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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.... show more

2xnmore

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14,716 次观看 • 2 个月前 •via X (Twitter)

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Barry Silbert backed Bitcoin when it was a cult. Ethereum when it was a scam. Coinbase when it was a joke. He just built an entire company exclusively for $TAO. That is not a trade. That is a pattern. 11.05 million TAO issued. 21 million hard cap. First halving already hit. Next one December 2029. The people who recognised the pattern early never needed to explain their timing later.

Barry Silbert backed Bitcoin when it was a cult. Ethereum when it was a scam. Coinbase when it was a joke. He just built an entire company exclusively for $TAO. That is not a trade. That is a pattern. 11.05 million TAO issued. 21 million hard cap. First halving already hit. Next one December 2029. The people who recognised the pattern early never needed to explain their timing later.

2xnmore

19,244 次观看 • 2 个月前

Barry Silbert has been right about one thing his entire career. He finds the asset before the crowd finds the narrative. Bitcoin at $7. Coinbase seed round. Grayscale before the ETF existed. Now he is pointing at $TAO and saying the words he said about Bitcoin in 2012. The subnet flywheel is the part most people are still not understanding. Every token launched on Bittensor trades in and out of TAO. 88 subnets competing to solve real problems. Every winner flows value back to the base layer. That dynamic does not exist on Ethereum. It does not exist on Solana. It only exists here. $500 million in annual TAO emissions available right now as incentives for compute, data, and intelligence providers. At current prices. Watch what that number becomes if price moves. The infrastructure play is early. The narrative is early. The market cap is early. Most people will understand this after the move.

Barry Silbert has been right about one thing his entire career. He finds the asset before the crowd finds the narrative. Bitcoin at $7. Coinbase seed round. Grayscale before the ETF existed. Now he is pointing at $TAO and saying the words he said about Bitcoin in 2012. The subnet flywheel is the part most people are still not understanding. Every token launched on Bittensor trades in and out of TAO. 88 subnets competing to solve real problems. Every winner flows value back to the base layer. That dynamic does not exist on Ethereum. It does not exist on Solana. It only exists here. $500 million in annual TAO emissions available right now as incentives for compute, data, and intelligence providers. At current prices. Watch what that number becomes if price moves. The infrastructure play is early. The narrative is early. The market cap is early. Most people will understand this after the move.

2xnmore

58,439 次观看 • 3 个月前

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.

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

17,287 次观看 • 3 个月前

Barry Silbert left Bitcoin to build an entire company around $TAO. Jason Calacanis backed Uber before anyone knew what Uber was. Now he is calling TAO a 200x opportunity over the next 5 to 10 years and putting personal money behind it. Jensen Huang called Bittensor a modern version of folding@home on the All-In Podcast. The CEO of NVIDIA does not name projects casually. Grayscale filed with the SEC to create a TAO trust. The exact same move they made before the Bitcoin ETF got approved. Barry Silbert. Jason Calacanis. Jensen Huang. Grayscale. These are not retail gamblers. These are the people who were sitting in the right rooms before every major shift in crypto and tech history. They are all pointing at the same thing right now. TAO had its first halving 5 months ago. Daily emissions dropped 50% permanently. The supply is contracting. The institutions are arriving. The infrastructure is being built. Most people will understand this after the move.

Barry Silbert left Bitcoin to build an entire company around $TAO. Jason Calacanis backed Uber before anyone knew what Uber was. Now he is calling TAO a 200x opportunity over the next 5 to 10 years and putting personal money behind it. Jensen Huang called Bittensor a modern version of folding@home on the All-In Podcast. The CEO of NVIDIA does not name projects casually. Grayscale filed with the SEC to create a TAO trust. The exact same move they made before the Bitcoin ETF got approved. Barry Silbert. Jason Calacanis. Jensen Huang. Grayscale. These are not retail gamblers. These are the people who were sitting in the right rooms before every major shift in crypto and tech history. They are all pointing at the same thing right now. TAO had its first halving 5 months ago. Daily emissions dropped 50% permanently. The supply is contracting. The institutions are arriving. The infrastructure is being built. Most people will understand this after the move.

