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Introducing a new cryptographic governance primitive >> Conviction - The Formula: Conviction = Stake x Time. - Linear Unlocking: Lock Alpha tokens for a set duration (e.g., 365 days) to prove long-term commitment. - Mutable Ownership: If an owner acts maliciously, the community can collectively lock their tokens to...

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Openτensor Foundaτion

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45,503 views • 3 months ago •via X (Twitter)

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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
37:00

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

Someone just stole from 37,000 $TAO holders and walked away clean. Not because they broke a rule. Because no rule existed to stop them. That changes today. Here is what happened. Covenant AI ran one of the most watched subnets on Bittensor. On April 10, the founder sold their entire position and disappeared. No warning. No announcement. No on-chain signal. By the time holders found out, the price had already moved against them. This was not a hack. This was not a bug. This was a founder legally exiting into their own community with zero accountability. Bittensor just closed that door permanently. The Conviction upgrade is live on mainnet today. Every emission a subnet owner earns now locks automatically the moment it arrives. They cannot touch it immediately. If they want to exit they must submit a public unlock transaction on-chain. Visible to every single person on the network the second it is submitted. Then the clock starts. 30 days before 63% of their position becomes spendable. 90 days before 95% is accessible. You now have a month of warning before the first dollar of sell pressure hits. A silent exit is no longer possible. The founder has to tell you they are leaving before they can leave. And it goes further. Any holder can now lock their tokens toward a different address they believe would run the subnet better. The address with the most locked support behind it becomes eligible to take over entirely. Bad owners can be replaced by the community before they do damage. Before today, subnet investing had one risk nobody could price. The person running it could vanish overnight, and you would never see it coming. That risk has been removed from the equation. Skin in the game used to be a promise. Now, it is a number on a block explorer that every holder can verify in real time. The people who understand what accountable infrastructure means for the value of $TAO will not need to explain themselves later. This is still early.
23:08

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

2xnmore

19,513 views • 2 months ago

A subnet founder allegedly walked away with $10M in TAO and torched his own community in the process. On TWiST, Mark Jeffrey of Stillcore Capital joins us to break down what really happened with Templar/Covenant, the overall fixes that co-founder Const has proposed, and why Bittensor’s incentive engine may have been a victim of its own success. PLUS we’re joined by subnet operators Will Squires and Steffan Cruz (of MacroCosmos) and Ken Miyachi of BitMind to get their perspective on the controversy, and to demo the exciting projects they’re still building on the blockchain. 0:00 Mark Jeffrey joins the show! 2:18 How Mark Jeffrey learned about Bittensor. 6:17 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 7:22 Mark Jeffrey's Bittensor investments. 9:25 Check out our discussion with Nova: 10:16 Sentry - New users can get $240 in free credits when they go to and use the code TWIST 10:41 Check out Ridges! 11:53 How trading alpha tokens works on Bittensor 12:44 Subnet drama: what happened? 16:01 Do subnet owners have too much power? 18:33 Check out our conversation with Sam Dare (2268): 19:10 How Sam Dare should've handled walking away (per Mark Jeffrey) 20:02 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit to learn more. 23:29 Who should subnets be owned by? 24:02 Ken Miyachi from BitMind joins the show 30:56 Netsuite - Get the free business guide Demystifying AI at 31:06 Ken's $3M raise & investors (Arch, Canonical, Mechanism) 33:18 Token vs. equity: how to think about a subnet investment. 41:57 Will Squires and Stefan Kruse of MacroCosmos join the show 42:54 How MacroCosmos lets anyone become a compute provider. 56:29 Stefan on the Covenant drama: "disappointing, but solvable" 1:02:11 Off-duty with J-Cal, Mark Jeffrey, and Lon Harris 1:02:48 Bieber vs. Carpenter: does Coachella owe you a spectacle? 1:15:20 Jason says Staples should pay the "Staples baddie" $1M/year cc: @jason, Lon Harris, Mark Jeffrey, const, Distributed State, templar, covenant, Macrocosmos, Apex・SN1, IOTA ・ SN9, Ken Jon, BitMind BitMindAI 🎥 Watch the full episode here 👇
1:18:38

A subnet founder allegedly walked away with $10M in TAO and torched his own community in the process. On TWiST, Mark Jeffrey of Stillcore Capital joins us to break down what really happened with Templar/Covenant, the overall fixes that co-founder Const has proposed, and why Bittensor’s incentive engine may have been a victim of its own success. PLUS we’re joined by subnet operators Will Squires and Steffan Cruz (of MacroCosmos) and Ken Miyachi of BitMind to get their perspective on the controversy, and to demo the exciting projects they’re still building on the blockchain. 0:00 Mark Jeffrey joins the show! 2:18 How Mark Jeffrey learned about Bittensor. 6:17 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 7:22 Mark Jeffrey's Bittensor investments. 9:25 Check out our discussion with Nova: 10:16 Sentry - New users can get $240 in free credits when they go to and use the code TWIST 10:41 Check out Ridges! 11:53 How trading alpha tokens works on Bittensor 12:44 Subnet drama: what happened? 16:01 Do subnet owners have too much power? 18:33 Check out our conversation with Sam Dare (2268): 19:10 How Sam Dare should've handled walking away (per Mark Jeffrey) 20:02 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit to learn more. 23:29 Who should subnets be owned by? 24:02 Ken Miyachi from BitMind joins the show 30:56 Netsuite - Get the free business guide Demystifying AI at 31:06 Ken's $3M raise & investors (Arch, Canonical, Mechanism) 33:18 Token vs. equity: how to think about a subnet investment. 41:57 Will Squires and Stefan Kruse of MacroCosmos join the show 42:54 How MacroCosmos lets anyone become a compute provider. 56:29 Stefan on the Covenant drama: "disappointing, but solvable" 1:02:11 Off-duty with J-Cal, Mark Jeffrey, and Lon Harris 1:02:48 Bieber vs. Carpenter: does Coachella owe you a spectacle? 1:15:20 Jason says Staples should pay the "Staples baddie" $1M/year cc: @jason, Lon Harris, Mark Jeffrey, const, Distributed State, templar, covenant, Macrocosmos, Apex・SN1, IOTA ・ SN9, Ken Jon, BitMind BitMindAI 🎥 Watch the full episode here 👇

This Week in Startups

29,964 views • 3 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.
16:52

$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 • 1 month ago

The rebranding $MOA to $AIM and strategy of MetaOasisVR 1⃣ Quick recruitment of AI Talent 2⃣ Technological differentiation from other metaverse platforms and a long-term technological roadmap 3⃣ New rebranding tailored to AI technology application 4⃣ Establish marketing strategies tailored to market trends Tools introducing #AI technology are emerging around the world, and MetaOasis has also been able to decorate my land since the launch of the #mobile version In order to quickly build a creative economy, we want to keep up with global trends. We will brand "Inception," a #GenerativeAI #creator tool, for the long term, Through this, #MetaOasis will become a Generative AI-based #Web3 creator #ecosystem #metaverse in the future. It is a concept in which creators participate in creation based on psychometric methods such as #MBTI, and eventually #NFT content #Avatar, #Building, Environment, #Esset, #GamingContents The reason why we chose Avalanche Avalanche🔺 We considered various chains to expand the various games and ecosystems of Metaoasis, and among them, we judged that avalanche was excellent in efficiency. Avalanche Game Ecosystem View Centered on Subnet ✅ Blockchain game developers can distribute smart contracts by choosing between Avalanche's "C-Chain" and customized chain's "Subnet" depending on the function ✅ Ideal for self-chain subnet utilization when gas cost payment system, high transaction throughput, and strict access control are required ✅ Avalanche provides a tooling ecosystem and support programs for game development on the subnet ✅ Notable Avalanche game subnets, '#SHRAPNEL', #OffTheGrid and #MetaDOS A world of bottom-up inception that can quickly implement a metaverse environment We are planning to build it. It is ideal to use a subnet when 1) Flexible customized environment and 2) stability and security are important in game development. Because Subnet is its own chain, it allows developers to set logic specific to their games and provides an independent operating environment. For example, various functions, including gas payment systems and EVMs, can be customized. This flexibility effectively reduces costs and resources by allowing game developers to effectively implement the functions required by their games. In addition, the subnet enhances scalability and service quality through its own transaction processing capabilities. Since transaction completeness is not dependent on the main chain, the game service is not affected by transactions of other projects, so the user experience remains stable. Furthermore, access control and personal information protection functions can be set, ensuring high security and stability of user data. If you are concerned about introducing a subnet, but need to reduce resources and costs, you may start development on C-Chain, Avalanche's main network, and adopt a strategy to flexibly move assets to the subnet as needed in the future. Avalanche Subnet: Custom Chain Revolution for Games #Avalanche is pioneering the Web3 game market that has been developed beyond the limits of the existing game industry through subnet technology. Let's find out the strategy of utilizing the Avalanche subnet and the prospect of the Avalanche game ecosystem centered on the subnet. Submit Wallet Address for Migration 🔗 1. Submit the Wallet holding the $MOA 2. Submit the Wallet Address will receive $AIM Airdrop 3. Submission Deadline 31.DEC 2023 - 20.00 PM (JST ,KST) (+UTC9) Token Informations of $AIM $AIM - Artificial Intelligence Metaverse Contract : 0xCEeE63fF114F8e8deBF5E78a14e770E5B905eA91 Chain : Erc20 - Avalanche (AVAX) Decimals: 18 5,000,000,000 $AIM #Metaverse #Gamefi #Fun #Blockchain #P2E #PLAYFORFREE #ETH #polygon #chainlink #METAMASK #COINBASEWALLET #BITGETWALLET #BURRITOWALLET #AVALANCHE
0:26

