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🎬 MASSIVE $TAO NEWS: "The Incentive Layer" - First Bittensor Documentary drops October 2025 This isn't just another crypto doc. This is history being written. 👀 Watch the full trailer give it a like 👍 and follow Everτ τ, τ. Thanks to his incredible contributions to this vision: Featured...

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Andy ττ

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14,770 просмотров • 10 месяцев назад •via X (Twitter)

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Bittensor $TAO just got talked about on the floor of the NYSE 🏛 Evan Malanga, CRO of Yuma, went on FINTECH.TV's Market Movers at the Opening Bell. This isn't crypto Twitter. This is traditional finance media broadcast from inside the New York Stock Exchange. The audience is institutional investors, fund managers, and TradFi professionals. He broke down: → How $TAO democratizes AI through token incentives → The subnet architecture and competitive miner design → Why Bittensor is like the early World Wide Web for intelligence → Real-world applications with builders competing to produce AI outputs → TradFi rails entering the crypto ecosystem The signal here is clear. Yuma is DCG-backed. They're not just building subnets they're putting $TAO in front of the people who write the checks. Grayscale Trust. Deutsche Digital Assets ETP. Connecticut state VC fund. And now NYSE floor interviews. This is how institutional adoption actually happens. Not announcements. Conversations in the rooms that matter. $TAO is being positioned as infrastructure, not speculation. Watch the full interview: The people who need to see Bittensor are starting to see it.
4:46

Bittensor $TAO just got talked about on the floor of the NYSE 🏛 Evan Malanga, CRO of Yuma, went on FINTECH.TV's Market Movers at the Opening Bell. This isn't crypto Twitter. This is traditional finance media broadcast from inside the New York Stock Exchange. The audience is institutional investors, fund managers, and TradFi professionals. He broke down: → How $TAO democratizes AI through token incentives → The subnet architecture and competitive miner design → Why Bittensor is like the early World Wide Web for intelligence → Real-world applications with builders competing to produce AI outputs → TradFi rails entering the crypto ecosystem The signal here is clear. Yuma is DCG-backed. They're not just building subnets they're putting $TAO in front of the people who write the checks. Grayscale Trust. Deutsche Digital Assets ETP. Connecticut state VC fund. And now NYSE floor interviews. This is how institutional adoption actually happens. Not announcements. Conversations in the rooms that matter. $TAO is being positioned as infrastructure, not speculation. Watch the full interview: The people who need to see Bittensor are starting to see it.

Andy ττ

27,275 просмотров • 5 месяцев назад

Barry Silbert just gave the clearest explanation of $TAO and Bittensor subnets anyone has ever delivered on a mainstream stage. He said it plain: $TAO powers a decentralized marketplace for intelligence. Anyone can launch a subnet, earn tokens, and monetize real ML work. Open and permissionless. The ultimate hedge against centralized AI. Then Tom Lee made it even simpler. Subnets are the S&P 500 of independent AI startups. Each one competing to deliver value. Each one with its own token. TAO coordinating the entire network underneath. Two sentences, that is the whole thesis. Most people have spent two years trying to explain Bittensor and nobody listened. Two legends made it obvious in under five minutes. This is still early.
7:01

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

2xnmore

23,222 просмотров • 2 месяцев назад

OG Barry Silbert believes #Bittensor has the potential to be bigger than #Bitcoin ⚫️ "When I think about ways that #Bitcoin could be improved upon.. I believe, is to utilize the incentive being paid to #Bitcoin miners to incent an activity beyond just securing the network" "So with #Bittensor, potentially, given that it is identical to #Bitcoin and that it was a fair launch, there was no VC funding or foundation or pre-mine, there was no airdrops, it's capped at 21 million, you have halvings.. it's just like #Bitcoin" "But the difference, and I think kind of the benefit, is the incentive used by #Bitcoin miners is instead being redirected to build out #Bittensor and to incent people to engage" "And from that perspective, there's no reason to believe that #Bittensor could not be as big or even bigger than #Bitcoin" Full #Bittensor documentary dropping October 29, 2025 👇 $TAO
1:16

