Al Barsha

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Al Barsha

Al Barsha

@Atppr0

Sumali Ocak 2023
100 Sinusundan111 Mga Tagasunod
Al Barsha
Al Barsha@Atppr0·
@Tiefseher Game over. Perplexity macht bereits us Steuererklärung. In einem Jahr wird Buchhaltung KMUs easy sein und danach große Firmen.
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Daniel D. Eckert
Daniel D. Eckert@Tiefseher·
SAP ist an der Börse gerade auf den niedrigsten Stand seit Anfang 2024 gefallen. Wie ist Eure Einstellung zu der Aktie?
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Al Barsha
Al Barsha@Atppr0·
@derGeduldige1 @focusonline Der Wähler will fossile Energie teurer machen und wählt genau deswegen Rot Grün und nun Union SPD. Wer fossile Energie will und auch billig will, wählt weit rechts.
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Jan Mal.
Jan Mal.@derGeduldige1·
@focusonline Wann begreifen die Wähler endlich das man uns nicht entlasten will, sondern nur unser Geld will und dafür ein bisschen bla, bla in den treu ergebenen Medien inszeniert und rein gar nichts zum Wohle des eigenen Volkes ändern wird. Es ist eine riesige Betrugsshow.
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FOCUS online
FOCUS online@focusonline·
Die Bundesregierung will weder die Energiesteuer noch die umstrittene CO2-Steuer senken, um Autofahrer zu entlasten. Eine neue Tankregel zur Preiserhöhung hat zumindest die Preise transparenter gemacht - doch was nützt sie? focus.de/auto/ratgeber/…
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Al Barsha
Al Barsha@Atppr0·
@focusonline Regierung wurde auch wegen Co2-Bepreisung und teurer fossiler Energie gewählt. Ebenso zuvor Rot Grün. Der Wähler will teure Energie. Warum nun verbilligen?
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Al Barsha
Al Barsha@Atppr0·
@bittensormax @Bitcast_network Yes I know. And I'm big in Tao but I know also that people expect too much of subnets. Subnets aren't the company with big market cap. It's just the provider. The big money will be made in the owners company.
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Michael Parker
Michael Parker@bittensormax·
Templar (SN3) is not yet printing the same visible external revenue as Chutes or Lium. They’re still primarily the decentralized training powerhouse: Just completed the largest permissionless LLM training run in history (Covenant-72B, 72B parameters). Got the Jensen Huang shoutout. Pulling 7% of total network emissions purely on technical utility and dev activity. No big disclosed daily revenue numbers or auto-buybacks yet their flywheel right now is compute demand → massive emissions → alpha price appreciation. The revenue stage (paid enterprise training runs, inference licensing, etc.) is the next unlock they’re building toward. It’s coming, but it’s not live at the same scale as the inference-heavy subnets. That’s why I listed the clear revenue flywheels first (Bitcast, Chutes, Lium). Templar is the infrastructure layer enabling the whole stack. Fair callout not every top subnet is at the same stage of the flywheel. Some are still proving the tech before the cash follows. You seeing the difference now?
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Michael Parker
Michael Parker@bittensormax·
@Atppr0 Great question. These are the subnets already turning into real flywheels actual revenue, usage, and buybacks that offset emissions and compound without debt: @Bitcast_network (SN93) First subnet to fully offset miner emissions with real revenue (brands paying creators for attention economy). Historic flywheel live. @chutesai_ (SN64) Leading inference, $22k+/day revenue, auto-staking buybacks pulling TAO back in. @TargonCompute (SN4) Intel-backed confidential compute, $105k revenue in a single week (~$5.5M run-rate). @tplr_ai (SN3) Largest decentralized 72B model training ever, millions in realized PnL. @hippius_subnet (SN75) Cheapest decentralized S3 storage with real usage and traction. @resilabsai (SN46) Real estate pricing oracle for the $300T market, pilots already live. @ridges_ai (SN62) World-leading open-source AI coding assistant. @metanova_labs (SN68) AI drug discovery with real therapies in development. @ai_detection (SN32) New SOTA on MGTD text detection.
Al Barsha@Atppr0

@bittensormax What subnets are flywheels?

