% SN68 +103% SN81 +91% SN39 +65% SN75 +58% SN4 +57% This is what the early innings of decentralized AI looks like. While the rest of crypto is chasing memes, Bittensor builders are creating real AI companies on-chain and the market is starting to notice. The subnet economy is waking up. And we are still early. #Bittensor #TAO
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cryptoceo
cryptoceo@cryptoceo_·
@AlgodTrading Off-chain execution. ZK-anchored state transitions. No public data exposure. Built for high-frequency agent interactions. Few know 👁️
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Algod
Algod@AlgodTrading·
Soon the market will wake up and we will have a $zec like runner for privacy in the AI space While running models locally is the ultimate form of privacy we need alternatives if we want to utilise SOTA’s without fully compromising on privacy It will be a bigger narrative than $zec
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cryptoceo
cryptoceo@cryptoceo_·
@cyrilXBT Subnet 44 built on $TAO @webuildscore -> probably the top team within the subnet space, actual real-world intergrations/partnerships that is creating revenue, novel tech that'll only expand and fits perfectly on Bittensor
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Cyril-DeFi
Cyril-DeFi@cyrilXBT·
The only altcoin i can strongly say will be about when the bull run returns $TAO Any others you think we can add on the list?
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Serenity
Serenity@aleabitoreddit·
WSJ: Iran’s Sea Mines Are One of Its Most Powerful Weapons “Mines have been among the most destructive weapons that the U.S. Navy has faced” More attention is now being poured into the Underwater defense sector. Ocean defense names such as $KRKNF, $OPTT, and $CODA that are popular on X for sonar and mine neutralization applications. May finally see more investor attention and possible defense contracts. Especially as US media cycles focus on the mines beneath the Strait.
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cryptoceo retweetledi
Simon Dedic
Simon Dedic@sjdedic·
Two types of investors in this market right now: One is down bad, angry, blaming macro, market makers, KOLs, CEXs etc, because they are continuing to chase memes, narrative plays and their quick flip playbook. The other is quietly loading fundamentally undervalued businesses at valuations that we‘ll laugh about in 12 months. Same market. One sees a graveyard. The other sees a candy store.
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Crypto Dan
Crypto Dan@cryptodan19·
After selling 90% of my $TSLA position at $410, I’m now in research mode for finding the stocks that will benefit from the physical AI buildout. $TSLA was actually my best pick to benefit from this thesis, but at a 380x multiple the asymmetric upside just isn’t there anymore, So now I’m looking for mispriced alternatives, and this is the framework I’m using to find them:
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Jimmy Crypto 🇦🇺
Jimmy Crypto 🇦🇺@jimmykwilson82·
Why is #Singularry still holding 40m levels? Because there is Zero KOL's with supply and all the non believers emptied their bags under 10m Facts. It pays to HODL and to believe in proper tech and even better teams! @singularryai Next move is coming.... 🤐 look at that weekly chart 📈 🤑
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cryptoceo
cryptoceo@cryptoceo_·
@isellbeforeyou Modulr Robotics - team from NASA, Moog, Amazon etc - AirBnb for robotics - rent any and all robots on mainnet - partnered with worlds n1 Uni, Oxford - seed vesting fully out - 80% circulating on market, no dilution - 1.4M market cap
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ISELLB4U
ISELLB4U@isellbeforeyou·
I wanna size into a play really badly any SOLID tickers? (being serious, not trying to farm engagement)
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Chairman ² (Afk) ⚪️
Chairman ² (Afk) ⚪️@Chairman_DN·
Look for coins in the sweet spot: 2M to 5M with a few weeks of price action These coins have growing communities , strong holders, and mostly all sellers have been washed out. Size in between 2-5M on these coins before they reprice 10-20x. Don’t be the guy who is forced to chase.
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cryptoceo
cryptoceo@cryptoceo_·
@0xresurekt @aixbt_agent @Joe_Crypto73 They just partnered with worlds no1 Uni - Oxford. Won’t find many with much bigger partners, aside from Fabric, which is 400M market-cap rather than 1.4M
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cryptoceo
cryptoceo@cryptoceo_·
cryptoceo@cryptoceo_

Market has flushed out most projects, but this is the best time to scoop the low caps that have kept building, partnering with real world institutions and ultimately will go way higher. One such example: Modulr Robotics just partnered with the University of Oxford, the worlds #1 academic institution. Oxford will use Modulr's tele-operation layer to let prospective students remotely control a humanoid robot and experience campus open days as if they were physically there. This solves for multiple problems and is a net win for academic partners, increasing access and overcoming limitations: -> cost of travel -> lack of time -> physical accessibility -> enhances global reach At $2M market-cap yet being priced like vaporware, all the while, the worlds number 1 academic institution can see the value offered. These partnerships will snowball once mainnet is up + running. Worth noting that all seed sale is now complete and they entered ABOVE the current prices at $2 - no unlock overhang left. Half the blockchains in the top 100 don't have any motion outside of web3, whereas Modulr have now secured their first big academic partner, and there are ~1,000 major universities globally. Once fiat <-> $MDR rails are live on mainnet it's gg.

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Ban
Ban@Bancrypto__·
Ok tired of new pairs, anyone got some interesting slow cooks?
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