OG Barry Silbert believes #Bittensor has the potential to be bigger than #Bitcoin ⚫️ "When I think about ways that #Bitcoin could be improved upon.. I believe, is to utilize the incentive being paid to #Bitcoin miners to incent an activity beyond just securing the network" "So with #Bittensor, potentially, given that it is identical to #Bitcoin and that it was a fair launch, there was no VC funding or foundation or pre-mine, there was no airdrops, it's capped at 21 million, you have halvings.. it's just like #Bitcoin" "But the difference, and I think kind of the benefit, is the incentive used by #Bitcoin miners is instead being redirected to build out #Bittensor and to incent people to engage" "And from that perspective, there's no reason to believe that #Bittensor could not be as big or even bigger than #Bitcoin" Full #Bittensor documentary dropping October 29, 2025 👇 $TAO

𝗗𝗥𝗘𝗔𝗗 𝗕𝗢𝗡𝗚𝗢

24,786 просмотров • 9 месяцев назад

A Bittensor subnet just outscored Claude and Cursor on the SWE benchmark. They spent less than $1 million to get there. Anthropic spent billions. I sat down with Mark Jeffrey, one of the most connected people in the Bittensor ecosystem, and he broke down everything. Here's what most people don't know about TAO. Bittensor takes Bitcoin's mining concept and makes it programmable. Instead of solving meaningless hash puzzles, miners compete on real AI tasks. Best freelancer wins. Blockchain pays them. No company. No CEO. No permission needed. Bitcoin did this for energy. Bittensor does it for talent. The numbers are wild: • Ridges (Subnet 62) built a Claude/Cursor competitor for under $1M • Miners on Ridges were earning $50K per day at peak • The Bittensor network has 128 subnets, each like its own AI startup • Mark says 20-30 of them could become multi-billion dollar companies • Only 20% of TAO is staked in subnets right now • Stakers are earning up to 80% yield on some subnets Mark has been in crypto since 2013. He was in the Ethereum ICO. He's seen every cycle. His take: Bittensor is the most important thing to happen in crypto since Ethereum. He calls TAO the "third great coin" alongside Bitcoin and ETH. The comparison to early Bitcoin is hard to ignore. TAO just had its first halving in December. Same 21 million supply cap. Same post-halving setup. When Bitcoin went through this phase, it jumped from $250 to $10,000. Mark's conservative target for TAO by end of 2026: $3,000. But the real insight was about demand. More subnets means more TAO gets locked up. Subnet cap going from 128 to 256. Staking will absorb most of the supply. And AI agents need crypto to transact. They can't open bank accounts. Bittensor is building the rails for that. Jensen Huang just talked about Templar, a Bittensor subnet, on stage. This isn't theoretical anymore. People are using this stuff. The products on Bittensor are 10 to 100x better than what we saw in early Ethereum. And we're still early.
0:37

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

Jesus Martinez

73,314 просмотров • 4 месяцев назад

Huge! mikecontango | τ,τ announced Project Rubicon at SmartCon. In partnership with Chainlink and building on Base. This is a DeFi primitive designed to unlock yield and bring serious liquidity to Bittensor. Here's what's happening: Project Rubicon is a liquid staked alpha bridge built by General Tensor in partnership with Chainlink CCIP. It's coming to Base network. What makes this unique? It's the first infrastructure connecting Bittensor subnet tokens to mainland EVM. Until now, Bittensor has been isolated, brilliant innovation stuck behind tools and complex wallet setups. Rubicon removes that barrier completely and enables access to the biggest innovation . Now retail users can find and trade alpha tokens directly on Aerodrome and through the Coinbase 🛡️ app. No more technical maze. Just a few clicks to join the decentralized AI revolution. The top subnets are already signed up as inaugural listing partners, seeding alpha liquidity from day one. This expands the Bittensor universe to where the real liquidity lives. And this is huge for #Bittensor. More utility More liquidity Easy accessibility
14:10

Huge! mikecontango | τ,τ announced Project Rubicon at SmartCon. In partnership with Chainlink and building on Base. This is a DeFi primitive designed to unlock yield and bring serious liquidity to Bittensor. Here's what's happening: Project Rubicon is a liquid staked alpha bridge built by General Tensor in partnership with Chainlink CCIP. It's coming to Base network. What makes this unique? It's the first infrastructure connecting Bittensor subnet tokens to mainland EVM. Until now, Bittensor has been isolated, brilliant innovation stuck behind tools and complex wallet setups. Rubicon removes that barrier completely and enables access to the biggest innovation . Now retail users can find and trade alpha tokens directly on Aerodrome and through the Coinbase 🛡️ app. No more technical maze. Just a few clicks to join the decentralized AI revolution. The top subnets are already signed up as inaugural listing partners, seeding alpha liquidity from day one. This expands the Bittensor universe to where the real liquidity lives. And this is huge for #Bittensor. More utility More liquidity Easy accessibility

