That1guy_Tim

Yup, It's me, It is 👁
$TAO $NPC $TIG

[That1guy_Tim @That1guy_Tim]

@DonaldJTrumpJr Looking forward to America na doing the same 🖕🖕🖕

[FactPost @factpostnews]

Fox: Why are you here this morning?

Trump rally attendee: Well, in the late 70s, I was a little too young to go to South America for the Jonestown Massacre. But this is as close as I'll ever get, so that's why I'm here. There's nothing like seeing a cult right up front.

[Thomas Massie @RepThomasMassie]

“When will the war in Iran end? Whenever I want it to end." So much for the legal fiction that it isn’t a war.

U.S. law and the Constitution prohibit the Executive branch from fighting a war that isn’t declared or authorized by Congress.

[Thomas Massie @RepThomasMassie]

Here’s what I’ve always stood for. Too bad all of the Republican leaders in the swamp betrayed these principles just to satisfy corporate and foreign lobbies. A lot of Republican congressmen who followed them off the cliff are probably regretting their decisions right about now.

[Kondux @Kondux_KNDX]

Omni OS is finally out!!! https://t.co/3ntXAmlHpP

[RandyGoat 🐐 @RandyGoat]

This is the flag of republican candidates 🇮🇱
This is the flag of democrat candidates 🇮🇱
This is is my flag 🇺🇸
This is why I have no party.

[Mark Jeffrey @markjeffrey]

True.

Bittensor subnets in aggregate make ~$60M annually right now, which puts it just above Aave.

Bittensor is a ecosystem with 128 subnets.

We expect to hit $100M annually by the year's end, and $200M+ sometime in Q1 (not financial advice).

[2xnmore @2xnmore]

Most people will watch Bitcoin go to $1M and feel nothing.

A smaller group will watch $TAO do the same and feel sick.

Same 21 million supply.

Same halvings.

No pre-mine and No VCs.

The only difference is one of them is paying people to actually build useful AI.

You can still buy the one that’s still early.

[Rockefeller @0xRockefeller]

$NPC to $1 sounds ridiculous until it happens. Then it’ll seem obvious in hindsight.

$DOGE hit $90B, $SHIB hit $40B, yet people struggle to imagine $NPC at $8B.

One of the most recognizable memes on the internet, still massively undervalued.

People underestimate a real bull.

[Krystal Ball @krystalball]

This man ran on releasing the Epstein files and now pretends anyone who cares about the issue must not be a real American.

[Red Pill USA @Red_Pill_US]

Last night a man stood up behind JD Vance and yelled “Release the Epstein files.”

Security dragged him out while the crowd chanted “USA.”

Vance didn’t touch the demand. He looked at the guy and joked that this must be America’s one illegal border crossing.

The audience laughed.

This is the SECOND time in a week someone has stood up at a MAGA event and demanded the Epstein files. Both times the crowd treated the demand itself as the PROBLEM.

They used to pretend they wanted these documents. Now they cheer when the person still asking for them gets shut down.

It’s not that they’re too busy to care. It’s that actually getting the files would force them to admit their side protects the SAME class of people they’ve spent years claiming only the other side protects.

They’d rather chant “USA” over a COVER-UP than risk hearing what the list actually says.

That’s not strength. That’s a crowd that decided protecting pedophiles is the patriotic position now.

[𝗗𝗥𝗘𝗔𝗗 𝗕𝗢𝗡𝗚𝗢 @DreadBong0]

This whole @const_reborn and #bittensor decentralisation debate is interesting to me..

Seen a lot of people questioning how much influence @const_reborn has over the protocol.. and whether thats a good thing for something geared towards decentralisation

I get the concerns in theory..

But I think people massively underestimate just how insanely difficult it is with what #bittensor is trying to achieve

We're talking about the creation of an entirely new economic system for producing intelligence

Its..

1. A massive fucking deal for society
2. Massively fucking complex

A system where people anywhere in the world.. with little obstacles.. can compete to build anything.. solve problems.. and get rewarded based on the value they produce.. in an open, permissionless arena.. and have it all just work at the network level.. plus held together by economic incentives.. that need to work globally at scale..

That is a ridiculously difficult thing to get right

I mean.. just look at how much #bittensor has already changed over the years..

We've gone from the early days of the network to an entire ecosystem of subnets.. dTAO.. changes to emissions and incentive mechanisms.. and now stuff like Gamma and eTAO

Everything is constantly evolving because they're still figuring out how the core parts should actually work

We've never seen anything quite like this before..

