I’d rather take a -30% drawdown now and have a shot at 1000% upside later…than slowly bleed 3–4% a year to inflation and call it “playing it safe.”
I’d rather participate in the evolution of open, decentralized AI…than sit on the sidelines and watch the world be built by someone else.
I'd rather invest in the DeAI future
If you feel the same way, read this piece.
"Beginner's Guide to Crypto AI Landscape" where I break down 4 layers of Crypto AI stack, key players to watch, and where the breakout happens next.
[Link in bio]
Why?
- Bittensor = the most established coordination layer with 128 subnets (startups) innovating in cutting edge tech (vibecoding agents, prediction, 3D, security, quantum computing, DeSci, and more)
- Subnets widely acknowledged and used by researchers & contributors (Google Deepmind talents, Top ML engineers)
- Incentive distribution mechanism changes the way AI startups raise funds & garner talents (TAO emissions/miner incentives)
- Recent change in emission structure incentivizes teams that can attract net TAO inflow, further pushing teams to commercialize their intelligence and find PMF
- Yuma tripling down on Bittensor ecosystem, Grayscale taking more stakes & launching ETFs, TAO DATs deploying more capital, Bittensor-focused funds on the rise
- Defi on Bittensor starting to bloom — tokenization of future subnet owners emissions, OTC desks, and Bitstarter emerging as the launchpad for Bittensor. All of this reduce the need from subnet owners & miners to sell alpha tokens to continue running their ops.
- Alpha tokens starting to get listed on CEX & DEX — MEXC listed Hippius and Chutes, incoming alpha tokens on Base.
- We're seeing trends of breakout product/inference — Chutes as #1 inference provider on OpenRouter, Ridges outperformance of their vibe-coding agents, Sportstensor official liquidity provider partner of Polymarket, Synth road to being the best prediction market HFT.
- TAO Halving next month will drastically shift the dynamic for all participants — 7,200 TAO of daily emission cut to 3,600
- Emission halved = scarcity of supply across the board for TAO and alpha subnet tokens. Most quality subnets price will push up 2x due to the scarcity (demand & supply dynamics)
- Some subnets price might not push up. This will result in miners' margin collapse which will lead to miners churning from those subnets because the mining incentives < cost of compute
- Consolidation of AI Infrastructure, Middleware, Marketplaces, and Applications positions Bittensor as the best ecosystem to benefit from Decentralized AI wave coming next year
Covering more on this the Crypto AI landscape across the entire stack in the upcoming "Beginner's Guide to Crypto AI Landscape" article dropping later today.