Supercycle

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Yeah $TIG is flying under the radar An open protocol for algorithm development listening to John explain how algorithms can optimise & help you extract maximum utility from any given chip DeepMind, OpenAI, Anthropic, they're all racing to own the algorithmic layer if they win, you pay a tax on every optimized query, every solved route, every compressed model Over the last 50 years, we focused on hardware The fight was between Intel, ASML, TSMC: who could etch circuits smallest and cheapest at scale? many years ago we realised Moore's law seemed to be hitting a ceiling, that there may be fundamental limitations of physics as such, the focus changed to how we could extract maximum utility from the hardware the fight will be for the most optimised software I spoke with @Dr_JohnFletcher to discuss the TIG mission Full ep on our youtube 00:00 Intro 00:26 Primer on $TIG 02:18 Cambridge, ARM and the TIG Team 06:33 Why open source? 15:21 Why challenges for algorithms 20:00 Role of IP licensing 23:29 Defending Against Algorithmic Monopolies 27:40 Monetisation 28:40 Use Cases 36:23 Power Struggle vs AI Labs 39:12 Freedom Ideology

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Bittensor is at an inflection point with smart money beyond all the new noise, it's people like dear friend @here4impact from Karis Capital who have been long time advocates for fundamental-led value investing on Bittensor I learn so much every time I speak with him Conversation is live on Youtube Follow to get our conversations with the best Timestamps 00:00 Intro 01:50 New TAO Conviction Mechanism 08:25 Trade offs of Root vs. Subnet Alpha Allocation 14:08 Karis Capital Portfolio Allocation 21:11 Tracking Subnet Turnover 22:41 "Bet on the Founder" Investment Philosophy 24:34 Oro Agents (15) 27:54 SYNTH (SN50) 28:34 0xMarkets (SN35) 33:02 Institutional Adoption

I only invest in $TAO now It is the most compelling ecosystem in crypto with the highest rate of product iteration and talent density I've ever come across My discussion with Wei below on @supercyclepod 00:00 Introduction 01:50 Macro Outlook 09:48 Speculative demand shift from crypto to AI 12:31 JP Morgan and the institutionalization of blockchain 15:15 AI vs. crypto: intelligence amplifiers vs. value representation 22:50 Korea's "Salaryman" dream and social drivers of crypto volume 33:00 Discovering Bittensor and decentralized systems 41:42 Why decentralized AI matters as a counterweight to frontier labs 47:53 Metanova (SN68) and AI drug discovery on Bittensor 01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105) 01:08:45 Why founders choose Bittensor over traditional VC

I only invest in $TAO now It is the most compelling ecosystem in crypto with the highest rate of product iteration and talent density I've ever come across My discussion with Wei below on @supercyclepod 00:00 Introduction 01:50 Macro Outlook 09:48 Speculative demand shift from crypto to AI 12:31 JP Morgan and the institutionalization of blockchain 15:15 AI vs. crypto: intelligence amplifiers vs. value representation 22:50 Korea's "Salaryman" dream and social drivers of crypto volume 33:00 Discovering Bittensor and decentralized systems 41:42 Why decentralized AI matters as a counterweight to frontier labs 47:53 Metanova (SN68) and AI drug discovery on Bittensor 01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105) 01:08:45 Why founders choose Bittensor over traditional VC

The #1 thing to know about how early you are in $TAO

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)