2xnmore

25,680 次观看 • 3 个月前

When Barry Silbert and Jason Calacanis land on the same thesis in the same week, that is not two opinions. That is a signal forming in public. But read what Jason actually said, because most people will miss it. Open competition vetted by validators is not a slogan on Bittensor. It is the mechanism itself. And it already has a receipt. Subnet 62. Ridges beat Cognition Labs on SWE-bench. An open decentralised network outscored a closed lab on the exact benchmark the closed labs use to prove they are winning. That is the thesis validating itself before the price caught up. $TAO is hard capped at 21M like Bitcoin. Emissions already halved. The institutions quoting each other about it right now are not early. They are on time. The people still asking what Bittensor does are the ones who buy the news the docs told you six months ago. Read the docs before the price.

When Barry Silbert and Jason Calacanis land on the same thesis in the same week, that is not two opinions. That is a signal forming in public. But read what Jason actually said, because most people will miss it. Open competition vetted by validators is not a slogan on Bittensor. It is the mechanism itself. And it already has a receipt. Subnet 62. Ridges beat Cognition Labs on SWE-bench. An open decentralised network outscored a closed lab on the exact benchmark the closed labs use to prove they are winning. That is the thesis validating itself before the price caught up. $TAO is hard capped at 21M like Bitcoin. Emissions already halved. The institutions quoting each other about it right now are not early. They are on time. The people still asking what Bittensor does are the ones who buy the news the docs told you six months ago. Read the docs before the price.

2xnmore

25,726 次观看 • 1 个月前

The names buying $TAO right now would surprise most of the market. Retail is still debating whether Bittensor is real. The wallets already answered. Barry Silbert holds roughly $100M in TAO through DCG and built Yuma, an entire incubator dedicated to Bittensor startups. He has compared its potential to early Bitcoin. Jason Calacanis, the early Uber investor, is now a consulting partner at Stillcore Capital, a US hedge fund built exclusively around TAO and subnet tokens. His public call was a potential 200x from a $2.5B market cap. Grant Cardone and Brian Dixon just disclosed TAO buys this week. Chris Miglino’s DNA Fund committed around $50M in compute to mining Bittensor subnets and called decentralized AI possibly bigger than Bitcoin. Polychain and dao5 were positioned years before any of them. Grayscale has already filed for a spot TAO ETF. Now stack what they are actually buying: 21M hard cap, identical to Bitcoin. First halving complete, daily issuance cut from 7,200 to 3,600 TAO. Over 100 live subnets producing real AI services. So who wins here? The people who treated Bittensor like infrastructure and positioned before the ETF decision. Who thinks they win? Everyone calling decentralised AI a fad while billionaires quietly build entire funds around one token. The people who read the docs always buy before the people who read the price. Shoutout Lewis Jackson Jesus Martinez for the excellent breakdown.

The names buying $TAO right now would surprise most of the market. Retail is still debating whether Bittensor is real. The wallets already answered. Barry Silbert holds roughly $100M in TAO through DCG and built Yuma, an entire incubator dedicated to Bittensor startups. He has compared its potential to early Bitcoin. Jason Calacanis, the early Uber investor, is now a consulting partner at Stillcore Capital, a US hedge fund built exclusively around TAO and subnet tokens. His public call was a potential 200x from a $2.5B market cap. Grant Cardone and Brian Dixon just disclosed TAO buys this week. Chris Miglino’s DNA Fund committed around $50M in compute to mining Bittensor subnets and called decentralized AI possibly bigger than Bitcoin. Polychain and dao5 were positioned years before any of them. Grayscale has already filed for a spot TAO ETF. Now stack what they are actually buying: 21M hard cap, identical to Bitcoin. First halving complete, daily issuance cut from 7,200 to 3,600 TAO. Over 100 live subnets producing real AI services. So who wins here? The people who treated Bittensor like infrastructure and positioned before the ETF decision. Who thinks they win? Everyone calling decentralised AI a fad while billionaires quietly build entire funds around one token. The people who read the docs always buy before the people who read the price. Shoutout Lewis Jackson Jesus Martinez for the excellent breakdown.

