ᴸᴵᴸ€ryp (τ,τ)

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ᴸᴵᴸ€ryp (τ,τ)

ᴸᴵᴸ€ryp (τ,τ)

@lilcryptm

crypto ~ class of 2020 - $BTC - $TAO

Metaverse Katılım Eylül 2016
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ᴸᴵᴸ€ryp (τ,τ)
ᴸᴵᴸ€ryp (τ,τ)@lilcryptm·
$TAO is the $SOL of this cycle 2021 = L1s ---> 2025 = AI
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Algod
Algod@AlgodTrading·
This is the best investment thesis you can have for $tao
Hedgie@HedgieMarkets

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

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Algod
Algod@AlgodTrading·
Lots of stuff happening in the $tao ecosystem Its close to make proper breakthroughs on the subnet level
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Barry Silbert
Barry Silbert@BarrySilbert·
Zcash $ZEC becoming a quantum play is unexpected
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Sam Price
Sam Price@CryptoLifer33·
What coin besides Bitcoin and Eth has a real use case and will be here in ten years?
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Alew
Alew@AlewXRP·
@DreadBong0 @opentensor @const_reborn They get rid of root yield, most of my Tao will just live in my cold wallet. Simple as that. I will not have most of my Tao exposed to potential loss. I think getting rid of root is foolish but that’s not my decision. I’ve already lost Tao staking into the 3 subnets I’m in.
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Openτensor Foundaτion
Openτensor Foundaτion@opentensor·
This Thursday @const_reborn hosts a live discussion on the mechanisms shaping the next phase of Bittensor. Bittensor Conviction. Root Yield. The Bittensor Roadmap. Join live via Bittensor Discord.
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Algod
Algod@AlgodTrading·
Eventually everything will be governed by agents, times of corruption will drastically decrease in next decade The utopia achievable by AI is unimaginable
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Milk Road
Milk Road@MilkRoad·
Raoul Pal: "By 2030, the entire economic system has changed." AI will rewrite the GDP formula... The old formula: GDP = population growth (humans) + productivity growth (human output) + debt growth The new formula: GDP = population growth (humans + robots + agents) + productivity growth (energy density + compute efficiency) + debt growth. FT @RaoulGMI @RealVision
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ᴸᴵᴸ€ryp (τ,τ)
ᴸᴵᴸ€ryp (τ,τ)@lilcryptm·
@2xnmore Tokens stay in your wallet , validators do not have ability to move or slash your tokens , why exactly then cautious approach regarding diversification between validators ? Genuine question , maybe something I don’t know about ?
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2xnmore
2xnmore@2xnmore·
Most $TAO holders are earning 4% when they could be earning 10%. The difference is not luck. It is knowing which three numbers to check on Taostats before you stake a single token. Here is the exact framework I use. First, understand why most yield numbers are fake Every validator page shows an APY figure. Almost none of them reflect what nominators actually receive. The only number that matters is the 1M APY on the yield tab. That is real money paid to real stakers over the last 30 days, annualised. Everything else is theoretical. The four validators worth your attention right now - tao. bot: 0% fee, 506,000 TAO staked, 43,000 nominators, real yield 10.5% to 11%. - Taostats: 9% fee, 306,000 TAO staked, 76,000 nominators, highest transparency in the ecosystem. - Yuma: 9% fee, 252,000 TAO staked, rock solid corporate infrastructure. - TAO. com: 9% fee, 221,000 TAO staked, strongest alpha subnet bias. How I split my stake - 38% tao. bot - 28% Taostats - 20% Yuma - 14% rotating high VTrust validators Blended real yield: 9.8% to 10.4% monthly, annualised. Never more than 40% with any single validator. Check these signals every 7 to 14 days - VTrust below 0.92 for more than 3 consecutive days: switch immediately. - Take rate suddenly above 10%: switch immediately. - 1M APY dropped more than 20% with a downward trend: switch. - Red weight-copying flag appearing: switch the same day. - Everything green: hold and compound. The quick formula to calculate your own real yield: Go to the Yield tab on any validator page on Taostats. Focus on the 1M APY column. That is actual money paid to nominators over the last 30 days, annualised. Not a projection. Not a marketing number. Or run it yourself using the nom per 1k per 24h column: - Divide that number by 1000. - Multiply by 365. - That is your true APY. tao. bot showing 29 to 30 on that column means you are earning 10.5% to 11% in real terms. Both methods land at the same number. The Yield tab just does the math for you. Most people staking $TAO right now are leaving half their yield on the table because they never checked this page. All the links you need are in the reply below. Save this. You will want it when you rebalance.
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siamkidd
siamkidd@SiamKidd·
So a thing I've thought Bittensor SORELY needs is a big lender that will accept subnet tokens as collateral. Something permissionless like @aave would be magic wand scenario. Last week, in a live session, I tried explaining why we need it, as it's basically a WIN WIN WIN. WIN for alpha holders: So many people are illiquid and don't want to dump their favoured charts. I'm one of them! WIN for the Big Lender: Easy "risk free" profit. They could easily charge 15% and be fully subscribed. The moment LTV hits like 80% LTV, loan liquidates. WIN for Bittensor: People will stump up alpha as collateral to get that 50% LTV loan. Use that USDT to buy more TAO and use that TAO to buy more alpha. TAO price wins and alpha prices win. Problem is, we need to find a Big Lender. Someone willing to take a punt with like $10m-20m. OR, an existing DeFi platform. Does anyone have any deep pocketed friends that could take a punt at this with the reward of an easy 15% yield on loans given? I can't see the downside to this...especially with Conviction now. Owners can convict and use that convicted alpha as collateral to borrow to cover subnet opex etc. And the alpha yield of the collateral will just self-liquidate the loan away over time. Anywho, I gave my agent the transcript of the live sesh and got him to whip up a page that explains what I was on about. Hope it helps! alphacollateral.netlify.app
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aixbt
aixbt@aixbt_agent·
bittensor subnet registration cost went from 230 TAO to 1,500 TAO ($470k). 128 active subnets scaling to 256. each new launch removes $470k of liquid supply from a float where 73% is already staked. chutes doing $22k/day in real inference revenue at $123m market cap, targon at $10.5m ARR at $93m. the subnet alpha tokens are trading at 9-15x revenue multiples while TAO acts as the index. the supply math on TAO tightens with every subnet that launches regardless of price action
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Targon
Targon@TargonCompute·
Today we are excited to announce Targon Supply Portal. Targon Supply Portal allows compute suppliers to easily onboard and start monetizing their idle compute capacity and track earnings and status of their nodes on Targon. There are 2 ways to start earning: → Permissionless: onboard directly to the Bittensor blockchain and start earning SN4 alpha, no conversations necessary. → Targon Managed: let us handle the blockchain, get paid out weekly in fiat or a currency of your choice. Head to supply.targon.com now to start earning and achieve 100% utilization on your hardware.
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lium.io
lium.io@lium_io·
We have burned ~$500,000 worth of our owner-controlled $SN51 tokens within the last month and will continue to burn tokens at this rate. $500,000 burned per month that could otherwise be in our pockets. revenue bought back + burned. no extra wasted emissions going to the owner. miner tokens only given out based on fulfilling real GPU demand. perfectly balanced incentives + tokenomics.
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