The rebranding $MOA to $AIM and strategy of MetaOasisVR 1⃣ Quick recruitment of AI Talent 2⃣ Technological differentiation from other metaverse platforms and a long-term technological roadmap 3⃣ New rebranding tailored to AI technology application 4⃣ Establish marketing strategies tailored to market trends Tools introducing #AI technology are emerging around the world, and MetaOasis has also been able to decorate my land since the launch of the #mobile version In order to quickly build a creative economy, we want to keep up with global trends. We will brand "Inception," a #GenerativeAI #creator tool, for the long term, Through this, #MetaOasis will become a Generative AI-based #Web3 creator #ecosystem #metaverse in the future. It is a concept in which creators participate in creation based on psychometric methods such as #MBTI, and eventually #NFT content #Avatar, #Building, Environment, #Esset, #GamingContents The reason why we chose Avalanche Avalanche🔺 We considered various chains to expand the various games and ecosystems of Metaoasis, and among them, we judged that avalanche was excellent in efficiency. Avalanche Game Ecosystem View Centered on Subnet ✅ Blockchain game developers can distribute smart contracts by choosing between Avalanche's "C-Chain" and customized chain's "Subnet" depending on the function ✅ Ideal for self-chain subnet utilization when gas cost payment system, high transaction throughput, and strict access control are required ✅ Avalanche provides a tooling ecosystem and support programs for game development on the subnet ✅ Notable Avalanche game subnets, '#SHRAPNEL', #OffTheGrid and #MetaDOS A world of bottom-up inception that can quickly implement a metaverse environment We are planning to build it. It is ideal to use a subnet when 1) Flexible customized environment and 2) stability and security are important in game development. Because Subnet is its own chain, it allows developers to set logic specific to their games and provides an independent operating environment. For example, various functions, including gas payment systems and EVMs, can be customized. This flexibility effectively reduces costs and resources by allowing game developers to effectively implement the functions required by their games. In addition, the subnet enhances scalability and service quality through its own transaction processing capabilities. Since transaction completeness is not dependent on the main chain, the game service is not affected by transactions of other projects, so the user experience remains stable. Furthermore, access control and personal information protection functions can be set, ensuring high security and stability of user data. If you are concerned about introducing a subnet, but need to reduce resources and costs, you may start development on C-Chain, Avalanche's main network, and adopt a strategy to flexibly move assets to the subnet as needed in the future. Avalanche Subnet: Custom Chain Revolution for Games #Avalanche is pioneering the Web3 game market that has been developed beyond the limits of the existing game industry through subnet technology. Let's find out the strategy of utilizing the Avalanche subnet and the prospect of the Avalanche game ecosystem centered on the subnet. Submit Wallet Address for Migration 🔗 1. Submit the Wallet holding the $MOA 2. Submit the Wallet Address will receive $AIM Airdrop 3. Submission Deadline 31.DEC 2023 - 20.00 PM (JST ,KST) (+UTC9) Token Informations of $AIM $AIM - Artificial Intelligence Metaverse Contract : 0xCEeE63fF114F8e8deBF5E78a14e770E5B905eA91 Chain : Erc20 - Avalanche (AVAX) Decimals: 18 5,000,000,000 $AIM #Metaverse #Gamefi #Fun #Blockchain #P2E #PLAYFORFREE #ETH #polygon #chainlink #METAMASK #COINBASEWALLET #BITGETWALLET #BURRITOWALLET #AVALANCHE

MetaOasisVR l $AIM🔺

69,031 views • 2 years ago

Most $TAO holders are flying blind. They bought the token. They watched the price. They read the threads. But they have never opened the one tool that shows them everything happening inside the Bittensor network in real time. It is called Taostats. It is free. And after reading this, you will never look at $TAO the same way again. Here is exactly how to use it. Step 1: Start at the Subnets page. This is the heartbeat of the entire network. Every subnet running on Bittensor is listed here with: - its current emission rate - the number of active miners and validators - real-time performance data The emission rate is the most important number on this page. It tells you exactly how much TAO is flowing into each subnet every block. High emission means the network is directing significant resources toward that subnet's commodity. Low emission means the market has not yet recognised its value, or the subnet has not yet proven itself. Watch which subnets are gaining emission share over time. That movement tells you where the network believes the most valuable work is being done, before any headline announces it. Step 2: Use the Subnet pages to go deeper. Click any subnet, and you enter a complete dashboard for that individual market. - The TradingView chart shows you the alpha token price history for that subnet. Alpha tokens are the subnet-specific tokens that sit inside TAO's broader economy. Their price relative to TAO tells you how the market is valuing that subnet's specific commodity. - The Metagraph is the full list of every miner and validator currently active in the subnet: their UID, their stake, their trust score, their emission share. This is the raw intelligence layer. The miners consistently earning the most emissions are producing the work the validators collectively agree is the most valuable. - The Sentiment Index gives you a real-time community temperature reading on each subnet. Not price sentiment. Ecosystem sentiment. Whether the participants building inside the subnet believe it is healthy and improving. Step 3: Check Validators before you stake anything. This is the step most people skip and regret. The Validators page on Taostats shows you the performance history of every validator on the network: their VTrust score, their emission consistency, and their weight-setting behaviour across subnets. VTrust is the metric that matters most. It measures how closely a validator's judgments align with the honest stake-weighted majority across the network. High VTrust means the validator is doing genuine work and being rewarded for it. Low VTrust means the validator is either lazy, copying other validators' weights, or attempting to manipulate the system. When you delegate your TAO to a validator, you are trusting them with your emissions. Taostats shows you exactly which validators have earned that trust over time, and which ones have not. Never stake blind again. Step 4: Use the Blockchain explorer to track real movement. The Blockchain section of Taostats logs every transfer, every staking transaction, and every extrinsic called on the Bittensor chain in real time. This is where you track what wallets are actually doing: - Large staking transactions from unknown addresses - Subnet registration events that signal a new market is about to go live - Neuron registration burns that show demand for participation in a specific subnet is accelerating The people who read on-chain data before the narrative catches up to it are the ones who position correctly before the crowd notices the move. Step 5: Track your own portfolio inside the Dashboard. Connect your coldkey address, and Taostats builds you a complete portfolio view: - Your TAO balance - Your staking positions - Your delegation returns - Your yield over time The yield calculator is particularly useful. It shows you the actual return you are generating from your staking position in real TAO terms, not in percentage estimates that assume conditions that may not hold. If your yield is lower than the network average for your validator tier, Taostats shows you that too. Switching validators takes one transaction. The data to make that decision intelligently is right in front of you. The bigger picture. Most people holding $TAO are making decisions based on price charts and social media sentiment. Both of those inputs are downstream of what is actually happening inside the network. Subnet emission shifts. Validator VTrust changes. On-chain registration events. Neuron burn rates. Alpha token price movements relative to TAO. All of it is live on Taostats right now. All of it is free. All of it tells you something the price chart cannot. The investors who understand Bittensor at the data layer will always be positioned ahead of the investors who understand it at the narrative layer. Taostats is the data layer. Bookmark it. Open it daily. The network is telling you exactly what it is doing if you know where to look.
1:52