Robin τ

10,810 просмотров • 8 месяцев назад

Barry Silbert left Bitcoin to build an entire company around $TAO. Jason Calacanis backed Uber before anyone knew what Uber was. Now he is calling TAO a 200x opportunity over the next 5 to 10 years and putting personal money behind it. Jensen Huang called Bittensor a modern version of folding@home on the All-In Podcast. The CEO of NVIDIA does not name projects casually. Grayscale filed with the SEC to create a TAO trust. The exact same move they made before the Bitcoin ETF got approved. Barry Silbert. Jason Calacanis. Jensen Huang. Grayscale. These are not retail gamblers. These are the people who were sitting in the right rooms before every major shift in crypto and tech history. They are all pointing at the same thing right now. TAO had its first halving 5 months ago. Daily emissions dropped 50% permanently. The supply is contracting. The institutions are arriving. The infrastructure is being built. Most people will understand this after the move.
1:17

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

2xnmore

23,992 просмотров • 2 месяцев назад

Sat down with Bittensor co-founder Jacob Steeves (Const) for a deep dive into the state of Bittensor in 2026. We covered how Subnet 3 trained a 72B parameter model in a fully permissionless decentralized way, how subnets create markets for digital commodities like gradients and inference, the dynamic TAO tokenomics that lock emissions into subnet liquidity pools, and why open ownership of AI matters more than ever as centralized labs head toward trillion-dollar IPOs. 0:00 Intro: Bittensor Co-Founder Jacob Steeves 1:13 Jacob's Background, From Deep Learning to Crypto 4:45 Founding Bittensor: The Monetary Computer 7:58 How Subnets Work as Markets for Digital Commodities 11:18 Subnet 3: Decentralized Model Training 15:28 Permissionless Training at Internet Scale 18:52 Why This Matters: Open Source AI Ownership 25:53 Subnet Tour: Optimization, Inference, and Compute 29:55 Affine: Beating Qwen 30B via Market Incentives 34:26 TAO Tokenomics and Dynamic TAO 51:54 How Investors Participate: Just Buy TAO 54:05 Open Ownership vs Fiat AI
1:00:37

Sat down with Bittensor co-founder Jacob Steeves (Const) for a deep dive into the state of Bittensor in 2026. We covered how Subnet 3 trained a 72B parameter model in a fully permissionless decentralized way, how subnets create markets for digital commodities like gradients and inference, the dynamic TAO tokenomics that lock emissions into subnet liquidity pools, and why open ownership of AI matters more than ever as centralized labs head toward trillion-dollar IPOs. 0:00 Intro: Bittensor Co-Founder Jacob Steeves 1:13 Jacob's Background, From Deep Learning to Crypto 4:45 Founding Bittensor: The Monetary Computer 7:58 How Subnets Work as Markets for Digital Commodities 11:18 Subnet 3: Decentralized Model Training 15:28 Permissionless Training at Internet Scale 18:52 Why This Matters: Open Source AI Ownership 25:53 Subnet Tour: Optimization, Inference, and Compute 29:55 Affine: Beating Qwen 30B via Market Incentives 34:26 TAO Tokenomics and Dynamic TAO 51:54 How Investors Participate: Just Buy TAO 54:05 Open Ownership vs Fiat AI

