Locked in. The risk intelligence layer for Bittensor is taking shape. $TAO SN 30.

Some more insights on why we think Endure makes total sense as a $TAO subnet, especially because of the product focus.

I will be upfront and compact: - our AI tool has already better coverage than most audit companies (and no false-positives) - every @bailsecurity audit will now include our AI tool as component Everyone who knows me, knows I’m not talking any bullshit.

Paris, @proofoftalk , and a room full of people actually building. Came back with good energy from the Bittensor crowd, sharp conversations, real collaboration, and stronger conviction that decentralized AI needs decentralized risk intelligence too. France was a vibe. @EndureNet SN30 🇫🇷

Zooko Wilcox: Users Cannot Independently Verify Whether ZEC Supply Was Affected by Potential Exploitation of Orchard Vulnerability Shielded Labs and other Zcash ecosystem participants have proposed the Ironwood network upgrade, acknowledging that users currently cannot independently verify whether ZEC’s circulating supply was affected by potential exploitation of the recently disclosed Orchard counterfeiting vulnerability. The team said it believes exploitation of the vulnerability is unlikely, but cannot conclusively rule it out. The proposed upgrade would restore users’ ability to verify Zcash’s circulating supply through consensus rules by creating a new shielded pool and preventing the existing Orchard pool from creating new outputs. A timeline for deployment has not yet been determined. x.com/zooko/status/206326229…

I don't mean to FUD ZCASH, I'm actually a buyer here and I really like the narrative and tech, though this is just a word game, you can see through it if you understand the implications of the exploit. It's not exactly an inflation bug, but more like stealing existing coins from the Orchard pool via false claims. In other words we already know the supply is what the supply is. What we don't know is if someone extracted coins from the pool via false claims. So the game here seems to be to bandwagon into the misconception of this being an 'inflation exploit', and pretend that the supply integrity is still unknown (it isn't), and in a few weeks come back saying - we confirmed there was no inflation. Which would always be true regardless of the exploit being executed or not.

To everyone shilling Monero right now, let me make a quick analogy to help you understand how tone deaf you look right now: Let's say you use bank A, and your friend uses bank B. Both are similar but you prefer bank A, cause it's more aligned with you, yet you do see bank B as a reasonable option anyway. Suddenly bank B suffers a major outage and your friend loses half of its money. In the midst of these massive losses the first thing you do is pick up the phone to call your friend to mansplain why bank A has always been better 🤡

FOMO into ZEC or no FOMO into ZEC?

It almost feels like the market is pricing in Saylors liquidation

At @proofoftalk this week If you're around and want to talk risk intelligence, decentralized networks, or what we're building on $TAO SN 30, find us there.

Meet us at @proofoftalk

We're very pleased and excited to announce the first subnet we have incubated: Endure, $TAO subnet 30. Over the past months, we've spoken with well over 10 teams exploring the idea of launching a subnet. Endure stood out from day one. The team has been building in DeFi since 2017, has managed protocols with TVLs of up to $1 billion, and has been following and investing in Bittensor since 2023. Just as importantly, they have a deep understanding of both the technical and economic side of building sustainable infrastructure. What really excites us, is the first product being built on top of the subnet. It addresses a significant challenge within the Bittensor ecosystem today, particularly for subnet owners, and we believe it has the potential to become a foundational piece of infrastructure for the network, with the subnet being a critical component of the product itself. More on that soon. Over the past month, we've already been working closely with the team behind the scenes on strategy, design, communications, and ecosystem positioning as they build toward a succesfull launch. For now, if you'd like to learn more about Endure and the vision behind Subnet 30, check out the post below.

Risk analysis is broken.

say what you want but ct’s cypherpunk nerd era was infinitely better than whatever we have going on right now with casino badges and self-important VCs on the timeline

Whatever the narrative is, Ethereum has it covered. Security: #1 by far Decentralization: #1 by far, huge node and validator count Scalability: Cheap transactions now and an aggressive roadmap to hyperscale L2s Neutrality: EIPs 7805 and 7457 make the network effectively uncensorable Reliability: Never been down ever even through hardforks and the ETH2 network upgrade On Chain Economy: Dwarfs all other chains in TVL and is always among the top in DEX volume (d)Apps: The most ambitious teams choose Ethereum on which to develop their products. App innovation starts on Ethereum and is copied downstream. Privacy: Tornado, Privacy Pools, and Railgun are all good options already, and Kohaku will improve privacy even more Institutions: Overwhelmingly choose Ethereum Dev Tooling: Great tooling and resources for solidity and vyper development, nothing comes close Flexibility: App specific L2s, for example Lighter, host applications that are usually challenging to run on blockchain L1s while inheriting Ethereum security AI: Base L2 is a leader in pioneering agentic finance with their innovations applicable to the L1 more and more as Ethereum scales SOV: ETH the hardness properties of BTC, a multitude of ways to utilize ETH productively on and off chain, has an internet native bond, and very low inflation with it having periods of deflation. The main issue here is that the narrative makers all galvanize around one narrative and then pick which projects to shill around it so they can be early and then dump on you, whereas with ETH, even though it fits whatever narrative is hot, they cannot pnd it and profit from you. I'd rather just keep it simple and be patient, it's cleaner.

When you realise you sold your $ETH at the bottom and have to think of some sort of FUD to satisfy yourself

Kyle Reidhead: crypto's token buyback obsession is hurting the industry. "We're kind of forcing these young companies to put all their revenues back into the token and create capital distribution to investors at an early stage." "I actually hate that." Amazon wasn't profitable for over a decade. That's fine for a stock - you have rights. But crypto tokens offer no rights, so everyone demands buybacks from companies that should be reinvesting. "We've done damage to the industry." FT @KyleReidhead @Andyyy @TheRollupCo.

What if ETH = Yahoo HYPE = Google