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

2xnmore

137,182 views • 2 months ago

E157: Anthony Pompliano 🌪 – Why I Went All-In on Bitcoin and Never Sold Pomp and I discuss why asymmetry beats diversification, how to stay concentrated without becoming a degen, and why the best investment most people can make isn't in markets at all. This is a masterclass in long-term conviction, bifurcating risk, and knowing when cowboy time starts Timestamps: 0:00 Introduction 1:21 Please Subscribe 1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok” 2:36 Who Are You 2:50 Why Relentless Is Anthony’s Favorite Word 3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio 4:30 How Does Someone Who Relies On Their Portfolio Build Conviction 6:17 Anthony Is A Risk Cowboy 7:06 The History Of Anthony’s Risk & Conviction 8:55 Partnerships: Jupiter KAST 9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets 12:20 Making Changes From 95% In Bitcoin To Other Assets 14:08 Anthony’s Evolution Towards Investing 18:01 Building A Business To Bring Value vs Scamming People 19:30 Partnerships: Paradex Zashi is now Zodl Mantle 20:39 Does Forcing Yourself Into A Corner Result In True Growth 24:39 3 Things Being Talked About Most In 2026 — Humanoid Robots, Prediction Markets, AI 26:17 Partnerships: Trezor Sui 27:10 How To Invest In Those 3 Big Topics Today 29:40 A Realistic Return On Bitcoin Over The Next 10 Years 32:18 A Single Bitcoin’s Worth In 30, 40, Or 50 Years 33:12 Closing Thoughts
33:45

E157: Anthony Pompliano 🌪 – Why I Went All-In on Bitcoin and Never Sold Pomp and I discuss why asymmetry beats diversification, how to stay concentrated without becoming a degen, and why the best investment most people can make isn't in markets at all. This is a masterclass in long-term conviction, bifurcating risk, and knowing when cowboy time starts Timestamps: 0:00 Introduction 1:21 Please Subscribe 1:46 5 Podcasts In 1 Day, Yet Anthony’s “Ok” 2:36 Who Are You 2:50 Why Relentless Is Anthony’s Favorite Word 3:38 The Key To Keeping Conviction When Things Are Bad With Your Portfolio 4:30 How Does Someone Who Relies On Their Portfolio Build Conviction 6:17 Anthony Is A Risk Cowboy 7:06 The History Of Anthony’s Risk & Conviction 8:55 Partnerships: Jupiter KAST 9:31 The Fine Line Between Gambling Addicts & Having Concentrated Bets 12:20 Making Changes From 95% In Bitcoin To Other Assets 14:08 Anthony’s Evolution Towards Investing 18:01 Building A Business To Bring Value vs Scamming People 19:30 Partnerships: Paradex Zashi is now Zodl Mantle 20:39 Does Forcing Yourself Into A Corner Result In True Growth 24:39 3 Things Being Talked About Most In 2026 — Humanoid Robots, Prediction Markets, AI 26:17 Partnerships: Trezor Sui 27:10 How To Invest In Those 3 Big Topics Today 29:40 A Realistic Return On Bitcoin Over The Next 10 Years 32:18 A Single Bitcoin’s Worth In 30, 40, Or 50 Years 33:12 Closing Thoughts

MR SHIFT 🦁

59,792 views • 5 months ago

SpaceX’s AI arm is partnering with coding startup Cursor in a deal worth no less than $10 billion and as much as $60 billion. Can the pair topple the rising Anthropic-OpenAI AI coding axis? A lot of money is being bet that the answer is yes. Next up, Lon Harris and alex 🏴‍☠️🇺🇸🇺🇦 invited the bitstarter team on the show to discuss their work to help kickstart new Bittensor subnets. The dynamic duo had a new program to announce, so make sure to tune into their pitch if you have dreams of launching your own subnet. Then we brought TrajectoryRL onto the pod, a Bittensor subnet that holds competitions to improve agent skills. Yes, the markdown files that everyone who uses OpenClaw swears by. Hit play, let’s have some fun! 2:27 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 4:07 SpaceX/ xAI "partners" with Cursor! 9:35 Will the Cursor deal help pump a future SpaceX IPO? 9:57 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 12:14 How AI coding models like Cursor help xAI grow recursively. 17:24 Chris Zacharia and Brian McRindle of Bitstarter join the show. 20:23 Grasshopper Bank: Time is money. Don't waste either. Go to and get an exclusive $500 cash bonus just for opening an account. 29:59 Notion - Notion brings all your notes, docs, and projects into one connected space that just works with AI built right in. Try Notion, with Notion Agent, at 33:03 How Bittensor subnets monetize and how it compares to VC funds. 37:04 Is Bittensor hard-capped at 128 subnets? 42:37 Bittensor's biggest weakness. 46:10 Ning Ren of TrajectoryRL joins the show. 47:34 Skills now need entire agents just to write them! 48:26 Back up… What are skills? 1:07:38 Amazon and Anthropic's $5 BILLION deal 1:08:48 Google has 2 new chips! 1:09:50 Apple CEO, Tim is COOKED! John Ternus is in! 1:11:37 Alex is bullish on MacBook Neo! 🎥 Watch the full episode here 👇
1:13:29

SpaceX’s AI arm is partnering with coding startup Cursor in a deal worth no less than $10 billion and as much as $60 billion. Can the pair topple the rising Anthropic-OpenAI AI coding axis? A lot of money is being bet that the answer is yes. Next up, Lon Harris and alex 🏴‍☠️🇺🇸🇺🇦 invited the bitstarter team on the show to discuss their work to help kickstart new Bittensor subnets. The dynamic duo had a new program to announce, so make sure to tune into their pitch if you have dreams of launching your own subnet. Then we brought TrajectoryRL onto the pod, a Bittensor subnet that holds competitions to improve agent skills. Yes, the markdown files that everyone who uses OpenClaw swears by. Hit play, let’s have some fun! 2:27 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at and use code TWIST for 10% off! 4:07 SpaceX/ xAI "partners" with Cursor! 9:35 Will the Cursor deal help pump a future SpaceX IPO? 9:57 LinkedIn Jobs - Hire right, the first time. Post your first job and get $100 off towards your job post at 12:14 How AI coding models like Cursor help xAI grow recursively. 17:24 Chris Zacharia and Brian McRindle of Bitstarter join the show. 20:23 Grasshopper Bank: Time is money. Don't waste either. Go to and get an exclusive $500 cash bonus just for opening an account. 29:59 Notion - Notion brings all your notes, docs, and projects into one connected space that just works with AI built right in. Try Notion, with Notion Agent, at 33:03 How Bittensor subnets monetize and how it compares to VC funds. 37:04 Is Bittensor hard-capped at 128 subnets? 42:37 Bittensor's biggest weakness. 46:10 Ning Ren of TrajectoryRL joins the show. 47:34 Skills now need entire agents just to write them! 48:26 Back up… What are skills? 1:07:38 Amazon and Anthropic's $5 BILLION deal 1:08:48 Google has 2 new chips! 1:09:50 Apple CEO, Tim is COOKED! John Ternus is in! 1:11:37 Alex is bullish on MacBook Neo! 🎥 Watch the full episode here 👇

This Week in Startups

19,991 views • 2 months ago

Covenant Labs just did a 90-minute AMA breaking down their 3 Bittensor subnets. templar. basilica. grail. Pre-training, compute, and post-training under one roof. Most people missed it. Here's everything they said. Covenant is building what they call the "end to end intelligence continuum." Three subnets. Three layers of the AI stack. All permissionless. Templar (SN3) handles decentralized pre-training. Basilica (SN39) handles compute. Grail (SN81) handles RL post-training. Sam Dare, the lead, put it bluntly. Decentralized training is "humanity's last dance." Not about beating OpenAI head to head. About creating optionality. About making it cheap enough for anyone to train models. The gap between academia and frontier labs is growing exponentially. Researchers can't afford to experiment. The actual training run costs 5% of the reported budget. The other 95% is experimentation. If Covenant cracks cheap training, that entire surface area opens up. On Templar specifically: • Hit 39% emission on Bittensor. Highest since Apex was the only subnet on the network • Covenant-72B trained permissionlessly with 70+ contributors on commodity internet • 1.1 trillion tokens processed. No centralized data center • Performance competitive with LLaMA-2-70B On Grail, something flew under the radar. They built Pulse. A weight synchronization method that compresses model updates by 100x. • In RL post-training, only ~1% of weights update per step • Pulse exploits that sparsity. Lossless compression • Prime Intellect's comparable system took 14 minutes to sync a 30B model • Pulse makes decentralized RL training actually feasible at scale • Already used by Cursor The lead researcher on Grail said they've trained on math, code, and GPU kernels. Got 40-60% improvement on benchmarks. Working toward agentic training with 100K+ token context and 30B+ parameter models. On Basilica, the compute subnet: The team was blunt. Just reselling GPU hours is a 5-10% margin game. Traditional compute providers already do that. Their play is value-added services. • "GPU as code." No dashboard. No UI. Agents interact via SDK • Custom scheduler that places workloads across heterogeneous hardware • Verification checks for GPU, CPU, bandwidth, memory, storage, and OS security • Partnerships with providers like Mass Compute for 10-20% below market pricing • Miners compete on useful infrastructure, not just GPU hours Sam then went on a rant about the miner burn debate. His take: Bittensor had to grow up. dTAO introduced investors. The old "miners are God" philosophy doesn't hold. • Subnet owners have a duty to protect token value • Miners are a resource optimization exercise, not a cost reduction exercise • 100% miner emissions on compute subnets = immediate sell pressure • The 41% miner allocation is arbitrary. Different business models need different splits • Fish (who started burns) agreed. Burns usually mean the validation isn't mature enough The bigger point. You can't police burns. Subnets just send to their own keys instead of the burn address. Subnet 28 does exactly that. Sam's position: judge subnets on outcomes, not process. Const has changed the protocol 9-10 times in 2 years. That iteration speed is Bittensor's actual moat. The whole Covenant thesis is playing out in real time. TAO is up 100%+ in a month. Jensen Huang name-dropped the network. Grayscale has an ETF filing. But the real story is three subnets quietly building every layer of decentralized AI.
1:39:04

