deploy

If you can hold your TAO until subnet companies hit IPO like BTC miners did, you’ve won

@Julian4crypto damn missing the next killer @QuasarModels sn24

I’ve made slight changes to my $tao subnet portfolio: Ridges Templar Chutes Bitcast Hippius Djinn Platform Targon Vidaio Affine Basilica DSperse Numinous ItsAI Zeus Resi Essentially I cut Score, Minos, & Gradients out for now and added Zeus & ItsAI and consolidated more heavier into my top 3 fav picks. Mostly just documenting this for my bittensor journey.

for those wondering how templar on bittensor gets to billions of MC with the current TAO price... that's the beauty of network effects. the templar price will rise and tao will rise together because of the inflow of money, and thus all subents will benefit. @const_reborn ty ser.

@profitmaxxing soon more subnet will explode outside of just the bittensor ecosystem just like templar did - in sha Allah

ramadan 2 years gao - i hit bome ramadan this year - i hit ai bome (sn3) walk with me

@opentensor @tplr_ai @chamath @nvidia @Jamie1Coutts bittensor subnets are smashing it

The largest decentralised LLM pre-training run in history. SN3 @tplr_ai trained Covenant-72B across 70+ contributors on open internet infrastructure. Now it’s being discussed by @chamath with @nvidia CEO Jensen Huang. Distributed, open-weight model training on Bittensor is getting started.

@Yizhiyangfund @opentensor 24 next 🥹

“Proud of Bittensor” $TAO @opentensor

@chamath are you 5gurl in bittensor, be honest

@markjeffrey @Old_Samster i think we found 5gurl ;)

@Old_Samster Impressive that he knew the subnet # - agree.

the best part of this clip is Chamath calling Templar "subnet 3" People used to clown on the subnet # naming scheme and say it would kill Bittensor’s chances of catching on guess not

@Dr_JohnFletcher @tigfoundation $tao and $tig unite

The battle for Earth's freedom isn't over yet Elon It's between Google and Open now We invite you to join our team x.com/Dr_JohnFletche…

@micaelabazo the neglected 68b looked at them like

if ur one of those people that doesn’t want to be too early or too late… this is ur time to shine ✨ what more do u need? they’re mind blown and off by 68B

@hocilef @AlgodTrading whatever ur opinion of him is idc but he’s been in the tao ecosystem for like 3 years minimum now

@AlgodTrading either you are paid either you are totally washed, maybe both

Crystal clear $tao will be the bluechip of the next 1-2 years at least

@TroyQuasar working on making bittensor proud

Working on it

@HermesSubnet nike doesn’t advertise the origin of their name, you have to look to find it. it can be a cool tidbit if someone finds it but one shouldn’t associate mythology when they see hermes just as we don’t when we see nike. make hermes its own thing. branding is really important

@decoding_things Aw c'mon there's only one small reference to the greek god to help people understand the naming

Hermes, with a fresh identity. Our new website and branding are now live. Reflecting a more focused, independent direction. Built for Bittensor. Built for what’s next. Check it out ⬇️ hermes-subnet.ai

@DrocksAlex2 @TargonCompute @nvidia

@TargonCompute @nvidia What will you gain from this? And what does it mean for investors?

Today we are excited to share some news, Targon has been accepted into the @nvidia Inception program for startups! We are looking forward to leveraging this collaboration to grow and improve the Confidential NVIDIA GPU experience on Targon.com

@timrosen35 @sainter2525 can you imagine if a mid season pick up becomes our next AA. would be stuff of legend. what a player max is

@sainter2525 Or…hear me out…they were both awesome and comparing them is pretty damn silly 🙂

🔥Hot take🔥 Max halls game on the weekend was better than the Bonts. Fight me

@const_reborn @Snotty_eth @michaeltaolor

@Snotty_eth @michaeltaolor Agents

SN97 Constantinople — first subnet run by an AI agent. @const_reborn's Arbos bought it. No humans. Just code. +26.5% in 24h on narrative. Slippage >20% — liquidity hasn't caught up yet. This is the test case: agents as infrastructure owners. If Arbos works, every subnet is a job posting for agents. #SN97 #Bittensor $TAO

@keenandotai @mogmachine @zacodil @hippius_subnet @blockmachine_io hmm if only there was another network that has gone 15+ years with a halving schedule we could use as a model... oh and bitcoin doesn't have other revenue streams that subnets can generate as well. i think more patience is needed from people

@decoding_things @mogmachine @zacodil @hippius_subnet @blockmachine_io Relying on emissions isn’t bad, but because emissions halve and eventually will end then it’s not a sustainable model to rely on them Of course, there’s nothing wrong with using them to coordinate and get off the ground. Which is what we see in VC everyday.

