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The TAO Daily
@taodaily_io
Leading the conversation on accelerating Bittensor's future. Get the free daily newsletter 👉🏻
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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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We covered @engyai (SN53) in the Mentat Report on July 21. Since that send: Engy exploded another +127% before starting to consolidate. This is the kind of alpha we send every two weeks, for free. Next edition drops tonight, featuring a subnet sitting at excellent levels.
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The AI news from this weekend must be taken in perspective. First off, let’s make clear what was NOT said: - Zero AI companies said they were slowing down development.. - Nobody said that their release cadence was going to be slower. - And nobody even said they were going to cap capabilities of future AI models. What the Anthropic CEO said, and Sam Altman from OpenAI agreed with, is that they would use third party evaluators before they release a new model. Fine. In fact, the Anthropic CEO SPECIFICALLY said, “pacing does not mean halting model training or technical progress” which I note that most media outlets forgot to put in their articles. The other thing that is important to note is: assume the worst case scenario. Let’s say AI models were more slowly released. Who would this effect? Demand for AI is NOT slowing down (se chart): Most of the demand for AI computing is for people who want inference. Not for the companies training AI models. Training happens once, but inference is going up in a straight line. In fact, slower / older models require more infrastructure to provide inference. So who wins in the worst case scenario? NVDA (inference needs lots of GPUs), MU (inference needs lots of memory), ALAB (inference needs millions of connections between the GPUs), MRVL, AVGO, etc. Let's even take a more worst case scenario. If AI models are truly a risk, the risk is from a cybersecurity standpoint. Who benefits? NET NTCT PANW CRWD NOK etc etc. You have to ask: why is the media not reporting this accurately?
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BITTENSOR THIS WEEK: Key Updates You Need to Know This week features updates from subnet teams like Lium (SN51), ORO (SN15), Pareton (SN10), Hippius (SN75), Bitcast (SN93), SOMA (SN114), Gittensor (SN74), and Leadpoet (SN71). #Bittensor# $TAO #TAO#
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BITTENSOR THIS WEEK: Key Updates You Need to Know This week features updates from subnet teams like Lium (SN51), ORO (SN15), Pareton (SN10), Hippius (SN75), Bitcast (SN93), SOMA (SN114), Gittensor (SN74), and Leadpoet (SN71). #Bittensor# $TAO #TAO#
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If $BUTT and $NUTZ are what it takes to get the next thousand people to look under the hood of Bittensor and read the @taodaily_io, so be it! $TAO
If you’re new to $TAO, here’s a quick primer on what it is and why people are paying attention: Worth getting the basics down before the timeline gets too noisy. Don’t forget to follow @taodaily_io for your daily $TAO news updates.
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BITTENSOR THIS WEEK: Key Updates You Need to Know This week features updates from subnet teams like Gittensor (SN74), Score (SN44), Good Morning (SN28), OpenRoboto (SN80), Bitsec (SN60), Trishool (SN23), SOMA (SN114), Allways (SN7), and Yanez (SN54). #Bittensor# $TAO #TAO#
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$TAO finds company. Brought to Solana via Sunrise.
Babelbit (SN59) was deregistered roughly a week after announcing its Dubbing API and a major multilingual-model breakthrough. That kind of outcome is exactly what @BittensorIntern's fractal emissions proposal is designed to prevent from repeating: 🔹 Subnets can voluntarily accept 100%, 50%, 25%, 12.5%, or lower of their available emissions to slow dilution 🔹 Lower emissions mean less $TAO and alpha issued, giving early-stage subnets more runway before dereg 🔹 Deregistration scoring adjusts proportionally, so accepting 25% emissions gives you a 4x buffer on your alpha price ranking 🔹 Accountability stays intact because the market still determines whether the reduced funding pace was justified 🔹The choice is opt-in, which means subnets with strong immediate demand can keep earning full emissions We covered the proposal on The TAO Daily here:
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I would like to add a few more reasons: a staking ratio exceeding 70% demonstrates the community's strong recognition of the project. Furthermore, traditional asset management firms converting Bittensor trusts into spot ETFs will bring in massive amounts of traditional capital inflows; finally, with the continuous expansion of subnet numbers, ecosystem prosperity is becoming a reality.
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Did you know Taostats started as a spreadsheet that helped early Bittensor investors track the incentive layer? Listen to Mog (@mogmachine), founder of @taostats, tell the story of how he stumbled onto Bittensor, and how Taostats grew from a simple spreadsheet into the top block explorer in the network. 👇 Cc: @TheBlockCo @proofoftalk
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"We've seen it time and time again, decentralized technology starts off smaller than centralized… but eventually, decentralized CATCHES UP." James Altucher called it at Proof of Talk last week. Watch him explain why $TAO is such a strong opportunity right now. 👇
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Micaela @micaelabazo, CEO of NOVA (SN68) at PoT: "We're part of the most important investment category, potentially the most rewarding, because our success will not just be measured in dollars, euros, or $TAO, but also HUMAN LIFE." 📽️ Credit: @proofoftalk @SubnetSummerTAO
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