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

Jesus Martinez

26,642 views • 3 months ago

Most $TAO holders staking right now are trusting the wrong validators. Not because they are careless. Because nobody explained what the numbers on the Validators page actually mean. There is a tool inside Taostats that shows you exactly which validators are genuinely working and which ones are collecting your emissions without contributing anything to the network. It is free. It is live. And almost nobody is using it correctly. Here is exactly how to read it. Step 1: Understand what Dominance actually measures. Dominance is not popularity. It is not a ranking of which validator is best. It describes a validator's Stake Weight as a percentage of all validator stake weights combined across the network. Stake Weight is calculated as: root stake multiplied by 0.18, plus all alpha staked across subnets converted into TAO. Root stake is deliberately discounted at 18 percent of its face value. Alpha stake carries the full weight. This means a validator with deep subnet-level staking is structurally more powerful than one sitting purely on root, even if their raw TAO numbers look similar on the surface. When you see a validator with rising Dominance over time, it is not just getting more popular. It is getting more alpha stake directed toward it across active subnets. That is a meaningful signal about where serious capital is moving inside the network. Step 2: Check the Take percentage before you delegate anything. Take is the percentage of emissions the validator keeps for itself. Everything above that number flows to you as a nominator. A validator with a 18 percent Take keeps 18 percent of the emissions their position generates and distributes the remainder to stakeholders. A validator with a 50 percent Take is keeping half of what your stake earns. Most people never look at this number before delegating. It is the first number you should check. A high Take is not automatically a red flag if the validator is genuinely performing well and contributing to the network. But a high Take combined with low VTrust in their subnet performance page is the exact combination that should make you move your stake immediately. Step 3: Open the Validator Performance page and find the VTrust score. This is the number most holders never see. VTrust measures how closely a validator's weight assignments align with the honest stake-weighted majority across the network inside each subnet they operate in. Validators are responsible for evaluating miner output and assigning scores. Those scores go into Yuma Consensus and determine which miners earn emissions. A validator doing genuine evaluation work will have weights that align closely with the honest consensus. High VTrust. Consistent emissions. Reliable nominator returns. A validator that is weight copying, meaning they are simply copying the Yuma consensus scores back onto themselves rather than doing real evaluation, will show a flagged return on Taostats. Their nom/24hr/1k TAO score appears in red. This is Taostats telling you directly: this validator is extracting value from the network without contributing to it. When you stake to a weight copying validator, you are funding a free rider. Step 4: Watch the 24hr Nominator Change column. This number moves fast and it tells you something before any other signal does. A validator losing nominators over consecutive days is a validator that informed stakers are quietly leaving. A validator gaining nominators rapidly while their VTrust is healthy is a validator attracting attention for the right reasons. The 24hr column is the on-chain version of sentiment before sentiment becomes a narrative on social media. Step 5: Check Active subnets alongside Total Weight. Active tells you the number of subnets where the validator has a parent or child hotkey running. A validator with high Total Weight but low Active subnets is concentrated. They are running a specific strategy in specific markets. A validator with broad Active coverage across many subnets is building a wider surface area for emissions and is more exposed to the overall network performance rather than any single subnet cycle. Neither is inherently better. But knowing which type of validator you are delegating to tells you what you are actually betting on when you stake. Step 6: Check the Weight Change column over time. Total Weight is a snapshot. Weight Change is momentum. A validator with stable or growing Total Weight over consecutive days is attracting net new stake consistently. A validator with declining Weight Change is losing stake faster than it is gaining it. Most people look at the current number. The people positioning correctly are watching which direction the number is moving and how fast. The difference between a good validator and a dangerous one is not obvious from the outside. It is not the name. It is not the size. It is the VTrust score, the Take percentage, the nominator trend, and whether Taostats is showing their return in red or not. Every one of those signals is sitting on the Validators page right now. Free. Live. Updated every block. The investors who read the data layer before the narrative layer will not need to explain their staking decisions later. Open Taostats tonight. You will want to find this post when you do.
3:44

Most $TAO holders staking right now are trusting the wrong validators. Not because they are careless. Because nobody explained what the numbers on the Validators page actually mean. There is a tool inside Taostats that shows you exactly which validators are genuinely working and which ones are collecting your emissions without contributing anything to the network. It is free. It is live. And almost nobody is using it correctly. Here is exactly how to read it. Step 1: Understand what Dominance actually measures. Dominance is not popularity. It is not a ranking of which validator is best. It describes a validator's Stake Weight as a percentage of all validator stake weights combined across the network. Stake Weight is calculated as: root stake multiplied by 0.18, plus all alpha staked across subnets converted into TAO. Root stake is deliberately discounted at 18 percent of its face value. Alpha stake carries the full weight. This means a validator with deep subnet-level staking is structurally more powerful than one sitting purely on root, even if their raw TAO numbers look similar on the surface. When you see a validator with rising Dominance over time, it is not just getting more popular. It is getting more alpha stake directed toward it across active subnets. That is a meaningful signal about where serious capital is moving inside the network. Step 2: Check the Take percentage before you delegate anything. Take is the percentage of emissions the validator keeps for itself. Everything above that number flows to you as a nominator. A validator with a 18 percent Take keeps 18 percent of the emissions their position generates and distributes the remainder to stakeholders. A validator with a 50 percent Take is keeping half of what your stake earns. Most people never look at this number before delegating. It is the first number you should check. A high Take is not automatically a red flag if the validator is genuinely performing well and contributing to the network. But a high Take combined with low VTrust in their subnet performance page is the exact combination that should make you move your stake immediately. Step 3: Open the Validator Performance page and find the VTrust score. This is the number most holders never see. VTrust measures how closely a validator's weight assignments align with the honest stake-weighted majority across the network inside each subnet they operate in. Validators are responsible for evaluating miner output and assigning scores. Those scores go into Yuma Consensus and determine which miners earn emissions. A validator doing genuine evaluation work will have weights that align closely with the honest consensus. High VTrust. Consistent emissions. Reliable nominator returns. A validator that is weight copying, meaning they are simply copying the Yuma consensus scores back onto themselves rather than doing real evaluation, will show a flagged return on Taostats. Their nom/24hr/1k TAO score appears in red. This is Taostats telling you directly: this validator is extracting value from the network without contributing to it. When you stake to a weight copying validator, you are funding a free rider. Step 4: Watch the 24hr Nominator Change column. This number moves fast and it tells you something before any other signal does. A validator losing nominators over consecutive days is a validator that informed stakers are quietly leaving. A validator gaining nominators rapidly while their VTrust is healthy is a validator attracting attention for the right reasons. The 24hr column is the on-chain version of sentiment before sentiment becomes a narrative on social media. Step 5: Check Active subnets alongside Total Weight. Active tells you the number of subnets where the validator has a parent or child hotkey running. A validator with high Total Weight but low Active subnets is concentrated. They are running a specific strategy in specific markets. A validator with broad Active coverage across many subnets is building a wider surface area for emissions and is more exposed to the overall network performance rather than any single subnet cycle. Neither is inherently better. But knowing which type of validator you are delegating to tells you what you are actually betting on when you stake. Step 6: Check the Weight Change column over time. Total Weight is a snapshot. Weight Change is momentum. A validator with stable or growing Total Weight over consecutive days is attracting net new stake consistently. A validator with declining Weight Change is losing stake faster than it is gaining it. Most people look at the current number. The people positioning correctly are watching which direction the number is moving and how fast. The difference between a good validator and a dangerous one is not obvious from the outside. It is not the name. It is not the size. It is the VTrust score, the Take percentage, the nominator trend, and whether Taostats is showing their return in red or not. Every one of those signals is sitting on the Validators page right now. Free. Live. Updated every block. The investors who read the data layer before the narrative layer will not need to explain their staking decisions later. Open Taostats tonight. You will want to find this post when you do.

