Subnet Kings · BIT-0011 conviction (weekly)
Highest single-wallet conviction this week:
1. SN79 MVTRX — 1.36M α (perpetual)
2. SN2 DSperse — 1.14M α (perpetual)
3. SN60 Bitsec.ai — 1.01M α (perpetual)
127 subnets locked · 19.76M α network-wide · 95% perpetual
subnetradar.com/alpha/convic…
#bittensor $TAO #dTAO
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Cryptodex retweeted
Game theory from here is super interesting:
Original Mags (Google, Amazon, Microsoft, Meta) now have a serious non-zero opportunity to tank the frontier labs.
Go to the government, kneecap the labs’ motion of putting the latest models out in the wild, become the trusted gatekeeper between the labs and the public at large (including internationally) by having the labs go through their clouds (AWS, GCP, Azure) and implement strict KYC to seal the deal.
The frontier labs should have seen this coming years ago and implemented a robust KYC for just this moment. The fact they didn’t is kind of concerning.
Why did they not do it?
Best guess is because it would have changed the run-rate revenues (downward) which would have then changed funding dynamics - lower valuations, more dilution, less secondary.
A valuation reset may happen now anyways, except the labs may end up with less control and more restrictions at the end of it. At the same time, everyone is already clamoring about token prices of the old models from the labs anyways…
This couldn’t be a better setup for open source and neoclouds. Big question is can they meet the moment?
There are too few of them and their progress seems sporadic at best.
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Bittensor $TAO pumps hard after frightening Anthropic news...
Following the US Govt's orders against Anthropic, @opentensor's native token has absolutely charged.
At time of writing, $TAO is up 25% on the week and more than 13% on the day.
Is now the time to be bullish on decentralised AI...?
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No it really couldn't.
TAO solves compute and models, $Reppo solves data curation and human judgement. Different primitives, different unlocks.
The incentive mechanism differs also. Subnets are emission-funded, the protocol mints the reward. Reppo is demand-funded, buyers pay for the data.
Lastly a Bittensor subnet scores miner outputs against a "good" the subnet owner defines. It needs someone to write the answer key. That works wherever good is checkable.
Reppo has no answer key. "Good" emerges from capital-weighted market consensus, staked disagreement among people betting against each other, no privileged validator, no owner-defined target because the primitive is human taste, judgement, opinions.
The judgment isn't measured against a standard. It is the standard.
You can't bolt that onto a subnet, because the subnet model presupposes the very thing Reppo produces, an oracle of truth for questions that have none.
It's a different layer entirely.
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Không thể không đồng ý 👍
Nếu kịch bản AI Agents thực sự sử dụng crypto để thanh toán, giao dịch và phối hợp với nhau trở thành xu hướng lớn, thì các nhóm hưởng lợi nhất thường là:
1. Hạ tầng thanh toán (Payment Layer)
Agent cần gửi và nhận tiền tự động 24/7, nên các blockchain phí thấp, tốc độ cao có lợi thế.
Ethereum (Layer 2)
Solana
Base
Avalanche
2. Stablecoin
Đây có thể là nhóm hưởng lợi lớn nhất vì AI không muốn chịu biến động giá.
USDT
USDC
Nếu hàng triệu agent giao dịch với nhau, nhu cầu stablecoin có thể tăng mạnh.
3. AI x Crypto
Các dự án xây dựng hạ tầng để agent thuê dịch vụ, mua dữ liệu, mua năng lực tính toán.
Bittensor
Fetch.ai
Virtuals Protocol
ASI Alliance
4. Compute & Data Marketplace
Agent cần mua GPU, dữ liệu và API.
Render
Akash Network
Điều gì có thể tăng trưởng mạnh nhất?
Nếu nhìn theo chu kỳ 5-10 năm:
Stablecoin adoption
Solana/Base/Ethereum L2 làm hạ tầng thanh toán
Bittensor và các mạng AI phi tập trung
Compute marketplace như Render, Akash
Điều đáng chú ý là nhiều lãnh đạo công nghệ như Sam Altman, Jensen Huang và các công ty AI lớn đều đang hướng tới tương lai nơi các agent có thể tự thực hiện giao dịch. Nếu điều đó xảy ra, stablecoin và hạ tầng thanh toán on-chain có khả năng là những bên hưởng lợi trước tiên, còn token AI sẽ hưởng lợi sau khi có nhu cầu sử dụng thực tế.
BREAKING: CZ just said AI agents won’t use banks.
“They’ll use crypto.”
“The native currency for AI agents will be cryptocurrencies.”
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👻 MrD137 τ retweeted
Still learning about #Bittensor, but so far this is the first thing since $BTC, and maybe Ethereum, that genuinely feels different.
Bitcoin was decentralized money.
