Btw i should address some of the points in the article which AI slop influencers are now repeating.
> I suspended emissions to his subnets
I do not have the ability to suspend emissions. What i did do is sell some of my alpha holdings on his three subnets, because they were not running, and were on near 100% burn code. This changed the emission the same way all buys and sells on Bittensor do. I don’t have any privilege beyond what normal TAO holders have.
> I deprecated Covenant’s channels and removed moderation rights
No, Samuel specifically deprecated his own channels which he did via a pinned comment and also a Twitter post. To be clear, he is talking about a discord channel.
> I removed his ability to moderate his community
Sam was deleting posts in his channel of genuine, honest criticism. I removed that ability temporarily and then reinstated it later. I did not remove his moderator role. I simply stopped him from deleting posts from others in his channels.
> “deprecating infrastructure”
Not even sure what this one means.
> large visible token sales
Not large. Less than 1% of what i had invested in his teams. Visibility is impossible to avoid in my position. I reserve my right to buy and sell tokens which is what underpins the entire system of dTao.
Anything else?
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This one hits... CT isnt what is was anymore I agree, it does remain a good source for me. I've moved all my dino coins last year into $TAO and thats the one for me, horizon is long and I can suffice witch only reading about $TAO and subnets a rabbit hole in its own....
A little personal update/ramble..
If that's not your thing, its fine.. no worries, just move on 👍
There is so much crazy shit and noise atm..
I'm actively trying to regulate my time online and not get sucked into all the "The world is going to hell and I must care about everything" crap
It's all so fucking tiring..
I genuinely don't think we're meant to consume this much info and emotional bullshit every second of the day
Being online.. our circles have gotten bigger and bigger but It means the amount of baggage has gotten heavier too
I think sometimes it pays to just strip things back to basics
Having a smaller circle.. Focusing on the real world and taking care of your mind and body
That's what I'm doing right now
- My positions and investments are set.. now all I have to do is wait
Whether that is 6 months, a year, a few or 5 years..
I've invested for the long term and I'm willing to bed in and give them the time they need to find real adoption
I'm not going to spend however long that is in this nut house consuming whatever poison the algorithm feeds us these days
CT used to be fun and relatively easy to find great content or people..
Now it mostly feels like this platform is hell bent on pushing you towards politics, toxic shit and content engineered to get you riled up
The gems in the dirt are getting harder to find
I'll still post.. just less
Being in the trenches is a young mans game.. and I'm old, battered and filled with scars
My style has always been geared towards fundamental investments, which result in real world use cases and the infrastructure that shapes the future
At times, that approach looks wrong.. but I still believe that it will be proven correct over time
So that's what I have to give them... time
- Been focusing on the gym and trying to get back into the shape I want to be..
Playing the games I've neglected for years due to nights spent obsessively reading and researching
Spending more time in the real world.. catching up with friends.. being present with family
Just real life stuff that I let slip over the years while buried in the grind of it all
8 long years, filled with a shit ton of mistakes and pain..
But for the first time.. I feel genuinely content both as an investor and as a person
- My portfolio is heavily geared to $TAO + subnets and that is where my focus and sizing will continue to be
Everything is left to compound passively..
Every minute.. more $TAO and alpha tokens accrue without me having to do a thing
Given how undervalued I think they are.. knowing they're growing in the background gives me real peace of mind
$TIG and $TIBBIR both sit at large, roughly equal weightings
I do expect $TIG to grow into an even bigger part of my portfolio as I continue to flesh out its potential.. which, frankly, is enormous
Those three (plus subnets) currently make up the bulk of my portfolio
They are all Investments I am willing to give plenty of time to play out
- Beyond that I got a few different pockets of holdings..
I still have quite a large bag of $QNT that I told myself back in 2018 that I wouldn't touch until 2030..
Even though my philosophy and approach have changed throughout this journey.. I promised myself back then that I will see it through, which I still plan to do
The next pocket is the "There is no point in selling it now" bags
That's $CHEQ and $RBNT.. I haven’t sold a single token from my early round entries and honestly, both have performed horrendously
They are down so bad.. that it doesn't feel worth selling, and even if I wanted too.. the liquidity just wouldn't be there or at the very least, would hurt price significantly
So.. I just sit on them and hope they either come good over time or get to a position where there is enough growth and liquidity to exit peacefully
I even added more of both on the way down.. Which has compounded the pain
The last pocket is just some trade positions which are small in comparison..
Stuff like $REPPO and $NOCK, which I've been slinging in and out of
Beyond that.. I've not really been looking elsewhere
I'm happy with what I hold and feel lighter for culling the portfolio to a point that I only have to focus on a few things
I still believe 2026 will be bullish as liquidity surges and #Bitcoin finally gets it's fucking act together and leads the charge for risk assets
I'm not positioned for a bear market.. But if we get one, I'll just sit through and manage it quietly as it happens
But.. I'm betting this cycle is not over
So.. That's a little update as to where I'm currently at mentally and how I'm positioned going forward
I won't stop reading, researching and learning.. I will be investing until all the hairs on my head are grey
Like I said, I'll be around.. But my priorities are changing
Which means naturally, you'll likely hear less and less from me
Just wanted to let you guys know 👍
I spent a long time staring without seeing.. now everything’s finally in focus
Anyways.. Back to Arc Raiders
🍻