Its not like there is some fucking instruction manual sitting around that Const or others can follow

Some ideas will work brilliant.. some don't

Some mechanisms will just sing.. others will completely need rethinking

And yeah.. there's gonna be plenty of expensive mistakes along the way.. thats the cost of building something as fundamentally important as this

When I personally see @const_reborn challenging shit.. or proposing changes.. or pushing things in another direction to make things stronger..

I see someone who's spent years and years obsessing.. way more than you and me or anyone else.. over an insanely complicated system that is for the greater good.. and is still deeply invested in making it work

I think that means something and deserves a lot of credit

Now..

I've had pretty much no one on one time with @const_reborn over the past four years..

Apart from some group talk.. I've barely had any private conversation with the guy and he's not someone I've gone out my way to get close to.. I personally don't think we'd gel well and I'm perfectly cool with that

But that has absolutely fuck all to do with how I judge his work

I don't need to be someone's mate.. or agree with everything they say.. or even particularly warm to them personally.. to recognise when they're doing something pretty extraordinary

And when it comes to what @const_reborn has created and continues to build with #bittensor..

I have an enormous amount of respect for the man’s work

All thats to say..

I've no relationship with the guy.. no reason to glaze him or defend him.. but his actions and what he's achieved speaks for itself and should command respect

On to decentralisation..

It doesn't magically make every decision better or every system run smoother

Having hundreds of people vote on something doesn't mean they'll understand the technical consequences of that decision.. or the economics.. or the second order effects of the thing they're voting for

Sometimes.. you genuinely need someone with an exceptional understanding of the system to make those incredibly difficult calls

Especially when so much of the foundations are still being figured out

And this.. right now.. in #bittensor's current state and life cycle.. is where I personally think @const_reborn involvement is incredibly valuable.. and possibly necessary

But.. in saying that.. I understand the complication

The whole point of #bittensor is to create an alternative to intelligence being controlled by a handful of powerful companies or individuals..

A belief that open competition should matter more than permission..

Where no single organisation should get to decide who can participate in creating intelligence..

That the network should be bigger than any one person

Well.. those principles will have to apply to #Bittensor itself eventually

We can't spend years arguing that intelligence shouldn't depend on a handful of powerful people.. only to create an alternative that ends up relying on one extraordinarily important guy or girl

Even if that individual happens to be someone who's capable of being the person in charge

Its not whether @const_reborn should have less influence tomorrow.. Its how #bittensor gradually gets to a point where it no longer needs anyone like him to keep progressing

And I think @const_reborn completely understands this

More developers who understand the protocol inside out..

More people capable of proposing genuine improvements to the network..

Better governance models.. less reliance on small groups.. a move away from centralised structures..

And yes.. eventually an architecture that keeps chugging along and improving regardless of who comes and goes

True decentralisation

Not decentralisation for the sake of being able to say you are

We shouldn't be rushing to distribute authority before the networks even figured out how to make any of that work properly yet

But the goal should always be working towards making #bittensor more resilient.. more independent.. more distributed.. and harder for anyone to control

But imo.. timing matters a lot here

#Bittensor is still so fucking young relative to what its trying to become..

The mechanisms are still evolving.. the subnets are still getting to grips with how to optimise everything

We're only beginning to explore what happens when these different markets start producing valuable services and potentially buying and consuming eachothers intelligence

There's so much fucking work left to do

Me?

I'd much rather have @const_reborn heavily involved during these critical stages than rush towards some half ass baked governance structure.. that looks great on paper but ends up slowing everything down or creating a whole different set of problems

But.. that also can't become an excuse for keeping things centralised for too long..

Its both a race and a balancing act

Genuine progress towards distributing authority and access as the network matures

Actual changes to how decisions get made.. who can make them.. how the protocol continues developing without relying on any one guy

And I don't see anything wrong with backing @const_reborn's work while also expecting that to happen

I think you should be able to have enormous respect for someones vision and still want them to build something that eventually outgrows their own influence

And again.. I think @const_reborn understands that better than us all

So yeah.. I genuinely believe #bittensor is better off right now with Const continuing to play such an important role

But.. long term?

I think.. the greatest thing @const_reborn could ever achieve is building something so fucking successful.. so resilient.. and so decentralised.. that it no longer needs him

Because then.. #bittensor will actually become what its supposed to be

$TAO

[Thomas Massie @RepThomasMassie]

Trump should fire Hegseth to avoid Hegseth’s impeachment. It’s the honorable thing to do. The House recessed early to avoid the vote, so I will reintroduce Hegseth articles of impeachment when we return for the lame duck session, regardless of the outcome of the midterm election.

