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Deep dives on early AI, Robotics, and TAO eco — before the crowd.
I research what’s next, not what’s trending.
Digging constantly to find the next asymmetric opportunity 👇
asymmetricjump.substack.com
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Asymmetric Jump
3K posts
Asymmetric Jump
@jumparo1
Full-time asymmetric researcher | Lead researcher @leftcurvedao | Follow my Substack | 5 min reads |
Katılım Şubat 2021
1.5K Takip Edilen1.2K Takipçiler
Something I found out just now,
Mar 25: @Google said it is moving to post-quantum crypto by 2029
blog.google/innovation-and…
Mar 31: Google dropped new research suggesting crypto may be easier to crack than older estimates implied
research.google/blog/safeguard…
Why bullish for ZEC:
Once quantum risk becomes a real topic, capital and attention move toward coins with actual cryptography depth
Zcash is one of the clearest names there
and unlike most of the market, it already has a credible post-quantum angle
That gives ZEC a much stronger narrative fit if this theme keeps growing.
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$ZEC is one of the few coins showing real strength in a market full of fear.
It’s not just price(although PA is doing well, too):
• Hashrate at ATH
• Shielded supply at ATH
• Real products shipping
• $25M ZODL raise from @a16z , @paradigm , @CoinbaseAssets
And now real catalysts are lining up:
• ZODL 2026 roadmap drop = any day now
• Foundry ZEC pool launch = April
• Zcash Dev Summit = May 8
• Zcon7 = Oct 27–29
This is the kind of setup worth watching closely.
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Here’s the whole Trump TACO setup in plain English:
- The economy rolls into recession
- demand weakens
- Oil supply comes back into a weak market
- crude dumps hard
- stocks dump too, because oil is not falling for a good
- reason — it is signaling that growth is breaking
- panic builds
- governments step in with stimulus
- central banks turn dovish again
- QE / liquidity comes back
- markets start pricing the rescue before the economy is - actually fixed
- risk assets rip
The core idea:
Bad macro becomes bullish once it gets bad enough to force policy support
So the real trade is not the recession itself
The real trade is the response
Same movie again:
panic
stimulus
liquidity
rebound
credits to @loraclexyz for the idea
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@loraclexyz So, the trade is,
short OIL and stocks, buy quality and DCA slowly...🧐
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> Trump TACO
> we get into recession
> oil flow resumes and floods into recession
> oil tanks, stocks tank
> govs announce stim packages
> QE goes brrrr
> ????
> profit
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One single thing I learnt last cycle is to buy the blood
So, when market's down, I go deep into X, DefiLlama, Artemis, Dune, Taostats, Taoapp, anywhere there's signal
It's time consuming, especially for tracking Bittensor subnets since April last year
So... I condensed it
I've mapped out 40 categories and identified the 10 that actually matter
Inside this week's article:
- Breakdown of 40 subnet categories + their performance
- Where demand & growth is
- Leading subnets in the top 10 category + why they’re winning
- Early signals and under-the-radar subnets worth tracking.
[Link in bio]
0xJeff@0xJeff
Hopped on calls w/ subnet owners + operators on Bittensor the past week Everyone is hopeful & bullish I noticed 2 interesting trends 1. The TAO Ouroboros (h/t @mikecontango) Despite subnets competing with each other for emissions, there's a trend of collaboration (i.e. subnets partnering with each other for services). For compute, inference, or any other products/APIs. One subnet revenue becomes other subnets COGS, and other subnets COGS become others revenue, forming a Ouroboros loop. TAO stays within the system, Bittensor becomes an end-to-end ecosystem where all types of resources can be purchased and circulated. This reminds me of the AI circle jerking/AI Ouroboros deals that happened between Nvidia, OpenAI, Intel, AMD, xAI, etc. Helps props up the entire eco. Great for anyone that's part of the circle (although sustainability is the key question) 2. Defi on TAO Defi building blocks are coming to Bittensor, starting with perps. Bittensor has been good at AI but bad at fostering Defi primitives. Defi is essential to building a solid foundation especially with perps. Perps enables downside hedging without selling — short perps long spot on alpha tokens. Users keep their spot token while earning yields/funding rate. Subnets avoid further sell pressure. Miners/Validators are able to hedge their downside while holding their spot alpha tokens without selling. Bittensor will be able to attract liq funds, MMs, LPs with dry powder who hate unhedgeable risk, to buy into alpha tokens. The end result for subnets = deeper books/better liquidity/less slippage. Thus, kickstarting the flywheel Perps bring institutions + capital → higher TVL & volume → better price discovery for subnets → deeper liquidity attracts more participants → CEX listing became easier → flywheel continues Heard some Bittensor folks are against Defi primitives. I think it's what Bittensor needs right now to scale out of the current circle. Exciting times ahead. Article deep dives into subnets coming out this week. Stay tuned!
