Appreciate the shoutout — still early, a lot to build. Keep building.

If you think $TAO is AI for $BTC, how high it should be?

Besides mapping out the @opentensor eco, we want to point out the necessity to research into subnets. It’s shifting from $TAO appreciation drives subnet growth towards subnet progress reinforces the value of the network and, in turn, supports $TAO itself.

So, is Bittensor undervalued? The answer is not "possibly" — it is "significantly and systematically undervalued".

One of the sharpest independent analyses of Covenant-72B we've seen. The author identifies what they call a "cognitive arbitrage window": crypto investors see "another open-source model" and shrug, while AI researchers who understand the benchmarks don't follow crypto. That gap produced a 2-day price lag after the announcement before the market caught up. The piece is thorough on the technical details (SparseLoCo compression, the honest benchmark gap to Qwen2.5/LLaMA-3.1, why the trajectory matters more than any single number) and places Covenant-72B in the full history of decentralized training from GPT-JT to INTELLECT-1. Google Translate handles it well if you don't read Chinese.

Congrats to portfolio @flock_io and stake your $flock with us @0xai_dev

See you later🥳 x.com/i/spaces/1YqGooLkNegGv