[𝗗𝗥𝗘𝗔𝗗 𝗕𝗢𝗡𝗚𝗢 @DreadBong0]

BONGO CAPITAL MANAGEMENT

Shareholder Update
16 October 2026

Dear Shareholders,

Bongo Capital Management wishes to provide an update regarding the Fund's long term investment strategy and our continued conviction in the future of $TAO, $TIG and $TIBBIR

Management has recently become aware that certain market participants are expecting life changing returns within approximately three to five business days

While we appreciate their enthusiasm, we regret to inform shareholders that our investment strategy operates on a somewhat longer timescale

That being years, not weeks

The Fund remains focused on a relatively simple idea:

The greatest investment returns will come from owning critical infrastructure long before the world realises it needs it

Our interests remain firmly centred around intelligence, algorithms, autonomous agents, interoperability and the underlying systems we believe could support entire industries in the years ahead

However, management would like to clarify an important point:

We are not investing in something simply because it sounds fucking cool or impressive

A brilliant idea is not a business

A whitepaper is not finished product

And a 500% green candle, while extremely welcome, is not yet proof that anyone actually uses the product

For our long term investment theses to succeed, these networks must eventually deliver something considerably more important than speculative excitement

Actual economic value

We want to see companies using $TIG's algorithmic infrastructure

Real world customers paying for $TAO services

Tangible proof the $QNT token will be central to all aspects of the network

And whatever the frog thing is doing with $TIBBIR, management still has no idea what that is

But crucially, economic activity across all projects that creates genuine, sustainable demand for the underlying tokens

Management considers that last point particularly important, having previously discovered that revolutionary technology and profitable token ownership are not necessarily the same bloody thing

Our objective is therefore not simply to own projects that attract attention during the next bull market

We want to own infrastructure that still matters long after the bull market has ended

We fully appreciate that this approach may involve extended periods of boredom, volatility, disappointment and shareholders questioning why management has once again chosen to invest in things nobody seems to give a shit about

Management has reviewed these concerns

Management remains unbothered

We would also like to reassure shareholders that we remain entirely supportive of sudden, violent upward repricings

Should the market wish to increase the value of our holdings by several hundred percent in the coming weeks or months, we will not be lodging a formal complaint

However, such developments should be considered a welcome bonus rather than the foundation of our strategy

The larger opportunity, in our view, comes from years of genuine progress

More adoption

More economic activity

More utility

More infrastructure becoming increasingly difficult for the world to operate without

Projects can fail.. Adoption can disappoint.. Token economics can prove inadequate.. Competitors can build better products

Management will continue monitoring these risks, occasionally accompanied by significant amounts of shitposting and profanity

But our position remains unchanged

We are not trying to predict which token will receive the most attention next Tuesday

We are attempting to identify which networks could become fundamentally important over the next decade

There is a considerable difference between owning something people want to speculate on.. and owning something the world eventually needs

Here at BCM, we are interested in the latter

If that requires us to sit patiently while other market participants pursue substantially more exciting ways of losing money, so be it

We thank shareholders for their continued patience, questionable risk tolerance and willingness to participate in what remains a highly ambitious and questionable experiment

Yours faithfully,

Bongo Capital Management
Office of the Chief Investment Officer
Emotional Monkey Rehabilitation Department

[2xnmore @2xnmore]

Everyone who sold $TAO at $187 in August swore it was going to $100.

It went to $340, and the same people are panicking again right now.

$62 a coin has vanished since the top.

The timeline is calling it dead, but the chart is calling it a retest.

There is one number on this chart that patient buyers are watching, and panic sellers never bother to look at it.

Here is the full read on the daily.

The rally from the August low:
$187 to $340, an 82% move.

The pullback so far:
$340 to $278, giving back roughly 41% of that rally.

Measured from that $187 low to the $340 high, price is now sitting on the 0.382 Fibonacci retracement at

$281.76

The 0.382 is the shallowest pullback a healthy trend usually takes, and strong trends often bounce from it.

Weaker ones slide deeper toward the 0.618.

Two more things stack on that same zone.

First, $280 has flipped between support and resistance again and again since December.

It is one of the most respected horizontal levels on this chart all year.

Second, the rising trendline from the August low runs straight through it.

Price has dipped just below that line, which is why this week matters.

Three tools agree on one zone. That is your decision level.

Now the momentum, because this is what most people misread.

MACD has crossed bearish, but both lines are still above zero.