VirtualBacon

42,057 просмотров • 4 месяцев назад

I’m currently watching Raoul Pal's latest RV podcast on crypto in 2026, and the summary is 2026 is the year of AI He said "Barry Silbert is going to be right, and $TAO is gonna go up" I found it quite funny that most of the things and features they were talking about already exists on Bittensor They highlighted > data marketplaces > owning your data and selling it to models > AI integrated into trading, analytics, and decision-making > Claude-like models being plugged directly into products And said they haven’t really seen this done properly on a blockchain level yet That's the thing alot of people are missing Because the blockchain that’s already decentralizing intelligence and incentivizing it is Bittensor What they’re describing for 2026 already exists on TAO The only problem is how to go bigger and drive adoption > decentralized data and intelligence markets > open competition between models > real incentives for performance > AI systems that can plug into finance, research, prediction, and analytics Even the “Claude integration” they talked about? We already see dope models being used inside subnets, competing, evaluated, and rewarded openly. This is why the Bitcoin 2012 comparison keeps coming up Small builder community High signal Hard to understand No clear valuation framework yet But the difference this time is that the asset isn’t money It’s intelligence $TAO is still under $300, way cheaper than $ZEC right now Not holding TAO long term, while the world is clearly moving toward AI-native economies, is a dumb mistake at The question isn’t if intelligence becomes decentralized It’s who owns the rails when it does So far, only one network is actually building that Bittensor ($TAO)
1:00

I’m currently watching Raoul Pal's latest RV podcast on crypto in 2026, and the summary is 2026 is the year of AI He said "Barry Silbert is going to be right, and $TAO is gonna go up" I found it quite funny that most of the things and features they were talking about already exists on Bittensor They highlighted > data marketplaces > owning your data and selling it to models > AI integrated into trading, analytics, and decision-making > Claude-like models being plugged directly into products And said they haven’t really seen this done properly on a blockchain level yet That's the thing alot of people are missing Because the blockchain that’s already decentralizing intelligence and incentivizing it is Bittensor What they’re describing for 2026 already exists on TAO The only problem is how to go bigger and drive adoption > decentralized data and intelligence markets > open competition between models > real incentives for performance > AI systems that can plug into finance, research, prediction, and analytics Even the “Claude integration” they talked about? We already see dope models being used inside subnets, competing, evaluated, and rewarded openly. This is why the Bitcoin 2012 comparison keeps coming up Small builder community High signal Hard to understand No clear valuation framework yet But the difference this time is that the asset isn’t money It’s intelligence $TAO is still under $300, way cheaper than $ZEC right now Not holding TAO long term, while the world is clearly moving toward AI-native economies, is a dumb mistake at The question isn’t if intelligence becomes decentralized It’s who owns the rails when it does So far, only one network is actually building that Bittensor ($TAO)

Angry Davee

10,613 просмотров • 6 месяцев назад

James Altucher just launched an entire podcast dedicated to $TAO. He called it the TAO Pod. First episode: “Will Bittensor Be Bigger Than Bitcoin?” This is the man who called Bitcoin early. Called Ethereum early. Called crypto early when everyone thought he was insane. Here is what stopped me reading his piece: One subnet on Bittensor called Chutes is serving 150 billion language tokens per day. Not crypto tokens. Language tokens. The raw material that powers every LLM response from ChatGPT to Grok. 150 billion. Every 24 hours. Through a decentralised network most people have never heard of. That was July 2025. Since then, Chutes has recorded a 250x usage increase. Cumulative totals have crossed into the trillions. This is not a snapshot. This is a growth curve. And it is happening before mainstream awareness. Before the ETF. Before the institutional allocation cycle begins. Altucher’s comparison is the one worth sitting with: 1994 internet. Before the browser existed. Before anyone knew what email was. Before you could explain to your parents why any of it mattered. That is where he thinks Bittensor is right now. - Barry Silbert built an entire company around it. - Jason Calacanis put personal money in and called 200x. - Jensen Huang called it a modern Folding@Home on the All-In Podcast. - Grayscale filed a trust with the SEC. - PwC sent a partner to the Bittensor track in Paris. - James Altucher launched a dedicated podcast. These are not tourists. These are the people who were in the right rooms before every major shift in crypto and tech history. They are all pointing at the same thing. The people who read the docs always buy before the people who read the price.
28:23

