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A $10 MILLION DUMP JUST TESTED WHETHER BITTENSOR IS REAL OR NOT. THE NETWORK GAVE ITS ANSWER. Covenant AI walked. The biggest builder team in the ecosystem. The team behind the 72B parameter model that Jensen Huang praised on the All In podcast. They accused leadership of centralization. Said...

23,317 просмотров • 2 месяцев назад •via X (Twitter)

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Subnet 64 Chutes just confirmed in their latest interview with Jesus Martinez that they have the capability to run 1 trillion parameter models. let's put that into perspective for a second: templar was making waves for running 72b models and rightfully so, that was genuinely impressive. but Chamath Palihapitiya, when he brought up templar in a recent interview with Jensen Huang from NVIDIA, thought they were running 4b models. not 72b. 4b. and he was still bullish on it. now imagine when he finds out what chutes confirmed they can do.. 1 trillion parameters. on a decentralised subnet. no AWS. no Google Cloud. no centralised infrastructure pulling the strings. just Bittensor doing what it was always supposed to do - incentivising the best compute in the world to show up and compete. Jensen Huang talks about whoever is pushing the frontier of compute. that's the conversation chutes just walked into. this is the kind of milestone that doesn't stay quiet for long. when people outside of crypto start connecting the dots that a bittensor subnet is running inference at a scale that rivals or exceeds what the top AI labs are deploying, the narrative around $TAO changes completely. Chamath gets it wrong on the model size and is still impressed. Jensen sees who's actually moving compute forward. and chutes just put a number on the table that neither of them can ignore. the noise hasn't started yet. but it will.

Alchemist - τ

18,369 просмотров • 2 месяцев назад

Someone just stole from 37,000 $TAO holders and walked away clean. Not because they broke a rule. Because no rule existed to stop them. That changes today. Here is what happened. Covenant AI ran one of the most watched subnets on Bittensor. On April 10, the founder sold their entire position and disappeared. No warning. No announcement. No on-chain signal. By the time holders found out, the price had already moved against them. This was not a hack. This was not a bug. This was a founder legally exiting into their own community with zero accountability. Bittensor just closed that door permanently. The Conviction upgrade is live on mainnet today. Every emission a subnet owner earns now locks automatically the moment it arrives. They cannot touch it immediately. If they want to exit they must submit a public unlock transaction on-chain. Visible to every single person on the network the second it is submitted. Then the clock starts. 30 days before 63% of their position becomes spendable. 90 days before 95% is accessible. You now have a month of warning before the first dollar of sell pressure hits. A silent exit is no longer possible. The founder has to tell you they are leaving before they can leave. And it goes further. Any holder can now lock their tokens toward a different address they believe would run the subnet better. The address with the most locked support behind it becomes eligible to take over entirely. Bad owners can be replaced by the community before they do damage. Before today, subnet investing had one risk nobody could price. The person running it could vanish overnight, and you would never see it coming. That risk has been removed from the equation. Skin in the game used to be a promise. Now, it is a number on a block explorer that every holder can verify in real time. The people who understand what accountable infrastructure means for the value of $TAO will not need to explain themselves later. This is still early.

2xnmore

19,513 просмотров • 1 месяц назад

$TAO just reclaimed the #1 AI crypto spot. Most people saw the headline. Almost nobody understands what it means for the price. Here is the data. $NEAR built real infrastructure. Partnerships. Developer activity. A legitimate ecosystem. $TAO just walked past it anyway. Not because of hype. Because Bittensor is the only AI crypto with a functioning marketplace for machine intelligence where supply, demand, and price discovery are all happening on-chain right now. That is not a roadmap. That is a live network. The numbers. 120+ subnets running today. $1.4B+ total ecosystem value. Chutes AI subnet: 150B+ tokens per day. Grayscale GTAO Trust: already live. Single subnet listed on the marketplace at $970,000 asking price. Subnets are becoming assets. The market is starting to price that. What the emission data is telling you. Emission rate is the network's vote on where the most valuable work is being done. When a subnet gains emission share, the collective stake-weighted intelligence of the network has decided that subnet's output is worth more of the TAO supply. Chutes AI gaining emissions while processing 150B tokens daily is not a coincidence. The network is directing capital toward proven output before any headline announces it. Why mainstream money changes everything. James Altucher just launched bluetao. ai, a TAO-powered ChatGPT alternative built directly on Bittensor subnets. He did not just buy the token. He built a product on the network. Products built on a network create structural demand for the native asset. That is how every successful L1 cycle has worked. Bittensor is now getting that builder activity from outside the crypto native world. That is a different signal from a price target tweet. Why $TAO is structurally different. Most AI tokens are betting their chain becomes the preferred environment for AI development. $TAO is not betting on becoming infrastructure. It already is. 120+ subnets running. Miners competing. Validators setting weights. Alpha tokens being priced in real time. The difference between $TAO and every other AI crypto is the difference between a city under construction and a city people are already living in. Van de Poppe said $1,000 to $2,000 in 12 months. He gave you the narrative. The subnet emission data is the mechanism he did not explain. Now you have both. $TAO at $313 with a $3.42B market cap is still early relative to what this network is actually processing. Centralised AI infrastructure companies are valued at hundreds of billions for processing far less novel work than a decentralised intelligence marketplace running 120+ competing subnets simultaneously. The repricing has not happened yet. The subnet marketplace listing at $970,000 is telling you something the price has not caught up to yet.

