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Supercycle

@supercyclepod

Liquid Token Research. Hosted by @haitzu.

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Stitch3
Stitch3@Stitch3_ai·
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Supercycle
Supercycle@supercyclepod·
Stillcore expected $TAO at $3,000 this year. One of the first funds exclusively investing in Bittensor. Built in partnership with @Jason, widely known for his All-In Podcast. This might be the breakout moment for TAO, backed by distribution and network that can take Bittensor to the masses. 0:00 Intro 1:05 What is Bittensor? 5:50 Ridges (SN62), 404Gen (SN17), Nova (SN68), Templar (SN3) 9:00 Why bet an entire fund on one ecosystem? 14:35 Ridges (SN62) Targon (SN4) and Chutes (SN64) 22:29 Thesis for TAO 33:28 Stillcore Portfolio picks: Ridges (SN62), Hippius (SN75), Targon (SN4) 44:10 BitCast (SN93), mining $TAO by podcasting 50:53 OpenClaw and Vidaio (SN85) mining 1:00:39 Rapid Fire inc. BitMind (SN34)
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Jack Ai-Leung
Jack Ai-Leung@haitzu·
The #1 thing to know about how early you are in $TAO
Jack Ai-Leung tweet media
Supercycle@supercyclepod

Stillcore expected $TAO at $3,000 this year. One of the first funds exclusively investing in Bittensor. Built in partnership with @Jason, widely known for his All-In Podcast. This might be the breakout moment for TAO, backed by distribution and network that can take Bittensor to the masses. 0:00 Intro 1:05 What is Bittensor? 5:50 Ridges (SN62), 404Gen (SN17), Nova (SN68), Templar (SN3) 9:00 Why bet an entire fund on one ecosystem? 14:35 Ridges (SN62) Targon (SN4) and Chutes (SN64) 22:29 Thesis for TAO 33:28 Stillcore Portfolio picks: Ridges (SN62), Hippius (SN75), Targon (SN4) 44:10 BitCast (SN93), mining $TAO by podcasting 50:53 OpenClaw and Vidaio (SN85) mining 1:00:39 Rapid Fire inc. BitMind (SN34)

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Jack Ai-Leung
Jack Ai-Leung@haitzu·
What you need to know about $TAO from @YumaGroup: 1. Three to five companies in Silicon Valley control the weights and parameters behind every AI decision made on your behalf. That's not a good future. 2. You don't outcompete centralized labs by copying them. You create net new categories they can't. 3. TAO subnets are generating real revenue AND hitting state-of-the-art research benchmarks. 4. Score (SN44) started with UK football clubs. Now it's deploying their computer vision for manufacturing, fuel, agricultural use-cases. 5. BitSec (SN60) pen tested one of Yuma's own subnets and surfaced correct vulnerabilities. Solved clear pain for Yuma, which is why they backed the team. 6. Yanez (SN54) has miners white-hacking unknown attack vectors in financial fraud, a multi-billion dollar problem Web2 compliance software is still attempting to solve 7. The endgame isn't AI. A subnet can solve any problem via open market competition. 8. Open source innovation will hit parity (vs. closed source) and then start to move past it and people will realize that you CAN compete in AI in a cost effective way 9. Many will not get exposure to closed source AI labs, but you can support many team competing with them using decentralised alternatives via TAO. 10. It is only day one for Bittensor.
Supercycle@supercyclepod

Favorite quote from our episode with @YumaGroup

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Jack Ai-Leung
Jack Ai-Leung@haitzu·
The people want $TAO at $3k My conversation with @stillcorecap drops next week
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Supercycle
Supercycle@supercyclepod·
Our Episode with Shayon from Multicoin: x.com/haitzu/status/…
Jack Ai-Leung@haitzu

Multicoin's @shayonsengupta joined us on Supercycle to discuss some of their recent investments, including $GEOD, $RNDR and $JTO. 1:32 - Shayon's background 7:00 - Multicoin's activist strategy 9:11 - $RNDR 14:23 - Money is made in bear markets 17:45 - Crypto's PMF: Asset Ledger and internal Labour Markets 22:07 - DePIN tokens suck despite PMF 28:00 - $GEOD 33:10 - $JTO 37:22 - Memecoins and Stablecoins are overrated 41:16 - AAVE equity vs token 44:21 - Multicoin on DeSci

