Nick

Valuing Bitcoin vs Bittensor 🧠 Bitcoin and Bittensor (TAO) both grow through network effects — but very differently. Could $TAO ever reach the current value of $BTC? Let’s break it down 👇

Liberté, égalité, intelligence décentralisée 😉 $TAO

@CalebFranzen Gm☀️

Gm risk takers.

@RaoulGMI “As Above so Below as Below so Above” It’s fascinating that the Hermetics recognized these universal patterns a thousand years ago and came to the same conclusion as you that the universe is fundamentally rooted in intelligence.

Ever notice how the same shape keeps showing up everywhere you look? Atoms bond into networks, neurons wire into networks, fungi communicate beneath forests through networks, the internet is a network, blockchains are networks, and the galaxies of the observable universe form what cosmologists literally call the cosmic web. Across fourteen orders of magnitude, the universe keeps building the same architecture… There’s a reason. Networks are the most efficient structure the universe has found for turning energy into intelligence, and nothing else even comes close. Every system that lasts, at every scale, eventually finds its way to one. Clearly, this is no coincidence. It’s networks all the way up. And all the way down. The Universe selects for it via coherence. It's all part of the Universal Code.

AI + capital formation + subnets = intelligence capital economy $TAO

$ZEC In a world where AI makes everything visible, the most valuable assets are the ones that cannot be seen but can still be stored, transferred and used.

@BarrySilbert Writing a paper on this rn Opening line: “In a world where AI makes everything visible, the most valuable assets are the ones that cannot be seen but can still be stored, transferred and used.”

Difficult to ban what you can’t see Zcash $ZEC is freedom money

@GSchvey Max long Silbert

Strong day for the Silbert trade

@gregosuri December 19th 2026

Over 100 billion tokens processed on AkashML.com this month. When will AkashML.com cross 500 billion tokens a month? Reply with a date. Closest answer wins 500 $AKT.

@RaoulGMI In a world of AI abundance & disruption, everything needs to find coherence and the way to get there is through digital networks

Forget UBI. The answer is Universal Basic Equity… and it’s humanity’s pension plan for the post-AGI world... The Economic Singularity is coming faster than people think and the default question is how humans make money in a world that doesn’t really need them anymore. The default answer is UBI, which is transfer payments from a state, funded by taxing an AI economy that nation states can neither see nor keep up with. It’s a 20th century answer to a 21st century problem and it’s broken before it even starts. Agents are becoming the dominant user of the internet, not humans. Your AI is becoming your entire front end UX. The clicks economy is dying everywhere except where humans pay to feel something - clothing, travel, luxury, experiences, culture. Agents run on crypto rails because nothing else works. The dollar doesn’t fractionalise below a cent, settlement isn’t instant, permissions are required, jurisdictions matter. Stablecoins handle the dollar leg and native tokens handle the rest. The biggest users of DeFi in five years won’t be humans farming yield… it’ll be agents managing treasuries, swapping, earning and spending at machine speed. Capital formation has already shown its new shape and it came from the most unexpected place. Memecoins. Everyone wrote them off as a casino but they were a prototype. Instant capital formation around the attention of an idea, raised by entities without legal personhood, settled in seconds. That is the template agent economies will use to fund themselves. And it’s not just agents... Robots will run on the same rails, with zk permissions issued from our wallets as the source of truth, because biometrics are far too flawed for that role Open source code itself gets tokenized and finally captures the value it creates, instead of being monetized through bolted-on services and subscriptions. Proof of humanhood becomes the trust layer that lets us release agents into the world without society collapsing under synthetic noise. Identity, authentication, verification, permissioning, all of it migrates onto the same substrate. So when you zoom out, the L1s aren’t just settling agent transactions but settling the entire coordination layer of the new economy… agents, robots, humans, code, capital, identity and trust. Every contract, every treasury, every permission, every stake. Open source finally captures the value it creates, at scale, for the first time, and truly vast value accrues to the coordination layer because everything routes through it. Which brings us to the actual answer to the Economic Singularity… Universal Basic Equity. Anyone on earth with a phone and an internet connection can buy a stake in the substrate that the new economy runs on. No KYC walls, no accreditation rules, no jurisdiction, no employer, no state, no permission. The first homogenous, permissionless, globally fractionalisable claim on the productive infrastructure of the world. It's not a slogan but a structural fact about how blockchains actually work. This is their purpose. Wealth comes from owning the substrate. Income comes from being human, because attention and experience remain the irreducible currency of culture, community and love. Abundance of goods and services from AI handles the cost of living. Taxing data center electricity use solves the tax issue. Four legs of a stool that holds up the post-singularity human world. So… just buy the fucking tokens. Bitcoin if you want pure store of value, a basket of the major L1s if you want the coordination layer. 10% of your earnings, every month, for a decade. You'll be wealthy and protected from the changes to come. Crypto is going to $100trn in the next 6 to 8 years and well beyond that after. You can choose to invest in your own economic disruption, or get left behind by it. And if you’re worried about timing the cycle… …adjust your time horizon. This is humanity’s pension plan. It's all so absurdly fucking obvious...

@TonySeverinoCMT Nice chart. All previous tops were more euphoric, while this one looks more like distribution, which could mean a slower and less aggressive correction.

Here is some math that never misses – the 1.618 Fibonacci extension Every Bitcoin bear market bottom target – is this time different?

@LowBeta U got me with this one…

Choose one asset to hold for next 3yrs: $ZEC or $TAO

@AndreasSteno That’s how I expect Citrini Analyst #3 to look like

Monitoring the situation from a remote island in Greece!

@LowBeta It’s a great metric to track actually. I use intellectual commitment or dev activity/market cap. shows where smart money and intellectual capital are accumulating before price moves.

Zcash $ZEC has high ratio of brains to market cap 🧠/💵

@jack Everything is compute

everything is programming

@joemccann R u thinking sweep of the high or new high?

$GOLD and CTA positioning looking like September 2024

@LowBeta Because there is an infinite demand for intelligence… $TAO

Bittensor is breaking out. Here's why: grayscale.com/the-stack $TAO

@alphatrends @JayWoods3 Feels like another April low… seen that one before😉

@JayWoods3 and they will probably be a great time to buy

Prediction - April will bring a record number of “Death Cross” headlines.

Accumulation zones are for accumulating... $TAO