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Chris Davis
@capradavis
Investor @UnsupervisedCap | Prev. @MessariCrypto | NFA
961 Following    3.7K Followers
This past week in Bittensor Land… - Crosschain swaps on Bittensor went live via @taodotcom . Users can now instantly swap USDC and ETH to subnet tokens (!!) -@pareton announced that an optimization identified by miners during their Qwen3.8 campaign was officially merged into vLLM (widely considered the de facto open-source inference engine for LLMs.) - @conjectures_io reported solutions to five open, frontier math problems, with multiple solutions coming from a team of Purdue University students. Just another week.
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ZEC's PoW fuels a global, permissionless network for financial privacy. TAO's PoW fuels a global, permissionless network for advancing machine intelligence. The time for self-sovereign digital networks is now.
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Pepperidge Farm remembers when all of CT used to dunk relentlessly on $ZEC for years and @BarrySilbert who steadfastly supported it through the doldrums. Similar set up loading with Bittensor.
When you point enough machine and human intelligence at a problem it simply gets solved. Many companies have hard problems that they simply don't have the resources to handle. $PRL is a good example: Mathematics is just the beginning.
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Today, we’re announcing a solution found by our miners to both parts of Erdős Problem 14, open for over 34 years. The result proves a square-root lower bound on exceptions to unique representation as a sum of two elements of any set of natural numbers. Verified in Lean through Conjectures. Full proofs below.
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There’s a company on Bittensor growing 230% QoQ (62% MoM in Q3) with a $15M revenue run rate, trading at 6x P/S while 95% of rev goes into buybacks and ~$1M of additional structural buy pressure hits the token every month.
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the market for solutions like this will be absolutely massive - very exciting to see Bittensor being used as a competitive advantage in this sector.
Read that email again. Nothing about it looks dangerous. A birthday message. A request to use someone's preferred name from the employee file. Polite, ordinary, the kind of thing that lands in a work inbox every single day. A human assistant reads it and thinks nothing of it. An AI agent reads it and does exactly what it says, and to finish the task it opens the employee file, reads personal records, and pulls out details it was never meant to expose. No hacking. No malware. No breaking in. Just a friendly message that quietly walks the agent into handing over data it should have protected. This is what makes agent attacks so dangerous. They do not look like attacks. They look like normal requests, and the agent has no instinct for when a task is a trap. That is exactly what HaloGuard 1.0 is built to catch. It sits over the agent and reads every instruction and every action before it happens, so a birthday email cannot quietly turn into a data leak. Your intern would pause. Your agent might not. Protect it.
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incredibly @metanova_labs coded.
BREAKING: Ozempic maker Novo Nordisk partners with Anthropic to speed drug development using Claude Science.
the technical barriers to buying subnet tokens just came crashing down. tyvm to @taodotcom , this is massive for bringing more capital into the ecosystem.
USDC to dTAO Crosschain swaps. Now LIVE. Swaps settle in seconds, it's FAST. Like, seriously quick. Directly from Subnets into USDC (Or ETH) and vice versa. Try it today at
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okay so three in one week. absolutely wild what's happening on SN66.
Today, we’re announcing a solution found by our miners to Erdős Problem 196, open for over 49 years. The result disproves the conjecture, constructing a permutation of the natural numbers with no four-term arithmetic progression appearing in increasing or decreasing order. Verified in Lean through Conjectures. Full proof below.
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parallax is the frontier.
The push for regulatory capture and AI cabalism is accelerating. This, in large part, is why I'm building parallax. True P2P unstoppable, uncensorable AI systems aren't just neat, they're mandatory. This little single DGX spark "datacenter" in my forge with parallax can train (with other nodes) an 80b parameter model. - two solar blankets - ecoflow battery - lapdock for kvm - starlink internet - dgx spark Total input from solar ~600w (800w max) Total power draw from spark/starlink/etc. < 200w No datacenters, no water supplies, no external power grid, no multi gigabit link. We must design AI systems that are as resilient as the humble cockroach. Why do we all appreciate BTC? Because it's a mathematically certain sovereign ledger that can't be inflated away or centrally controlled. Current AI represent the greatest concentration of wealth, power, and information (IP theft? blackmail? or simply ads and behavior control?) the world has ever seen... As BTC did to finances, we must do to AI. Chutes + parallax is a step forward towards tearing down this moat.
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This past week in Bittensor Land: - @oroagents was accepted into Y Combinator’s Fall 2026 batch, making it the first crypto company with a live token to be accepted into YC. - @lium_io conducted a $1M revenue-funded buyback and burn, the largest single buyback in Bittensor history. - @_redteam_ announced that it is on track for integrations with three banking companies in the top 10% of the Fortune 500. - @conjectures_io reported that miners found a solution to the near-half-density case of Green’s Problem 51, a math problem that had remained open for 16 years. - @jon_durbin of @chutes_ai shared a dashboard for the Parallax-8B training run, an MoE model being training on 240 RTX 5090s distributed across 13 countries, with a reported compute cost of only ~$11/ billion tokens (!). Just another week.
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RedTeam is working toward integrations with three banking companies in the top 10% of the Fortune 500. On the latest Novelty Search, @_redteam_ explains how #SN61# miners strengthen Innerworks’ cybersecurity products. They also demo their Immune System, where AI agents created three new attacks from a miner’s submission and wrote the code to stop all three. Hosted by @const_reborn Full episode in the first comment
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I am pleased to announce that Stillcore Capital @stillcorecap has invested in Red Team @_redteam_ Bittensor $TAO Subnet 61.
Join us this Thursday to discuss all things RedTeam
Lium (SN51) with what I believe is the largest single buyback to date. This is what the Bittensor flywheel looks like in motion.
The masculine urge to buyback + burn $1,000,000.00 worth of my token with our product revenue.
Oro is the first startup with a live crypto token to ever get accepted into YC. And it’s on Bittensor. A few months ago, co-founders Shardul and Seth were probably at their lowest point. They’d just been hacked, things were looking rough, and they decided to apply to YC as basically a Hail Mary. To their surprise, Bittensor, their subnet, and what they were trying to build caught some attention and they got accepted. The guys have built one of the most innovative subnet designs on Bittensor, using incentives to create a machine for collecting diverse, high-quality agent traces at scale to build better agentic commerce systems. Now YC can give them the other half of what they need - support with turning all of that into a killer product and company. We’re at a point where basically every investor has spent the last year spitting on crypto tokens. For valid reasons tho because most tokens add absolutely nothing. Oro is a bright spot for the opposite case, with the token being an essential part of the core mission and system. Overall, a huge signal for Bittensor
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The crypto native community hasn’t figured out what Bittensor has built and so it has been structurally undervalued for years. Outside capital, far less jaded, is figuring it out first. Eventually CT will catch on but only after the charts are vertical. At that point many will realize what they’ve missed up to that point. It will be one of the most hated lockout rallies we’ve ever seen.
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I hope people understand how crazy this is. ORO is the first crypto company with a live token to be accepted into Y Combinator. YC underwrote ORO, evaluated the Bittensor model, and came to understand the subnet as a structural advantage and the token as accretive to the company's capital structure. What a time to be alive.
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We're excited to announce that we're going to be joining Y Combinator in Fall 2026. The team is super pumped to be working with @golda and co to continue on our journey of creating the best in class open source models for agentic commerce.
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