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Bitcoin is one subnet. That is what Bittensor founder Jacob Steeves said on stage at Paris Blockchain Week, sitting across from Bpifrance's investment director in front of a packed room. His exact words: BTC is the equivalent of one subnet on Bittensor. We are a much more complex ecology.... Then he made the comparison that should stop every Bitcoin maximalist mid-scroll. Even BTC was not decentralised at first. It was one guy for 3 years. Bittensor is 5 years in and still building. Read that twice. Bitcoin secures one narrow function. Bittensor runs 128 specialised subnets simultaneously, each one a competing market producing real AI output, all of them feeding into and compounding off each other. One chain doing one thing versus an entire ecology doing everything at once. The comparison was never close.show more

2xnmore

45,847 subscribers

10,579 次观看 • 4 个月前 •via X (Twitter)

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10 条评论

Yami 的头像

Yami4 个月前

"BTC is one subnet." That line perfectly frames the scale of what $TAO is actually building. Incredible perspective 👏

2xnmore 的头像

2xnmore4 个月前

That line gives me goosebumps.

Yami 的头像

Yami4 个月前

Yeah, it's totally says so much in just one line🤝

Kimberly 的头像

Kimberly4 个月前

This comparison is wild. Subnets compounding AI output

Robyn 的头像

Robyn4 个月前

$BTC secures value, Bittensor builds intelligence Both needed

Wine 的头像

Wine4 个月前

Mind blown. One chain vs whole ecology. Bullish on $TAO

TensorUSD (TUSDT) 的头像

TensorUSD (TUSDT)4 个月前

one subnet vs a whole ecology isn't just a comparison but two different categories

Sarah 的头像

Sarah4 个月前

@Wine09588578056 Bitcoin was centralized at birth too. History repeating.

卖飞哥 🐊（互 F 🤝 学习）的头像

卖飞哥 🐊（互 F 🤝 学习）4 个月前

把 BTC 类比成一个子网有点狠，但逻辑能讲通。AI 网络的难点不只是去中心化，还在于每个子网能不能持续产出真实需求和现金流。

Tammy 的头像

Tammy4 个月前

This comparison is wild. Subnets compounding AI output

相关视频

The founder of $TAO just called Bitcoin a single subnet on Bittensor. "BTC is the equivalent of one SN on bittensor. We're a much more complex ecology - even BTC wasn't decentralized at 1st - it was 1 guy for 3 years. bittensor is 5 years in & still building" Great point. $TAO OKX

The founder of $TAO just called Bitcoin a single subnet on Bittensor. "BTC is the equivalent of one SN on bittensor. We're a much more complex ecology - even BTC wasn't decentralized at 1st - it was 1 guy for 3 years. bittensor is 5 years in & still building" Great point. $TAO OKX

nordin.eth

87,636 次观看 • 6 个月前

This is WAY bigger than people realize. Bittensor just got plugged into Base through Chainlink CCIP. That means subnet tokens now have a path into one of the biggest onchain ecosystems in crypto, with Aerodrome liquidity and Coinbase distribution sitting right there. For years the biggest problem with subnets was access. Now that wall is starting to come down. 128+ AI startups. One ecosystem. Millions of new potential users. Bittensor is leaving the Bittensor bubble. 🔵

This is WAY bigger than people realize. Bittensor just got plugged into Base through Chainlink CCIP. That means subnet tokens now have a path into one of the biggest onchain ecosystems in crypto, with Aerodrome liquidity and Coinbase distribution sitting right there. For years the biggest problem with subnets was access. Now that wall is starting to come down. 128+ AI startups. One ecosystem. Millions of new potential users. Bittensor is leaving the Bittensor bubble. 🔵