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

2xnmore

17,274 просмотров • 2 месяцев назад

🚀 Exciting News $SHELL the Future of AI Agents and $TAO with the TTS Subnet on Bittensor! 🚀 MyShell extends the impact of Bittensor's incentive mechanism to its over 1 million registered users and 50,000 creators, greatly expanding Bittensor's and $TAO's influence. MyShell and Bittensor are right at the heart this massive shake-up with $SHELL and $TAO. They’re all about making AI not just smart but also something everyone can get into, thanks to the power of decentralized networks. And at the core? AI agents. These aren't your average digital assistants; they're about to change how we interact with tech on a whole new level. MyShell's Big Idea with $SHELL So, MyShell’s got this big plan to make AI something anyone can dive into. They're launching this TTS Subnet thing on Bittensor's network, which is all about making machines talk in more human-like ways, and they're using $SHELL tokens to fuel this vision. Their goal? To push past old-school AI limits and create with AI as easy as pie, all while keeping it open-source and community-powered. Bittensor Does Its Magic with $TAO On the other side, you’ve got Bittensor doing wonders with $TAO, building this massive network where anyone, anywhere, can chip in on AI research and development. This partnership with MyShell? It’s a game-changer, breaking down walls in AI development and letting folks from all over the world have a go at making AI smarter. $SHELL + $TAO = AI Revolution Putting $SHELL and $TAO together is where the magic really happens. MyShell and Bittensor aren’t just teaming up for the tech; they’re here to transform our digital world, making AI agents a big part of our online lives. Imagine AI that doesn’t just follow orders but helps, creates, and learns with you. That’s the future they’re building. Hop on Board the AI Revolution This isn’t just tech talk; it’s a call to action. MyShell and Bittensor are inviting anyone with a spark for AI to jump in and help shape this new world. Whether you’re a coder, a creator, or just curious, there’s a spot for you to dive in and make a difference. Want to get started? Check out MyShell on GitHub: Follow the latest buzz on X: MyShell.AI Take a deeper dive at Website: This is more than just building AI; it’s about crafting a future where AI is part of everyone’s life, powered by the community, for the community. Let’s make it happen with $SHELL and $TAO. Share on YouTube:
4:21

🚀 Exciting News $SHELL the Future of AI Agents and $TAO with the TTS Subnet on Bittensor! 🚀 MyShell extends the impact of Bittensor's incentive mechanism to its over 1 million registered users and 50,000 creators, greatly expanding Bittensor's and $TAO's influence. MyShell and Bittensor are right at the heart this massive shake-up with $SHELL and $TAO. They’re all about making AI not just smart but also something everyone can get into, thanks to the power of decentralized networks. And at the core? AI agents. These aren't your average digital assistants; they're about to change how we interact with tech on a whole new level. MyShell's Big Idea with $SHELL So, MyShell’s got this big plan to make AI something anyone can dive into. They're launching this TTS Subnet thing on Bittensor's network, which is all about making machines talk in more human-like ways, and they're using $SHELL tokens to fuel this vision. Their goal? To push past old-school AI limits and create with AI as easy as pie, all while keeping it open-source and community-powered. Bittensor Does Its Magic with $TAO On the other side, you’ve got Bittensor doing wonders with $TAO, building this massive network where anyone, anywhere, can chip in on AI research and development. This partnership with MyShell? It’s a game-changer, breaking down walls in AI development and letting folks from all over the world have a go at making AI smarter. $SHELL + $TAO = AI Revolution Putting $SHELL and $TAO together is where the magic really happens. MyShell and Bittensor aren’t just teaming up for the tech; they’re here to transform our digital world, making AI agents a big part of our online lives. Imagine AI that doesn’t just follow orders but helps, creates, and learns with you. That’s the future they’re building. Hop on Board the AI Revolution This isn’t just tech talk; it’s a call to action. MyShell and Bittensor are inviting anyone with a spark for AI to jump in and help shape this new world. Whether you’re a coder, a creator, or just curious, there’s a spot for you to dive in and make a difference. Want to get started? Check out MyShell on GitHub: Follow the latest buzz on X: MyShell.AI Take a deeper dive at Website: This is more than just building AI; it’s about crafting a future where AI is part of everyone’s life, powered by the community, for the community. Let’s make it happen with $SHELL and $TAO. Share on YouTube:

