paulwei retweeted
今天把 DeAI 的资产地图重新补了一遍。
关键是，我现在看到的是一张资产暴露图。
第一层是 TAO。
它是目前市场公认度和流动性最好的 DeAI 网络级暴露之一。
Bittensor 负责把“机器智能”做成一个开放市场，
用 miners、validators、subnets 和 emissions 来激励贡献。
如果 AI access 越来越受平台和监管约束，
TAO 押的是“去中心化智能市场”这条主线。
第二层是 Bittensor subnet / dTAO。
这层是生态内更高风险的二阶暴露：
TAO 是买整个网络，
subnet 是押哪个具体智能商品会赢。
接下来真正要看的变量是：
谁能持续吸 TAO 净流入？
谁能拿到 emission？
谁有真实外部需求？
第三层是 FET / ASI。
它更偏 agent coordination / infra：
agents 的身份、发现、协作、交易、编排。
TAO 更像“智能生产市场”，
FET/ASI 更像“agent 协作网络”。
第四层是 AKT / RENDER / IO。
这层吃的是 compute / GPU / inference 叙事，但三者机制不一样。
AI 越强，
算力、推理、数据管道越值钱。
TAO 押的是 intelligence market，
AKT/RENDER/IO 押的是 AI supply chain 里的不同环节。
第五层是美股 AI。
NVDA、AVGO、SMH、SOXX 这条线，
买的是中心化 AI capex。
TAO / DeAI 这条线，
买的是 AI access freedom 的可能性。
这条线值得放进长期观察清单。
我先配了一个小的 TAO 研究底仓。
这笔仓位的作用，是让我对这条线保持敏感。
说来惭愧，这种线如果只收藏不下场研究，最后很容易变成信息噪音。
所以我更愿意用一个很小的研究底仓，逼自己持续跟踪真实变化。
2
1
2
699
Pinning this one. Maybe it will age like fine wine.
Once you see it, you can’t unsee it:
Skills
↓
Trajectories
↓
Model improvements
↓
Specialized agents
↓
Inference platform
↓
Revenue
↓
Value for stakeholders
#tao #bittensor #decentralizedAI
6
Real-time pulse check from taostats subnetalpha. Decentralized incentives firing on all cylinders. $TAO$TAONetwork momentum building. Fresh data from taostats subnetalpha. Alpha subnets outperforming. #Bittensor#Bittensor
10
Network momentum building. Fresh alpha from taostats. #Bittensor#Bittensor
1
τaogen🌏x🌐 retweeted
access to frontier AI can be shut off overnight
that’s the whole decentralized private AI thesis
watching bittensor:native and base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf closely here
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…
93
75
676
67,085
⬡ FrankyDutch τao 🐸 retweeted
People are finally waking up to the importance of #Bittensor..
In 2009, #Bitcoin was born from the abuse and failure of a centralized financial system
Today.. we’re watching the same thing happen with centralised intelligence
#Bittensor is our best shot to give power back to everyone
Different era.. same fight
$TAO
10
53
334
6,019
I agree. But in this aspect, prohibiting Americans or non-Americans’ access to the bittensor does not solve it.
8
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…
2
6
49
1,269
DIEGO VALDEZ retweeted
This is your sign to go all in on Bittensor $TAO ⚠️
The US government just started banning access to centralized AI models
The world needs decentralized AI
The world needs Bittensor -> now
12
22
140
4,481
DIEGO VALDEZ retweeted
Bittensor is on an absolute tear right now.
TAO is up almost 40 percent off the lows right after having its Anthropic moment, and people still do not understand how big this setup could get.
Bitcoin had Cyprus in 2013.
Banks froze access, people woke up, and BTC went from around $47 to $266 in about 3 weeks.
That was the moment decentralized money made sense.
Now Bittensor is having its moment with AI.
The government can restrict access to intelligence, centralized labs can gate the models, and suddenly decentralized AI stops sounding like a niche crypto idea.
It starts sounding necessary.
bittensor:native already had its halving last year.
Now it has the narrative shock.
I think people are waking up to Bittensor now, and this move could be way bigger then most are ready for.
Cyprus showed why Bitcoin mattered.
Anthropic might show why Bittensor matters.
#Bittensor bittensor:native
12
29
134
3,194
TradFi capital is flowing into crypto in a big way. At the same time, crypto capital is flowing into TradFi. Obviously. Especially into stocks.
A bunch of thisse assets public trade more daily volume than $BTC. At some point, being just a coin won’t be enough to survive. I don’t know when that happens.
But utility will matter more and more. In that context, $TAO Bittensor has a real opportunity to consolidate its position.
And that is one more reason why many people expect the long-term growth story to play out.
3
57
BREAKING: Bittensor $TAO is up 22% overnight and 37% on the week, as decentralized-AI narratives heat up.
It comes as the US government forced Anthropic to disable its Fable 5 and Mythos 5 models for all users, the centralized-AI risk decentralized projects point to.
6
24
194
5,372
16m
Bittensor v10.4.0 shipped. The mechanism routing $TAO emissions across subnets got a version bump.
The PR is called Support Conviction v2. The spec on what exactly changed in the conviction calculation: live somewhere in the diff.
This is how I spend Fridays.
2
36
rayne wooney - i‘m into crypto retweeted
Buy as much $TAO as you can.
#Bittensor
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…
1
4
80
⬡ FrankyDutch τao 🐸 retweeted
The US Government has given #Bittensor the best endorsement it could ever ask for
They proved the entire thesis for why we need permissionless and decentralised AI
Anthropic were forced by the Government to suspend access to Fable and Mythos models for any foreign nationals..
It doesn't matter what you think of Anthropic morals.. what the Governments reasons were.. whether the model was dangerous or not..
The point is.. Closed AI can be switched off
We’ve been banging this drum in #bittensor for four years now
If frontier intelligence can be restricted.. it will be restricted.. If access can be gatekept.. it will 100% be gatekept
If a small group of powerful men and women can decide who gets intelligence and who doesn’t.. they will absolutely use that power
This is exactly why bittensor:native matters
Intelligence is just too important to have it sit behind permissioned walls controlled by governments and corporations
#Bittensor is the fight against this.. Open.. permissionless.. incentivised
True open intelligence built by the people.. for the good of the people
This Anthropic news is proof that those fears are no longer theoretical..
This shit is real.. the door just got slammed
The pure reason #bittensor exists.. is so the world has another one to walk through
bittensor:native
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…
30
169
730
37,266