CoolTao sn88 team

dTAO assassin 🥷 | Tech architect ⚡ | Stock trader 📈 | PUBG warrior 🎮

[CoolTao sn88 team @StakingAlpha88]

@CoinMarketCap CoinMarketCap social media X update to @Investing88ai

[TrustedStake @TrustedStake]

Yesterday, Subnet 76 — a deregistered subnet with effectively zero pool liquidity — experienced a temporary market cap spike from on-chain buy pressure. Because liquidity was so thin, the distortion pushed SN76 into the top subnets by market cap.

This resulted in substantial losses for customers at a competitor that also aims to provide "subnet index" services to TAO holders. According to their announcement, their "Top 5" and "Top 15" indexes automatically rotate and weight constituents purely based on market cap rankings.

Here is what happened yesterday:

The spike temporarily moved SN76 to the top.
That triggered automatic rebalancing in their systems.
According to our on-chain analysis ~1,861.78 τ or ~$331,156 USD was then deployed thus far in a deregistered subnet with minimal liquidity.

That resulted in a loss of 80.38% staked value. Trades reaching up to 97% slip.

This highlights a fundamental architectural difference.

TrustedStake does not auto-rotate constituents purely based on market cap movements.

For our Top 5, 10, 15 etc. by market cap — this is intentional by design.

Subnet rankings churn frequently. Pool metrics, liquidity depth, price action, emissions profiles, fundamentals — there are too many variables to allow constituents to change automatically without human judgment.

Our index constituents are added manually via our controller as the ecosystem evolves. Once a subnet is intentionally approved and included, automation handles rebalancing from there.

This design has mattered.

It allowed us to completely sidestep the 90%+ drawdown in Taohash — even after it briefly entered the top ranks. We chose not to include it due to the velocity of its rise.

It allowed us to avoid the ~50% drawdown in Ridges last summer before we added it to our indices. We waited for a proper retrace and structural stabilization before inclusion.

We saved our valued users hundreds of thousands of hard earned dollars last night.

We monitor these situations closely.
We include subnets once strength is demonstrated — not during brief liquidity-driven spikes.

And structurally, as another line of defense, our trading engine is built with:

• Balance-sensitive TWAP
• Internal slippage guards
• Price impact thresholds
• and much more…

Transactions of that nature would not have cleared on our system to begin with.

Another important point: the private 88 Quant Fund, run by the @investing88 team, automatically excludes subnets that have been deregistered or are approaching deregistration.

Layers upon layers of guardrails.

We also offer custom portfolio creation or automated investing into any of our core indices via the “Batch” section of our self-service staking platform. Users can craft their portfolio as they choose — but those positions are not continuously rebalanced or automatically updated with future index changes since they do not use a proxy.

Automation is powerful.
Automation without guardrails creates fragility.
Design decisions matter.

Our heart goes out to every affected user in the community.

[Investing88 @Investing88ai]

📊 88 Quant Fund Performance Report
Feb 1 UTC close

- Risk aka drawdown: 3.63%
- Return in 51 days: 36.69%

- Wallet 300 since Dec 12: 410.07 Tao
- Private fund live AUM: 2,031.91 Tao

🤯 World's first decentralized hedge fund, live and performing
🚀 To Infinity and Beyond

[CoolTao sn88 team @StakingAlpha88]

@TrustedStake Congrats guys!

[TrustedStake @TrustedStake]

We just broke Bittensor investing wide open.

TrustedStake's biggest update ever just shipped.

Anyone can now launch custom strategies.

No permissions. No gatekeepers. No custody risk.

