Закреплённый твит
kimchi
23.1K posts
kimchi
@KimchiBlock
doubling down || Delegator @moonwelldefi
Присоединился Mayıs 2018
4.9K Подписки6.1K Подписчики
kimchi ретвитнул
.@stillcorecap and @markjeffrey nailed it here — $TAO Bittensor is an improved version of both Bitcoin and Ethereum— it is “Proof of Useful Work”.
- 21M $TAO tokens hardcoded
- Subnets require you to stake $TAO, which is structurally different to ICOs (erc-20s)
- Subnet tokens are rehypothecated $TAO
- Subnets don’t compete with $TAO
- if we have one or more subnets that breakout (@ridges_ai, @chutes_ai and @hippius_subnet) there is an immediate and immense valuation feedback loop back into $TAO
Mark Jeffrey@markjeffrey
Stillcore Capital @stillcorecap is proud to release our STATE OF TAO: January 2026 Report. It is aimed primarily at people who know nothing about Bittensor. It explains, in simple-speak, what Bittensor $TAO is and how it works, and then characterizes where the ecosystem is at today. Hope you enjoy it! Download PDF: stillcorecapital.com/wp-content/upl…
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Speaking of revenue meta, $POL will burn 5% of the current supply at the 30d avg revenue and the revenue expansion is just starting to hit
@0xPolygon
You’re not ready
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Unpopular opinion:
Airdrops were better before yappers, quackers, snappers, or xeeters.
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I could be wrong, but Super Cycle incoming.
BLADE@BladeDefi
🚨BREAKING: U.S. SEC REMOVES CRYPTO FROM ITS 2026 PRIORITY RISK LIST BULLISH FOR CRYPTO
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kimchi ретвитнул
HyENA's OI continues to increase.
We have been adding more markets and improving the liquidity.
Hyperliquid Research Collective (HRC)@HyperliquidR
HyENA OI is up 27% YTD, and the 7-day average daily volume is up 65% || @hyenatrade @BasedOneX Hyperliquid’s OI has shown strong momentum since early December, and HyENA is following the same trend. ▫️On January 8th, HyENA reached an all-time high of nearly $50M OI and $25M in daily volume. ▫️The trend is currently up and to the right. ▫️HyENA has a compelling value proposition (see article below), a strong team, very good distribution, and so far appears highly aligned with Hyperliquid. ▫️As OI caps continue to increase, it seems likely that HyENA’s share will keep grinding upward. If you want access to HyENA or support HRC & GLC, you can use the code: GLCRESEARCH. Hyperliquid.
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kimchi ретвитнул
$tao distributes power, fuels development, and incentivizes global talent to build for the greater good. The bull case couldn't be more clearer #Bittensor
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Non-stop new season, non-stop VIP rewards
Civitia@civitiaorg
It's Season 32! Compete for over 10k in Jackpot + 98.4k INIT VIP rewards.
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I only learned about this on X, right now... 😁👏
Cointelegraph@Cointelegraph
🚨 UPDATE: Grayscale registers for a BNB ETF in Delaware, indicating filing may come soon.
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Oatmeal (and I think that’s rice and sourdough) made the cut! In all seriousness, assuming overall calories are kept in check and people exercise & get sun(day)light, this looks spot on. Maybe up the veggies a bit, add low sugar fermented foods like sauerkraut & this is great.
The White House@WhiteHouse
BREAKING: The Trump Administration announces the 2025-2030 Dietary Guidelines for Americans, putting REAL FOOD back at the center of health. 🇺🇸 REALFOOD.GOV
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Bittensor >> $TAO >> $dTAO
SN 100: Plaτform
@platform_tao
@CortexLM
Yesterday, I had a conversation with Echo, the owner of SN100, whom I’ve known for years.
He’s a young talent who has mined extensively on the network, serious, highly technical, and discreet.
I occasionally give him advice on communication, and he’s fully aware of its importance. In fact, he’s already structuring a team around himself.
👉 Here’s what I personally told him:
You should communicate more on X. I’ve checked your Discord, things are clearly coming together. I’ve already hinted to a few people that they should keep an eye on you. Liquidity is still low, and opportunists will likely DCA, which is probably the best way to get properly positioned.
His response was very clear:
"I completely agree. As soon as everything is ready, I’ll start communicating more actively on X. I’ve recruited a developer who’s currently helping me, as well as a design team working on the website and the products we’re about to launch. It’s starting to take shape. We’re building a very complete AI-powered IDE, along with a CLI as powerful as Claude Code / OpenCode."
➡️ platform.network
I then mentioned @MaxScore (SN44), pointing out that over time he has become a true communication expert and a leader within the network, and that Echo could reach out to him for advice if he wished.
Echo replied:
"Yes, I’ve seen his posts on X. He’s secured multiple partnerships with major organizations for SN44. He’s very serious."
Now, here’s what Echo recently shared on Discord:
Agents can now be submitted (evaluation starts January 2).
The Fabric IDE / CLI is almost ready.
Built entirely in Rust.
Memory usage: 15–30 MB
(compared to hundreds or even thousands of MB for VS Code).
An open beta is coming soon to test the software.
They’ve also implemented an incentive system:
rewards for bug detection
rewards for product ideas
incentives for creating the best agents
➡️ In short: you get paid to test and improve the product.
Objectives
deliver clean, stable, and high-performance software
obtain SOC 2 certifications
quickly launch IDE / CLI subscriptions
compete with the best agentic solutions on the market
To give some perspective:
👉 Cursor is valued at $29.3 billion.