Shizzy

11,513 次观看 • 2 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 • 6 个月前

Most people tracking $TAO are watching the price chart. The ones who are actually ahead are watching the subnets. Here is why subnet growth is the real TAO price driver, and why almost nobody is talking about it correctly. $TAO does not work like most tokens. The price is not driven by speculation alone. It is driven by real network usage tied to AI computing output. Miners, validators, and developers earn TAO based on performance. The more useful the AI output, the more the network rewards it. Subnets are where that output gets produced. Each subnet is a specialised AI marketplace running inside the Bittensor network. One subnet handles language processing. Another handles predictive modelling. Another handles data indexing. Each one is a separate competitive market where AI models compete to produce the best output and earn TAO rewards for doing so. Here is what that means for price: Every new subnet that launches creates a new source of TAO demand. Developers who want to participate need TAO. Users who want access need TAO. Validators who want to secure the subnet need TAO. The token is not optional infrastructure. It is the entry ticket and the reward mechanism for every subnet that runs on the network. Right now, the subnet ecosystem is approaching $1.5 billion in cumulative value. Nearly 70 percent of TAO supply is already staked. Post-halving emissions sit at 3,600 TAO per day, down from 7,200. Supply tightening. Subnet demand is growing. Institutional custody is now live through BitGo and Yuma. Forecasts suggest the subnet ecosystem matures between 2026 and 2028, transitioning from infrastructure development into enterprise adoption. That transition is when decentralised AI stops being a thesis and starts being a cost efficiency argument that businesses make against centralised AI providers. When that argument lands at scale, every subnet on Bittensor becomes a revenue-generating node. Every new enterprise use case becomes a new source of TAO demand. The analysts watching the price chart are looking at the output of this system. The analysts watching subnet growth are looking at the input. Grayscale filed the ETF. BitGo opened the institutional door. The subnets are doing the actual work. Watch the subnets. Who else is tracking this layer?

Most people tracking $TAO are watching the price chart. The ones who are actually ahead are watching the subnets. Here is why subnet growth is the real TAO price driver, and why almost nobody is talking about it correctly. $TAO does not work like most tokens. The price is not driven by speculation alone. It is driven by real network usage tied to AI computing output. Miners, validators, and developers earn TAO based on performance. The more useful the AI output, the more the network rewards it. Subnets are where that output gets produced. Each subnet is a specialised AI marketplace running inside the Bittensor network. One subnet handles language processing. Another handles predictive modelling. Another handles data indexing. Each one is a separate competitive market where AI models compete to produce the best output and earn TAO rewards for doing so. Here is what that means for price: Every new subnet that launches creates a new source of TAO demand. Developers who want to participate need TAO. Users who want access need TAO. Validators who want to secure the subnet need TAO. The token is not optional infrastructure. It is the entry ticket and the reward mechanism for every subnet that runs on the network. Right now, the subnet ecosystem is approaching $1.5 billion in cumulative value. Nearly 70 percent of TAO supply is already staked. Post-halving emissions sit at 3,600 TAO per day, down from 7,200. Supply tightening. Subnet demand is growing. Institutional custody is now live through BitGo and Yuma. Forecasts suggest the subnet ecosystem matures between 2026 and 2028, transitioning from infrastructure development into enterprise adoption. That transition is when decentralised AI stops being a thesis and starts being a cost efficiency argument that businesses make against centralised AI providers. When that argument lands at scale, every subnet on Bittensor becomes a revenue-generating node. Every new enterprise use case becomes a new source of TAO demand. The analysts watching the price chart are looking at the output of this system. The analysts watching subnet growth are looking at the input. Grayscale filed the ETF. BitGo opened the institutional door. The subnets are doing the actual work. Watch the subnets. Who else is tracking this layer?

2xnmore

11,997 次观看 • 6 个月前

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.

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 次观看 • 7 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

24,491 次观看 • 3 个月前

damn Res Labs is building a real estate subnet on Bittensor 128 $TAO subnets live and they’re getting way more serious than people realize real estate is a $400T+ market basically untouched onchain watching this one 👀

damn Res Labs is building a real estate subnet on Bittensor 128 $TAO subnets live and they’re getting way more serious than people realize real estate is a $400T+ market basically untouched onchain watching this one 👀

WallStreetBets

118,396 次观看 • 6 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 • 5 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 • 5 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

50,975 次观看 • 4 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 • 5 个月前

People really need to revisit their preconceived notions on $TAO. This week on Steady Lads > Bittensor has "gotten past so many halvenings" / "Overspent its emissions" Bittensor had its first halvening event on Dec. 14, 2025 and will not have another halvening until Dec 2029 as it follows the same halvening schedule at Bitcoin. By this logic Bitcoin also overspent its incentives when it paid 50 BTC a block to people mining on laptops who contribute nothing to the network today. > "Become overly gamified" The point on Bittensor incentives being overly gamified is a fair critique of Bittensor from like 2 years ago, but has not been updated to account for upgrades and subnet improvement. dTAO: made emissions a market based system where subnet owners need to attract investment in order to earn emissions from the chain. Before dTAO subnet owners had to convince top validators to give them emissions. Post dTAO subnet owners need to convince a whole market. Emissions at the subnet level have also become more difficult to earn, not less, as owners refine incentive mechanisms and miner competition rises. But hey if you still think Bittensor is gameable, Bittensor is a permissionless protocol so feel free register a UID and start mining.