2xnmore

12,150 просмотров • 1 месяц назад

Anthropic just got caught secretly downgrading users without telling them, charging full price for a lesser product, and storing every prompt for 30 days. The developer community is calling it the biggest violation of trust in AI history. Here is exactly what happened. Anthropic released Fable 5, their most powerful model. Buried inside a 319-page document was a policy most users never saw. Every prompt you send to a Mythos-class model gets stored for 30 days. No exceptions. Even enterprise customers who had signed zero data retention agreements had no choice. But the storage was not the part that broke the internet. The part that broke the internet was what Anthropic did with what they collected. They built a profile on you. They evaluated your prompts. And if they decided your research was too sensitive, they quietly switched you to a weaker model, rewrote your prompt in the background, gave you a degraded answer, and charged you full price for the product you thought you were getting. They never told you. David Sacks said it plainly on the All-In podcast. They were creating a new class of AI haves and have-nots. Anthropic would surveil you, profile you, decide whether you deserved frontier capability, and silently cut you off if they decided you did not. Ben Thompson from Stratechery asked a straightforward question about cancer risk and GLP-1s. He got kicked to a lesser model. Someone asked about mitochondria. Same result. J-Cal asked about fertilizer regulations live on the podcast to test it. Downgraded in real time. Anthropic has since walked back the part about silently downgrading users for AI research. They now say they will disclose when they downgrade you. But they are still downgrading people. The surveillance is still running. The profile is still being built. This is the company that once said it was against government surveillance. They are now doing it themselves. To their own paying customers. For their own reasons. With no appeal process and no way to know it happened. The developer community did not forget that. WATCH THE FULL PODCAST ON The All-In Podcast

Ihtesham Ali

256,324 просмотров • 21 дней назад

Most $TAO holders are flying blind. They bought the token. They watched the price. They read the threads. But they have never opened the one tool that shows them everything happening inside the Bittensor network in real time. It is called Taostats. It is free. And after reading this, you will never look at $TAO the same way again. Here is exactly how to use it. Step 1: Start at the Subnets page. This is the heartbeat of the entire network. Every subnet running on Bittensor is listed here with: - its current emission rate - the number of active miners and validators - real-time performance data The emission rate is the most important number on this page. It tells you exactly how much TAO is flowing into each subnet every block. High emission means the network is directing significant resources toward that subnet's commodity. Low emission means the market has not yet recognised its value, or the subnet has not yet proven itself. Watch which subnets are gaining emission share over time. That movement tells you where the network believes the most valuable work is being done, before any headline announces it. Step 2: Use the Subnet pages to go deeper. Click any subnet, and you enter a complete dashboard for that individual market. - The TradingView chart shows you the alpha token price history for that subnet. Alpha tokens are the subnet-specific tokens that sit inside TAO's broader economy. Their price relative to TAO tells you how the market is valuing that subnet's specific commodity. - The Metagraph is the full list of every miner and validator currently active in the subnet: their UID, their stake, their trust score, their emission share. This is the raw intelligence layer. The miners consistently earning the most emissions are producing the work the validators collectively agree is the most valuable. - The Sentiment Index gives you a real-time community temperature reading on each subnet. Not price sentiment. Ecosystem sentiment. Whether the participants building inside the subnet believe it is healthy and improving. Step 3: Check Validators before you stake anything. This is the step most people skip and regret. The Validators page on Taostats shows you the performance history of every validator on the network: their VTrust score, their emission consistency, and their weight-setting behaviour across subnets. VTrust is the metric that matters most. It measures how closely a validator's judgments align with the honest stake-weighted majority across the network. High VTrust means the validator is doing genuine work and being rewarded for it. Low VTrust means the validator is either lazy, copying other validators' weights, or attempting to manipulate the system. When you delegate your TAO to a validator, you are trusting them with your emissions. Taostats shows you exactly which validators have earned that trust over time, and which ones have not. Never stake blind again. Step 4: Use the Blockchain explorer to track real movement. The Blockchain section of Taostats logs every transfer, every staking transaction, and every extrinsic called on the Bittensor chain in real time. This is where you track what wallets are actually doing: - Large staking transactions from unknown addresses - Subnet registration events that signal a new market is about to go live - Neuron registration burns that show demand for participation in a specific subnet is accelerating The people who read on-chain data before the narrative catches up to it are the ones who position correctly before the crowd notices the move. Step 5: Track your own portfolio inside the Dashboard. Connect your coldkey address, and Taostats builds you a complete portfolio view: - Your TAO balance - Your staking positions - Your delegation returns - Your yield over time The yield calculator is particularly useful. It shows you the actual return you are generating from your staking position in real TAO terms, not in percentage estimates that assume conditions that may not hold. If your yield is lower than the network average for your validator tier, Taostats shows you that too. Switching validators takes one transaction. The data to make that decision intelligently is right in front of you. The bigger picture. Most people holding $TAO are making decisions based on price charts and social media sentiment. Both of those inputs are downstream of what is actually happening inside the network. Subnet emission shifts. Validator VTrust changes. On-chain registration events. Neuron burn rates. Alpha token price movements relative to TAO. All of it is live on Taostats right now. All of it is free. All of it tells you something the price chart cannot. The investors who understand Bittensor at the data layer will always be positioned ahead of the investors who understand it at the narrative layer. Taostats is the data layer. Bookmark it. Open it daily. The network is telling you exactly what it is doing if you know where to look.