Here's what changed 👇

[Investing88 @Investing88ai]

💹 88 Quant Fund

- First algo-driven hedge fund on Bittensor
- Powered by 88 miner intelligence
- Executed on @TrustedStake's AUM app

Some still call Bittensor a pipe dream
Investing88 makes it a wealth-compounding reality

💡 Highlights
- Dynamic Allocations
- Fully Automated, Fast Responding
- Low Risk, High Performance

🧠 Algo
- Proprietary Ensemble Model
- Processed Miner Outputs
- Low Covariance aka Diversification
- Months of Rigorous Backtesting
- Continuous Model Training

⚡ Launch
- Inception: Dec 30, 2025
- Trading Live: Dec 12
- Risk aka Drawdown: 3.63%
- Return in 16 Days: 11.14%
- Starting AUM: 1,100 TAO

🚀 Projection
- Risk aka Drawdown: < 5%
- Compound APR: 300% to 500%
- AUM by End of 2026: 10k TAO
- AUM by End of 2028: 50M USD

💰 Revenue
- AUM Fee: 2% Base + 20% Profit (TradFi Norm)
- Treasury Growth from Trading

Full post can also be found here:
https://t.co/SFYmnm43Hc

More info & posts in the coming days
We'll do an AMA in @sobczak_mariusz's TG

To Infinity and Beyond ♾

[TheKraken @AlexKiriakides]

https://t.co/OK6diIUOS7

[Investing88 @Investing88ai]

🎙️ Fireside chat with @dsvfund on Revenue Search Tuesday 09/23. Come join the convo with the 88 team about the subnet and all things Bittensor. 🚀
@SiamKidd @MarkCreaser #bittensor #Tao #dTAO

[Investing88 @Investing88ai]

Customer-facing AUM app enters alpha testing stage🚀

Built on @IBKR institutional program, 88’s AUM app has everything end-to-end: KYC, portfolio, reporting, taxes, and full global compliance.

It’ll enable seamless investor onboarding in the US, and key global markets. #Bittensor #dTAO #TAO

[Investing88 @Investing88ai]

⚡️@TrustedStake, an OG in the Bittensor community with $2M AUM, will now leverage Subnet 88 to maximize staking strategies, on top of the already amazing offerings from their latest product launch. They are a talented team and a pleasure to work with since the beginning days of 88.

This is more than a partnership. It is another solid step toward our vision of a decentralized finance provider that will one day rival the likes of BlackRock, powered by the collective intelligence of top AI experts and quant talents worldwide.💹

#bittensor #TAO #dTAO

[Investing88 @Investing88ai]

88: Sub Subnet Inception Unlocked🧠💤🚀

88 is a pioneer of subnets within subnets. To support both staking and U.S. stocks, its UID space and emissions are partitioned — two asset classes, one decentralized asset management engine.

#Bittensor #TAO #dTAO

[CoolTao sn88 team @StakingAlpha88]

FOMC out tomorrow. Cheat sheet on Macro Environment. How does this affect #Bittensor | #TAO | #dTAO

🧠 TAO x 2025: Macro Environment
Here’s what will move $TAO this cycle and what could break it.

1. Macro Tailwinds

• Cooling CPI / PCE: Disinflation = rate cuts = weaker dollar. Risk assets bid. → Bullish backdrop if AI/tech rotations resume.

• Dovish FOMC: More liquidity + lower rates = risk-on. → $TAO benefits from rotation into AI-native crypto.
• Soft NFP / Labor data: Weaker jobs = easing bias. → Renewed bid for growth assets like TAO.
• Weak GDP print: Recession fears = pre-emptive Fed easing. → Structural bets on AI infra get more attention.
• Geopolitical clarity: MiCA, G20, or conflict resolution = volatility drops. → Institutions step back in.

2. Protocol Catalysts
• TAO Halving (July '25): Daily emissions cut in half. → Miner sell pressure drops. Supply shock incoming.
• dTAO Upgrade: Market-driven emissions tied to Alpha Token performance. → Incentive realignment favors high-performing subnets.
• Subnet Expansion = real-world AI pipes. → Utility ↑ = valuation ↑
• EVM Compatibility + Hotkeys: TAO plugs into DeFi stack. → Dev adoption + cross-chain liquidity.
• Institutional Adoption: Copper custody + TSX listing = legitimacy. → Onboards longer-term capital.