2xnmore

11,771 views • 29 days ago

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

166,795 views • 1 year ago

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters
1:10:31

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

University of Austin (UATX)

27,770 views • 5 months ago

this is a lecture on how to hunt for investors, cofounders & new hires complete breakdown: 00:00 8 billion people don't know you exist 00:24 No one knows you. No one cares. 01:09 Stop being a farmer 01:51 The one thing all great hunters share 02:10 How I got my co-founder in 30 seconds 03:30 You + them = 3 people 05:36 Missionaries vs mercenaries 10:31 Why you have to be generous with equity 12:35 The right vesting schedule 13:17 Always trial before you commit 14:19 The 9-to-5 specialist red flag 15:05 Why logos mean nothing 17:46 Hunt them on GitHub 19:37 Niche Discords and subreddits 20:58 Why paid referrals work 22:10 Hiring friends: the trap 24:39 Why advisors are bullshit 31:29 Should you raise at all? 35:06 Investors only buy growth stories 35:58 Fundraising is running an auction 37:36 The luck factor (and Twitter lies) 39:33 Angels vs VCs 47:21 The hierarchy: inbound > warm > cold 48:00 Never ask a VC for intros if they pass 48:59 The double opt-in rule 52:32 Fundraising is a full-time job 53:33 Why a 4-week VC chat is a "no" 56:22 The leverage trick 01:00:24 Fundraising advisors = scam 01:02:21 The one trait of every great founder 01:03:18 Your homework: a list of 100
1:04:08

this is a lecture on how to hunt for investors, cofounders & new hires complete breakdown: 00:00 8 billion people don't know you exist 00:24 No one knows you. No one cares. 01:09 Stop being a farmer 01:51 The one thing all great hunters share 02:10 How I got my co-founder in 30 seconds 03:30 You + them = 3 people 05:36 Missionaries vs mercenaries 10:31 Why you have to be generous with equity 12:35 The right vesting schedule 13:17 Always trial before you commit 14:19 The 9-to-5 specialist red flag 15:05 Why logos mean nothing 17:46 Hunt them on GitHub 19:37 Niche Discords and subreddits 20:58 Why paid referrals work 22:10 Hiring friends: the trap 24:39 Why advisors are bullshit 31:29 Should you raise at all? 35:06 Investors only buy growth stories 35:58 Fundraising is running an auction 37:36 The luck factor (and Twitter lies) 39:33 Angels vs VCs 47:21 The hierarchy: inbound > warm > cold 48:00 Never ask a VC for intros if they pass 48:59 The double opt-in rule 52:32 Fundraising is a full-time job 53:33 Why a 4-week VC chat is a "no" 56:22 The leverage trick 01:00:24 Fundraising advisors = scam 01:02:21 The one trait of every great founder 01:03:18 Your homework: a list of 100

Founders Inc

19,492 views • 2 months ago

Here are 3 simple patterns to master trading so you can be ready for the market's next uptrend: → Expectation breakers → Upside reversals → Inside days A very timely walkthrough with Richard Moglen and to get your weekend started. — Timestamps: 00:00 – Shakeouts and false signals: why not all setups are valid 01:18 – Expectation breakers: spotting surprise reversals in real time 03:14 – Reading price bars: closing range, volume, and market intent 06:00 – Relative strength in corrections: what Nvidia taught us 07:36 – Pattern psychology: reversals, breakouts, and failed moves 09:58 – Setting expectations: interpreting short-term price action 12:41 – Entry tactics: inside days, reversals, and tight risk setups 15:00 – Failed breakouts and the importance of bigger picture context 17:20 – Using multiple timeframes to confirm market direction 18:16 – Priming the range: setups that hint at explosive momentum 22:01 – Trade execution: context, levels, and timing precision 23:46 – Price–volume strategy: breakout conviction vs. weak pullbacks 26:11 – Bar-by-bar analysis: how pros study past winners 29:14 – Case study: RKLB’s full breakout-to-failure cycle 34:21 – Identifying sell signals through failed expectations 38:12 – Volume churn vs. low-volume tightness: which wins? 39:49 – Final takeaways: trading psychology, discipline, and edge 41:13 – Chart replay practice: mastering price action in real time Enjoy 💪
42:48

Here are 3 simple patterns to master trading so you can be ready for the market's next uptrend: → Expectation breakers → Upside reversals → Inside days A very timely walkthrough with Richard Moglen and to get your weekend started. — Timestamps: 00:00 – Shakeouts and false signals: why not all setups are valid 01:18 – Expectation breakers: spotting surprise reversals in real time 03:14 – Reading price bars: closing range, volume, and market intent 06:00 – Relative strength in corrections: what Nvidia taught us 07:36 – Pattern psychology: reversals, breakouts, and failed moves 09:58 – Setting expectations: interpreting short-term price action 12:41 – Entry tactics: inside days, reversals, and tight risk setups 15:00 – Failed breakouts and the importance of bigger picture context 17:20 – Using multiple timeframes to confirm market direction 18:16 – Priming the range: setups that hint at explosive momentum 22:01 – Trade execution: context, levels, and timing precision 23:46 – Price–volume strategy: breakout conviction vs. weak pullbacks 26:11 – Bar-by-bar analysis: how pros study past winners 29:14 – Case study: RKLB’s full breakout-to-failure cycle 34:21 – Identifying sell signals through failed expectations 38:12 – Volume churn vs. low-volume tightness: which wins? 39:49 – Final takeaways: trading psychology, discipline, and edge 41:13 – Chart replay practice: mastering price action in real time Enjoy 💪

TraderLion

31,475 views • 1 year ago

I'm incredibly proud to share that Alan is raising €480m (Series G), valuing the company at €5.5bn: the largest round in our history, led by Prosus Group , alongside our amazing long-term partners Teachers' Venture Growth and Index Ventures (Jan Hammer ), and new investor Dara Holdings. 🚀 Ten years ago we set out to do something simple and hard: turn healthcare from reactive to proactive. To build a partner that helps people act before a problem becomes a bigger problem: bringing insurance, prevention and care together in one experience. Because health can't wait. Today that conviction is no longer a bet. It's a model that works: → 1.1m+ members → €800m+ in ARR, growing 53% YoY → Profitable in France, live across France, Belgium, Spain and Canada So why raise now, and why Prosus? Because we're at the meeting point of two powerful forces: a company that has proven its model, and the leadership we are taking in AI for health. AI will make personalized prevention, navigation and support available to everyone, and that changes what's possible for the millions of people we can help. And I couldn't be more delighted to do this next chapter with the Prosus teams. Prosus is one of the world's great technology operators, with $100B+ under management and a track record of building category-defining consumer platforms across the globe. They came with deep conviction, a long-term horizon, and exactly the expertise we need now: international expansion, consumer products, AI infrastructure, and an ecosystem we can plug into. I have loved every single interaction with their team: Fabricio, Fahd, Makram, Denis, Helen, Euro and many others! It makes so much sense because we share the same belief: the future of health is built at the intersection of insurance, prevention, care and AI. Great health is a universal right and prevention should be too. This round gives us the means to move faster: expand to new countries, deepen our presence where we already are, invest even more in AI and product, and pursue the strategic opportunities ahead. To our members, our 850+ Alaners, and everyone who has believed in this mission:thank you. 🙏 We're still at the very beginning of what Alan can become. Prevention insurance is the category we're building. Let's make it the new global standard. If this is the kind of mission you want to spend your energy on, we're hiring. Come build it with us. 💙
0:28

I'm incredibly proud to share that Alan is raising €480m (Series G), valuing the company at €5.5bn: the largest round in our history, led by Prosus Group , alongside our amazing long-term partners Teachers' Venture Growth and Index Ventures (Jan Hammer ), and new investor Dara Holdings. 🚀 Ten years ago we set out to do something simple and hard: turn healthcare from reactive to proactive. To build a partner that helps people act before a problem becomes a bigger problem: bringing insurance, prevention and care together in one experience. Because health can't wait. Today that conviction is no longer a bet. It's a model that works: → 1.1m+ members → €800m+ in ARR, growing 53% YoY → Profitable in France, live across France, Belgium, Spain and Canada So why raise now, and why Prosus? Because we're at the meeting point of two powerful forces: a company that has proven its model, and the leadership we are taking in AI for health. AI will make personalized prevention, navigation and support available to everyone, and that changes what's possible for the millions of people we can help. And I couldn't be more delighted to do this next chapter with the Prosus teams. Prosus is one of the world's great technology operators, with $100B+ under management and a track record of building category-defining consumer platforms across the globe. They came with deep conviction, a long-term horizon, and exactly the expertise we need now: international expansion, consumer products, AI infrastructure, and an ecosystem we can plug into. I have loved every single interaction with their team: Fabricio, Fahd, Makram, Denis, Helen, Euro and many others! It makes so much sense because we share the same belief: the future of health is built at the intersection of insurance, prevention, care and AI. Great health is a universal right and prevention should be too. This round gives us the means to move faster: expand to new countries, deepen our presence where we already are, invest even more in AI and product, and pursue the strategic opportunities ahead. To our members, our 850+ Alaners, and everyone who has believed in this mission:thank you. 🙏 We're still at the very beginning of what Alan can become. Prevention insurance is the category we're building. Let's make it the new global standard. If this is the kind of mission you want to spend your energy on, we're hiring. Come build it with us. 💙

