τao sτacker

AI architect ex-Microsoft | early invesτor in $btc | sτacking and sτaking $tao

[Arrash @0xarrash]

people are trying to figure out where to allocate besides $HYPE this next cycle. I don't see a good thesis behind anything but $TAO. It has very little competition for what it's building. $VVV is pretty much as subnet or best case multiple existing subnets offerings combined. It can all be built on BT.

open minded to arguments against but I just don't really see anything besides $HYPE, $TAO, and $BTC regardless of what big accounts are trying to shill.

[τao sτacker @taostacker]

@sobczak_mariusz @b1m_ai We should talk.

[τao sτacker @taostacker]

@BitLoic @webuildscore You're a special level of retarded... Unreal

[τao sτacker @taostacker]

@ZarakMuham36012 Sure it will, buddy. If you keep saying it, it's bound to happen.

[Donnie Danko 🐦‍⬛💎🏴‍☠️ @daanisharif]

@princeharry_za Nah. The subnets aren't dumping as hard, in fact, they're acting as a hedge against whatever's going on with tao right now.

The whole market is bleeding.

And it's a shame because conviction was just starting to work. Perhaps it was implemented at the exact right time.

[τao sτacker @taostacker]

@simioape 🤣 Dude is complete scum. No one trusts them.

[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.

[τao sτacker @taostacker]

@Michael86382176 @LLuciano_BTC Delusion

[τao sτacker @taostacker]

@wolfwammer @QuasarModels @MuffinDannyH If conviction lockup is the new mechanism for seizing ownership of a subnet then it absolutely needs to be done

[τao sτacker @taostacker]

@ForexWizarddd Lmao are you a troll or retarded.

[τao sτacker @taostacker]

@neuromancer_t Well, which one(s)?

[τao sτacker @taostacker]

@Dat_Dude_Derek_ If 1,000 Tao is elite what is 10,000 Tao

[τao sτacker @taostacker]

@Yizhiyangfund @TroyQuasar @const_reborn What did I tell you...

[τao sτacker @taostacker]

@neuromancer_t A new L2 so fast obvs

[τao sτacker @taostacker]

@Whoop1478 @TalkingTensor Yep

[Quas @TalkingTensor]

Literally the only good crypto worth considering anymore is $TAO

Bittensor is shipping solutions that will change the world in the same way the real world AI giants do.

Slowly, over time, with increased user adoption.

It took 20 years for NVDIA to even be a thing.

$TAO

[DaτDudεDereκ @Dat_Dude_Derek_]

The worst financial feeling isn’t losing money.

It’s realizing you understood @bittensor early…and STILL didn’t buy enough $TAO.

[τao sτacker @taostacker]

@JesusMartinez Bro wut

[τao sτacker @taostacker]

@jonah_yemane @sobczak_mariusz @theminos_ai What's wrong with spreading the word about good projects and teams

If it is "all" then we're in a pretty good place, no?

[τao sτacker @taostacker]

@TaoIsTheKey @Pop_Collapse @Everyone Same