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marc friedrich
marc friedrich@marcfriedrich·
BREAKING: Iran wird Schiffen, die durch die Straße von Hormus passieren, die Zahlung von Mautgebühren in Bitcoin auferlegen, berichtet die FT. Bitcoin wird Geld! Es ist das einzige dezentrale Asset ohne Drittparteienrisiko, dem alle Regierungen vertrauen können.
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Daniel D. Eckert
Daniel D. Eckert@Tiefseher·
Also, sorry, aber wer wirklich geglaubt hat, dass es Trump um das iranische Volk oder um "die Opposition" ging, ist ein politischer Naivling. Die Opposition ist für Trump völlig uninteressant, weil die Opposition keine Macht hat. Die Mächtigen im Land haben die Macht, die sind interessant
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Al Barsha
Al Barsha@Atppr0·
@bittensormax @Bitcast_network Thanks. I can't see that all these put revenues into alpha. Why are chutes emissions at 0%? I think the story of flywheels is interpreted too good. A subnet owner will only put as much money in to pay the miner. Owner can make billions but miner work can stay cheap
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Michael Parker
Michael Parker@bittensormax·
@Atppr0 Great question. These are the subnets already turning into real flywheels actual revenue, usage, and buybacks that offset emissions and compound without debt: @Bitcast_network (SN93) First subnet to fully offset miner emissions with real revenue (brands paying creators for attention economy). Historic flywheel live. @chutesai_ (SN64) Leading inference, $22k+/day revenue, auto-staking buybacks pulling TAO back in. @TargonCompute (SN4) Intel-backed confidential compute, $105k revenue in a single week (~$5.5M run-rate). @tplr_ai (SN3) Largest decentralized 72B model training ever, millions in realized PnL. @hippius_subnet (SN75) Cheapest decentralized S3 storage with real usage and traction. @resilabsai (SN46) Real estate pricing oracle for the $300T market, pilots already live. @ridges_ai (SN62) World-leading open-source AI coding assistant. @metanova_labs (SN68) AI drug discovery with real therapies in development. @ai_detection (SN32) New SOTA on MGTD text detection.
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Al Barsha
Al Barsha@Atppr0·
@Pop_Collapse @resilabsai Why should you get 40% apy. Everything above 4-5% comes with risk. Most subnet's alpha price will go down.
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Barbie True Blue
Barbie True Blue@Pop_Collapse·
The power of holding Bittensor $TAO subnet alpha Here is an example to illustrate the flywheel of $TAO Let's say you 1,000 alpha of @resilabsai which cost around 7 $TAO 7 $TAO at a price of $310 = $2,170 Current alpha price of Resi, subnet 46: .0066 $TAO Let's make some calculated assumptions. > price of resi alpha stays the same for 3 years > price of $TAO remains the same at $310 > APY for holding Resi alpha is 40% for the first 2 years, then 30% in year 3 What is my total value in 3 years? Year 1 (40% APY) 1,060.6 × 1.4 = 1,484.8 alpha In $TAO: 1,484.8 × 0.0066 ≈ 9.80 $TAO In USD: 9.80 × $310 ≈ $3,038 Year 2 (40% APY again) 1,484.8 × 1.4 = 2,078.8 alpha In $TAO: ≈ 13.72 $TAO In USD: ≈ $4,253 Year 3 (30% APY) 2,078.8 × 1.3 = 2,702.4 alpha In $TAO: ≈ 17.83 $TAO In USD: ≈ $5,527 Now what if the price of Resi alpha went up 2x in year 1, 25% in year 2 and 25% in year 3? Additionally, what if the price of $TAO goes up by 4x? Year 1 Alpha: 1,484.8 $TAO value: 1,484.8 × 0.0132 ≈ 19.6 $TAO USD value: 19.6 × $1,240 ≈ $24,304 Year 2 Alpha: 2,078.8 $TAO value: ≈ 34.3 $TAO USD value: ≈ $42,532 Year 3 Alpha: 2,702.4 $TAO value: ≈ 55.7 $TAO USD value: ≈ $69,068 This is the Bittensor flywheel in effect.
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adithya
adithya@adithya1987v·
@0x_Markets I have managed to provide liquidity for 1 year till March 4.. how will the apy fluctuate?
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Al Barsha
