Conversations around liquid tokens.
Joined November 2025
- Tweets 59
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- Followers 677
- Likes 132
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Pinned Tweet
Jun 12
Coined the "Industrialists of Bittensor" by Bittensor Founder Const
We welcomed @YumaGroup COO Greg Schvey to discuss the institutionalization of Bittensor.
The story of Bittensor is the story of bottom-up capitalism, the individual developer building technologies that they think should exist, then open-sourcing them and inviting those who share the same passion, energy, and desire to co-build and commercialize.
Yuma has a great role to play in this evolution.
Timestamps:
00:00 Introduction
03:10 Greg's Background
07:04 The Tokenization of AI
11:11 Bottom-Up Capitalism vs. Centralized Systems
14:57 Institutionalization
21:44 Decentralized AI vs. Corporate Labs
29:48 Subnet Financial Models
43:08 Driving Mass AI Adoption
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Jun 12
Coined the "Industrialists of Bittensor" by Bittensor Founder Const
We welcomed @YumaGroup COO Greg Schvey to discuss the institutionalization of Bittensor.
The story of Bittensor is the story of bottom-up capitalism, the individual developer building technologies that they think should exist, then open-sourcing them and inviting those who share the same passion, energy, and desire to co-build and commercialize.
Yuma has a great role to play in this evolution.
Timestamps:
00:00 Introduction
03:10 Greg's Background
07:04 The Tokenization of AI
11:11 Bottom-Up Capitalism vs. Centralized Systems
14:57 Institutionalization
21:44 Decentralized AI vs. Corporate Labs
29:48 Subnet Financial Models
43:08 Driving Mass AI Adoption
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4,364
Jun 5
Had @mikecontango Founder of @generaltensor on the pod
Talking about what it takes to get $TAO to the top institutional investors
General Tensor are OGs who started some of the major subnets on Bittensor, acquired top validator Roundtable 21 and now have taken over trading venue Backprop Finance
No one better to speak to than Mike on all things BIttensor
Timestamps:
00:00 Intro
01:45 State of Markets
03:48 General Tensor Origins
09:21 Antifragility
11:11 TAO Capital Markets
15:12 Distributed Computing
20:18 Exponential Growth of $TAO
26:07 Subnet Analysis
29:43 TAO as a Diversified AI Index
35:36 Driving Institutional Adoption and Research
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May 28
Watch the full Ep: youtu.be/q67cgnTJI8c
May 28
Nova (SN68) is the #1 horse for healthcare on Bittensor
Sat down with founder @micaelabazo on why this is the mission for her and her cofounders lives
The truth is that pharma has only just begun on their AI revolution, and the whole ecosystem is being upended
Anyone from around the world can contribute to the progression of life via Bittensor
Robotics, Data Centres, Energy
What about the fight for humanity?
I discuss all things opensource, AI and social change on Supercyle Podcast. Only available on Youtube/Spotify
Timestamps:
00:00 Intro
02:19 Intro to Pharma & Drug Discovery
05:40 Price of Healthcare Innovation
09:18 Advantages of Decentralized Pharma Research
18:53 Subnets as a Competition for Drug Discovery
27:12 Micaela Story
37:21 Future for Biotech Startups
41:09 2026 Roadmap
43:44 Lessons from Bittensor
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May 21
Full ep: youtu.be/bHNLhgtzCQ4
May 21
SCORE (SN44) is now a top 5 subnet on TAO
There's not many people I admire more that Max to discuss the market & their hardwork
Locked in, focused on taking Bittensor to the masses
Reading FC
AVIA
PwC France
As always, Full ep on Youtube
00:00 Market Discussion
01:08 Web2 markets
02:51 SCORE (SN44) entering $120b chocolate market
12:52 History and Evolution of SCORE (SN44)
17:33 Robotics: The Final Boss of AGI
27:45 The New Age of Compute
33:38 Visual Learning in Robotics
38:24 Closing
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May 20
Competition in AI is critical; the most important asset of our generation
in our interview with @Dr_JohnFletcher of $TIG, he shares his perspective of lessons from Linux and the market driven mechanism they are employing for algorithms
More participants, more solutions will enable a battle field of ideas, ensuring that power is not concentrated within the major AI Labs
Follow @supercyclepod for more content on the opensource AI movement
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May 15
Our $TIG Full Ep:
youtu.be/mOK_HS6SNlw
May 15
Yeah $TIG is flying under the radar
An open protocol for algorithm development
listening to John explain how algorithms can optimise & help you extract maximum utility from any given chip
DeepMind, OpenAI, Anthropic, they're all racing to own the algorithmic layer
if they win, you pay a tax on every optimized query, every solved route, every compressed model
Over the last 50 years, we focused on hardware
The fight was between Intel, ASML, TSMC: who could etch circuits smallest and cheapest at scale?
many years ago we realised Moore's law seemed to be hitting a ceiling, that there may be fundamental limitations of physics
as such, the focus changed to how we could extract maximum utility from the hardware
the fight will be for the most optimised software
I spoke with @Dr_JohnFletcher to discuss the TIG mission
Full ep on our youtube
00:00 Intro
00:26 Primer on $TIG
02:18 Cambridge, ARM and the TIG Team
06:33 Why open source?
