comatose

professional larper

[comatose @0xRocket]

The best r/r in #DTAO subnets is #SN75

It has the highest emission to mcap ratio

Currently sitting at rank 19 in terms of emissions with a mcap of below 600k

Their Dashbaord and Storage products are releasing tomorrow

Check for yourself at https://t.co/1wwwavHi2M

$TAO

[D2 Finance @D2_Finance]

This is not a robotics thesis. It is a funnel.

Slick video, charismatic marketer, “why I bet my career on robotics.” He works for $BOT. RoboStrategy, the closed-end vehicle Andrew Kang now runs and openly brands the “MicroStrategy of robotics.”

Same playbook: a committed equity facility that only works if the share price stays bid and retail keeps showing up to absorb the issuance. The content is the top of the funnel. You are the liquidity.

We traded millions of dollars of converts on the real robotics names in the late 2010s, mostly within a convertible arbitrage mandate, not fundamental stock-picking. Which is exactly why we can point at the honest alternatives here, the ones nobody is cutting a hype video for, because there is no salesman making big bucks dumping them on you.

If you want robotics exposure, the honest version is already listed in Tokyo. FANUC (6954), 20%+ operating margins through full vertical integration. Keyence (6861), asset-light, ROE most software firms would kill for. Yaskawa (6506), the servo muscle behind half the world’s arms. The Japanese Big Five ship 40%+ of global industrial robots. These are priced for competence, audited for decades, and you can size them without praying a NAV premium holds. Dull. Real. Yours at a clearing price.

And if you actually want the convexity, the asymmetric leg, it is one layer down in the actuation supply chain, not in a closed-end fund. Harmonic Drive Systems (6324), Nabtesco (6268), the strain-wave reducer makers. A humanoid needs roughly 20 harmonic drives per unit, which makes precision reducer supply the binding constraint on the entire scaling story. That is where the torque is. That is also where you get your face removed if the shipment curve disappoints. Omdia has 2025 humanoid shipments up ~480% to ~13,000 units, real growth, and a rounding error against the valuations now leaning on it.

So here is the actual choice. You can own the cash-generating incumbents directly, at a price, with no wrapper skimming you. You can own the actuation convexity directly, eyes open, and underwrite the humanoid curve yourself. Or you can buy a single ticker at a premium to its own book, structured so the manager can print on your ‘enthusiasm’, and call that a career bet.

Robotics is real. The compounding is real. The funnel is also real, and it is looking for your money.

The edge was never finding the names. The edge is knowing who is selling, and to whom.

[comatose @0xRocket]

@ZssBecker @drow109 Great taste

[comatose @0xRocket]

@shanaka86 @grok tldr this

[comatose @0xRocket]

@FrankRizz07

[Frank Rizzo @FrankRizz07]

How many #Bittensor subnets have over 100,000 revenue generating customers?

That list is where I put my personal $TAO

SN45 - Talisman AI - We're just getting started! 🔥

[Frank Rizzo @FrankRizz07]

Talisman AI - SN45 has integrated Data Universe - SN13 into our subnet and are working to entirely replace the X / Twitter API as the social media validation source. Thank you for the collaboration @MacrocosmosAI 🤝

This is just our first subnet integration. Can you guess which one will be next?? 👀

[comatose @0xRocket]

@brokerizzo 👀

[comatose @0xRocket]

@wearetalisman 🔥

[Talisman @wearetalisman]

Bittensor Subnet 45 is the engine powering Talisman’s agentic-AI features.

Together with Rizzo, we've designed a performance-driven SN45 buyback mechanism that aligns subnet incentives with Talisman’s growth.

A flywheel where users win, miners win, and the network compounds.

[comatose @0xRocket]

@stogolp lmao

[comatose @0xRocket]

Imagine metamask or phantom had a token

And ALL trading fees go into buyback and burns

Well, now you have @wearetalisman and SN 45

Don't fade it

$TAO @TeamRizzoAI

[Frank Rizzo @FrankRizz07]

Team Rizzo is extremely motivated about our negotiated Partnership with Talisman!

SN45 is the AI arm of the Talisman Wallet and in turn receives a % of ALL trading fees to buy and burn the SN45 token on a regular basis.

As the wallet usage and user-base grows, so does the Buy and Burn! 🔥🔥🔥

[Frank Rizzo @FrankRizz07]

Team Rizzo is extremely motivated about our negotiated Partnership with Talisman!

SN45 is the AI arm of the Talisman Wallet and in turn receives a % of ALL trading fees to buy and burn the SN45 token on a regular basis.

As the wallet usage and user-base grows, so does the Buy and Burn! 🔥🔥🔥

[comatose @0xRocket]

@brokerizzo @CryptoZPunisher @Tenex_SN67 Great product market fit

[Talisman @wearetalisman]

We're very excited to announce DNA Fund @ThisIsDNA as a key strategic investor in Talisman, bringing serious firepower at the intersection of Web3, AI, and capital markets.

DNA's proven track record adds rocket fuel to our AI vision.

[Punisher ττ @CryptoZPunisher]

Bittensor $TAO

Wallet Talisman

DnaFund

SN45: Talisman AI is about to take center stage.

The collaboration between Team Rizzo and the Talisman wallet crew has been months in the making, everything has been carefully planned behind the scenes.

📍 Frank Rizzo and the CEO of Talisman will both be present at Devcon ARG, taking place November 17–22.

During the event, they’ll unveil the official roadmap of their joint project and release their official press announcement.

Don’t miss the Bittensor Hacker House #DnaHouse, happening November 18, 12:00–17:00 UTC−3 at El Nido Bar & Café.

Exciting moments are coming for the entire Bittensor ecosystem

Mark your calendars!

@TeamRizzoAI
@wearetalisman
@ThisIsDNA

➡️ https://t.co/zOr259KCec

[comatose @0xRocket]

@Tradermayne 🙏

[Mayne @Tradermayne]

I’m plotting on your rise bro.

I’m literally up in the lab scheming on beautiful abundance for you.

I’m cooking up ways for a rising tide to lift all our boats.

I’m praying for your gains.

I’m lighting a candle to your inevitable splendour dude.

[mikecontango | τ,τ @mikecontango]

Big Announcement - Subnets are coming to @base!

We are proud to announce the launch of Project Rubicon. A liquid staked alpha bridge, built by @gtaoventures in partnership with @chainlink CCIP.

This will be a major step forward for #Bittensor. Allowing retail users to find and trade alpha tokens on @AerodromeFi and the @coinbase app.

With many of the top subnets on Bittensor already signed up as inaugural listing partners and seeding the alpha liquidity, we're expanding the Bittensor universe to where the liquidity lives.

Bittensor has been an island for too long. It's time to cross the rubicon, and send the subnet ships to mainland EVM.

Huge shoutout to the entire GTV team for burning the midnight oil to ship this beast! Thank you to the Chainlink team for your trust and support in us.

Lets show the masses what they've been missing!👏

$TAO

[comatose @0xRocket]

@chutes_ai noice

[comatose @0xRocket]

@contangojosh @base @chainlink @AerodromeFi big