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Supercycle
Supercycle@supercyclepod·
Multicoin on their investment in @GEODNET:
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Supercycle@supercyclepod·
On our upcoming episode we caught up with Rob Greer and Mark Jeffrey from @stillcorecap. Mark takes us deep into the world of OpenClaw and $TAO mining. Hear how he managed to create an OpenClaw agent that mines $TAO, leverages Bittensor subnets for storage and hosting, and funds itself.
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Supercycle@supercyclepod·
Supercycle@supercyclepod

AI should be a public good, not something gatekept by a handful of megacorps We had Eric Yang, co-founder of Gradient Network, on the pod this week to talk through exactly that. Gradient's "Open Intelligence Stack" includes: i) Parallax for distributed model serving ii) Echo for decentralized reinforcement learning The whole thesis is that anyone should be able to run large models on consumer hardware (yes, including your Mac Minis + OpenClaws) Eric breaks down their $10M seed round led by Pantera, Multicoin, and HSG; where he sees the industry heading; and why post-training is going to be the dominant force in enterprise. Timestamps: 00:00 Intro 01:15 AI market is booming 02:29 Local compute is a hot topic 03:02 Parallax Inference Engine 04:34 Intelligence as a public good 05:46 AI models will become a commodity 07:32 Bottlenecks in AI models accessibility 09:34 Smaller AI models are catching up 11:01 How Gradient's Infrastructure Enables Model Development 12:15 Model post-training 14:24 How does reinforcement learning work? 17:35 AI going rogue 19:20 Gradient's token 23:02 AI entrepreneurs that Eric admires 26:11 Use cases on chain for AI 31:34 The trade-offs of coming to crypto 35:09 How low-spec GPUs will work on Gradient Ecosystem 38:08 Post-training will be the dominating force for enterprise 38:43 Open source models are way cheaper 41:39 Eric's founding story 49:07 Empowering researchers globally 53:37 Why did Multicoin Capital and Pantera Capital invested in Gradient 55:08 One-click deploy agent 58:16 Gradient in 3 years

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Supercycle@supercyclepod·
On the latest episode of the Supercycle Pod featuring Gradient Network, the conversation highlighted a major shift in how companies are deploying AI. Enterprises will eventually switch to cheaper, post-trained open source models despite their lower performance, closed-source models like GPT 5.2 and Opus 4.5 cost $25 per million tokens. Open source models are now only five/six months behind the SOTA closed source models.
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Supercycle@supercyclepod·
AI should be a public good, not something gatekept by a handful of megacorps We had Eric Yang, co-founder of Gradient Network, on the pod this week to talk through exactly that. Gradient's "Open Intelligence Stack" includes: i) Parallax for distributed model serving ii) Echo for decentralized reinforcement learning The whole thesis is that anyone should be able to run large models on consumer hardware (yes, including your Mac Minis + OpenClaws) Eric breaks down their $10M seed round led by Pantera, Multicoin, and HSG; where he sees the industry heading; and why post-training is going to be the dominant force in enterprise. Timestamps: 00:00 Intro 01:15 AI market is booming 02:29 Local compute is a hot topic 03:02 Parallax Inference Engine 04:34 Intelligence as a public good 05:46 AI models will become a commodity 07:32 Bottlenecks in AI models accessibility 09:34 Smaller AI models are catching up 11:01 How Gradient's Infrastructure Enables Model Development 12:15 Model post-training 14:24 How does reinforcement learning work? 17:35 AI going rogue 19:20 Gradient's token 23:02 AI entrepreneurs that Eric admires 26:11 Use cases on chain for AI 31:34 The trade-offs of coming to crypto 35:09 How low-spec GPUs will work on Gradient Ecosystem 38:08 Post-training will be the dominating force for enterprise 38:43 Open source models are way cheaper 41:39 Eric's founding story 49:07 Empowering researchers globally 53:37 Why did Multicoin Capital and Pantera Capital invested in Gradient 55:08 One-click deploy agent 58:16 Gradient in 3 years
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EricF
EricF@EricCLFung·
@supercyclepod @Gradient_HQ I agree but local model u need a super computer for it pretty much and not everyone has 12k to drop on a Mac studio 512
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Supercycle
Supercycle@supercyclepod·
AI intelligence shouldn't be a luxury. On our next episode of the Supercycle Podcast, @Gradient_HQ founder Eric Yang explains why models will become a commodity and how local model hosting could be the ultimate equalizer.
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