2xnmore

49,679 次观看 • 1 个月前

THROWBACK: 19-YEAR-OLD VITALIK, BEFORE ETHEREUM EVEN EXISTED In 2012, he was just a writer for Bitcoin Magazine, traveling the world preaching decentralization - when #Bitcoin’s market cap was only $130M. Today, the network he wrote about is worth $2.43 TRILLION, and the one he built - #Ethereum - $540 BILLION. “The world is changing… in a radical, decentralized, and positive direction.” He saw it before anyone else. $BTC $ETH

THROWBACK: 19-YEAR-OLD VITALIK, BEFORE ETHEREUM EVEN EXISTED In 2012, he was just a writer for Bitcoin Magazine, traveling the world preaching decentralization - when #Bitcoin’s market cap was only $130M. Today, the network he wrote about is worth $2.43 TRILLION, and the one he built - #Ethereum - $540 BILLION. “The world is changing… in a radical, decentralized, and positive direction.” He saw it before anyone else. $BTC $ETH

CryptosRus

469,902 次观看 • 10 个月前

Many may have forgotton but yuvi was going through a lean patch for 1-1.5 years before 2011 wc & there were qns regarding whether he should be selected or not but MSD fully backed him touting him as one of their main players. Always,always backed yuvi & still gets called out.

Many may have forgotton but yuvi was going through a lean patch for 1-1.5 years before 2011 wc & there were qns regarding whether he should be selected or not but MSD fully backed him touting him as one of their main players. Always,always backed yuvi & still gets called out.

Saksham Agarwal

121,075 次观看 • 1 年前

Sen. Schumer: "Trump has backed himself in a corner, and he knows it…Trumps says everything is 'perfect'. What planet is he on? It's absurd, it's an insult to the American people."

Sen. Schumer: "Trump has backed himself in a corner, and he knows it…Trumps says everything is 'perfect'. What planet is he on? It's absurd, it's an insult to the American people."

Breaking911

26,232 次观看 • 4 个月前

🇺🇸🇮🇷 Five separate times Trump threatened to destroy Iran's civilian infrastructure. Five separate times he backed down... Ian Bremmer says Tehran has been counting. Every red line drawn. Every deadline set. Every "or else." All of them walked back. "Trump has now on five separate occasions warned the Iranians that he was going to destroy all their civilian infrastructure. Or else he has backed down every single occasion." Ian says that pattern is exactly why Iran feels no urgency to deal. When your opponent's threats have a track record of evaporating, you stop treating them as threats. ian bremmer

🇺🇸🇮🇷 Five separate times Trump threatened to destroy Iran's civilian infrastructure. Five separate times he backed down... Ian Bremmer says Tehran has been counting. Every red line drawn. Every deadline set. Every "or else." All of them walked back. "Trump has now on five separate occasions warned the Iranians that he was going to destroy all their civilian infrastructure. Or else he has backed down every single occasion." Ian says that pattern is exactly why Iran feels no urgency to deal. When your opponent's threats have a track record of evaporating, you stop treating them as threats. ian bremmer

Mario Nawfal

45,724 次观看 • 4 个月前

Barry Silbert just gave the clearest explanation of $TAO and Bittensor subnets anyone has ever delivered on a mainstream stage. He said it plain: $TAO powers a decentralized marketplace for intelligence. Anyone can launch a subnet, earn tokens, and monetize real ML work. Open and permissionless. The ultimate hedge against centralized AI. Then Tom Lee made it even simpler. Subnets are the S&P 500 of independent AI startups. Each one competing to deliver value. Each one with its own token. TAO coordinating the entire network underneath. Two sentences, that is the whole thesis. Most people have spent two years trying to explain Bittensor and nobody listened. Two legends made it obvious in under five minutes. This is still early.

