Jake John
285 posts
Jake John
@hellojakejohn
Web3 Engineer | Building @TripQuest | The intersection of tech, money, and human behavior.
Bittensor is the most asymmetric trade I see in the next 6-12 months. "We need all Artificial Intelligence to be decentralized Onchain - We are Early" @opentensor $TAO
$TAO > $BTC? Sounds controversial, but I think it’s worth thinking about. I spent time digging into community insights, podcasts, and perspectives from people like Barry Silbert. The more I looked into it, the more this started to make sense. [1] Same structure as Bitcoin, but with higher utility – 21M supply cap, 4-year halving – Fair launch, no VC, no premine But the key difference: – BTC → Proof of Work (network security). – TAO → Proof of Useful Work (real AI output). → Same energy cost, completely different output. [2] $TAO | @opentensor creates value, not just stores it According to Barry Silbert: – BTC spends billions yearly on security – TAO directs that incentive into solving real problems → AI, data, compute, agents become direct outputs [3] TAO is still early – BTC: ~17 years old, massive market cap – TAO: ~4 years, still building infra Many compare TAO today to Bitcoin in 2011. → The upside profile is completely different. [4] This is a bigger narrative than money BTC solves: – ownership of money TAO is moving toward: – ownership of intelligence. – anyone can train models. – anyone can monetize AI. – no reliance on Big Tech. → This is a new economic layer. [5] Recent performance is starting to reflect this – TAO has outperformed BTC during AI runs. – Institutional attention is growing (Grayscale, major listings). → This looks like early signals, not the top $BTC remains a core asset, I still hold it. But in terms of upside and narrative in the AI era, $TAO has a clearer positioning. Trust in $TAO. Ofc, NFA.