People really need to revisit their preconceived notions on $TAO. This week on Steady Lads > Bittensor has "gotten past so many halvenings" / "Overspent its emissions" Bittensor had its first halvening event on Dec. 14, 2025 and will not have another halvening until Dec 2029 as it follows the same halvening schedule at Bitcoin. By this logic Bitcoin also overspent its incentives when it paid 50 BTC a block to people mining on laptops who contribute nothing to the network today. > "Become overly gamified" The point on Bittensor incentives being overly gamified is a fair critique of Bittensor from like 2 years ago, but has not been updated to account for upgrades and subnet improvement. dTAO: made emissions a market based system where subnet owners need to attract investment in order to earn emissions from the chain. Before dTAO subnet owners had to convince top validators to give them emissions. Post dTAO subnet owners need to convince a whole market. Emissions at the subnet level have also become more difficult to earn, not less, as owners refine incentive mechanisms and miner competition rises. But hey if you still think Bittensor is gameable, Bittensor is a permissionless protocol so feel free register a UID and start mining.

Boomer

46,252 次观看 • 2 个月前

Sell your Bitcoin. Buy Bittensor TAO. This is what a billionaire, someone who was early to Uber and Robinhood, just posted on X. @jason Calacanis just said it. That is a massive signal. The world is starting to wake up to one thing fast: we need to decentralize artificial intelligence right now. #Bittensor #TAO $TAO

Sell your Bitcoin. Buy Bittensor TAO. This is what a billionaire, someone who was early to Uber and Robinhood, just posted on X. @jason Calacanis just said it. That is a massive signal. The world is starting to wake up to one thing fast: we need to decentralize artificial intelligence right now. #Bittensor #TAO $TAO

Shizzy

32,762 次观看 • 7 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 • 3 个月前

He built Canada's largest crypto exchange and sold it to Robinhood. He says he owns exactly two crypto assets, Bitcoin and $TAO, and nothing else. His name is Karia Samaru, founder of WonderFi and now CEO of xTAO. He laid out why on the Milk Road Show, and his reasoning is worth more than any price target. It starts with a confession. In 2016, he quit his job as a lawyer at a big firm and went all in on crypto. Then he bought a pile of other tokens he did not really understand. When the market turned, he had nothing to hold onto. No conviction, just bags. So he made one rule that has guided him since. Only invest in what you understand and truly believe in. For years, Bitcoin was the only thing that passed. Bittensor is the first since. The reason is that he sees AI as an even more valuable tool than money. Think about what people already type into AI apps. Health problems, finances, company plans, their deepest emotional struggles. All of it flows to a handful of companies. Karia's point is that the same logic that made Bitcoin matter for money applies to intelligence. But here is the part most TAO holders skip. He does not say TAO wins because it is decentralised. He says it wins only if subnets earn real money from outside customers. His words were blunt. If subnets cannot create meaningful revenue outside of emissions, it just does not work. In July, he said three of the top five compute subnets were already earning about: $20M a year Network wide, SubConnect now tracks external subnet revenue at: over $50M a year He also sees subnets moving toward public company style disclosure, reporting revenue and costs like real businesses. And his picture of success is almost invisible. People using great AI products every day without ever knowing Bittensor runs underneath. So here is what I take from it. Conviction is not about how loud you are when price is green. It is knowing exactly why you hold when it is red. If you could not explain your biggest bag in two sentences, would you still own it? He sold a company to Robinhood and kept two assets. The lesson is not which two. It is that he understood both. Credits to Karia Samaroo Milk Road Crypto John Gillen - WartimeEthereum.eth for the awesome video.