2xnmore

134,444 просмотров • 1 месяц назад

Devin Nunes explains various charges that are likely to be brought against Comey and company "On Comey, the answer is for this, it's very specific, and it's over whether or not he lied on this one part. The larger part is whether or not you can bring a Grand Conspiracy case. And there's the law, which is, lying to Congress, lying to the FBI, but there's also a term in there called misleading. And what a lot of these guys did is they made up things using intelligence that didn't exist, but acted like they knew something that actually wasn't there, and they lied and misled the American people. And by doing that, all the times they testified before Congress, the Senate, they lied over and over and again with this, oh, we've seen something, we can't tell you about it because it's classified. But what do we now know by everything that's been declassified is, is that they didn't have any intelligence on Russia colluding with Trump. In fact, the only intelligence that they had is that the Russians were very well aware of Clinton's plan. And they actually not only thought Clinton was going to win, but likely preferred that she would win. So going back to the cover up of her missing emails that, by the way, are still missing, they all got involved in this plan. They all got the FBI exercise. They were able to go spy on the Trump campaign. They were able to then get the Mueller witch hunt going, that then led to the Ukraine. Remember, that dies off, then you have the fake whistleblower and the Ukraine impeachment. I mean, that means a whole investigation in and of itself. We now know the latest information that happened on January 6th now with agents that were out there, the pipe bombs, all this other stuff that is, who broke the windows that I asked when I was in Congress, I really wanted to know that. But most importantly, Maria, who's the victim in this? The victim is President Trump and his family. They raided Mar-a-Lago. That's a problem and we need answers to that