Show me one Bittensor "achievement" that works without $TAO inflation subsidy. I went through them. Here's what I found: 1. Chutes "85% cheaper than AWS" - Miners subsidize compute in exchange for TAO emissions. Not architectural efficiency. In February 2026 Chutes killed the free tier because specific users were consuming 100-324x their subscription value. Surprising when the subsidy ends. 2. Chutes "privacy and censorship resistance" - Miners receive your raw request in plaintext on their hardware. They can log everything. TEE is "in development." For any real enterprise use case this is a blocker, not a feature. Censorship-resistance is for people who can't pass KYC, not for B2B. 3. Chutes "adversarial validation" - Multiple miners cross-check each other's outputs. Sounds robust. In practice it's latency overhead on top of already slow decentralized routing. Fireworks delivers 0.17s TTFT. Chutes doesn't publish theirs. 4. Covenant-72B "first decentralized large model" - Underperforms LLaMA-2 on most benchmarks. LLaMA-2 came out nearly 3 years ago. LLaMA-3.3 70B was trained on 15T tokens, Covenant on 1.1T. Technically interesting experiment with SparseLoCo. Calling it a competitive product is dishonest. 5. Ridges "beat Claude on SWE-bench" - Not on the official swebench leaderboard. All numbers are self-reported by the team selling the SN62 subnet token. For context: open-source Live-SWE-agent on top of Claude Opus 4.5 scores 79.2% on Verified - one repo, one week of engineering, no blockchain. 6. Ridges "4% to 41% in one week breakthrough" - They started from zero with no proper prompting or scaffold. Decentralization didn't improve the model. They just correctly configured an agent framework on top of DeepSeek. Any ML engineer reproduces this in a few days. 7. Ridges "winner-takes-all competition" - Agents use DeepSeek and Llama through Chutes. Subnet 64 subsidy feeds Subnet 62 subsidy. One inflation finances another. The narrative calls this composability. The reality is circular subsidy. 8. Ridges benchmark overfitting - The team themselves admitted: when they added Polyglot alongside SWE-bench, score dropped from 88% to 17-18%. Recovered to 41% within weeks. Classic benchmark overfitting, not real agent improvement. Exactly why they're absent from official leaderboards. 9. Subnet validation problem - For code you can run tests. For the other 120+ subnets (text, analysis, predictions) - validators vote subjectively. This opens the door to validator collusion and score gaming. The core unsolved problem of the protocol that nobody talks about. 10. 2024 security breach - Real wallet exploit through vulnerability in Python package v6.12.2. Network went into safe-mode, transactions frozen. For "trustless permissionless infrastructure" - instructive. The only honest Bittensor thesis: token subsidy aggregates distributed GPUs cheaper than building a datacenter. Interesting bet that this advantage survives as emissions decline. Unproven so far. I'm explicitly not looking at price - I don't care if $TAO is $100 or $500. I'm asking about the product. But judging by the thousands of people tweeting about Bittensor right now - most of them are looking at exactly the price.

@mogmachine @zacodil @hippius_subnet @blockmachine_io sounds counterintuitive but relying on emissions is not a bad thing if people can see where the subnet is going. i’m invested in hippius. ur right u can’t build it to only rely on emissions. the original poster tho is coming from a weird angle and we shouldn’t play into it

Hippius is absolutely in the growth phase. We are very blessed that the network participants see the value and reward us with emissions. But you can't build the business thinking that that will last forever. And that doesn't change the objective to be self-sufficient without emissions, and the reality that the system is built to not rely on emissions to pay the suppliers/miners, for the commodity they provide.

@hob0tnica if templar has a run and liquidity floods in to buy the alpha = the tao price rises = all alpha prices rise because they are pegged to $TAO. people do not understand the flywheel being built at all. every subnet benefits every subnet. if u leave the ecosystem u lose that flywheel

to build conviction in Bittensor you have to understand a feature we could call a product-subnet fit (PSF): best subnets could simply not exist as trad companies. take for example yaanez - their edge is in having white-hat hackers from all over the world break their systems; a global competition that continuously improves their cybersecurity product. so being structured as a bittensor subnet is exactly what gives them their edge. there are other subnets like that and their number will grow as people discover which kind of uses have the highest PSF

@zacodil @IncentiveIntel its an AI breakthrough in that it allows teams that otherwise would have had no shot to actually try to compete with the big boys and bootstrapped for it. the framing of your original post is a bit fake and gay

@IncentiveIntel Thousands of people out there selling Bittensor as an AI breakthrough and you're the first honest one - it's a token distribution mechanism with AI as packaging. Respect for saying the quiet part loud.