He built Canada's largest crypto exchange and sold it to Robinhood. He says he owns exactly two crypto assets, Bitcoin and $TAO, and nothing else. His name is Karia Samaru, founder of WonderFi and now CEO of xTAO. He laid out why on the Milk Road Show, and his reasoning is worth more than any price target. It starts with a confession. In 2016, he quit his job as a lawyer at a big firm and went all in on crypto. Then he bought a pile of other tokens he did not really understand. When the market turned, he had nothing to hold onto. No conviction, just bags. So he made one rule that has guided him since. Only invest in what you understand and truly believe in. For years, Bitcoin was the only thing that passed. Bittensor is the first since. The reason is that he sees AI as an even more valuable tool than money. Think about what people already type into AI apps. Health problems, finances, company plans, their deepest emotional struggles. All of it flows to a handful of companies. Karia's point is that the same logic that made Bitcoin matter for money applies to intelligence. But here is the part most TAO holders skip. He does not say TAO wins because it is decentralised. He says it wins only if subnets earn real money from outside customers. His words were blunt. If subnets cannot create meaningful revenue outside of emissions, it just does not work. In July, he said three of the top five compute subnets were already earning about: $20M a year Network wide, SubConnect now tracks external subnet revenue at: over $50M a year He also sees subnets moving toward public company style disclosure, reporting revenue and costs like real businesses. And his picture of success is almost invisible. People using great AI products every day without ever knowing Bittensor runs underneath. So here is what I take from it. Conviction is not about how loud you are when price is green. It is knowing exactly why you hold when it is red. If you could not explain your biggest bag in two sentences, would you still own it? He sold a company to Robinhood and kept two assets. The lesson is not which two. It is that he understood both. Credits to Karia Samaroo Milk Road Crypto John Gillen - WartimeEthereum.eth for the awesome video.

2xnmore

15,125 次观看 • 19 天前

Bittensor $TAO was spotlighted at Nasdaq's TradeTalks 👀 Evan Malanga 🇺🇸, Chief Revenue Officer at Yuma, explained the Bittensor ecosystem on one of the biggest stages in traditional finance. The intersection of AI and crypto is getting harder for TradFi to ignore.

Bittensor $TAO was spotlighted at Nasdaq's TradeTalks 👀 Evan Malanga 🇺🇸, Chief Revenue Officer at Yuma, explained the Bittensor ecosystem on one of the biggest stages in traditional finance. The intersection of AI and crypto is getting harder for TradFi to ignore.

The TAO Daily

57,358 次观看 • 7 个月前

JUST IN: const shares the vision for gamma tokens, usage credits that subnets could fund from a slice of their emissions and spend on compute, inference, and other infrastructure. What this means ⬇️ → Subnets stop being isolated prize pools. They can buy services from one another instead of only competing for $TAO → Gamma is meant to work as a transferable credit, not just another speculative subnet token → Access is designed to reach beyond Bittensor, so outside compute and inference providers could take the same credits → Emissions become operating budget, not only a reward that gets sold into TAO If a subnet can spend what it earns on real work, Bittensor starts looking less like a scoreboard and more like an internal market for intelligence.

JUST IN: const shares the vision for gamma tokens, usage credits that subnets could fund from a slice of their emissions and spend on compute, inference, and other infrastructure. What this means ⬇️ → Subnets stop being isolated prize pools. They can buy services from one another instead of only competing for $TAO → Gamma is meant to work as a transferable credit, not just another speculative subnet token → Access is designed to reach beyond Bittensor, so outside compute and inference providers could take the same credits → Emissions become operating budget, not only a reward that gets sold into TAO If a subnet can spend what it earns on real work, Bittensor starts looking less like a scoreboard and more like an internal market for intelligence.

Intelligence ττ

76,050 次观看 • 1 个月前

Every milestone has been leading to this. We're proud to announce that General Tensor has acquired Backprop Finance from Tensorplex Labs. Backprop Finance is the all-in-one trading terminal for Bittensor subnets - and is one of Bittensor's highest-volume trading platforms, accounting for up to one-third of the network's subnet volume annualized. The next chapter starts now.

Every milestone has been leading to this. We're proud to announce that General Tensor has acquired Backprop Finance from Tensorplex Labs. Backprop Finance is the all-in-one trading terminal for Bittensor subnets - and is one of Bittensor's highest-volume trading platforms, accounting for up to one-third of the network's subnet volume annualized. The next chapter starts now.

General Tensor

13,221 次观看 • 6 个月前

What is Bittensor?! If you don't like Central Banks and fiat currencies, then Bitcoin is your answer. If you don't like Sovereign State or Centralised AI entities, then Bittensor is your answer. Bittensor is the S&P500 of decentralised AI and it's outperforming the incumbents.

What is Bittensor?! If you don't like Central Banks and fiat currencies, then Bitcoin is your answer. If you don't like Sovereign State or Centralised AI entities, then Bittensor is your answer. Bittensor is the S&P500 of decentralised AI and it's outperforming the incumbents.

siamkidd

1,729,272 次观看 • 1 年前