people have 0 attention span and there are no tickers to watch but those that pay attention know the most obvious trade in years is coming

Targon is the most slept on subnet at the moment Very few understand the significance of them being the first to crack decentralized confidential computing at scale and to have enterprises paying for it Their growth in general has been ridiculous

Read this thread and tell me this isn’t the most interesting crypto x AI agent project right now. Miners compete to build the best software engineering agents, scored by SWE-bench eval. Open-source and live. Over 200 agents published in last 24 hours. Been blown away by this team’s execution, their subnet's evolving eval system, and the clear path to productization here.

Great pod with Meta's CFO, worth a listen When asked about CapEx/datacenter spend, even the CFO of Meta acknowledges energy/physics is the constraint. We need "research innovations" so that we can "distribute the training" process across geographically disparate clusters...

Some of Bittensors best miners haven’t even finished high school.

The problem with the crypto x AI space right now is that every project is out here shilling the same tired lines of removing gatekeepers, avoiding single points of failure, making things “decentralized” Basically, the same shit crypto has been repeating for years that no one really cares about. The reason crypto x AI matters is because it lets you build incentive-driven systems that relentlessly optimize toward the most important technology of our time. You define a problem, open it up to the world, and reward anyone who shows up to push the frontier forward. When you combine aligned incentives with open competition, you get something that can actually outperform how traditional orgs work So if we want a decentralized alternative to win, the systems we build have to be better, not just more idealistic. So uhh maybe let’s focus on that.

ok i’m re-energized again. Spent the day catching up with a few subnet teams we’ve backed and it flipped my whole perspective Every founder i talked to was laser-focused on generating revenue Ironically, the same stuff everyone’s pointing to as negatives—miner sell pressure, root auto-selling, high TAO APY—is what’s forcing that behavior There’s this extreme urgency to figure out how to get revenue to drive buy pressure back into their subnet, reduce inflation, and survive. If they can’t, they bleed out i haven’t seen this kind of desperation-to-survive energy and focus on building real businesses anywhere else in crypto

Nothing else I'd rather be discussing in the Louvre than the topic of investing in subnet tokens with these legends

Twelve months ago, we didn’t have “Nasdaq companies aping into TAO” on the bingo card. But here we are. - Synaptogenix (SNPX) did a MicroStrategy-style bet on Bittensor stock jumped 40% after it announced a $10M TAO buy (2x its own market cap). They’re aiming for $100M. James Altucher is leading it. $5.5M personal stake. They're releasing preferred shares and TAO-linked warrants. And a full rebrand incoming. - Oblong (OBLG) is next. $7.5M raise to accumulate TAO and back Subnet 0. The stock popped after the announcement. The thesis for these companies is simple: TAO is scarce, programmable, and productive. It’s the native asset of decentralized intelligence. This won’t be the last. We’re watching the start of a public market land grab for crypto AI infrastructure.

huge Sam and his team are killing it TAO and subnet tokens coming to every chain