15:21 Why challenges for algorithms
20:00 Role of IP licensing
23:29 Defending Against Algorithmic Monopolies
27:40 Monetisation
28:40 Use Cases
36:23 Power Struggle vs AI Labs
39:12 Freedom Ideology
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May 12
Full ep on our YT:
youtu.be/cfblMPiaflE
May 12
Bittensor is at an inflection point with smart money
beyond all the new noise, it's people like dear friend @here4impact from Karis Capital
who have been long time advocates for fundamental-led value investing on Bittensor
I learn so much every time I speak with him
Conversation is live on Youtube
Follow to get our conversations with the best
Timestamps
00:00 Intro
01:50 New TAO Conviction Mechanism
08:25 Trade offs of Root vs. Subnet Alpha Allocation
14:08 Karis Capital Portfolio Allocation
21:11 Tracking Subnet Turnover
22:41 "Bet on the Founder" Investment Philosophy
24:34 Oro Agents (15)
27:54 SYNTH (SN50)
28:34 0xMarkets (SN35)
33:02 Institutional Adoption
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Supercycle retweeted
May 7
Spent 20 mins on Sports RWAs and Chiliz $CHZ with Wei on @supercyclepod
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May 4
Watch the full ep on Youtube:
youtu.be/k6LZWBJgSEE
May 4
We're back on Supercycle discussing market trends
AI stocks continue to rip, $TAO and $TIG becoming leading AI names and $CHZ ushering next gen ownership for sports
Only on the Supercycle
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Supercycle retweeted
Apr 29
Impressed by SN8 Vanta @0xarrash on their suite of trading products:
"Our largest competitor, FTMO, makes $500mm roughly in registration revenue/year, and they're making a ton of money, but traders are being kind of taken advantage of We want to build an alternative that actually rewards traders."
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Apr 13
Why did Templar (SN3) leave $TAO?
Is this the end for Bittensor?
When emerging technologies grow, it is not often linear; There's evolution, mishaps and constant iterations. Such is life.
We spoke with Max from Score (SN44) and Gyles Founder of Tensora Group to share their thoughts, two of the most compelling founders in Bittensor.
More eps with TAO investors and founders to share their outlook on the future, follow @supercyclepod to get it first.
Timestamps
00:00 Introductions
04:27 Initial reactions to Templar SN3
07:11 Why Bittensor?
11:29 History of Bittensor
18:50 Bittensor's path to Hyperscale
25:16 Bittensor's endless ecosystem developments
28:48 Mission of Decentralized AI
32:40 Closing Thoughts
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Supercycle retweeted
Apr 11
Metanova (SN68) is one of the most compelling desci tokens in crypto, uniquely enabled by $TAO.
Apr 2
I only invest in $TAO now
It is the most compelling ecosystem in crypto
with the highest rate of product iteration and talent density I've ever come across
My discussion with Wei below on @supercyclepod
00:00 Introduction
01:50 Macro Outlook
09:48 Speculative demand shift from crypto to AI
12:31 JP Morgan and the institutionalization of blockchain
15:15 AI vs. crypto: intelligence amplifiers vs. value representation
22:50 Korea's "Salaryman" dream and social drivers of crypto volume
33:00 Discovering Bittensor and decentralized systems
41:42 Why decentralized AI matters as a counterweight to frontier labs
47:53 Metanova (SN68) and AI drug discovery on Bittensor
01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105)
01:08:45 Why founders choose Bittensor over traditional VC
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Apr 7
Robotics is a trillion dollar opportunity, but most people can't participate
Tens of billions of value has already been created in private markets
Figure AI went from $2B to $39B in just one year
Crypto likely has a unique oppurtunity to provide access to millions of people into the new robotic revolution via @xmaquina
Mauricio from XMAQUINA and Simon from Moonrock Capital joined us on the pod to discuss the current landscape
00:12 Intro
01:24 Origin Story
07:51 Bull Case for Robotics
11:11 Macroeconomic Outlook
16:16 Intersection of Crypto and Robotics
19:21 XMAQ Portfolio Deep Dive: Apptroniks, Agility, 1x
41:52 Future of XMAQ
56:19 Long Live Token Launches
01:06:13 Rapid Fire Round
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Apr 2
Jack on Metanova SN68
Apr 2
I only invest in $TAO now
It is the most compelling ecosystem in crypto
with the highest rate of product iteration and talent density I've ever come across
My discussion with Wei below on @supercyclepod
00:00 Introduction
01:50 Macro Outlook
09:48 Speculative demand shift from crypto to AI
12:31 JP Morgan and the institutionalization of blockchain
15:15 AI vs. crypto: intelligence amplifiers vs. value representation
22:50 Korea's "Salaryman" dream and social drivers of crypto volume
33:00 Discovering Bittensor and decentralized systems
41:42 Why decentralized AI matters as a counterweight to frontier labs
47:53 Metanova (SN68) and AI drug discovery on Bittensor
01:04:32 Babelbit (SN59), Yanez (SN54), Beam (SN105)
01:08:45 Why founders choose Bittensor over traditional VC
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