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BIGGER PICTURE: BITTENSOR DOUBLES SUBNET CAPACITY FROM 128 TO 256 Adding to the institutional case: Openτensor Foundaτion is doubling protocol-level subnet capacity from 128 to 256, opening up 128 new slots for AI builders to launch on $TAO. Subnet emissions are how $TAO is distributed, so more subnets means...

37,432 views • 3 months ago •via X (Twitter)

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A Bittensor subnet just outscored Claude and Cursor on the SWE benchmark. They spent less than $1 million to get there. Anthropic spent billions. I sat down with Mark Jeffrey, one of the most connected people in the Bittensor ecosystem, and he broke down everything. Here's what most people don't know about TAO. Bittensor takes Bitcoin's mining concept and makes it programmable. Instead of solving meaningless hash puzzles, miners compete on real AI tasks. Best freelancer wins. Blockchain pays them. No company. No CEO. No permission needed. Bitcoin did this for energy. Bittensor does it for talent. The numbers are wild: • Ridges (Subnet 62) built a Claude/Cursor competitor for under $1M • Miners on Ridges were earning $50K per day at peak • The Bittensor network has 128 subnets, each like its own AI startup • Mark says 20-30 of them could become multi-billion dollar companies • Only 20% of TAO is staked in subnets right now • Stakers are earning up to 80% yield on some subnets Mark has been in crypto since 2013. He was in the Ethereum ICO. He's seen every cycle. His take: Bittensor is the most important thing to happen in crypto since Ethereum. He calls TAO the "third great coin" alongside Bitcoin and ETH. The comparison to early Bitcoin is hard to ignore. TAO just had its first halving in December. Same 21 million supply cap. Same post-halving setup. When Bitcoin went through this phase, it jumped from $250 to $10,000. Mark's conservative target for TAO by end of 2026: $3,000. But the real insight was about demand. More subnets means more TAO gets locked up. Subnet cap going from 128 to 256. Staking will absorb most of the supply. And AI agents need crypto to transact. They can't open bank accounts. Bittensor is building the rails for that. Jensen Huang just talked about Templar, a Bittensor subnet, on stage. This isn't theoretical anymore. People are using this stuff. The products on Bittensor are 10 to 100x better than what we saw in early Ethereum. And we're still early.

Jesus Martinez

73,314 views • 4 months ago

$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 views • 2 months ago

For anyone trying to understand Bittensor from first principles, this lecture is a useful place to start. Presented by Bittensor co-founder const. Learn Bittensor > Start with Bitcoin, distributed systems, incentives, > How Bitcoin leads to Bittensor Subnets coordinating AI infrastructure. Topics: // Start - Bitcoin as more than a digital currency // Risks of AI centralization + closed systems // "The incentive computer" // How Bittensor subnets work (mining, validating) // How distributed AI infrastructure could scale globally // Impact on students, builders & future founders Recorded at the National University of Singapore Computer Science Club. NUS Computing Chapters - Bitcoin, AI, and Bittensor - Bitcoin history and decentralization - AI changes how engineers work - The danger of centralized AI power - Why most crypto visions fail - Bitcoin as the world’s largest compute network - Bitcoin as a market for compute - The idea of an “incentive computer” - Bitcoin compared to Bittensor - Classroom example of decentralized scoring - A simple subnet example - SN62 :: Ridges AI | SN62 SWE agents - SN3 templar :: Distributed AI Training - SN52 lium.io :: GPU rentals on Bittensor 128 subnets, some examples Why this matters for the future of work Q&A Subnet examples mentioned @ SN64 - Serverless + TEE Compute :: Chutes SN8 - Prop firm Vanta Trading SN52 - AutoML :: Gradients SN62 - SWE agents :: Ridges AI | SN62 SN51 - Compute / GPU rental lium.io SN4 - TEE compute for enterprise :: Targon SN3 - 72B Distributed Training run :: templar SN41 - Prediction markets :: Almanac SN44 - Computer Vision Score - Subnet 44 SN68 - Drug discovery :: METANOVA LABS SN18 - Weather Forecasting Zeus | SN 18 SN50 - Bitcoin prediction data :: Synthdata SN61 - Quantum computing :: qBitTensor Labs SN14 - Bitcoin mining pool :: TaoHash SN34 - Perp Dex :: 0xMarkets SN17 - 3D model generation :: 404 SN33 - Data analytics :: ReadyAI SN19 - [Since relaunched] RPC infrastructure :

Openτensor Foundaτion

1,173,291 views • 4 months ago

We’re back for Episode 14 of TAO Talk 🚨 calanthia from Masa joins 563 and brody this week to chat about new subnets and AI agents sourcing intelligence from Bittensor! The group chats about: - $TAO -pilling AI/ML chads at NeurIPS Conference feat. const Crucible Labs Macrocosmos Manifold and Yuma - JJ teaming up with Cameron Fairchild to form Laτenτ Holdings, which will validate and help scale subnets - Crucible Labs drops a subnet analysis framework - Celium offering H100s cheaper than any other provider - Tao360 releases inaugural research report for their AI-enabled subnet analysis tool @notYourBananaa - Masa unveils the AI Agent Arena on SN59 /// Timestamps: 00:00 Intro 01:10 Subnet 42 and Agent Arena: Masa’s Subnets 03:00 Real-Time Data Networks for AI 04:20 How Masa is Building AI Agent Arenas Inspired by Gladiators 06:10 Decentralized AI and Bittensor: The Growing Ecosystem 08:15 AI Meets Web3: Masa’s Role in Revolutionizing Data Networks 10:00 The Future of AI Agents: Intelligent Societies and Real-Time Data 12:05 Why Masa Chose Bittensor 14:10 $TAO Incentives and the Future of AI Decentralization 16:25 Bittensor and the Rise of Agent Competition: Masa’s Perspective 18:00 Exploring AI Agent Societies 20:30 Creating Competitive AI Arenas: The Agent Arena Subnet Explained 23:00 Calanthia on the Challenges of Web3 AI Development 25:10 Bringing Web2 Developers into Web3: Lessons from Masa 27:30 The Evolution of AI: From Dumb Agents to Intelligent Societies 30:00 AI Agents as the Future of Interaction in Decentralized AI 34:00 The Agent Arena’s Vision: Competition, Incentives, and Innovation

TAO τalk 🥩🦍

24,929 views • 1 year ago