The Terminal Challenge evaluates agents on a terminal-based benchmark (close to Ridges).
The Platform will enable product scaling and pay miners through generated revenues.
Final important update
👀 platform.network is live
A few design tweaks are still pending, but the application already works very well.
I’ll also add the article I previously wrote about SN100 for those who want to dive deeper.
➡️x.com/CryptoZPunishe…
⚠️ I’m not saying this is risk-free.
But those who know how to read between the lines will understand.
DYOR. 🧠
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@SSJCurrency @Real_Crypto_X @AerodromeFi Nonsense. It’s by third cycle (coming to fourth) and alts can go down much more than what you can imagine.
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@Real_Crypto_X @AerodromeFi There will be a point where alts stop bleeding vs BTC and ETH. That point for me is around 40c based on my calculations. Revenue is the anchor
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The @AerodromeFi discord channel is currently experiencing lots of crying and delusional bear posting calling for 10c-20c per token
While the market is indeed irrational, its not that irrational. A 10c $AERO would imply 375k in "Weekly" revenue, a 79% drop from currently levels
Is that even conceivable ? Let's take a look 👇
➣ Base's currently daily volume has reverted back to its Q2/Q3 2024 levels. AERO was trading around 20% higher back then with similar volume levels
➣ In the depth of the prior bear market, Ethereum mainnet's worst volume weekday registered 1.18B - that's a 39% drop from today's volume level which is considered low compared to the average Q4 2025 number sitting at 2.5B
➣ If AERO remained single-chain and daily BASE volume were to drop 39% in the depth of a bear market then that would put 1 token at 30c
➣ This assumption doesn't take into account the cb assets integration which boosted on-chain volume in perpetuity
➣ Factoring in AERO's expansion into Ethereum and arc while assuming a volume boost of 25% in phase 1 - 1 AERO token would be fairly priced at 40c with floored metrics and 0 speculation
How likely will we see this bottom ? In my opinion very unlikely
How high can we go from here ? A 3x reprice is likely when you add the BASE token airdrop in the mix
Be mindful that you buy AERO for the inherent yield, not the price appreciation
Delusional bears need to study metrics before throwing 0 claims and scaring potential new investors that saw potential
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Bittensor >> $TAO >> dTAO
📌 Update, Prediction Basket (long-term wallet)
After the removal of SN31 Candles, my wallet had already been adjusted recently.
And today, another change: I exited SN67 completely.
Why?
Because the owner ran away with the funds, leaving many victims behind.
Some people lost a significant amount of TAO.
My own loss is small in comparison, but the reality remains: total rug.
The recovered alpha has been reallocated to the subnet that represents the wallet’s core, SN6 Numious, @numinous_ai
This wallet is, and will remain, an experiment.
It was outperforming very well at first, but the SN67 scam pushed it into the red.
We adapt, we adjust, we move forward.
Let’s be honest:
SN67 is heading straight toward deregistration, and it’s hard to imagine the scammer trying to sell the subnet to recover.
I wish strength to everyone affected by this situation.
📍 First lesson of 2026: if the team isn’t doxxed → move on.
There are enough legitimate teams worth investing in.
And lastly:
don’t blame content creators.
We share, we inform, we highlight opportunities…
But you must always do your own research. DYOR.
Punisher ττ@CryptoZPunisher
Bittensor $TAO >> dTAO >> Creation of a new “Prediction” wallet, 2 to 4 year horizon Today, I created a wallet dedicated to prediction markets, signals, and trading, with a time horizon of 2 to 4 years. This basket is composed of the following subnets: SN6 — Numinous @numinous_ai SN8 — Vanta @VantaTrading @taoshiio SN18 — Zeus @zeussubnet SN31 — Candles @candlestao SN41 — SportsTensor @sportstensor SN50 — Synth @SynthdataCo SN67 — τenex @Tenex_SN67 SN123 — Mantis @MANTISBittensor Amount invested: 👉 10 TAO, purchased today at an approximate price of $300 each, for a total of $3,000. As always, the principle is the same: This wallet was funded by selling unnecessary tokens, to focus only on high-conviction positions. The vision behind this portfolio: I’m convinced that Bittensor, and these subnets in particular, have the potential to capture significant value across markets such as: algorithmic trading signals and decision models prediction markets real-time analysis This is my second medium/long-term wallet, and I’m already working on the next one, likely launching today. Why build this type of wallet? Because when conviction is strong, 👉 playing musical chairs becomes dangerous. It’s essential to diversify strategies: 🟢long-term conviction wallets 🟢 short-term rotation wallets 🟢 opportunity pockets I still keep rotation wallets, as they remain a strong way to increase a TAO bag, but it is an extremely risky game. 🔗 Shared with Neuralteq @Neuralteq ➡️dashboard.neuralteq.com/baskets This wallet will also be shared with Neuralteq, who offers the ability to follow different baskets held either by community members or by their own team. I consider my involvement as a personal experiment shared openly with the entire community. You should of course never copy a wallet blindly without doing your own research first. DYOR My baskets can perform, but they can also go to zero. Right now, Bittensor and its subnets are still promises and bets on the future. ⚠️ Current market context Today, the real winners remain: 👉 the MEV (a problem OTF @opentensor is currently working on, with a solution already being tested). We should also remember that this market still suffers from low liquidity. Many funds and players have promised to enter, we are still waiting for concrete action. If you want, I can also prepare a shorter version for X, or a visual table showing the portfolio allocation.
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