Andy ττ

10,823 просмотров • 2 лет назад

For anyone trying to understand Bittensor from first principles, this lecture is a useful place to start. Presented by Bittensor co-founder const. Learn Bittensor > Start with Bitcoin, distributed systems, incentives, > How Bitcoin leads to Bittensor Subnets coordinating AI infrastructure. Topics: // Start - Bitcoin as more than a digital currency // Risks of AI centralization + closed systems // "The incentive computer" // How Bittensor subnets work (mining, validating) // How distributed AI infrastructure could scale globally // Impact on students, builders & future founders Recorded at the National University of Singapore Computer Science Club. NUS Computing Chapters - Bitcoin, AI, and Bittensor - Bitcoin history and decentralization - AI changes how engineers work - The danger of centralized AI power - Why most crypto visions fail - Bitcoin as the world’s largest compute network - Bitcoin as a market for compute - The idea of an “incentive computer” - Bitcoin compared to Bittensor - Classroom example of decentralized scoring - A simple subnet example - SN62 :: Ridges AI | SN62 SWE agents - SN3 templar :: Distributed AI Training - SN52 lium.io :: GPU rentals on Bittensor 128 subnets, some examples Why this matters for the future of work Q&A Subnet examples mentioned @ SN64 - Serverless + TEE Compute :: Chutes SN8 - Prop firm Vanta Trading SN52 - AutoML :: Gradients SN62 - SWE agents :: Ridges AI | SN62 SN51 - Compute / GPU rental lium.io SN4 - TEE compute for enterprise :: Targon SN3 - 72B Distributed Training run :: templar SN41 - Prediction markets :: Almanac SN44 - Computer Vision Score - Subnet 44 SN68 - Drug discovery :: METANOVA SN18 - Weather Forecasting Zeus | SN 18 SN50 - Bitcoin prediction data :: Synthdata SN61 - Quantum computing :: qBitTensor Labs SN14 - Bitcoin mining pool :: TaoHash SN34 - Perp Dex :: 0xMarkets SN17 - 3D model generation :: 404 SN33 - Data analytics :: ReadyAI SN19 - [Since relaunched] RPC infrastructure :
53:45

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

Openτensor Foundaτion

1,173,225 просмотров • 4 месяцев назад

Barry Silbert has been right about one thing his entire career. He finds the asset before the crowd finds the narrative. Bitcoin at $7. Coinbase seed round. Grayscale before the ETF existed. Now he is pointing at $TAO and saying the words he said about Bitcoin in 2012. The subnet flywheel is the part most people are still not understanding. Every token launched on Bittensor trades in and out of TAO. 88 subnets competing to solve real problems. Every winner flows value back to the base layer. That dynamic does not exist on Ethereum. It does not exist on Solana. It only exists here. $500 million in annual TAO emissions available right now as incentives for compute, data, and intelligence providers. At current prices. Watch what that number becomes if price moves. The infrastructure play is early. The narrative is early. The market cap is early. Most people will understand this after the move.
0:30

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

2xnmore

58,439 просмотров • 2 месяцев назад

We're thrilled to announce the launch of our Smart Allocator, a powerful new tool designed specifically to simplify staking TAO in the Bittensor ecosystem. Check it out here: With Smart Allocator, all the TAO you earn from staking to root will be automatically staked into the top 20 subnets ranked by price. We believe this is a powerful solution for passive TAO holders wanting some exposure to higher network yields while managing subnet volatility risk. We created a simulator on our website to help you better understand how the Smart Allocator works. Why did we build this? Crucible Labs was founded to make Bittensor more accessible and useful. We believe simple, consumer-friendly staking products will encourage participation, ensuring the most promising subnets receive the strongest support from the network. Ready to simplify staking your TAO? Get started with Smart Allocator today and experience a smarter, easier and more powerful way to engage with the future of decentralized AI. We have created a user guide to help walk you through how to set up, stake, and make the most of Crucible's powerful features, including Smart Allocation with Core Alpha and direct subnet control. Get Crucible Wallet here: Ala and David
0:32

We're thrilled to announce the launch of our Smart Allocator, a powerful new tool designed specifically to simplify staking TAO in the Bittensor ecosystem. Check it out here: With Smart Allocator, all the TAO you earn from staking to root will be automatically staked into the top 20 subnets ranked by price. We believe this is a powerful solution for passive TAO holders wanting some exposure to higher network yields while managing subnet volatility risk. We created a simulator on our website to help you better understand how the Smart Allocator works. Why did we build this? Crucible Labs was founded to make Bittensor more accessible and useful. We believe simple, consumer-friendly staking products will encourage participation, ensuring the most promising subnets receive the strongest support from the network. Ready to simplify staking your TAO? Get started with Smart Allocator today and experience a smarter, easier and more powerful way to engage with the future of decentralized AI. We have created a user guide to help walk you through how to set up, stake, and make the most of Crucible's powerful features, including Smart Allocation with Core Alpha and direct subnet control. Get Crucible Wallet here: Ala and David

