The Mara Man

pushin' τ

[The Mara Man @MathysLefebvr18]

@TAOTemplar Honestly, I feel like TaoFlow isn’t working well.
Why are so many unknown subnets getting emissions?
@const_reborn can you explain this ?

[Andy ττ @bittingthembits]

One Day with Bittensor. Not a week. One day.

Seven different fronts in the war for who owns intelligence, and $TAO was advancing them all at once.

No company on earth ships like this.

@MacrocosmosAI launched Project Orion, an early pre-training run of Orion-100B. A 100B parameter model trained across 16 pipeline stages and 3 replicas on globally distributed single GPUs.

30%+ Model FLOP Utilization on A100s.

Up to 65% of data-center training efficiency, using hardware that costs a fraction of the price.

The old AI moat was simple:

You need the billion-dollar cluster.

Bittensor keeps attacking that assumption.

We already have Covenant-72B. Now Orion-100B is pushing the same idea further:

Underutilized compute around the world can become frontier training capacity.

@oroagents SN15 dropped post-training results.

A distilled 4B model with comparable correctness to frontier models, at under 1/10th the cost and roughly 2x the speed.

Their ShoppingBench stack scored 42.7.

GPT-5.5 scored 38.7.

This came from roughly 24,000 high-quality agent trajectories, with 20,000 more flowing daily.

A Qwen3-4B base climbed from 18% to 42%.

That is open competition distilling frontier capability into something smaller, faster, cheaper, and easier to run.

@manakoai, through Score SN44, announced @oblong_inc, Nasdaq: TWAV, invested in Manako and partnered on North American commercialization.

A public-market company plugging into a Bittensor subnet.

@webuildscore is turning existing camera infrastructure into real-time operational intelligence, powered by SN44.

That is the public market starting to touch decentralized AI infrastructure.

@chutes_ai SN64 showed the revenue line that matters.

A year ago, almost nothing earned per token served.

Today, roughly $280K per trillion tokens.

And this is happening while cutting models and compute.

Same work.

More revenue per unit.

Then that revenue flows back into buying and staking the token.

A subnet paying for itself in public.

Conviction went live and teams started locking.

Score locked $1M of SN44 in perpetual conviction.

@heydittoai SN118 locked 40,000 alpha, 100% of the team’s holdings.

@taostats shipped a live conviction table showing subnet-level lockups and king-flip timelines.

This is not “trust me bro.”

This is teams putting long-term commitment on-chain where everyone can see it.

Then the same day:

@trishoolai SN23 launched HALO, an open guard model that sits in front of AI apps and classifies what goes in and out.

@theminos_ai SN107 announced its scientific advisor, Philipp Koellinger, founder of DeSci Labs, will speak at Proof of Talk in Paris on Bittensor as infrastructure for verifiable scientific claims.

@zipcodenetwork SN46 went live, bringing decentralized intelligence and capital under one roof for real-world financial services.

@mvtrx_79 SN79 teased GenTRX, exchange-history-trained trading AI.

@desearch_ai SN22 and @Bitcast_network @Stitch3_ai shipped tooling.

Ditto’s MCP went live for Claude, Codex, and Hermes.

Read that again.

Distributed training.

Model distillation.

Nasdaq partnership.

Revenue compounding.

On-chain governance.

AI security.

Decentralized science.

Real-world finance.

Trading intelligence.

Search infrastructure.

All in one day.

This is where the comparison to companies breaks down.

Google can ship fast inside Google’s lanes.

NVIDIA owns hardware.

OpenAI ships models.

But no single company ships frontier training, shopping agents, genomics, on-chain finance, public-market partnerships, AI safety, search infrastructure, and trading intelligence in the same day.

A company is capped by its payroll.

Bittensor is capped by everyone on earth who can solve a problem and prove it.

That is the difference.

The closest historical comparison is not a company.

It is the early internet protocol era.

A base layer nobody owned, where thousands of unrelated things could bloom at once.

$TAO

DYOR.

[The Mara Man @MathysLefebvr18]

This is one of my bittensor:native subnet wallet

Should I just be 100% in subnets already?

Which position should I add more? 👀

Drop your highest-conviction plays in the comments
@zipcodenetwork
@chutes_ai
@TargonCompute
@webuildscore
@heydittoai
@Ninja
@affine_io
@metanova_labs

[The Mara Man @MathysLefebvr18]

You were right, @benjamincowen.

Congrats on child #5.

Now give us 5 altcoins where capital flows next.

What are they?

And what narrative dominates next cycle?

[Benjamin Cowen @benjamincowen]

Crypto bear markets serve an important purpose.

