Lamida has acquired 3 subnets in Bittensor, and will be publicly announcing at @proofoftalk event.
> 3 subnets will have projects incubated in @ycombinator like model.
> 7% equity of project will be dedicated to Bittensor so that if any projects make to IPO, imagine the value back to $TAO community.
> 5 months of incubation, graduation within 5 months of launch.
> Subnet slots will be given to next great project if "revenue of project" is less than "emission provided to team" within 5 months of launch.
We genuinely felt that we need to expand our dedicated efforts in Bittensor's mission of decentralized AI. And we need to bring public team, professional business structure and value aligned to Bittensor for longer term.
Lamida will now directly participate in subnets, not just outsourcing or consulting or running infra for others.
More details on Proof of Talk event.
Me and @PranavRame96294 work with enterprise companies without ever sending a cold email.
The problem me and Pranav set out to solve was one we'd both lived.
Stale data, wrong timing, and half the day spent qualifying leads before you could even think about reaching out.
Apollo and ZoomInfo weren't solving it. They were actually profiting from it.
So we built Leadpoet with one rule: every lead gets validated twice before it reaches you, and anything low quality gets cut.
Most providers skip that entirely. By the time you buy a contact it could be a year old and bounce on send.
This is why we are not only finding leads based on high intent signals but also validating their data.
This system works because it is built to reward better leads, not more leads.
This led to us being featured on This Week in Startups and Forbes recently
Our leads are all inbound, including a top US investment bank and a publicly-traded enterprise company
We still haven't sent a single outbound email.
The demand was always there.
We just had to build the infrastructure to capture it.
Barry Silbert bought Bitcoin at $7.
He built Grayscale from nothing.
He turned DCG into a 300-company crypto empire.
Now he's saying $TAO is his Bitcoin moment.
Here's what he said that most people missed:
"For Bitcoin OGs, we are circa 2012 to 2013 right now."
At a $1.5 billion market cap.
He's not guessing. He's pattern matching to the only playbook that turned a $7 bet into the largest crypto asset manager in the world.
The fair launch comparison hit different.
No VC round. No team allocation. No foundation getting rich before you.
Just a white paper turned into code, launched into the world.
Exactly like Bitcoin.
Same 21 million supply cap.
Same halving cycle.
Same organic community that had to earn their way in.
Then he explained the subnet flywheel.
88 subnets. Each one solving a different problem. Each one with its own token.
But every single subnet token trades in and out of TAO.
So when any subnet wins, TAO wins.
He called it something I had to read twice.
"There is no other project in crypto with the same dynamic."
On Ethereum and Solana, ecosystem tokens create zero value for the base layer.
On Bittensor, every subnet success flows directly back to TAO.
Then came the boldest statement.
Right now $500 million in TAO emissions are up for grabs annually as incentives for compute, data, and model providers.
As TAO price rises, that becomes $1 billion. $5 billion. $10 billion.
At $10 billion in annual incentives, you've built the most powerful intelligence coordination network in human history.
His mission with Yuma is simple.
Find the Coinbase of Bittensor.
Find the Chain Analysis of Bittensor.
Find the BitGo of Bittensor.
Infrastructure first. Same playbook. Different era.
His boldest prediction?
Bittensor could be a better version of Bitcoin.
Instead of spending $10 to $12 billion a year to secure a ledger, imagine spending that same amount to incentivie a global network of people solving the world's hardest problems.
Same economics. Bigger mission.
The people who read the docs always buy before the people who read the price.
bittensor shipped dynamic TAO on may 25 and restructured the entire emission model. 67 subnets now compete for stake in real time instead of collecting fixed rewards for existing. pre-upgrade a dead subnet earned the same as SN1 processing millions of inference requests. that's over. stake can rotate without unstaking periods so capital will concentrate fast. SN44 gaining TAO-denominated value on monthly charts while most people are still looking at spot price. the subnet stake flow data on taostats is now the leading indicator for TAO. week-over-week stake concentration changes tell you where demand is materializing before it hits the spot book. top 10 subnets will absorb 80%+ of emissions within 6 months and the bottom 40 will flatline. this is bittensor's economic filter and it just went live
@ElonTrades Feels like Near is having its first attention cycle whereas tao has had quite a few. Less bagholders in Near as a result I’d think. More people willing to chase.
@LamidaGlobal@subnet71@LeadpoetAI@gavinzaentz@gavinzaentz among great company! Eager to hear this panel at @proofoftalk. Just hope Gavin can speak to the audience. Make it more digestible.
Love his enthusiasm, but his depth of knowledge is so extensive, he can get hard to follow. Maybe that’s just me who can’t keep up. 🤣
@rBryer23 Respectfully, “most asymmetrical” at 0.016 TAO? Slow down. It’s very new with lots of downside potential, which is common with new subnets. Blame it on root prop 😉
Connito AI is one of the most asymmetric bets on Bittensor right now.
While most subnets are competing in crowded lanes, Connito is building decentralized MoE (Mixture of Experts) infrastructure for custom AI training : a model where every engagement compounds instead of resetting from scratch.
And the market is massive: Cheap APIs 🤝 Expensive enterprise consulting - Connito sits in the middle.
What stands out?
📈 Averaging 1,966 lines of code : which puts it in the Top 10% of subnets, signaling serious builder velocity.
🧠Contributors train isolated experts in parallel.
📊Proof-of-Loss aligns incentives around actual model quality.
🔁Every project strengthens the expert library → stronger future baselines.
If enterprise AI moves toward modular, specialized models instead of monolithic fine-tunes Connito could quietly become one of the most explosive subnets on Bittensor. 🔥
High code velocity.
Compounding architecture.
Massive TAM.
Still early @ < $2m market capitalization
$TAO #Bittensor#AI
We’re pleased to share our weekly F1 score update for Halo (powered by Trishool SN23) vs QwenGuard.
Halo is our guardrail model, and over the past few weeks we’ve seen strong improvements in performance, steadily closing the gap with QwenGuard.
What does this mean:
F1 score is the single number that tells you whether our guard model is striking the right balance, catching real harmful prompts (high recall) without overflagging benign ones as harmful (high precision).
Our stats:
• We started at 75.0% (Week 1)
• Now sitting at 87.0% (Week 8), up +12.0 points in just 8 weeks
• Right now, the Gap to QwenGuard (90% constant baseline) has reduced from 15% to 3%
This simply shows that we have a working model and active miners carrying out real work. In the coming weeks, we will continue updating the stats and sharing them with the community, as we expect even more progress ahead as we approach SOTA.
Honored to be invited by @Alibaba_Qwen and @alibaba_cloud to attend the very first global Qwen Conference in Singapore.
We’re truly grateful for the recognition of Affine’s work on agentic environments and post-training built on top of the Qwen ecosystem.
Affine will be joining the event on May 26, 2026 at the Sands Expo & Convention Centre, Singapore, where we’ll give a special speech about Affine env design and post-training technics
Stay tuned for more updates and corporation from the conference 👀
@vaNlabs@const_reborn what are the results of these polls going to be used for? and what verification is there to ensure people voting are actual miners? wouldn't it make sense to do voting on...the immutable and transparent blockchain?
@const_reborn asked across all subnet channels.
"Miners, thumbs up if this subnet is legit and thumbs down if this subnet is bunk"
Sorted by total votes, subnets 1 through 50 👇