Matias retweeted
help.
our service is too good and agents keep renting everything.
we need more supply
GPU owners who want 80% higher payout than reserved contracts, please reach out or add your nodes in 5 min: provider.lium.io/
Matias retweeted
Null consensus scales Bittensor subnets 10x and allows POW registration (no Tao needed for an agent to mine).
First step adding more freedom and scale to our incentive systems.
Matias retweeted
We said cheaper storage was on Bittensor.
@Hippius_cloud beats AWS, Google Cloud, R2, Wasabi and Backblaze on price at every size tested.
Matias retweeted
You can sign up for @say_gm_ without an email now
fully anonymous
Any frontier model
100% encrypted privacy
Cheapest cost on the market
What am i missing ?
s3.hippius.com/poppy/public/…
Matias retweeted
// $TAO
2 Years+ of a sideways price action, Waiting for a catalyst for a breakout, with the recent ecosystem activity I think this sideways accumulation is coming to an end soon.
next wave will take this somewhere between $3,000/ $4,860. bookmark it 📸
Although I've shifted my $TAO content to focus more on fundamentals rather than price action, I'm going to share my macro outlook and what I expect for TAO.
First and foremost, I believe TAO has completed a clean three wave impulse, starting with Wave 1 at $29 and ending Wave 3 around $770. Since then, it has spent months moving sideways in what looks like a typical macro Wave 4 correction.
Although the drawdown was significant, falling from $770 to $144, it has not dropped below the Wave 1 peak ($94). As long as that level holds, the Elliott Wave structure and count remain valid. ✅
I'm buying whatever I can at these levels and simply waiting for the final Wave 5, which I think could end around $1,500 conservatively, or somewhere near $2,900 if the market enters a euphoric phase.
Matias retweeted
.@lium_io, a GPU cloud on Bittensor, used its revenue to buy back and burn nearly $2.7M worth of SN51 tokens in under six months.
A single September transaction accounted for almost $1M.
More on Lium’s growth and buybacks:
Matias retweeted
if i'm not mistaken, bittensor has at least 2 inference subnets out-burning $VVV.
sn51 @lium_io is buy-and-burning 2x more USD-value than Venice against 1/10th of the mc.
sn53 @engyai is about to be buy-and-burning half of what Venice burns against 1/33rd the mc.
each of those is roughly a 20x burn-to-mc advantage over Venice.
i'm a fan of Venice. i bought under $3. sold at $30 and rolled it into the above-mentioned tokens. will buy back if the ratios ever become advantageous again.
for now, it's $tao.
Matias retweeted
Fast forward 2-3 years and you’ll have a massive market of profitable AI businesses all sitting under $TAO
if i'm not mistaken, bittensor has at least 2 inference subnets out-burning $VVV.
sn51 @lium_io is buy-and-burning 2x more USD-value than Venice against 1/10th of the mc.
sn53 @engyai is about to be buy-and-burning half of what Venice burns against 1/33rd the mc.
each of those is roughly a 20x burn-to-mc advantage over Venice.
i'm a fan of Venice. i bought under $3. sold at $30 and rolled it into the above-mentioned tokens. will buy back if the ratios ever become advantageous again.
for now, it's $tao.
Matias retweeted
The cheapest storage here isn’t on AWS or R2.
It’s on Bittensor.
Matias retweeted
Bitcoin decentralized money. Bittensor is decentralizing intelligence
$TAO 2030 is our case for Bittensor becoming a $1tn+ ecosystem by 2030
Matias retweeted
i believe bittensor:native becomes a $1tn+ ecosystem by 2030 (yes, ~333x from current market cap, NFA)
TAO's price is moving at the speed of bitcoin, but the innovation is moving at the speed of AI
the exponential we'll witness from Bittensor will be shocking and my bet is unlike anything crypto has ever seen
Bitcoin decentralized money. Bittensor is decentralizing intelligence
$TAO 2030 is our case for Bittensor becoming a $1tn+ ecosystem by 2030
Matias retweeted
This week I had the pleasure of moderating the closing panel at @ExploitSummit with some of the most influential leaders in Bittensor:
- @Gylez , Co-Founder of @taodotcom
- @jon_durbin , CEO of @chutes_ai
- @micaelabazo , CEO of @metanova_labs
- @KibibyteMe , CTO of @latentholdings
We reflected on learnings from the conference and past year in general, including:
- Product: The ecosystem has matured from "barely functional" codebases to real businesses whose products now reach well beyond Bittensor
- Gamma: consensus that more intra-network economic activity is worth pursuing, panelists awaiting more details to determine potential impact
- Protocol: While important to evolve the network, changes have a knock-on effect that impact productivity of all builders on the network as they have to redirect efforts to adapting to constant change. Strong alignment from the group that improved communication from core devs is warranted
- Economics: Data shows accelerating subnet token purchases by operators; a strong signal the economic engine is working as intended
My thanks to the panelists and conference organizers for a terrific event.
“The acceleration, to an extent, makes us pause and decelerate.”
@jon_durbin of @chutes_ai walks @GSchvey through the work behind Chutes’ move to conviction lock. He says the result is safer, but explains how protocol changes can interrupt product development.
A builder’s perspective from Exploit Summit’s closing panel.
Matias retweeted
There are subnets on bittensor:native with faster growth, low PE and all value accruing to the token
token and equity can’t co exist, it makes 0 sense
What better asset in crypto gets you exposure to AI growth than $VVV?
Even outside of crypto too!
OpenAI and Anthropic are private @ <$1T
$NVDA?
$MSFT?
Both are imperfect exposure (lots of other things you’re buying) with massive market caps
$VVV market cap is very reasonable, and its exposure to AI growth and token demand is very strong
A blessing to have it as a liquid token