They help correct years of capital misallocation where liquidity and speculation allowed almost anything to go up regardless of fundamentals, sustainability, or actual adoption.

In bear markets, weak narratives fade, excess leverage gets cleared out, and capital slowly rotates back toward stronger projects and more durable infrastructure.

Painful, but necessary.

[The Mara Man @MathysLefebvr18]

🚨Week 15 – TAO Subnet Portfolio🚨

Started with 60 TAO
Now: 66.26 TAO
Overall: +10.43% / +6.26 TAO

Positions:
SN68 NOVA : +107.00%
SN44 Score : +63.53%
SN46 Zipcode : +30.18%
SN85 Vidaio : +6.41%
SN118 Ditto : +0.60%
————————————
SN75 Hippius : -7.23%
SN35 OxMarkets : -10.14%
SN8 Vanta : -10.55%
SN71 Leadpoet : -13.84%
SN64 Chutes : -15.37%
SN50 Synth : -24.72%

Two new trades this week:
1. Invested +3 TAO in SN46 @zipcodenetwork
2. New position opened in SN118 @heydittoai with 4.5 TAO

bittensor:native

[The Mara Man @MathysLefebvr18]

@bittingthembits is truly a treasure in the Bittensor ecosystem. I recommend anyone interested in bittensor:native to follow him. Maybe the most knowledgeable person on X when it comes to TAO subnets.

Your words touched me, Andy.

I also live with two autoimmune diseases (Crohn’s and PSC).

Seeing what @metanova_labs has accomplished so far feels like the reason Bittensor was created.

They are one of the greatest teams in the ecosystem.

Thank you NOVA and Andy❤️

[Andy ττ @bittingthembits]

$TAO holders. This one is personal.

I live with an autoimmune disease. I know what the standard of care looks like. I know what corticosteroids do to your body when you have to rely on them for years.

So when @metanova_labs, SN68, announced its new IL-6 target, I paid attention and locked in to what they are doing.

Autoimmune disease affects roughly 50 million Americans and around 8% of the global population.

Lupus. Rheumatoid arthritis. Crohn’s. MS. Psoriasis. Hashimoto’s.

For many patients, long-term steroid use is still the fallback. The side effects are so brutal.

Osteoporosis. Cataracts. Glaucoma. Metabolic damage. Adrenal suppression. Weight gain. Mood instability.

IL-6 is one of the major inflammatory signals in the body. If you can target it cleanly, you can potentially treat inflammation without destroying everything else around it.

That is why IL-6 inhibitors are already a multi-billion dollar market.

Actemra. Kevzara. Treatments that can run tens of thousands per patient per year.

Now, NOVA is bringing that into Bittensor.

Their last nanobody target was PD-L1 for cancer immunotherapy. They received 8,446 unique nanobody submissions from an open decentralized competition.

Now, they are moving to IL-6 in partnership with Yalotein, with top submissions eligible for wet lab validation.

That is the important part.

This is not just AI generating molecules for a dashboard.

This is a decentralized virtual screening flowing toward real biologics development.

And if it wasn't for biologics, my quality of life would be so different now!

NOVA is also making the chemical search competition more exploration focused. Molecules that are too chemically similar will be rejected.

That matters because in drug discovery, making 1,000 versions of the same idea is easy.

Finding genuinely different scaffolds that actually work is the hard part.

That is where real breakthroughs come from.

This is why NOVA is different from most AI drug discovery.

NOVA is hundreds of miners competing in parallel, paid in $TAO, ranked by results, and pushing the best candidates toward wet lab testing.

Cancer, on the one hand.
Inflammation on the next.

What I am watching now:

How many IL-6 submissions come in compared to the 8,446 from PD-L1.

Whether the new exploration rules increase true chemical diversity.

Most importantly, what happens in wet lab validation with Yalotein.

Because that is where decentralized AI either proves itself in physical reality or it does not.

The people who need better autoimmune treatments are not thinking about crypto.

They are in waiting rooms or emergency rooms.
They are trying to work through pain.
They are choosing between rent and the medication.
They are hoping for something better, period.

If decentralized incentive driven discovery can shave years off the timeline or help lower the cost of better therapies, the impact is not just measured in token price.

It is measured in lives and quality of life itself.

That is why I care about this network.

It's not just a chart.

The work.

NOVA is one subnet. There are many more. Each one is writing its own version of this incredible mission while the market argues about everything else.

I will be watching IL-6 closely.

Personally and otherwise.

$TAO

[The Mara Man @MathysLefebvr18]

@CablingDog The portfolio is my own, created from what I knew about the subnets. Made a lot of changes since the start!

