NOVA Conviction Update + Incentive Alignment We didn't choose drug discovery because it was an easy or fast problem to solve. We chose it because it's one of the hardest and most meaningful problems AI can tackle. Our ambition and track record reflects our commitment to long-term value creation. Since launching, NOVA has shipped 3 incentive mechanisms, established 3 relevant partnerships with other biotech companies outside of the Bittensor ecosystem, provided open-source access to optimized and fine-tuned SOTA models, run ongoing screening campaigns across multiple therapeutic modalities, and much more. That work has been funded by token sales and it will continue on multi-year timelines regardless of short-term price action. As the conviction mechanism rolls out across Bittensor, we want to be transparent about how we're approaching it by locking company tokens and aligning founder incentives with subnet growth. Company Wallet — 50% Locked Even before conviction, we've always balanced self-financing with token health. We locked 50% of our company tokens formalizing that commitment (and we’re one of the top subnets in % and TAO equivalent). From here, the owner's cut will be automatically locked so our conviction will only grow over time. The liquid 50% funds operations through token sales and OTC, and gives us flexibility to navigate price volatility. We will continue to minimize price impact and optimize for token health. Founder Incentive Alignment We're allocating 20% of what we earn split across the four founders as a direct incentive. Each founder has real skin in the game, individually motivated to grow NOVA. Based on the current wallet distribution, each founder's individual position will remain below the top 10 holders after tax. This distribution naturally decentralizes stake across the team. Our upside is tied directly to yours. Built for the Long Term We came to Bittensor to build infrastructure that accelerates drug discovery. The problems we're solving have the potential to reshape how medicine is made with multi-year timelines and billions in implications. Long term thinking is baked into everything we do. Long-term thinking is baked into everything we do. We remain focused on: • building valuable discovery systems • advancing therapeutic development • expanding partnerships • improving incentive mechanisms • and creating lasting value for the network Thank you to everyone helping us build. This is only the beginning.

The new is now live. Take a deeper look at: • Our approach to AI drug discovery • NOVA's competition architecture • How value is created across the platform • Partnership opportunities Thank you to @14islands for bringing the redesign to life.

GPT-5.4 helped drive a medicinal chemistry project from literature review to a validated experimental result. Paired with Maria AI and specialized lab, the model proposed an unexpected way to improve a widely used reaction in drug discovery.

.@intel and @GreenstoneBio are working together to speed up the development of new medicine, combining state of the art human genetics and biology from Greenstone with advanced computing platforms from Intel. This work will allow rapid drug discovery at lower cost. This combination of human biology and AI computing will shape the future of biomedicine in the coming years. I’m amazed by the work my longtime friend Dr. @Joseph_C_Wu and his team are doing, and we are excited about the potential of this partnership.

We’re bringing new capabilities to GPT-Rosalind, a model series purpose-built for life sciences research at enterprise scale. It brings GPT-5.5’s agentic coding and tool use together with stronger intelligence for drug discovery, analysis, design, and experimental workflows.

I’ve always believed the No.1 application of AI should be to improve human health. That work started with AlphaFold, and now at @IsomorphicLabs with the mission to reimagine drug discovery and one day solve all disease! We are turbocharging that goal with $2.1B in new funding.

💡 One AI factory. 1,016 NVIDIA Blackwell Ultra GPUs. Over 9,000 petaFLOPs of AI performance. @EliLillyandCo and NVIDIA launch LillyPod, the world's first #NVIDIADGX# SuperPOD with DGX B300 systems to accelerate drug discovery, medical research, operational efficiency, and enhance industry collaboration. Together, by combining science, data, and compute power, we're breaking new ground for AI in life sciences. Learn how we're advancing the broader biotech ecosystem. ➡️