Crucible Labs

74,357 просмотров • 1 год назад

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 просмотров • 1 год назад

Jason Calacanis just told his friends to buy one $TAO and not to blame him if it goes to zero. Most people read that as a gamble. It is the most honest AI crypto take on the timeline right now. One TAO trades around $190 today. That is not a position; that's tuition. You are not buying it to flip it. You are buying it to force yourself to learn how the first real market for decentralised AI actually works. Bittensor caps at 21M coins. Same scarcity math as Bitcoin. But Andy said the quiet part out loud. 21M is just the surface. The cap is the surface. The network underneath is the depth. 128 subnets competing for emissions. Ridges outscoring funded labs on real engineering benchmarks. Chutes serving inference the network actually pays for. Barry Silbert is positioned. Jason is positioned. They are not trading a chart. They are buying a seat at a five year show. Own a single coin, read the docs, and watch the network before you watch the price. The people who read the docs always buy before the people who read the price. Save this. You will want it when the show starts.
1:07:37

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

2xnmore

20,571 просмотров • 9 дней назад

Bitcoin for AI? BitTensor’s bold new vision 🤯 @jason, Lon Harris and alex 🏴‍☠️🇺🇸🇺🇦 talk to Mark Jeffrey (Hash Rate podcast) about BitTensor, the crypto project aiming to turn GPUs into a global AI supercomputer — powered by Bitcoin-style incentives. 🔹 The model: Like Bitcoin, miners earn coins (TAO) by contributing compute — but here it’s used for AI, not gumball math. 🔹 The goal: A decentralized network that rewards real AI utility, not pointless hashing. 🔹 The pitch: Burn electricity, get security? Cool. But what if that energy actually trained LLMs? 🔹 The scale: 8M TAO mined so far (of 21M cap). Early, but growing. 🔹 Why it matters: If this works, it’s not just a new coin — it’s a new infrastructure layer for AI itself. Is this Bitcoin for the AGI era?
7:15

Bitcoin for AI? BitTensor’s bold new vision 🤯 @jason, Lon Harris and alex 🏴‍☠️🇺🇸🇺🇦 talk to Mark Jeffrey (Hash Rate podcast) about BitTensor, the crypto project aiming to turn GPUs into a global AI supercomputer — powered by Bitcoin-style incentives. 🔹 The model: Like Bitcoin, miners earn coins (TAO) by contributing compute — but here it’s used for AI, not gumball math. 🔹 The goal: A decentralized network that rewards real AI utility, not pointless hashing. 🔹 The pitch: Burn electricity, get security? Cool. But what if that energy actually trained LLMs? 🔹 The scale: 8M TAO mined so far (of 21M cap). Early, but growing. 🔹 Why it matters: If this works, it’s not just a new coin — it’s a new infrastructure layer for AI itself. Is this Bitcoin for the AGI era?

This Week in Startups

31,109 просмотров • 1 год назад

$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 просмотров • 2 месяцев назад

Two people who were early in Bitcoin and early in Ethereum just went on record about $TAO. One of them wrote a book about Bitcoin in 2013. The other invested in the Ethereum ICO in 2015. Both of them started a fund with Jason Calacanis with a single thesis. Bittensor is the third great open-source substrate after Bitcoin and Ethereum. Here is the exact framing they used. In the early 90s Microsoft, AOL, and CompuServe were the well-capitalised incumbents. Everyone thought they would monopolise and run away with the internet. Then TCP/IP, Linux, and the World Wide Web came along and everything converged on an open-source substrate. Bittensor is that open-source substrate for the AI story playing out right now. OpenAI. Anthropic. Google DeepMind. XAI. Different cast of characters. Same pattern. And this time you can actually own a piece of the open-source substrate. Now read the valuation mismatch that should stop you cold. The four main AI labs combined are worth approximately $1.5 trillion. Bittensor is worth $1.7 billion. Ridges subnet competes directly with Claude and Cursor and has beaten them on benchmarks. Ridges market cap is $30 million. Cursor is worth $30 billion. That is not a small dislocation. That is a comical one. The highest valued subnet in the entire ecosystem is around $80 million. There has never been a billion dollar subnet yet. On Ethereum during the ICO mania projects with nowhere near this quality of output were raising hundreds of millions within minutes. Now think about how many orders of magnitude more capital is chasing AI opportunities today compared to 2017. When that capital discovers Bittensor the valuation rerating will be violent to the upside. Their exact words. Not mine. The man who called $TAO at $3,000 by end of 2026 said it directly. By 2030 it will be a trillion dollar ecosystem. Every molecule in my body is screaming this is another one. The people who read the docs always buy before the people who read the price. This is still early. Video credits to these legends Mark Jeffrey Jack Ai-Leung Rob Greer for their insight on TAO.
57:48