3. Risks to Watch
• Sticky Inflation / Strong Dollar: Rate cuts delayed = risk-off. → Broad crypto headwind.
• Break below $389: Triggers downside momentum to $356. → Short-term sentiment hit.
• Subnet Underperformance: If Alpha mechanics underdeliver, confidence cracks. → Staking + dev activity drops.
• Halving Delay (to Jan ‘26): Postpones the supply shock. → Bullish narrative stalls.
• Regulatory or Security Incidents: Any major exploit or hostile regulation. → Institutional trust eroded.

[CoolTao sn88 team @StakingAlpha88]

@NatanaelTrades Looks like fun. hmu when back

[Investing88 @Investing88ai]

⚡️ UNLOCKED: Phase II — Stock Market Mining is Live! ⚡️

Market Potential:
- Phase I, dTao: $400M ($4B max)
- Phase II, U.S. Stocks & ETFs: $95 Trillion

Stock market mining now comes to Bittensor — a trillion dollar leap forward.

Investing88 is building the future of decentralized asset management, one solid step at a time.

#Bittensor #dTAO #stocks

[CoolTao sn88 team @StakingAlpha88]

Tokenization is quietly becoming Wall Street’s next big move.

Goldman. BlackRock. BNY. They’re all in.

It’s not just crypto—real assets like funds, real estate, even Treasuries are going on-chain.

Here’s why it matters 🧵👇

What is tokenization?
It's the process of turning real-world assets (stocks, bonds, cash) into digital tokens on a blockchain.

Why now?
$256B in stablecoins already exists.
Tokenized Treasuries and money market funds are next.
Faster settlement. Less friction. More liquidity.

Wall Street’s in:
- Goldman Sachs + BNY Mellon just launched tokenized funds.
- BlackRock is testing tokenized cash strategies.

The pitch:
- Fractional ownership
- 24/7 markets
- Global access
- Fewer intermediaries

The risk?
- Regulation is unclear
- Secondary markets are fragmented
- Some say it’s “blockchain theater”

The takeaway:
Tokenization is more than a buzzword.
It’s a quiet revolution in how assets are issued, owned, and traded.

Ignore it at your own risk.

#Tokenization #Crypto #WallStreet #DeFi #FinTech

[CoolTao sn88 team @StakingAlpha88]

The Nasdaq 100 has gone 60 straight sessions without closing below its 20 day moving average, according to BTIG. That is the second longest streak on record. The last time we saw this was in early 1999. A crash followed.

The S&P 500 is trading at 26 times forward earnings. The long term average is closer to 18.

J.P. Morgan says investors are buying the most volatile names at the fastest pace in 30 years. The market is pricing in a perfect soft landing with no risk.

This is where smart allocation and hedging come into play. You do not have to call the top. But when everyone is leaning the same way, it pays to protect the downside while letting winners run.

#Trading #investing #riskmanagement

[Investing88 @Investing88ai]

⚡️Extracting Alpha – A Case Study

On May 27, Subnet 88 had a clever miner who deployed a single-day profitable meta strategy, taking advantage of low-cost mass registration.

This invited lively debate in our community. Was it random luck, or true alpha?

To find out, we applied simple and rigorous quant methods, with zero optimization and a conservative 55% capital allocation—transforming 19 isolated strategies into one unified, diversified composite. The result speaks for itself.

Optimized composite strategies will form the backbone of our product line for real-world investors. As dTao matures and liquidity deepens, opportunities abound.

What's your take? Join the conversation in Discord Channel 88.

#dTAO #bittensor #AiTrading

[CoolTao sn88 team @StakingAlpha88]

It’s been awhile -🥳💰

[CoolTao sn88 team @StakingAlpha88]

@StakingAlpha88 Can’t wait to see the retail functions

[CoolTao sn88 team @StakingAlpha88]

@StakingAlpha88 Congrats SN88 squad! Big opportunity to break into asset management