Every loan tailored to the risk the user brings.
That only works if the protocol actually knows who the user is.
Verify identity, income, and credit history onchain and this stops being a TradFi privilege.
July 15th.
SN38 did not just rebrand, it walked into one of the biggest problems in AI.
Colosseum is now ChronoLLM, moving from peer to peer betting into chronologically consistent LLMs.
That means models with strict time cutoffs.
No lookahead bias.
No fake intelligence from knowing the future.
This is a way bigger idea then people realize, especially if @herelle_jean and CrunchDAO firepower starts coming behind it.
Temporal intelligence sounds boring until you realize it might be one of the missing pieces for real AI markets.
Who is mining this?
$TAO #Bittensor
The best solutions rarely come from chasing the goal directly.
Breakthroughs come from unexpected directions.
That's Novelty Search, and that's how we're bringing credit onchain.
See you all today with @const_reborn.
5 PM EDT, Bittensor Discord.
It is my duty to get @zipcodenetwork on this list.
Real world credit coming onchain is a completely new way of thinking about the blockchain.
No better time than now & we are full prepared.
See you at 5pm folks!
This should give you confidence in @heydittoai
We did this 1 month ago and added native Fable 5 faster.
It’s only a matter of time before Bittensor has it’s Deepseek moment with @heydittoai
Banks have decided who gets credit for generations.
At Proof of Talk, our founder @sebyrubino walked a room of investors through exactly why and what changes that.
A solution that would allow any curator to offer real-world credit products onchain.
Open onchain credit…
That's Zipcode Finance 👇
On behalf of the entire $TAO community we all throw a massive THANK YOU to @markjeffrey@ShizzyUnchained for consistently and seamlessly delivering the #1 message.
2 Clearest Voices in Bittensor converge
I Finally dropped in for a listen
on my LA commute.
I’m sure Mark feels like a broken record at this point but the world needs to hear it until it’s deafening. Bullish!
Two people who were early in Bitcoin and early in Ethereum just went on record about $TAO.
One of them wrote a book about Bitcoin in 2013.
The other invested in the Ethereum ICO in 2015.
Both of them started a fund with Jason Calacanis with a single thesis.
Bittensor is the third great open-source substrate after Bitcoin and Ethereum.
Here is the exact framing they used.
In the early 90s Microsoft, AOL, and CompuServe were the well-capitalised incumbents.
Everyone thought they would monopolise and run away with the internet.
Then TCP/IP, Linux, and the World Wide Web came along and everything converged on an open-source substrate.
Bittensor is that open-source substrate for the AI story playing out right now.
OpenAI. Anthropic. Google DeepMind. XAI. Different cast of characters. Same pattern.
And this time you can actually own a piece of the open-source substrate.
Now read the valuation mismatch that should stop you cold.
The four main AI labs combined are worth approximately $1.5 trillion.
Bittensor is worth $1.7 billion.
Ridges subnet competes directly with Claude and Cursor and has beaten them on benchmarks.
Ridges market cap is $30 million.
Cursor is worth $30 billion.
That is not a small dislocation. That is a comical one.
The highest valued subnet in the entire ecosystem is around $80 million.
There has never been a billion dollar subnet yet.
On Ethereum during the ICO mania projects with nowhere near this quality of output were raising hundreds of millions within minutes.
Now think about how many orders of magnitude more capital is chasing AI opportunities today compared to 2017.
When that capital discovers Bittensor the valuation rerating will be violent to the upside.
Their exact words. Not mine.
The man who called $TAO at $3,000 by end of 2026 said it directly.
By 2030 it will be a trillion dollar ecosystem.
Every molecule in my body is screaming this is another one.
The people who read the docs always buy before the people who read the price.
This is still early.
Two outcomes in my mind: either 1) Bittensor is a well-coordinated scam and gets found out soon, or 2) $TAO trades well in excess of $2.5k in 2027.
The rate of progress across the top subnets is extraordinary. I do not see how this remains a $2bn market cap protocol for long while frontier labs IPO at 12-figure valuations.
DYOR and make up your own mind on which outcome is more likely. But if you land on option 2), it is pretty obvious what needs to be done.