Jean-Charles Samuelian-Werve ʕ•ᴥ•ʔ

32,958 views • 23 days ago

A new DeFi era needs a return to fundamental primitives. Announcing Soul Public Sale! DeFi is entering a new era, led by protocols that bring real innovation, but to live up to its full potential, it needs to re-embrace its founding ethos with broad distribution and fair allocation. Soul is part of this: a 0-to-1 DeFi primitive that reimagines and unites crypto lending, built to unlock a new category of opportunities for users and enabling new DeFi economies led by increased efficiency and new on-chain dynamics. The launch of our Testnet has been a significant initial milestone in our journey, and we are beyond grateful to see such a warm welcome from our early community members! With this being just the first step of a long path ahead, we are excited to announce another significant milestone we are gearing up towards. Introducing the $SO Token Fair Public Round on May 16th! As a fully decentralized protocol, our goal is not to lead a community, but to lead together with the community! We are big believers that a united goal to create a change in the world will bring the strongest foundations for long-term success. We are excited to share with you that Soul successfully raised $4M in a private round from valuable partners such as X Ventures, TPCº, and Runtime Vеrification alongside angels from Coinbase 🛡️, LayerZero, Flowdesk, and . This was an important step to support the early development of the protocol and bring the initial vision to life. However, we believe that the true value of Soul should be established transparently, through broad community participation, rather than being set by private market dynamics. To support this, we are introducing the Fair Public Round for the $SO Token. A process designed to ensure equal access, fair valuation, and eliminate preferential terms for early participants. // The problem Over the past few years, a familiar pattern has emerged across the crypto sector. Projects often raise substantial capital through private rounds, securing early valuations and preferential terms for a limited group of participants. When a public round is eventually offered, it typically comes at a significantly higher valuation, offering fewer opportunities and limited upside for retail investors. This approach creates a fundamental imbalance, restricting participation and disconnecting value creation from important groups who also contribute to a project's success: users, supporters, and builders. At Soul, we believe there is a better model, one that aligns incentives from the beginning and builds stronger foundations for long-term growth. By giving the community the opportunity to participate early and on fair terms, we enable those who contribute to Soul’s success to directly benefit from the value they help create. // A new ICO era emerges An era in which initial valuations are not decided around a table of early private participants, but by the open and public participation itself. In 2017–2018, we witnessed one of the most dynamic periods in crypto history: the ICO era. A time when anyone, anywhere in the world, could participate meaningfully in the early growth of projects they believed in. Access was open, participation was broad, and innovation was funded directly by the community. Over time, however, that spirit of openness faded. The rise of private rounds and exclusive allocations shifted the landscape toward more traditional fundraising models, limiting access and weakening the connection between projects and their communities. We believe it's time to restore that original spirit, to rebuild a model where openness, fairness, and community participation are at the core of crypto startup innovation. // Pushing for an ICO 2.0 Era At Soul, we are committed to building a foundation that prioritizes fair participation and long-term alignment. 25% of the total token supply will be allocated to the community through this Public Round, establishing the basis for strong, decentralized governance as the protocol launches. Soul’s valuation will be determined upon the conclusion of the Public Sale, based solely on the capital raised during the round. We are equally committed to avoiding the common pitfalls of low circulating supply and artificially high FDV. All tokens offered in the public round will be fully unlocked at TGE, allowing for a transparent, market-driven valuation from the outset. // $SO Utility The $SO token is an essential component of the Soul Protocol, designed to drive governance, gauge voting, yield boosting, and value sharing. Rather than existing as a speculative asset, $SO is structured to reward participation, align incentives across stakeholders, and strengthen long-term protocol sustainability. Its utility is directly tied to protocol adoption and engagement, ensuring that value creation flows to those who contribute meaningfully to the protocol. Soul rejects short-term incentive models such as liquidity mining, which often generate unsustainable growth. Instead, prioritizes product-driven revenue and long-term value accrual, distributing rewards to $SO stakers and active participants in proportion to their contributions. Governance & Emissions Control $SO is the governance token of the Soul Protocol, enabling holders to participate in critical decision-making processes. Through governance proposals and emission gauge voting, $SO holders directly influence the allocation of incentives across Soul’s integrated Money Markets, ensuring that ecosystem growth is aligned with stakeholder interests. Boosted Yields Through Staking Staking $SO enhances users' lending positions by granting access to additional yield opportunities on top of base APYs. This mechanism directly links token utility to core protocol activity, ensuring that demand for $SO is driven by real usage rather than speculative behavior. Revenue Sharing & Buyback Mechanism The protocol’s fee switch will direct a portion of collected revenue to purchase $SO tokens from the open market, which will then be redistributed to stakers through emissions and reward mechanisms. This model will directly link protocol revenue to tokenholder rewards, ensuring that $SO ownership is economically tied to the protocol’s activity and long-term growth. For full details on tokenomics, please visit our dedicated page:
1:06

A new DeFi era needs a return to fundamental primitives. Announcing Soul Public Sale! DeFi is entering a new era, led by protocols that bring real innovation, but to live up to its full potential, it needs to re-embrace its founding ethos with broad distribution and fair allocation. Soul is part of this: a 0-to-1 DeFi primitive that reimagines and unites crypto lending, built to unlock a new category of opportunities for users and enabling new DeFi economies led by increased efficiency and new on-chain dynamics. The launch of our Testnet has been a significant initial milestone in our journey, and we are beyond grateful to see such a warm welcome from our early community members! With this being just the first step of a long path ahead, we are excited to announce another significant milestone we are gearing up towards. Introducing the $SO Token Fair Public Round on May 16th! As a fully decentralized protocol, our goal is not to lead a community, but to lead together with the community! We are big believers that a united goal to create a change in the world will bring the strongest foundations for long-term success. We are excited to share with you that Soul successfully raised $4M in a private round from valuable partners such as X Ventures, TPCº, and Runtime Vеrification alongside angels from Coinbase 🛡️, LayerZero, Flowdesk, and . This was an important step to support the early development of the protocol and bring the initial vision to life. However, we believe that the true value of Soul should be established transparently, through broad community participation, rather than being set by private market dynamics. To support this, we are introducing the Fair Public Round for the $SO Token. A process designed to ensure equal access, fair valuation, and eliminate preferential terms for early participants. // The problem Over the past few years, a familiar pattern has emerged across the crypto sector. Projects often raise substantial capital through private rounds, securing early valuations and preferential terms for a limited group of participants. When a public round is eventually offered, it typically comes at a significantly higher valuation, offering fewer opportunities and limited upside for retail investors. This approach creates a fundamental imbalance, restricting participation and disconnecting value creation from important groups who also contribute to a project's success: users, supporters, and builders. At Soul, we believe there is a better model, one that aligns incentives from the beginning and builds stronger foundations for long-term growth. By giving the community the opportunity to participate early and on fair terms, we enable those who contribute to Soul’s success to directly benefit from the value they help create. // A new ICO era emerges An era in which initial valuations are not decided around a table of early private participants, but by the open and public participation itself. In 2017–2018, we witnessed one of the most dynamic periods in crypto history: the ICO era. A time when anyone, anywhere in the world, could participate meaningfully in the early growth of projects they believed in. Access was open, participation was broad, and innovation was funded directly by the community. Over time, however, that spirit of openness faded. The rise of private rounds and exclusive allocations shifted the landscape toward more traditional fundraising models, limiting access and weakening the connection between projects and their communities. We believe it's time to restore that original spirit, to rebuild a model where openness, fairness, and community participation are at the core of crypto startup innovation. // Pushing for an ICO 2.0 Era At Soul, we are committed to building a foundation that prioritizes fair participation and long-term alignment. 25% of the total token supply will be allocated to the community through this Public Round, establishing the basis for strong, decentralized governance as the protocol launches. Soul’s valuation will be determined upon the conclusion of the Public Sale, based solely on the capital raised during the round. We are equally committed to avoiding the common pitfalls of low circulating supply and artificially high FDV. All tokens offered in the public round will be fully unlocked at TGE, allowing for a transparent, market-driven valuation from the outset. // $SO Utility The $SO token is an essential component of the Soul Protocol, designed to drive governance, gauge voting, yield boosting, and value sharing. Rather than existing as a speculative asset, $SO is structured to reward participation, align incentives across stakeholders, and strengthen long-term protocol sustainability. Its utility is directly tied to protocol adoption and engagement, ensuring that value creation flows to those who contribute meaningfully to the protocol. Soul rejects short-term incentive models such as liquidity mining, which often generate unsustainable growth. Instead, prioritizes product-driven revenue and long-term value accrual, distributing rewards to $SO stakers and active participants in proportion to their contributions. Governance & Emissions Control $SO is the governance token of the Soul Protocol, enabling holders to participate in critical decision-making processes. Through governance proposals and emission gauge voting, $SO holders directly influence the allocation of incentives across Soul’s integrated Money Markets, ensuring that ecosystem growth is aligned with stakeholder interests. Boosted Yields Through Staking Staking $SO enhances users' lending positions by granting access to additional yield opportunities on top of base APYs. This mechanism directly links token utility to core protocol activity, ensuring that demand for $SO is driven by real usage rather than speculative behavior. Revenue Sharing & Buyback Mechanism The protocol’s fee switch will direct a portion of collected revenue to purchase $SO tokens from the open market, which will then be redistributed to stakers through emissions and reward mechanisms. This model will directly link protocol revenue to tokenholder rewards, ensuring that $SO ownership is economically tied to the protocol’s activity and long-term growth. For full details on tokenomics, please visit our dedicated page:

Soul Labs

289,466 views • 1 year ago

Getting the most out of Claude Fable 5, Anthropic’s powerful new model, you need to maximize your ambition: It’s built for full task delegation—you leave it looping for hours or overnight and come back to a finished product. If you want to get the most out of it, you need to relearn what software engineering is and how to step away to let the model do its work. That’s why I invited Mike Krieger, head of Anthropic Labs, on Every 📧’s AI & I. Mike’s been using Mythos-class models for a few months now internally at Anthropic, and he’s learned a ton of new tricks to make its increased powers work for him. And, as a co-founder of Instagram, he can reflect on how software engineering has changed over the last 15 years and what it means going forward. We get into: - Why the right workflow for Fable 5 is overnight delegation, not back-and-forth iteration—Mike ends his workday by briefing the model, then wakes up to a completed task. When a remote service went down mid-task, Fable 5 wrote a workaround, documented it, and forged ahead - The gap between what’s in your head and what exists in the world is closing fast—given access to Fable 5 and a set of internal MCPs, an Anthropic recruiter described the experience as, "The first time in my life where I feel like the thing that's in my head and the thing that exists in the world are right next to each other. I can just do it." - Software engineering isn’t dead, but the role has been reinvented—the PM/eng split is blurring, and the better engineers Mike talks to are holding two feelings at once: loss for the craft and shock at what’s now possible - Verification is the new bottleneck—Mike gives Fable video captures of its own work so it can catch animation glitches that screenshots would miss This is a must-watch for anyone building software and trying to figure out their role now that the models can handle so much. Watch below! Timestamps Introduction: 00:00:03 How Fable completely reshaped Mike's workflow: 00:01:48 When to use Sonnet versus Fable: 00:04:48 What the media tracker Mike built over a weekend reveals about agent-native architecture: 00:10:06 The cost to build has collapsed: 00:15:00 Is software engineering over?: 00:19:03 How Anthropic's engineering teams work today: 00:21:48 The mechanics of verification: 00:38:39 Dynamic workflows: 00:47:24 What people should use the model to build: 00:44:39
52:05

Getting the most out of Claude Fable 5, Anthropic’s powerful new model, you need to maximize your ambition: It’s built for full task delegation—you leave it looping for hours or overnight and come back to a finished product. If you want to get the most out of it, you need to relearn what software engineering is and how to step away to let the model do its work. That’s why I invited Mike Krieger, head of Anthropic Labs, on Every 📧’s AI & I. Mike’s been using Mythos-class models for a few months now internally at Anthropic, and he’s learned a ton of new tricks to make its increased powers work for him. And, as a co-founder of Instagram, he can reflect on how software engineering has changed over the last 15 years and what it means going forward. We get into: - Why the right workflow for Fable 5 is overnight delegation, not back-and-forth iteration—Mike ends his workday by briefing the model, then wakes up to a completed task. When a remote service went down mid-task, Fable 5 wrote a workaround, documented it, and forged ahead - The gap between what’s in your head and what exists in the world is closing fast—given access to Fable 5 and a set of internal MCPs, an Anthropic recruiter described the experience as, "The first time in my life where I feel like the thing that's in my head and the thing that exists in the world are right next to each other. I can just do it." - Software engineering isn’t dead, but the role has been reinvented—the PM/eng split is blurring, and the better engineers Mike talks to are holding two feelings at once: loss for the craft and shock at what’s now possible - Verification is the new bottleneck—Mike gives Fable video captures of its own work so it can catch animation glitches that screenshots would miss This is a must-watch for anyone building software and trying to figure out their role now that the models can handle so much. Watch below! Timestamps Introduction: 00:00:03 How Fable completely reshaped Mike's workflow: 00:01:48 When to use Sonnet versus Fable: 00:04:48 What the media tracker Mike built over a weekend reveals about agent-native architecture: 00:10:06 The cost to build has collapsed: 00:15:00 Is software engineering over?: 00:19:03 How Anthropic's engineering teams work today: 00:21:48 The mechanics of verification: 00:38:39 Dynamic workflows: 00:47:24 What people should use the model to build: 00:44:39

Dan Shipper 📧

40,430 views • 1 month ago

Official Announcement: PDAO Airdrop Now LIVE! We are excited to announce that the PDAO airdrop is now officially open! You can now claim your $PDAO tokens and be part of a movement that’s here to disrupt the status quo of the Solana ecosystem! Airdrop: CA: Ds9FdU48nD34dgtfeSLtqvc5L9LoPig7cwb7kcxbmoon The Origin of PDAO: Born from the Struggles of Solana’s PVP PDAO was created as a direct response to the PVP (Player vs. Player) behavior that has plagued the Solana blockchain for far too long. These malicious actions, often driven by centralized forces who control the market, have led to unfair manipulation, exploitation, and widespread losses for the true community members. For years, these centralized platforms like Pumpfun have created artificial hype, draining resources from the community with their unjust practices, only to profit off the backs of honest users. The rise of these manipulative entities has created an urgent need for a decentralized solution. PDAO was born to challenge this monopoly and to create a fairer, transparent ecosystem where the community has control, not a centralized few. Why We Reject Pumpfun and Centralization？ At PDAO, we firmly reject the centralized, exploitative systems like Pumpfun that continue to poison the Solana ecosystem. Pumpfun has been nothing but a leech on the Solana blockchain, creating artificial hype, inflating token values, and enriching a few while leaving the majority of users in financial turmoil. This behavior is unsustainable, unfair, and ultimately damaging to the ecosystem we all love. We believe in a community-driven future, one where decentralization reigns supreme, and users control their own destinies. PDAO represents this vision, a movement towards true decentralization, transparency, and fair opportunity for all. PDAO Airdrop Targeting the Following Communities: PDAO is offering a generous airdrop to key communities that have been instrumental in the Solana ecosystem, as well as to those who have been hurt by centralized platforms like Pumpfun. The airdrop is available for the following active users: 1. Users active on Solana between 1/13 - 2/13 2. Solana Saga 2 phone holders 3. Pumpfun traders who’ve been impacted by manipulative practices 4.Moonpump zealy, galxe task users Solana community members who believe in decentralization and fair opportunities PDAO Tokenomics: Fair and Community-Centered The $PDAO token is not just another meme token; it’s a tool for empowerment. Our tokenomics are designed to ensure long-term sustainability and fair distribution, rewarding those who truly believe in our mission. Here’s the breakdown: 🔹 40% – Airdropped to 5 million active Solana addresses 🔹 20% – Staking Rewards (1-month lockup, 42 days linear release) 🔹 20% – Treasury Funds (3-month lockup, 90 days linear release) 🔹 20% – Liquidity Pools & Burns (Added to Raydium liquidity pool and burned) PDAO’s Vision for the Future: Building Solana’s True Future Our vision goes far beyond just distributing tokens. PDAO aims to build a new paradigm for the Solana blockchain—one based on community empowerment, fair distribution, and true decentralization. We will continue to focus on creating value for the users, not a small group of centralized players. We are committed to: Driving true decentralization in Solana’s ecosystem. Supporting a transparent, community-governed ecosystem where every member has a voice. Rewarding early supporters and active community members who help shape our ecosystem. Encouraging innovation in the Solana space by bringing together developers, creators, and entrepreneurs who believe in a decentralized future. As we grow, PDAO will continue to evolve, introducing new features, platforms, and rewards that align with our mission. We are just getting started, and the future is bright for those who join us in this movement. Join the Revolution: Claim Your Airdrop Now! It’s time to stand up against the centralized exploitation of platforms like Pumpfun. Join PDAO in our mission to reclaim Solana’s ecosystem, restore fairness, and create a transparent and decentralized future. The revolution has started—and we want YOU to be a part of it! Together, We Will Build a Better Future for Solana Let’s rise above the chaos, embrace decentralization, and work together to build the future of Solana. PDAO is your opportunity to be part of something bigger, something that will transform the ecosystem into what it was always meant to be—a truly decentralized and community-driven platform. It’s time to join the movement. 🌍🚀
0:24