Ethereum was decentralized finance.
Could bittensor:native become decentralized intelligence?
That’s the thesis I’m betting on anyway, after watching some of @Jason's pods and following @proofoftalk, so I’ve rotated roughly $100K worth of Bitcoin into bittensor:native.
Just in case it catches on.
9% APY definitely helps too btw ⚔️
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Zipcode in my opinion looks good.
Technically sound, creating higher lows on a weekly timeframe, so far appears that demand is strong.
Founder is a great marketer and knows how to keep attention.
Subnet burn is an attractive catalyst. As their revenue continues to grow, their 21,000,000 alpha token supply will continue to shrink.
Only tokenization play within the bittensor network.
Targeting a very specific industry (Real Estate), starting off with an appraisal model, and growing into a tokenized credit bureau being built on bittensor...
Love the set up with this one.
If Bittensor bittensor:native can continue to get attention and drive higher, I dont see how Zipcode doesnt become a top 5 subnet within the ecosystem.
Feels like it has potential to be a retail favourite.
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a democratic government did this
imagine what an authoritarian one will do
the world needs bittensor $tao
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Bunty retweeted
#Biττensor >> ∆ τ << #τₐcc
$TAO<< >> $dTAO
Bittensor $TAO.
τhe only τhing you need.
Video credit: @BittensorBureau
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ZeroKnowledge(ZK) retweeted
CRAZY: THE US GOVERNMENT'S BAN ON CLAUDE MYTHOS 5 IS PUMPING THIS AI ALTCOIN.
Bittensor $TAO just jumped 26%.
The US government issued an export control directive forcing Anthropic to disable its most powerful models, Fable 5 and Mythos 5, worldwide.
Investors are rotating into decentralized AI.
Networks like Bittensor don't depend on a single company or a single government's approval.
No central kill switch.
When centralized AI gets restricted, decentralized AI gets the bid.
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Senor Whale 🐋 bull/sh $TAO τ τ retweeted
Jun 13
“The Bank of Bittensor”
Seby speaks on @zipcodenetwork 's Vision on this week's Novelty Search.
Jun 12
“The bank of Bittensor”
That’s how @zipcodenetwork framed the long-term vision for SN46 on the latest Novelty Search.
Zipcode started with real estate appraisals.
The bigger vision is on-chain credit, real-world assets, and a new financial layer on Bittensor.
Hosted by @const_reborn
Full episode in the first comment
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Costajames retweeted
Jun 13
What If World Cup Predictions Were Powered by Bittensor?
Football is ultimately a game of information.
Before every World Cup match, millions of fans ask:
Who will win?
Which player scores first?
Will there be an upset?
How many goals will be scored?
Nobody has all the answers.
But everyone has pieces of information.
And that's where collective intelligence becomes powerful. 🧵👇
1. The World Cup is an information problem
Every match generates enormous amounts of data:
➰Player form
➰Team momentum
➰Injuries
➰Expected goals (xG)
➰Tactical adjustments
No single person can process everything.
2.That's exactly what Bittensor was built for
Bittensor creates markets for intelligence.
Instead of relying on one model or one expert, many participants compete to provide the most valuable outputs.
The network rewards quality.
Just like football rewards performance.
3. Think of dTAO as the Champions League for intelligence
In football:
➰ Players compete.
➰Teams organize talent.
➰ Trophies reward excellence.
In Bittensor:
➰ Miners compete.
➰ Subnets organize intelligence.
➰Emissions reward usefulness.
The best contributors rise to the top.
4. Prediction markets and Bittensor share the same philosophy
Both systems believe something powerful:
The crowd is often smarter than the individual.
Prediction markets aggregate beliefs.
Bittensor aggregates intelligence.
Different mechanisms.
Same idea.
5. Imagine a subnet dedicated entirely to football intelligence
It could analyze:
➰Match probabilities
➰ Team strengths
➰ Player performances
➰ Tournament outcomes
➰Momentum shifts
Continuously improving through incentives.
Just like elite football teams improve every season.
Why this matters
Traditional AI is centralized.
Traditional sports analysis is centralized.
But intelligence itself is naturally distributed.
Millions of minds.
Thousands of models.
Countless perspectives.
Bittensor turns that diversity into an economic network.
World Cup winners are built through teamwork.
Prediction markets are driven by collective wisdom.
Bittensor is building collective intelligence.
Different arenas.
One principle:
COORDINATION CREATES ALPHA.
The future may not belong to the smartest individual.
It may belong to the networks that coordinate intelligence most effectively.
Football discovered this long ago.
Now AI is discovering it too.
@almanac_market $TAO #SN41
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KevinVC97 retweeted
Jun 13
Bittensor $TAO is Permissionless by the way
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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