Taotraveller

Travelling the peaks and valleys of TAO and the stock markets. Don’t follow me. Don’t take my advice. Don’t do what I do. I’m just figuring it out myself. DYOR.

[Taotraveller @GBA1657]

Can Nvidia remain Nvidia without Jensen “Wang” Hueng at the helm?
I reckon yes. After the dust settles, Nvidia remains Nvidia.
And what of the others who lean on Nvidia?
Interesting times ahead. Potential wrecks, but potential opportunities too

[Taotraveller @GBA1657]

Where do you read your subnet’s revenue reports? Are SN owners publishing independently verifiable financial disclosures, or are we relying on self-reported figures?
If SNs want to attract and retain stakers, shouldn’t proper business P/L reporting be part of the equation?

WDYD?

[Taotraveller @GBA1657]

Buybacks and burns are good. But are your buybacks funded by your emissions or your customer revenue, or both? Revenue vs profit?

How would I know? How is that proven?

Just trust me bro ……?

[Taotraveller @GBA1657]

@0xDaniBi @OnChainFox Precisely, not seeing how the buybacks are funded (emission or revenue or both) is frustrating. I think it’s such an important metric.

[Taotraveller @GBA1657]

@0xDaniBi @OnChainFox that aren’t self-reported…

[Taotraveller @GBA1657]

@0xDaniBi @OnChainFox But finding revenue reports…🙄

[Taotraveller @GBA1657]

@0xDaniBi @OnChainFox Give a tutorial on how and where you check this

[Taotraveller @GBA1657]

@0xDaniBi @DFVTAO Also the emission-weights, which are set by the subnet owner, also influences it.

[Taotraveller @GBA1657]

@0xDaniBi @DFVTAO External revenue-funded alpha buybacks and burns by the subnet owner = buying pressure and reducing circulating alpha token supply = value return to alpha holders. It is an onchain mechanism. It is not an automatic mechanism and is not a requirement of the subnet owner.

[Taotraveller @GBA1657]

Are you doing what you say you’re doing? Is your subnet a good investment? That’s the crux of it. It’s not deep financial analysis. It doesn’t pretend to be. But it gives keen insight into a subnet’s operation and direction. Keep them coming, @TAOTemplar

[Taotraveller @GBA1657]

I genuinely look forward to these videos of subnet founders getting grilled.

They’re not polished interviews, they’re interrogative by design. Sometimes awkward, uncomfortable and gritty. That’s exactly what makes them worthwhile.

And the theme of the questions are the point:

[τao τemplar @TAOTemplar]

Incentive Search Ep.2

The show where Brave Bittensor Subnet Owners are asked all the uncomfortable questions

@yanez__ai #sn54 Subnet Owner @josercaldera answers my questions:

Wen revenue?
Token VS Equity?
Subnet Owner emissions?

[Taotraveller @GBA1657]

@ReggyStev @markjeffrey @JesusMartinez Ummm…don’t think Mark Jeffery or Jesus Martinez have claimed to be financial analysts? and I don’t think their posts are meant to be formal financial analysis. They’re sharing their views and enthusiasm about what they’re seeing develop.

[Taotraveller @GBA1657]

SN38 tackles the problem in back-testing called lookahead bias. By training AI models within strict historical knowledge boundaries, you can trust your agent’s analysis is using only information that was available at the time, and without knowledge of what happened afterwards.

[Taotraveller @GBA1657]

Imagine your AI agent steps into the past, reasons with only information available at that time, and make decisions/predictions without knowing the future.

It can’t do it. Or can it?

Think about that application. It’s not only useful. It’s powerful.

Look at SN38 $TAO

[Taotraveller @GBA1657]

@jollygreenmoney Yanez

[Taotraveller @GBA1657]

@DrocksAlex2 @taoflows_app So good

[Taotraveller @GBA1657]

The French government wants to “tax the internet”?

Fine by me. As long as 100% of that money goes to Tim Berners-Lee.

After all, he gave the world the Web for free.

Idiots.

[Taotraveller @GBA1657]

@TAOTemplar Yes a vid on that would be fantastic

[Taotraveller @GBA1657]

Brazil’s Lula re-elected, sparks 22% drop in Nubank’s share price, testing the lower boundary of a long term ascending channel, and my bullish buy zone. Urgh…so tempted to add more and buy the dip. But no, let’s be disciplined and await the Q3 earnings report in early November

[Taotraveller @GBA1657]

$TAO 🧐🤔