Here is the seed : 5DAArxYJgY9ji6HYQZL4geGEADHgxVuKREfhy4fqVfRdn6Qg

The graphs are AI generated (ChatGPT)

[The Mara Man @MathysLefebvr18]

Week 14 update — TAO Subnet Portfolio

Started with 60 TAO
Now: 64.57 TAO
Overall: +7.62% / +4.57 TAO

Positions:
SN68 NOVA +58.00%
SN44 Score +53.65%
SN46 RESI +32.47%
SN85 Vidaio +28.96%
SN8 Vanta -7.66%
SN75 Hippius -7.91%
SN35 OxMarkets -8.50%
SN50 Synth -8.76%
SN64 Chutes -10.01%
SN71 Leadpoet -23.21%

Still holding 10 active subnet positions.

I'm glad to have sold all my Ridges, I would of lost -19% more if I didn't.

$TAO

[The Mara Man @MathysLefebvr18]

@metanova_labs and @resilabsai are going to generate billions some day.

It's only a matter of time

Today's market cap?

NOVA : $27.60M (drug-discovery)
RESI : $11.14M (real estate)

Both wonderful subnets that attacks fundamentals markets

I cannot believe how early

I can invest in these companies before they’re even known worldwide

@const_reborn’s design of dTAO will go down as the best update in Bittensor history.

[The Mara Man @MathysLefebvr18]

🚨 Subnet Portfolio Update 🚨

Here is the result after Week #13

Started with : 60 TAO
Current value : 64.56 TAO
Overall return : +7.60% / +4.56 TAO

Current subnet performance :
SN68 NOVA : +58.00%
SN44 Score : +53.65%
SN46 RESI : +32.47%
SN85 Vidaio : +28.96%
SN8 Vanta : -7.66%
SN75 Hippius : -7.91%
SN35 OxMarkets : -8.50%
SN50 Synth : -8.76%
SN64 Chutes : -10.01%
SN71 Leadpoet : -21.77%

I am considering selling SN71 @LeadpoetAI because of the -20% threshold. Maybe they could change my mind. 👀

bittensor:native

[The Mara Man @MathysLefebvr18]

@resilabsai is probably the most attractive subnet to invest right now.

Watch this clip of @sebyrubino saying
“We are sub second and sub penny”

These guys are doing great things. Sould check it out.

bittensor:native

[Angry Davee @AngryDavee]

Bittensor | $TAO

@resilabsai has been one of the best-performing subnets on Bittensor over the past week.

And trust me, I still think it’s undervalued and way too early.

Real estate is a $400T market, and RESI is trying to capture a fraction of that value and bring it into Bittensor.

They’re currently making real estate pricing faster, more accurate, and easier to access. Over time, the goal is to automate more of loans, purchases sales and other real estate services

And this is very possible on Bittensor.

With Bittensor, miners submit AI models that estimate the price a house will sell for.

> The best-performing model is already at 98.67% accuracy.
> They achieved this with just over $200k in network incentives, while zillow spent millions to build something similar.

These models will power the product, and once monetized, they can generate millions in usage revenue.

The projected ARR from loans alone underwritten through RESI is already around $2M.

Now imagine how much more revenue could be generated as they add more services.

And if 100% of that revenue goes into buybacks, RESI's mcap should touch 50m easily.

Like I said, we’re still early.

[Mark Jeffrey @markjeffrey]

Agents and humans now have a 'front door' to all the products made by Bittensor subnets:

https://t.co/WNsESay169

[The Mara Man @MathysLefebvr18]

Emergency update — Sold SN62

I decided to sell my position in SN62 @ridges_ai today.

Two months ago, it was my favorite subnet. I love the idea and the team, and I had enough conviction to allocate around 30% of my portfolio to it.

I still believe the project can succeed, but there are too many strong opportunities across bittensor:native right now for me to let emotions drive my decisions.

Competition in the vibe coding space is extremely fierce, and I can’t be certain SN62 will come out on top.

Final result: -8.29% / -1.75 TAO
including emissions

Wishing the team the best of luck.

bittensor:native

[The Mara Man @MathysLefebvr18]

Tao Subnet Portfolio Update
It has been 3 months since the start

60.00 TAO start → 63.95 TAO now
Overall return: +6.58% / +3.95 TAO

Every subnets returns I still hold :
SN85 Vidaio: +44.81%
SN68 NOVA: +44.61%
SN44 Score: +23.53%
SN46 RESI: +5.56%
SN35 OxMarkets: -2.56%
SN62 Ridges: -2.87%
SN75 Hippius: -3.14%
SN50 Synth: -3.37%
SN64 Chutes: -4.35%
SN8 Vanta: -5.22%
SN71 Leadpoet: -10.91%

$TAO #Bittensor

[The Mara Man @MathysLefebvr18]

Not going to delete this post, @tplr_ai is still a great accomplishment by TAO's miners. Even if the owner (Same Dare) is a piece of shit and rug the whole thing, I still look foward to the new SN3 incentive mechanism and would love to see a great team taking over the project. bittensor:native

[The Mara Man @MathysLefebvr18]

SN3 @tplr_ai news lately has been extremely powerful for the Bittensor ecosystem.