Barry Silbert just gave the clearest explanation of $TAO and Bittensor subnets anyone has ever delivered on a mainstream stage. He said it plain: $TAO powers a decentralized marketplace for intelligence. Anyone can launch a subnet, earn tokens, and monetize real ML work. Open and permissionless. The ultimate hedge against centralized AI. Then Tom Lee made it even simpler. Subnets are the S&P 500 of independent AI startups. Each one competing to deliver value. Each one with its own token. TAO coordinating the entire network underneath. Two sentences, that is the whole thesis. Most people have spent two years trying to explain Bittensor and nobody listened. Two legends made it obvious in under five minutes. This is still early.

2xnmore

23,236 次观看 • 3 个月前

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.

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 次观看 • 1 个月前

🚨 HE SAYS HE WAS SHOCKED — BUT THE WARNINGS WERE EVERYWHERE Australia’s Prime Minister says he was shocked by the Bondi terror attack. But the truth is uncomfortable: the writing was on the wall — and it had been there for a long time. Rising antisemitic incidents. Openly tolerated Muslim extremist rhetoric. Marches where violent slogans were excused as “expression.” Warnings from security experts. Warnings from allies. Warnings from the Jewish community itself. None of this came out of nowhere. Shock is what you feel when something is unforeseeable. This was foreseeable. Debated. Documented. Ignored. Leadership is not measured by how you react after blood is spilled. It’s measured by whether you act before. Australians are now asking a simple, brutal question: If the signs were so clear — why did no one stop it?

🚨 HE SAYS HE WAS SHOCKED — BUT THE WARNINGS WERE EVERYWHERE Australia’s Prime Minister says he was shocked by the Bondi terror attack. But the truth is uncomfortable: the writing was on the wall — and it had been there for a long time. Rising antisemitic incidents. Openly tolerated Muslim extremist rhetoric. Marches where violent slogans were excused as “expression.” Warnings from security experts. Warnings from allies. Warnings from the Jewish community itself. None of this came out of nowhere. Shock is what you feel when something is unforeseeable. This was foreseeable. Debated. Documented. Ignored. Leadership is not measured by how you react after blood is spilled. It’s measured by whether you act before. Australians are now asking a simple, brutal question: If the signs were so clear — why did no one stop it?

Jim Ferguson

12,899 次观看 • 8 个月前

🚨 I WARNED YOU THIS WOULD HAPPEN Bitcoin has entered the FINAL liquidation phase. When Bitcoin hit $126K in 2025, everyone was calling for $200K. I called the top. When Bitcoin collapsed to $17K in 2022, everyone was calling for $10K. I called the bottom. Now everyone says $59K was the bottom. But I've seen this pattern before. The roadmap is simple: $62K → $54K → $30K The dangerous part isn't the crash. It's the false hope that comes before it. Most people won't understand that until it's too late. Follow and turn notifications on. The biggest opportunity of this cycle is still ahead.

🚨 I WARNED YOU THIS WOULD HAPPEN Bitcoin has entered the FINAL liquidation phase. When Bitcoin hit $126K in 2025, everyone was calling for $200K. I called the top. When Bitcoin collapsed to $17K in 2022, everyone was calling for $10K. I called the bottom. Now everyone says $59K was the bottom. But I've seen this pattern before. The roadmap is simple: $62K → $54K → $30K The dangerous part isn't the crash. It's the false hope that comes before it. Most people won't understand that until it's too late. Follow and turn notifications on. The biggest opportunity of this cycle is still ahead.