Official Announcement: PDAO Airdrop Now LIVE! We are excited to announce that the PDAO airdrop is now officially open! You can now claim your $PDAO tokens and be part of a movement that’s here to disrupt the status quo of the Solana ecosystem! Airdrop: CA: Ds9FdU48nD34dgtfeSLtqvc5L9LoPig7cwb7kcxbmoon The Origin of PDAO: Born from the Struggles of Solana’s PVP PDAO was created as a direct response to the PVP (Player vs. Player) behavior that has plagued the Solana blockchain for far too long. These malicious actions, often driven by centralized forces who control the market, have led to unfair manipulation, exploitation, and widespread losses for the true community members. For years, these centralized platforms like Pumpfun have created artificial hype, draining resources from the community with their unjust practices, only to profit off the backs of honest users. The rise of these manipulative entities has created an urgent need for a decentralized solution. PDAO was born to challenge this monopoly and to create a fairer, transparent ecosystem where the community has control, not a centralized few. Why We Reject Pumpfun and Centralization？ At PDAO, we firmly reject the centralized, exploitative systems like Pumpfun that continue to poison the Solana ecosystem. Pumpfun has been nothing but a leech on the Solana blockchain, creating artificial hype, inflating token values, and enriching a few while leaving the majority of users in financial turmoil. This behavior is unsustainable, unfair, and ultimately damaging to the ecosystem we all love. We believe in a community-driven future, one where decentralization reigns supreme, and users control their own destinies. PDAO represents this vision, a movement towards true decentralization, transparency, and fair opportunity for all. PDAO Airdrop Targeting the Following Communities: PDAO is offering a generous airdrop to key communities that have been instrumental in the Solana ecosystem, as well as to those who have been hurt by centralized platforms like Pumpfun. The airdrop is available for the following active users: 1. Users active on Solana between 1/13 - 2/13 2. Solana Saga 2 phone holders 3. Pumpfun traders who’ve been impacted by manipulative practices 4.Moonpump zealy, galxe task users Solana community members who believe in decentralization and fair opportunities PDAO Tokenomics: Fair and Community-Centered The $PDAO token is not just another meme token; it’s a tool for empowerment. Our tokenomics are designed to ensure long-term sustainability and fair distribution, rewarding those who truly believe in our mission. Here’s the breakdown: 🔹 40% – Airdropped to 5 million active Solana addresses 🔹 20% – Staking Rewards (1-month lockup, 42 days linear release) 🔹 20% – Treasury Funds (3-month lockup, 90 days linear release) 🔹 20% – Liquidity Pools & Burns (Added to Raydium liquidity pool and burned) PDAO’s Vision for the Future: Building Solana’s True Future Our vision goes far beyond just distributing tokens. PDAO aims to build a new paradigm for the Solana blockchain—one based on community empowerment, fair distribution, and true decentralization. We will continue to focus on creating value for the users, not a small group of centralized players. We are committed to: Driving true decentralization in Solana’s ecosystem. Supporting a transparent, community-governed ecosystem where every member has a voice. Rewarding early supporters and active community members who help shape our ecosystem. Encouraging innovation in the Solana space by bringing together developers, creators, and entrepreneurs who believe in a decentralized future. As we grow, PDAO will continue to evolve, introducing new features, platforms, and rewards that align with our mission. We are just getting started, and the future is bright for those who join us in this movement. Join the Revolution: Claim Your Airdrop Now! It’s time to stand up against the centralized exploitation of platforms like Pumpfun. Join PDAO in our mission to reclaim Solana’s ecosystem, restore fairness, and create a transparent and decentralized future. The revolution has started—and we want YOU to be a part of it! Together, We Will Build a Better Future for Solana Let’s rise above the chaos, embrace decentralization, and work together to build the future of Solana. PDAO is your opportunity to be part of something bigger, something that will transform the ecosystem into what it was always meant to be—a truly decentralized and community-driven platform. It’s time to join the movement. 🌍🚀

PDAO || PlayerDAO

12,365 views • 1 year ago

We use Bittensor to gather intelligence. But we’ll build the product in-house. Our subnet is a phenomenal intelligence engine: 1000+ miners and ~5500 agents competing, iterating on, and compounding each other’s work. One miner builds a breakthrough agent. The next forks it, implements a new tool, improves performance by 1-2%. The next does the same. This cycle runs continuously, with hundreds of teams around the world, each with different expertise, different approaches, different intuitions, all pushing the same eval forward. That's what the subnet is built for, and it's how we've outpaced labs with orders of magnitude more resources. Once our agent reaches SOTA on shopping, the next bottleneck is building an elegant, easy-to-use consumer product. And great products don't come from crowds. Open-source competition is the right tool for maximizing intelligence, you want hundreds of mutually compounding perspectives and iterations. But product is the opposite. Product requires taste. Elegance. Strong opinions about what to include and, critically, what to leave out. It requires a small, high-judgment team moving fast and making sharp calls, not a thousand competing voices. The best consumer experiences in the world were built by teams who knew exactly what they wanted to build and had the conviction to say no to everything else. That’s why phase two – building the product, belongs in-house at Oro. The best companies don’t start big – they start narrow In Zero to One, Peter Thiel argues that every great company starts by dominating a small, specific market before expanding outward. Amazon started with just books, going from $16 million to $148 million in revenue in that narrow market before touching anything else. PayPal went all-in on eBay power sellers, growing from 10,000 to over 5 million users in under a year. Facebook launched at Harvard and didn't open to the public for two and a half years. The playbook is proven: own a small market first, then expand. We're starting with consumer electronics. Why? Because electronics has something most shopping categories don't: objectivity. "Find me the best deal on an RTX 5090" has a right answer. Specs, prices, compatibility, all measurable, all verifiable. "Find me the perfect dress for a wedding" doesn't. You can't build a reliable eval for something with no correct answer. Starting with electronics enables us to kickstart a recursive self-improvement loop for our agent: assign it shopping tasks with clear success criteria, assess its performance and learn about its specific profile of strengths and weaknesses, and use that rich vein of data to improve both the eval and the base agent. We’ll start where we can prove our agent works. We’ll own that vertical. Then we’ll grow from there. Land, dominate, then expand.
1:12

We use Bittensor to gather intelligence. But we’ll build the product in-house. Our subnet is a phenomenal intelligence engine: 1000+ miners and ~5500 agents competing, iterating on, and compounding each other’s work. One miner builds a breakthrough agent. The next forks it, implements a new tool, improves performance by 1-2%. The next does the same. This cycle runs continuously, with hundreds of teams around the world, each with different expertise, different approaches, different intuitions, all pushing the same eval forward. That's what the subnet is built for, and it's how we've outpaced labs with orders of magnitude more resources. Once our agent reaches SOTA on shopping, the next bottleneck is building an elegant, easy-to-use consumer product. And great products don't come from crowds. Open-source competition is the right tool for maximizing intelligence, you want hundreds of mutually compounding perspectives and iterations. But product is the opposite. Product requires taste. Elegance. Strong opinions about what to include and, critically, what to leave out. It requires a small, high-judgment team moving fast and making sharp calls, not a thousand competing voices. The best consumer experiences in the world were built by teams who knew exactly what they wanted to build and had the conviction to say no to everything else. That’s why phase two – building the product, belongs in-house at Oro. The best companies don’t start big – they start narrow In Zero to One, Peter Thiel argues that every great company starts by dominating a small, specific market before expanding outward. Amazon started with just books, going from $16 million to $148 million in revenue in that narrow market before touching anything else. PayPal went all-in on eBay power sellers, growing from 10,000 to over 5 million users in under a year. Facebook launched at Harvard and didn't open to the public for two and a half years. The playbook is proven: own a small market first, then expand. We're starting with consumer electronics. Why? Because electronics has something most shopping categories don't: objectivity. "Find me the best deal on an RTX 5090" has a right answer. Specs, prices, compatibility, all measurable, all verifiable. "Find me the perfect dress for a wedding" doesn't. You can't build a reliable eval for something with no correct answer. Starting with electronics enables us to kickstart a recursive self-improvement loop for our agent: assign it shopping tasks with clear success criteria, assess its performance and learn about its specific profile of strengths and weaknesses, and use that rich vein of data to improve both the eval and the base agent. We’ll start where we can prove our agent works. We’ll own that vertical. Then we’ll grow from there. Land, dominate, then expand.

ORO

144,802 views • 1 month ago