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Everyone watching TAO price action.
Nobody watching what's actually happening inside the network.
Subnets stopped being experiments. Now they're:
- Generating real revenue
- Signing enterprise clients
- Publishing peer-reviewed research
The subnet layer is where value actually accrues, not the token ticker.
7 Bittensor subnets doing real work right now:
@chutes_ai - Inference layer already doing ~$5.5M annualized. Real usage, real developers, and one of the clearest revenue signals across all subnets.
@tplr_ai - Decentralized pre-training. Running one of the largest permissionless training experiments, with actual academic validation (NeurIPS).
@webuildscore - Computer vision subnet with enterprise clients (sports, retail, infrastructure). Turning video into structured data at scale.
@yanez__ai - Compliance + RegTech. Generates adversarial datasets to stress-test KYC/AML systems. Selling directly to financial institutions.
@metanova_labs - Drug discovery subnet. Early stage, but targeting a massive market with asymmetric upside if validation works.
@IOTA_SN9 - Pre-training competitor targeting undervalued training infrastructure. Positioned as a value play within the training layer.
@TargonCompute - Confidential compute subnet enabling private AI execution. Focused on secure environments for sensitive data and models.
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CEO Dr. @bengoertzel: "The AGI term has become rather confused in the media, as tech CEOs find it convenient to claim they’ve already achieved it." decrypt.co/360964/agi-ai-…
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It’s $TAO time!
templar@tplr_ai
On the @theallinpod this week, @chamath asked @nvidia CEO Jensen Huang about decentralized AI training, calling our Covenant-72B run "a pretty crazy technical accomplishment." One correction: it's 72 billion parameters, not four. Trained permissionlessly across 70+ contributors on commodity internet. The largest model ever pre-trained on fully decentralized infrastructure. Jensen's answer is worth hearing too.
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$TAO — the only major AI crypto with zero pre-mine, Bitcoin tokenomics, and a Grayscale ETF filing.
Trading 65% below ATH.
Backed by @Polychain ($200M), @DCGco ($100M), @PanteraCapital — all market-bought.
No free tokens.
$5.1B FDV | 75% staked | Mainnet upgrade Mar 17 | +45% this week
375x P/S — expensive or early?
68% of whales are short, 80% of retail long, and 78% are underwater — who breaks first?
100+ subnets live, top 4 hold 50% of value
taostats.io/subnets
Bull case $750+ / Bear case $120
My full research 👇 asymmetricjump.substack.com/p/the-5b-bitco…
I publish on Substack first — subscribe for early alpha.
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Asymmetric Jump retweetledi
> Most subnets gained 40%+ (7d)
> @tplr_ai 70%+ off the back of largest decentralized pre-training run
> @metanova_labs 50%+, analyzed 1000+ crowdsourced molecules/identified promising hits
> @SynthdataCo found initial PMF + emissions turning positive
TAO bull market is here
0xJeff@0xJeff
Is this the beginning of bull market for Bittensor? > TAO showing resilience in choppy market > Subnets total value at ~30% of Bittensor > Decentralized Compute/Inference PMF > Instos interest (TAO = DeAI index/AI BTC) > First Halving has yet to be priced in
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Asymmetric Jump retweetledi
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.
WIZZ🥷 ( beware scammers )@CryptoWizardd
AI tokens outperforming $TAO $FET
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The one thing ChatGPT can’t ship:
a private AI you actually own.
@AskVenice is building for the users who don’t want surveillance wrapped in convenience.
No prompts logged.
No corporate gatekeeper.
No model telling you what you’re allowed to ask.
That’s the bull case.
But the token is where it gets tricky:
• narrative is strong
• product fits a real niche
• privacy in AI likely gets bigger
• but monetization + moat still need to prove out
$VVV isn’t just an AI token.
It’s a bet that censorship-resistant, private inference becomes its own category.
This is the kind of setup where you separate story from structure.