That is a momentum reset inside an uptrend, not a confirmed reversal.

RSI has cooled to 48. The froth from the run to $340 is gone, and nothing structural broke on the way down.

Volume is light, so neither bulls nor bears have shown real conviction yet.

The levels I am watching:

Reclaim: a daily close above $282 reopens $300, then $320, then a retest of $340.

Support: $255, the early October wick low where buyers stepped in hard.

Last line of defence: the 0.618 retracement at $245.62.

Invalidation: a daily close below $245 breaks the structure from the August low and puts $215 back on the table.

My read is constructive while $245 holds, but chasing at $278 is not the edge.

A flush into the $245 to $255 zone with a fast reclaim would be the cleaner setup for patient buyers.

Does $282 flip this week, or does $TAO visit $245 first?

A trend that gives back 41% and holds its 0.618 is not dying. It is reloading.

[That1guy_Tim @That1guy_Tim]

@THEroodabeguh @DreadBong0 It's already been out for over 5 years.

[𝗗𝗥𝗘𝗔𝗗 𝗕𝗢𝗡𝗚𝗢 @DreadBong0]

BONGO CAPITAL MANAGEMENT

Shareholder Update
8 October 2026

Dear Shareholders,

Bongo Capital Management is pleased to confirm that, over the past several years, the Fund has established significant strategic positions in $TIG, $TAO and $TIBBIR

These investments reflect our continued focus on owning what we believe could become critical infrastructure for the next generation of intelligence, algorithms, autonomous systems and open, digital coordination

Following extensive internal research conducted by our entire investment committee - consisting primarily of one bloke staring at screens for an unreasonable number of hours - we remain highly confident in the long term potential of these positions

The Funds approach remains unchanged:

- Identify asymmetric opportunities early

- Build conviction before consensus arrives

- Accumulate meaningful exposure

- Then attempt to sit still and not fuck it up

We expect volatility, periods of severe underperformance, questionable decision making from market participants and at least several occasions where shareholders may reasonably wonder whether management has completely lost the plot

Management considers this normal

BCM does not intend to rotate aggressively into every new narrative, chase short term pumps or restructure the portfolio because somebody on X has discovered "the next $TAO or $TIBBIR"

Our objective remains considerably simpler:

Own a meaningful piece of infrastructure we believe the future may eventually depend on

Should our thesis prove correct, we believe the upside could be substantial

Should it prove incorrect, shareholders can expect an extremely detailed explanation followed by management pretending the entire exercise was character building

We thank shareholders for their continued patience, confidence and deeply questionable judgement in entrusting capital to this organisation

Yours faithfully,

Bongo Capital Management
Investment Committee
Research Department
Risk Department
Chief Executive Officer
One Guy

[Thomas Massie @RepThomasMassie]

I showed @FBIDirectorKash the search warrant they served on @JamesOKeefeIII, dozens of pages fully redacted. James was never charged. DOJ/FBI still hasn’t unredacted it.

The Trump administration won’t prosecute those who weaponized the system, but can’t we at least expose them?

[2xnmore @2xnmore]

You saw Coinbase next to Grayscale's Bittensor Trust and felt the ETF.

The filing does not say that.

On 29 September, the trust just joined Grayscale's existing Coinbase Prime broker agreement.

Coinbase can now hold some of the TAO in a segregated account.

BitGo stays the primary custodian.

Grayscale has not decided how much to move.

That is risk management for a trust that already exists. It is not an effectiveness notice.

The S-1 to list as GTAO on NYSE Arca was filed in December 2025.

Still not effective.
No launch date.
No creation and redemption.

Recent shares are still private placement, paid in TAO.

Now the number that actually matters.

What the trust holds:
About 46,332 TAO at mid year.
Another 2,869 TAO on 28 September.

What the chain prints:
About 3,600 TAO every day.

The entire raise is less than one day of emissions.

The subnets are the part that changed.

External revenue ran $28 to $35 million annualised in late August, then was later claimed above $50 million.

The trust cannot stake. The switch that would point emissions at outside money is still described for 2027.

Coinbase on the custody list is plumbing. The sponsor always said it would add this before the registration goes effective.

The registration has not gone effective.

Is this the product, or just the headline that arrives before it?

[vaN ττ @vaNlabs]

@desearch_ai [SN22] is probably one of those subnets that built a really great tool and nobody talks about it.

It's not a flashy inference platform, and there's no secret cabal propping up the chart. It just works.

That got me curious, so I dug into what the team has been building and ran some real experiments with their tools.

Article up soon | $TAO