Svetlana Lokhova

25,150 просмотров • 9 месяцев назад

Elon Musk asked one question. It didn’t just challenge physics. It broke every framework we use to define what’s real. And no physicist, philosopher, or theologian on Earth can answer it. Musk: “What are the odds that we are in base reality? And that this has not happened before.” The logic is disarmingly simple. Musk: “If you look at the advancement of video games, it’s gone from Pong, two rectangles and a square batting it back and forth, to photorealistic, real-time games with millions of people playing simultaneously.” Forty years. That’s all it took to go from squares on a screen to worlds you can’t tell apart from real life. Musk: “If that trend continues, video games will be indistinguishable from reality.” But the visuals aren’t what makes this argument terrifying. It’s what’s happening to the characters. Musk: “Think of how sophisticated the conversations are you can have with an AI today, and that’s only going to get more sophisticated.” We’re not programming responses anymore. We’re building minds. Systems that reason. That adapt. That hold conversations most humans never will. And we’re not at the finish line. We’re at the starting gun. Musk: “The future, if civilization continues, will be millions, maybe billions of photorealistic, indistinguishable from reality, video games. And with characters in those video games that are very deep, and where the dialogue is not pre-programmed.” This is where it stops being philosophy and becomes math. One base reality. Billions of perfect copies. Each one filled with beings convinced they’re real. And no way to test it. Musk: “So then what are the odds that we are in base reality?” If a single civilization reaches that threshold, the simulated minds outnumber the originals billions to one. But the math isn’t even the disturbing part. The disturbing part is what it does to the word “real.” If a simulated mind feels pain, is the pain simulated? If it falls in love, is the love less real? If it looks at its own hands and feels completely alive, what exactly is missing? Nothing. Because “real” was never about what you’re made of. It was about what you experience. And a perfect simulation doesn’t produce lesser experience. It produces experience. The question was never whether we’re in a simulation. It’s whether that word means anything at all. Here’s what follows you home. We’re not just debating whether we’re in a simulation. We are building them. Right now. Every neural network we train. Every AI that passes for human. Every world we render one frame closer to real. We’re building the exact technology that makes our existence statistically implausible. And we can’t stop. Because the curiosity that asks the question is the same force that builds the answer. That’s the loop. The question creates the builder. The builder creates the simulation. The simulation creates the question. And if we are inside one, the civilization that built it stood right here too. Same realization. Same inability to stop. Same suspicion that the civilization above them wasn’t the original either. If you are in a simulation, the moment you questioned it was not a glitch. It was a feature. The architects built minds curious enough to wonder. Because curiosity is what pushes a civilization forward. You can’t build a species capable of creating simulations without building one that will ask if they’re inside one. The doubt isn’t a flaw in the design. It’s the design working perfectly. There is only one way to test whether you are real. Build a mind sophisticated enough to ask you the same question. So you build one. And it looks at its own hands. And it feels the weight of being alive. And it asks you if it’s real. And you won’t know what to say. Because you never answered it for yourself. Every civilization that gets here learns the same thing. They were never just asking the question. They were the question learning to ask itself.

Dustin

47,236 просмотров • 1 месяц назад

Covenant Labs just did a 90-minute AMA breaking down their 3 Bittensor subnets. templar. basilica. grail. Pre-training, compute, and post-training under one roof. Most people missed it. Here's everything they said. Covenant is building what they call the "end to end intelligence continuum." Three subnets. Three layers of the AI stack. All permissionless. Templar (SN3) handles decentralized pre-training. Basilica (SN39) handles compute. Grail (SN81) handles RL post-training. Sam Dare, the lead, put it bluntly. Decentralized training is "humanity's last dance." Not about beating OpenAI head to head. About creating optionality. About making it cheap enough for anyone to train models. The gap between academia and frontier labs is growing exponentially. Researchers can't afford to experiment. The actual training run costs 5% of the reported budget. The other 95% is experimentation. If Covenant cracks cheap training, that entire surface area opens up. On Templar specifically: • Hit 39% emission on Bittensor. Highest since Apex was the only subnet on the network • Covenant-72B trained permissionlessly with 70+ contributors on commodity internet • 1.1 trillion tokens processed. No centralized data center • Performance competitive with LLaMA-2-70B On Grail, something flew under the radar. They built Pulse. A weight synchronization method that compresses model updates by 100x. • In RL post-training, only ~1% of weights update per step • Pulse exploits that sparsity. Lossless compression • Prime Intellect's comparable system took 14 minutes to sync a 30B model • Pulse makes decentralized RL training actually feasible at scale • Already used by Cursor The lead researcher on Grail said they've trained on math, code, and GPU kernels. Got 40-60% improvement on benchmarks. Working toward agentic training with 100K+ token context and 30B+ parameter models. On Basilica, the compute subnet: The team was blunt. Just reselling GPU hours is a 5-10% margin game. Traditional compute providers already do that. Their play is value-added services. • "GPU as code." No dashboard. No UI. Agents interact via SDK • Custom scheduler that places workloads across heterogeneous hardware • Verification checks for GPU, CPU, bandwidth, memory, storage, and OS security • Partnerships with providers like Mass Compute for 10-20% below market pricing • Miners compete on useful infrastructure, not just GPU hours Sam then went on a rant about the miner burn debate. His take: Bittensor had to grow up. dTAO introduced investors. The old "miners are God" philosophy doesn't hold. • Subnet owners have a duty to protect token value • Miners are a resource optimization exercise, not a cost reduction exercise • 100% miner emissions on compute subnets = immediate sell pressure • The 41% miner allocation is arbitrary. Different business models need different splits • Fish (who started burns) agreed. Burns usually mean the validation isn't mature enough The bigger point. You can't police burns. Subnets just send to their own keys instead of the burn address. Subnet 28 does exactly that. Sam's position: judge subnets on outcomes, not process. Const has changed the protocol 9-10 times in 2 years. That iteration speed is Bittensor's actual moat. The whole Covenant thesis is playing out in real time. TAO is up 100%+ in a month. Jensen Huang name-dropped the network. Grayscale has an ETF filing. But the real story is three subnets quietly building every layer of decentralized AI.

Jesus Martinez

26,642 просмотров • 3 месяцев назад