Full research ↓
asymmetricjump.substack.com/p/the-thing-ch…
I publish on Substack first.
Subscribe for early research and asymmetric setups.
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@const_reborn Are you doing this on a Mac Studio or a Mac mini? i like this idea a lot. I built a research agent for $TAO subnets.
Are your trading agents profitable and for what time?
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I have 6 agents running now, two are doing ML research, one is cloning Claude code, two trade hyperliquid and one mines Bittensor.
All they need is compute from Bittensor (Lium, Basilica and Targon) and inference from Chutes and Openrouter.
The trading agents pay for the compute and inference by buying credits with proceeds.
I could literally die and this system wouldn’t turn off. Indeed it’s programmed to just get better.
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One of the best performers so far $kite
Asymmetric Jump@jumparo1
$KITE — The payments-first Layer-1 powering agentic commerce. Backed by @PayPal, @coinbase, @GSR_io and more! $832M FDV | $158M MC | 1.7B testnet calls | 4M users. @GoKiteAI is building the settlement layer for AI agents — with cryptographic identity (SPACE), Proof-of-Attributed-Intelligence (PoAI), and x402 stablecoin rails for sub-cent payments. Inside my research, you’ll find: • How SPACE + x402 enable real agent micropayments • Early traction: 1.7B testnet interactions, Tier-1 CEX listings • Team & backers — PayPal, Coinbase, Animoca, GC, 8VC • Tokenomics breakdown (top-10 = 99.48%) • Bullish vs Bearish thesis + key catalysts (staking, unlocks, SDK) Full deep dive 👇 🔗 asymmetricjump.substack.com/p/kite-ai-the-… I publish on Substack first — 24h before X. Subscribe to get early alpha. ⚡
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The CEO worked at CERN.
He invented PLONK.
They built the first fully decentralized privacy L2.
It dumped -52%.
$AZTEC is a case study in one rule:
Great tech + bad tokenomics = retail exit liquidity.
But here’s the twist:
• 180+ sequencers (real decentralization)
• Noir ecosystem growing
• Smart contracts coming
• VCs locked until 2027
If this bleeds to $100–150M FDV, risk/reward flips.
Sometimes you don’t buy the breakthrough.
You buy the capitulation.
Watching closely.
Full research👇
asymmetricjump.substack.com/p/the-239m-pri…
I publish on Substack first.
Subscribe to get early alpha!
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Privacy doesn’t scale without usage.
But usage can dilute what makes privacy valuable.
That’s the ZSA dilemma.
I wrote a balanced deep dive on Zcash Shielded Assets —
what they enable, what they risk, and why timing is everything.
If you own Zcash and care about privacy money, read this.
👉 Link - asymmetricjump.substack.com/p/zcash-shield…
$zec $zcash #zsa #privacy
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$ZAMA is building a confidentiality layer for public blockchains using Fully Homomorphic Encryption (FHE) — allowing smart contracts to compute on encrypted data without revealing it.
Private stablecoins.
Confidential DeFi.
Institutional-grade onchain finance — without sacrificing verifiability.
Backed by @PanteraCapital @multicoin and @Metaplanet ~$130M raised
Inside my research:
• Why privacy is now a requirement, not a feature
• How FHE actually works (without the math headache)
• What $ZAMA is for + valuation context
• Key risks (execution, audits, tokenomics)
• My entry framework (patient > hype)
Status: Watching, not chasing.
Full deep dive 👇
asymmetricjump.substack.com/p/zama-zama-ht…
I publish on Substack first — 24h before X.
Subscribe to get early alpha.
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What if SWIFT was rebuilt today — using stablecoins instead of banks?
$FIN is backed by @Pantera, @sequoia, @SamsungNext
$23M raised | No token | Compliance-first | Enterprise-grade rails.
@fin is building crypto-native settlement infrastructure for cross-border B2B payments — optimized for large transfers, not retail speculation.
Inside my research, you’ll find:
• Why It Matters (Thesis)
• How it abstracts stablecoin rails into a Stripe-like experience
• Team (ex-Citadel founders)
• Product / Development
• Market Context and Community (CT presence)
• Bull vs Bear case + what real traction will look like
• My personal thesis
There is no token as of now, but I would keep it on my watchlist.
Full deep dive 👇 asymmetricjump.substack.com/p/fin-the-stab…
I publish on Substack first — 24h before X.
Subscribe to get early alpha!
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