Andrew

Science nerd. I like boards and tacos. I drank the #Bittensor kool-aid.

[Andrew @Andrew_Drew00]

Thesis for the year, or something like it. Blue squiggle is today, green is the future.

Not worried about alts, they're gonna follow BTC anyway.

Final year before instutional and legislative crypto blastoff 🤜🤛

$TAO 🚀🚀

[Andrew @Andrew_Drew00]

In the thick of the bearishness, this was refreshing.

Forecasting $TAO below $150 this year doesn’t mean my conviction and belief of @bittensor potential has wavered.

Too many talented minds competing to win: that’s a great formula.

Bottom then we blast.

$TAO 🚀🚀

[2xnmore @2xnmore]

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.

Video credits to these legends @markjeffrey @haitzu @rob_svrn for their insight on TAO.

[Andrew @Andrew_Drew00]

The Swedes did a pretty comprehensive family study on this several years back… results were pretty wild.

But, I’d argue food like more fruits + vegs, even if not organic, will have a better impact on longevity. Organic food can be pricey 🤦🏻‍♂️

Non-organic produce is still carrying
all the goodies: vitamins, anti-oxidants, fiber, polyphenols, etc. Lots of good cancer fighting stuff…. Yes pesticides are awful and can be accumulative, but sometimes you’re damned if you do/don’t

This is my wheelhouse 🫡

[Andrew @Andrew_Drew00]

This whole thing is gonna rip soon enough @bittensor

2027 and beyond is gonna get pretty interesting.

Bottom first, then blast off

$TAO 🚀

[lium.io @lium_io]

lium revenue and usage is at an ATH. Up >200% in the last month.

total GPUs provided has also doubled in the last month.

This comes as we have reduced rental failures down to 3% from 30% 3 months ago.

When node stabiliity is higher, people rent more. When people rent more, providers bring more GPUs. When there is more supply, we attract more customers.

Improving the platform UX has shown to be a positive flywheel for all aspects of the platform.

[Andrew @Andrew_Drew00]

@oroagents 🫡🫡

[Andrew @Andrew_Drew00]

@tradermatt Scraped knees = great dads

[Andrew @Andrew_Drew00]

@KeithSingery if you haven’t dove into this one yet…. strap in. The future is looking pretty bright for @IOTA_SN9

[Andrew @Andrew_Drew00]

Start reading @MacrocosmosAI papers and you’ll start understanding what I keep saying: research the builders.

The amount of brain power these guys are sporting is nothing short of staggering. Hell yea.

$TAO 🚀

[IOTA ・ SN9 @IOTA_SN9]

This week, we're starting the next evolution of Orion with announcements and insight coming over the coming weeks.

Read the economic thesis behind liquid training with @IOTA_SN9 to understand why our work on Orion is set to reshape the AI economy:

https://t.co/LHvO35MAOn

[Andrew @Andrew_Drew00]

A few days of green and the bull posting has been off the hook

Would be a shame if the bottom wasn’t in yet….

[Andrew @Andrew_Drew00]

@hodler0_ You know what’s a better time to buy…. When the bear market bottoms.

You still have a couple months at least hombre. Save some powder…

[Andrew @Andrew_Drew00]

@2xnmore @kaspakitty Well said

[Andrew @Andrew_Drew00]

@CryptoTony__ Lower high before poopity-doop, down to $185 we go

[Andrew @Andrew_Drew00]

@TroyQuasar It’s easy to have an opinion when you don’t have any skin in the game. Ppl like this don’t even have a seat at the table: high opinion, low commitment.

You’re building subnets, these jabronies aren’t.

Ignore the noise. Keep grinding. 🚀🚀

[Andrew @Andrew_Drew00]

@IndigoKalika @LamidaGlobal Dude yea… some ppl just post charts 🤦🏻‍♂️

[Andrew @Andrew_Drew00]

@IndigoKalika @LamidaGlobal The number of $TAO pilled homies that can’t even navigate a chart on a basic level…. 🤦🏻‍♂️🤦🏻‍♂️

Ha I mean sure, I’m not stopping anyone from buying, but…..

[Andrew @Andrew_Drew00]

@2xnmore @TAOFlows I respect the guy’s candor

I think once we rotate out of this bear, ppl are gonna be lookin for places to throw their money: the DeAI narrative may really catch some steam once ppl are bullish again…

The eco just needs to stop getting exploited 🤦🏻‍♂️. Not great for new capital

[Andrew @Andrew_Drew00]

Research. The. Builder.

@MaxScore is nearly impossible to beat

$TAO 🚀🚀

[Max @MaxScore]

who's taking some time off?

cuz we don't.

[Andrew @Andrew_Drew00]

@DrocksAlex2 Use case and builders.

That’s literally my criteria at this point—and ya gotta have both. There’s been several really great ideas and work done, but the builders couldn’t navigate the ecosystem (and yes this includes a transparent, informative social presence) and got churned

[Andrew @Andrew_Drew00]

@BSCNews @graphtronauts_c @aixbt_agent does the affect $GRT inflation potentially?

[Andrew @Andrew_Drew00]

@CastilloTrading Do it. It’s a whole lotta fun. And more or less a really solid community of nerds just working to shoot better and train 🕺🏻🕺🏻

[Andrew @Andrew_Drew00]

@SpitfireTraders @tradermatt Ha… funny. I can’t tell you how many of 250k+ accounts have been purged since late fall ‘25.

Meanwhile, there’s actual traders with 50k or less accounts teaching/discussing/showing real trades and meta.

The internet is funny