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

2xnmore

23,995 просмотров • 20 дней назад

Const just said the quiet part out loud. Jacob Steeves, on the new Bittensor meta after v440: "This isn't a handouts game... emission is the finite resource." The Emission Gate just turned that sentence into a rule. Parked subnets no longer get a free drip of $TAO just for existing. Demand now has to clear a bar, sitting around rank 32 today. Clear the bar and you keep nearly everything, plus a share of what the tail just lost. Fall below it and your emission gets throttled toward almost nothing. Here is what that did in the live snapshot: Top 8 subnets: 32.8% → 52.7% of all emission 94 subnets below the bar: 38.4% → 12.5% Effective network size: ~50 → ~22 subnets The old game was hold a slot and collect. The new game is earn your place above the bar or fade. Builders with real products just got cheaper entry. Idle squatters just got an eviction notice. Full map of how the gate works, where the bar sits, and what it means for every role, subnet owner, alpha staker, builder, node runner, is below 👇 Watch Const explain the philosophy in 40 seconds: This is Bittensor choosing meritocracy over welfare.
0:40

Const just said the quiet part out loud. Jacob Steeves, on the new Bittensor meta after v440: "This isn't a handouts game... emission is the finite resource." The Emission Gate just turned that sentence into a rule. Parked subnets no longer get a free drip of $TAO just for existing. Demand now has to clear a bar, sitting around rank 32 today. Clear the bar and you keep nearly everything, plus a share of what the tail just lost. Fall below it and your emission gets throttled toward almost nothing. Here is what that did in the live snapshot: Top 8 subnets: 32.8% → 52.7% of all emission 94 subnets below the bar: 38.4% → 12.5% Effective network size: ~50 → ~22 subnets The old game was hold a slot and collect. The new game is earn your place above the bar or fade. Builders with real products just got cheaper entry. Idle squatters just got an eviction notice. Full map of how the gate works, where the bar sits, and what it means for every role, subnet owner, alpha staker, builder, node runner, is below 👇 Watch Const explain the philosophy in 40 seconds: This is Bittensor choosing meritocracy over welfare.

2xnmore

17,949 просмотров • 3 дней назад

Two people who were early in Bitcoin and early in Ethereum just went on record about $TAO. One of them wrote a book about Bitcoin in 2013. The other invested in the Ethereum ICO in 2015. Both of them started a fund with Jason Calacanis with a single thesis. Bittensor is the third great open-source substrate after Bitcoin and Ethereum. Here is the exact framing they used. In the early 90s Microsoft, AOL, and CompuServe were the well-capitalised incumbents. Everyone thought they would monopolise and run away with the internet. Then TCP/IP, Linux, and the World Wide Web came along and everything converged on an open-source substrate. Bittensor is that open-source substrate for the AI story playing out right now. OpenAI. Anthropic. Google DeepMind. XAI. Different cast of characters. Same pattern. And this time you can actually own a piece of the open-source substrate. Now read the valuation mismatch that should stop you cold. The four main AI labs combined are worth approximately $1.5 trillion. Bittensor is worth $1.7 billion. Ridges subnet competes directly with Claude and Cursor and has beaten them on benchmarks. Ridges market cap is $30 million. Cursor is worth $30 billion. That is not a small dislocation. That is a comical one. The highest valued subnet in the entire ecosystem is around $80 million. There has never been a billion dollar subnet yet. On Ethereum during the ICO mania projects with nowhere near this quality of output were raising hundreds of millions within minutes. Now think about how many orders of magnitude more capital is chasing AI opportunities today compared to 2017. When that capital discovers Bittensor the valuation rerating will be violent to the upside. Their exact words. Not mine. The man who called $TAO at $3,000 by end of 2026 said it directly. By 2030 it will be a trillion dollar ecosystem. Every molecule in my body is screaming this is another one. The people who read the docs always buy before the people who read the price. This is still early.
57:48

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

2xnmore

35,144 просмотров • 1 месяц назад