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Barry Silbert backed Bitcoin before it was mainstream. He backed Ethereum when skeptics called it a toy. He backed Coinbase when exchanges were fringe. Now he has bet everything on $TAO. The track record speaks for itself. The question is whether you act before everyone else figures out why....

14,716 görüntüleme • 1 ay önce •via X (Twitter)

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James Altucher just launched an entire podcast dedicated to $TAO. He called it the TAO Pod. First episode: “Will Bittensor Be Bigger Than Bitcoin?” This is the man who called Bitcoin early. Called Ethereum early. Called crypto early when everyone thought he was insane. Here is what stopped me reading his piece: One subnet on Bittensor called Chutes is serving 150 billion language tokens per day. Not crypto tokens. Language tokens. The raw material that powers every LLM response from ChatGPT to Grok. 150 billion. Every 24 hours. Through a decentralised network most people have never heard of. That was July 2025. Since then, Chutes has recorded a 250x usage increase. Cumulative totals have crossed into the trillions. This is not a snapshot. This is a growth curve. And it is happening before mainstream awareness. Before the ETF. Before the institutional allocation cycle begins. Altucher’s comparison is the one worth sitting with: 1994 internet. Before the browser existed. Before anyone knew what email was. Before you could explain to your parents why any of it mattered. That is where he thinks Bittensor is right now. - Barry Silbert built an entire company around it. - Jason Calacanis put personal money in and called 200x. - Jensen Huang called it a modern Folding@Home on the All-In Podcast. - Grayscale filed a trust with the SEC. - PwC sent a partner to the Bittensor track in Paris. - James Altucher launched a dedicated podcast. These are not tourists. These are the people who were in the right rooms before every major shift in crypto and tech history. They are all pointing at the same thing. The people who read the docs always buy before the people who read the price.

2xnmore

17,274 görüntüleme • 2 ay önce

Two people who were early in Bitcoin and early in Ethereum just went on record about $TAO. One of them wrote a book about Bitcoin in 2013. The other invested in the Ethereum ICO in 2015. Both of them started a fund with Jason Calacanis with a single thesis. Bittensor is the third great open-source substrate after Bitcoin and Ethereum. Here is the exact framing they used. In the early 90s Microsoft, AOL, and CompuServe were the well-capitalised incumbents. Everyone thought they would monopolise and run away with the internet. Then TCP/IP, Linux, and the World Wide Web came along and everything converged on an open-source substrate. Bittensor is that open-source substrate for the AI story playing out right now. OpenAI. Anthropic. Google DeepMind. XAI. Different cast of characters. Same pattern. And this time you can actually own a piece of the open-source substrate. Now read the valuation mismatch that should stop you cold. The four main AI labs combined are worth approximately $1.5 trillion. Bittensor is worth $1.7 billion. Ridges subnet competes directly with Claude and Cursor and has beaten them on benchmarks. Ridges market cap is $30 million. Cursor is worth $30 billion. That is not a small dislocation. That is a comical one. The highest valued subnet in the entire ecosystem is around $80 million. There has never been a billion dollar subnet yet. On Ethereum during the ICO mania projects with nowhere near this quality of output were raising hundreds of millions within minutes. Now think about how many orders of magnitude more capital is chasing AI opportunities today compared to 2017. When that capital discovers Bittensor the valuation rerating will be violent to the upside. Their exact words. Not mine. The man who called $TAO at $3,000 by end of 2026 said it directly. By 2030 it will be a trillion dollar ecosystem. Every molecule in my body is screaming this is another one. The people who read the docs always buy before the people who read the price. This is still early. Video credits to these legends Mark Jeffrey Jack Ai-Leung Rob Greer for their insight on TAO.

2xnmore

23,995 görüntüleme • 25 gün önce

Two people who were early in Bitcoin and early in Ethereum just went on record about $TAO. One of them wrote a book about Bitcoin in 2013. The other invested in the Ethereum ICO in 2015. Both of them started a fund with Jason Calacanis with a single thesis. Bittensor is the third great open-source substrate after Bitcoin and Ethereum. Here is the exact framing they used. In the early 90s Microsoft, AOL, and CompuServe were the well-capitalised incumbents. Everyone thought they would monopolise and run away with the internet. Then TCP/IP, Linux, and the World Wide Web came along and everything converged on an open-source substrate. Bittensor is that open-source substrate for the AI story playing out right now. OpenAI. Anthropic. Google DeepMind. XAI. Different cast of characters. Same pattern. And this time you can actually own a piece of the open-source substrate. Now read the valuation mismatch that should stop you cold. The four main AI labs combined are worth approximately $1.5 trillion. Bittensor is worth $1.7 billion. Ridges subnet competes directly with Claude and Cursor and has beaten them on benchmarks. Ridges market cap is $30 million. Cursor is worth $30 billion. That is not a small dislocation. That is a comical one. The highest valued subnet in the entire ecosystem is around $80 million. There has never been a billion dollar subnet yet. On Ethereum during the ICO mania projects with nowhere near this quality of output were raising hundreds of millions within minutes. Now think about how many orders of magnitude more capital is chasing AI opportunities today compared to 2017. When that capital discovers Bittensor the valuation rerating will be violent to the upside. Their exact words. Not mine. The man who called $TAO at $3,000 by end of 2026 said it directly. By 2030 it will be a trillion dollar ecosystem. Every molecule in my body is screaming this is another one. The people who read the docs always buy before the people who read the price. This is still early.

2xnmore

35,144 görüntüleme • 2 ay önce