We’re talking about:
• 72B parameter run
• Mentioned alongside Jensen Huang (NVIDIA CEO) on All-In Pod
• +150% in almost 6 weeks

This is what happens when fundamentals meet attention.

If ONE subnet is already getting mainstream-level exposure…
what happens when 5 subnets hit that level?

SN64 @chutes_ai
SN62 @ridges_ai
SN44 @webuildscore
SN75 @hippius_subnet
SN50 @SynthdataCo

These 5 subnets have potentiel to get there.

It’s almost inevitable.

Next bull run won’t be about random altcoins.

It’ll be about:
• Real AI infrastructure
• Revenue-generating subnets
• Attention + narrative + performance

Templar is just the beginning.

10x–50x on Bittensor isn’t crazy.
It’s early.

And yeah…

@BenjaminCowen is usually right about altcoins.

But not about this one.

$TAO

[The Mara Man @MathysLefebvr18]

@ZssBecker

Would love to hear you name a few SOTA-level performance subnets you actually believe in.

You keep saying bittensor:native is the safe bet but what are the specific subnets making this the best AI decentralized ecosystem?

Give us the names 👀

bittensor:native

[WallStreetBets @wallstreetbets]

https://t.co/M1xMCyfU4j

[The Mara Man @MathysLefebvr18]

This is absolutely brilliant ! Great job

Do you guys plan to expand the property appraisal around the world?

Is it only going to be in the US?

@resilabsai
@sebyrubino

bittensor:native

[Zipcode (prev: RESI) @zipcodenetwork]

Someone used RESI to negotiate their mortgage down last week.

-> They just typed in an address.
-> Got an instant property appraisal.
-> Walked into the bank with the number.

That's what ~98% accuracy across 1M+ properties actually looks like in practice.

Try it yourself👇

[The Mara Man @MathysLefebvr18]

TAO Subnet Portfolio Update 📊

Starting allocation: 60 TAO
Current allocation: 63.95 TAO
Portfolio return: +6.58% / +3.95 TAO

Still holding:

SN85 Vidaio: +33.01%
SN68 NOVA: +30.06%
SN44 Score: +22.35%
SN62 Ridges: +9.83%
SN35 OxMarkets: +7.69%
SN58 Handshake: -0.03%
SN75 Hippius: -0.84%
SN64 Chutes: -1.70%
SN8 Vanta: -2.63%
SN50 Synth: -4.72%
SN71 Leadpoet: -7.68%
SN46 RESI: -13.64%

Sold positions:

SN120 Affine: +21.67%
SN17 404-GEN: +8.67%
SN3 Templar: +1.50%
SN33 ReadyAI: -6.67%
SN93 Bitcast: -10.67%
SN36 Autoppia: -28.89%

Why I sold:
I rotated out of positions where I had lower conviction. I still really love what they do and I want them to succeed!

Why I added exposure:
I added to subnets where I saw stronger performance, better momentum, and more long-term upside in the Bittensor ecosystem.

Top performers so far:
SN85 Vidaio, SN68 NOVA, SN44 Score.

Still early. The goal is to keep rotating into strength and build conviction over time.

Would really love some feedback!

bittensor:native

[The Mara Man @MathysLefebvr18]

One of the best crypto play right now outside of bittensor:native is hyperliquid:native

And that made me think, which subnet is the closest thing to Hyperliquid in Bittensor?

Correct me if I'm wrong but I would assume it is SN35 Cartha right?
@0x_Markets

bittensor:native

[Jesus Martinez @JesusMartinez]

This is why Crypto is the future ⬇️

After the recent $INTC Intel earnings call the only place you could trade it immediately was…

Hyperliquid.

[The Mara Man @MathysLefebvr18]

When @RobinhoodApp list $TAO

And @Grayscale TAO ETF finally gets approved

Then major enterprise partnerships go mainstream @nvidia 👀

Subnets goes through their first bullrun

And the halving effect kicks in

How much will TAO go up @wallstreetbets ?

Potential 100 bagger @Jason

$TAO

[WallStreetBets @wallstreetbets]

wow $CHIP day one @RobinhoodApp listing...

AI x Crypto keeps printing

congrats @USDai_Official @0xZergs

feels like $TAO and $VVV up next 👀