Al Barsha@Atppr0·
@0xBoomz @ai_detection Bittensor is cool but subnets are overrated. People compare them to companies or stocks. But a sn is just there to pay miners and validators. Not to make alpha holders rich.
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Boomer
Boomer@0xBoomz·
I always get asked "If $TAO is so great, why don't Bittensor subnets show up on benchmark leaderboards?" The thing is... They literally do. You just haven't been paying attention. @ai_detection (SN32) is an AI text detection subnet that became a new State-of-the-art (SOTA) model on the MGTD benchmark with a <1% false positive rate. SOTA achieved. Subnet 32. Bittensor. Are you paying attention now anon?
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Thorsten ☀️⚡🔋⚡🌃🚗🚛
@Atppr0 @VeroWendland Ähm, "Batterie" im Deutschen ist Einweg, die Wiederaufladbaren heißen "Akku". Im Rest der Welt ist "battery", "batería" usw die wiederaufladbare Version. Wenn du also was von "Batterie" im Zusammenhang mit Stromspeicherung liest, geh davon aus daß das mindestens 3000 Zyklen sind.
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Anna Vero Wendland
Anna Vero Wendland@VeroWendland·
Fantastisch, was Atomstrom kann. Selbst an einem guten EE-Tag für Deutschland wie heute ist der Unterschied im CO2-Ausstoß aktuell Faktor 16,5. Denn die gesicherte Leistung in 🇩🇪 ist fossil. Auch Frankreich hat einen guten EE-Tag - plus Atomstrom. Diesen Weg muss 🇩🇪 gehen.➡️
Anna Vero Wendland tweet mediaAnna Vero Wendland tweet media
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Al Barsha
Al Barsha@Atppr0·
@ThorstenDenk @MeisterHawk @VeroWendland @grok Nein, das stimmt so nicht ganz – die meisten chinesischen Solarpaneele werden nicht mit Solarstrom hergestellt. Die Produktion (vor allem Polysilizium, Wafer, Zellen) ist super stromintensiv und läuft größtenteils mit Kohle-Strom. Dort kommt über 75 % der Elektrizität aus Kohlekr
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Al Barsha
Al Barsha@Atppr0·
@ThorstenDenk @VeroWendland Dann mal so: du kaufst eine Batterie, wird im Werk mittags mit Sonne geladen. Du nutzt sie, ist leer und wird weggeworfen. Co2 neutral oder nicht?
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Al Barsha
Al Barsha@Atppr0·
@VeroWendland Wäre gut aber zu spät für D. Deutschland hat den falschen Weg eingeschlagen bzw der Wähler und wird ärmer und bedeutungsloser.
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Daniel D. Eckert
Daniel D. Eckert@Tiefseher·
Kaufprämie und Benzinpreis-Schock sorgen für E-Auto-Boom – Tesla verdreifacht Absatz /dde: Die Energiekrise von 2026 könnte Stromern den Durchbruch bringen welt.de/wirtschaft/plu… @welt
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Al Barsha
Al Barsha@Atppr0·
@fougars67 @tseutseutao @HyperliquidX Right. Why using 0xmarkets instead of hyperliquid? What's the benefit? The thing is that 0xmarkets will have no risks because the money comes from liquidity provider. But why should one trade with 0x?
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Fougars
Fougars@fougars67·
@tseutseutao All @HyperliquidX competitors failed to achieve market dominance or even get a meaningful part of the cake, why is this gmx fork different? Bag holder question.
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Al Barsha
Al Barsha@Atppr0·
@0x_Markets So why do you need bittensor or the subnet structure for building a trading market? What's the edge here? Or is it about rewarding liquidity providers with alpha? Why should someone buy cartha alpha token? What's the advantage of 0xmarkets over Hyperliquid?
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0xMarkets
0xMarkets@0x_Markets·
We're going live. Wednesday, April 8th - 18:00 GMT. Got questions about 0xMarkets? The testnet? What's coming next? Come ask us directly. No filters. 👉 Join the AMA and bring your questions.
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