Lofty

49,705 次观看 • 2 个月前

Here is the angle from SVG’s in-car of that final restart battle with Austin Hill. It looks like SVG, who was still on the inside, wasn’t given a full lane to work with. He could have backed out, but it was for the win. #NASCAR

Here is the angle from SVG’s in-car of that final restart battle with Austin Hill. It looks like SVG, who was still on the inside, wasn’t given a full lane to work with. He could have backed out, but it was for the win. #NASCAR

Toby Christie

214,810 次观看 • 2 年前

maybe people need a reminder: Brian Armstrong called « flatcoins the next iteration of stablecoins » he said they’re a better form of money for crypto and that’s why Coinbase 🛡️ backed $SPOT with $1M last year ! but most people still don’t know what $SPOT is… or why it matters so much this thread explains it simply.

maybe people need a reminder: Brian Armstrong called « flatcoins the next iteration of stablecoins » he said they’re a better form of money for crypto and that’s why Coinbase 🛡️ backed $SPOT with $1M last year ! but most people still don’t know what $SPOT is… or why it matters so much this thread explains it simply.

Jonathan 🟥

19,694 次观看 • 1 年前

🚨 JUST IN: President Trump reveals that Sen. Lindsey Graham's death is a BIG blow to the SAVE America Act, as Graham strongly backed ramming it through despite the filibuster GET IT DONE. 🇺🇸🙏🏻 "He literally called me about the SAVE America Act [last night]. This is a BIG BLOW to the SAVE America Act. Let me tell you." "I got a call last night...he called, he said we're ALL SET for the SAVE America Act. He was pushing the SAVE America Act like crazy!" "He just got back to Ukraine. He sounded a little tired." "He wanted to pass the SAVE America Act [...] That was it." "He was like a member of the family to me."

🚨 JUST IN: President Trump reveals that Sen. Lindsey Graham's death is a BIG blow to the SAVE America Act, as Graham strongly backed ramming it through despite the filibuster GET IT DONE. 🇺🇸🙏🏻 "He literally called me about the SAVE America Act [last night]. This is a BIG BLOW to the SAVE America Act. Let me tell you." "I got a call last night...he called, he said we're ALL SET for the SAVE America Act. He was pushing the SAVE America Act like crazy!" "He just got back to Ukraine. He sounded a little tired." "He wanted to pass the SAVE America Act [...] That was it." "He was like a member of the family to me."

Eric Daugherty

138,634 次观看 • 1 个月前

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.

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 次观看 • 2 个月前

Jason Calacanis just told his friends to buy one $TAO and not to blame him if it goes to zero. Most people read that as a gamble. It is the most honest AI crypto take on the timeline right now. One TAO trades around $190 today. That is not a position; that's tuition. You are not buying it to flip it. You are buying it to force yourself to learn how the first real market for decentralised AI actually works. Bittensor caps at 21M coins. Same scarcity math as Bitcoin. But Andy said the quiet part out loud. 21M is just the surface. The cap is the surface. The network underneath is the depth. 128 subnets competing for emissions. Ridges outscoring funded labs on real engineering benchmarks. Chutes serving inference the network actually pays for. Barry Silbert is positioned. Jason is positioned. They are not trading a chart. They are buying a seat at a five year show. Own a single coin, read the docs, and watch the network before you watch the price. The people who read the docs always buy before the people who read the price. Save this. You will want it when the show starts.

Jason Calacanis just told his friends to buy one $TAO and not to blame him if it goes to zero. Most people read that as a gamble. It is the most honest AI crypto take on the timeline right now. One TAO trades around $190 today. That is not a position; that's tuition. You are not buying it to flip it. You are buying it to force yourself to learn how the first real market for decentralised AI actually works. Bittensor caps at 21M coins. Same scarcity math as Bitcoin. But Andy said the quiet part out loud. 21M is just the surface. The cap is the surface. The network underneath is the depth. 128 subnets competing for emissions. Ridges outscoring funded labs on real engineering benchmarks. Chutes serving inference the network actually pays for. Barry Silbert is positioned. Jason is positioned. They are not trading a chart. They are buying a seat at a five year show. Own a single coin, read the docs, and watch the network before you watch the price. The people who read the docs always buy before the people who read the price. Save this. You will want it when the show starts.

2xnmore

20,744 次观看 • 1 个月前