Mo1110 🐸

Bittensor >> $TAO >> $dTAO All my wallets are now 100% in $TAO, parked on Root. I’ve also ended my long-term subnet experiments. Why? Because there is always a plan from the beginning. And I refuse to sit back and watch the result of months of hard work disappear without reacting simply because I’m emotionally attached to a conviction. I adapt. The network keeps evolving, but it also keeps becoming more complex. Too many changes, too much uncertainty, and in my opinion, not enough stability to sustainably attract new investors. You can tell me the greatest story in the world, but it won’t change one reality: the liquidity we’ve been waiting for for months still hasn’t arrived. TAO goes up, and dTAO suffers. Yet I still believe in Bittensor’s fundamentals and in the potential of several subnets. I remain convinced that some of them will have their moment of glory and eventually put Bittensor on the world’s radar. But not now. Not under these conditions. My ultimate goal has never changed: to change my life and protect my family. So I have to manage my capital responsibly, not fall in love with my positions. These past few days outside the subnets have also reminded me of a level of comfort I had forgotten: no more checking charts every hour. I mainly watch the amount of TAO committed to subnets, and lately, the trend I’m seeing continues to decline. With TAO finally appearing to wake up, I completely understand why some investors prefer to move back into the main asset. I’ll probably return to subnets much later. Maybe when the first subnet reaches a $300 million market cap, and above all, when the market has gained more stability, clarity, and maturity. In the meantime, I also have several positions outside Bittensor. NEAR, for example, is already approaching a 2x for me. Being able to sell 50% around a 2x, roughly recover my initial capital, and keep the rest as a free bag also provides tremendous peace of mind for whatever comes next. Of course, I’ll continue following the subnets, their progress, and above all liquidity flows. I simply hope that the small group of people behind the many recent changes will eventually deliver what dTAO desperately needs today: stability and predictability. This is not financial advice. It’s simply an update on my own decisions, as I’ve always shared them publicly. I still believe in Bittensor’s fundamentals. But believing in something doesn’t mean accepting being trapped in a position when the conditions no longer fit your plan. My first cycle taught me one thing: Adapt. Improvise. Overcome. That’s how I exceeded my goals during the first cycle. And that’s how I’m preparing for the second.

bittensor:native An excellent analysis by @bittingthembits