I think I'm starting to see why Bittensor $TAO will follow Reed's Law and become a trillion dollar asset.
Quick recap of Reed's Law: this law says that the value of a network grows exponentially with the number of user groups or sub-networks, and applied to Bittensor, it means that its 128 subnets exponentially amplify the network’s total value - basically a network effect of network effects.
Bitcoin $BTC follows Metcalf's Law. Why?
This economic law says that a network’s value grows proportionally to the square of its number of users, and applied to $BTC, it means that as more people use and hold Bitcoin, its overall market value increases exponentially.
As I was doing some simple calculations of investing in Bittensor $TAO subnets, the realization of exponential growth hit me....
Quick recap on the subnet architecture of Bittensor
Staking in Bittensor subnets earns APY because:
- Subnets reward contributors (miners/validators) with TAO tokens.
- Your staked TAO earns a share of these emissions.
- Compounding (weekly/epoch) grows your balance over time.
💡 Essentially: you earn “interest” for supporting the subnet’s AI tasks and network security.
Now back to my "ah hah" moment.
Let's take one example. I want to stake my $TAO into RESI LABS' subnet 46.
Price (in $TAO): .005824
1 $TAO = 170.445 alpha
Let's say I invest 15 $TAO into RESI = 2,550 alpha = $3,375
RESI currently has an APY of roughly 70%.
Let's assume the price of $TAO stays the same at $225. How much RESI alpha will I have after 1 year, 2 years, and 3 years?
1 year: Alpha = 2,550× 1.7 ≈ 4,335 alpha (25 $TAO = $5,726)
2 years: Alpha = 2,550 × 2.89 ≈ 7,360 alpha (43 $TAO = $9,717)
3 years: Alpha = 2,550 × 4.913 ≈ 12,525 alpha (73 $TAO = $16,530)
Now, let's assume the following:
Price of $TAO after year 1 = $500
After year 2 = $1,000
After year 3 = $3,000
How much is my RESI investment worth? Note: this is assume the price of the RESI alpha doesn't appreciate.
1 year: 25 × 500 ≈ $12,500 USD
2 years: 43 × 1,000 ≈ $43,000USD
3 years: 73 × 3,000 ≈ $219,000 USD
Now if the price of RESI token doubles or even 10x.... you can do the math.
Absolute massive opportunity in this Bittensor ecosystem. Everyone that is in now, is early IMO. Just imagine once big money starts flowing into the subnets.
Price of $TAO 📈
Price of subnet alpha 📈
I hope this was easy to follow.
Below is a chart I took from JJ (Joseph Jacks) for a visual of where we are in the process.
Remember the anon who nailed the exact #Bitcoin top?
He’s back with new 2026 targets.
$BTC $250K
$ETH $20K
$LUNC $1
Not hype.
Infrastructure → adoption → price.
Same structure. Same cycle.
The simulation keeps running.
👀
#CoinEx x #CoinExCreators
Banking adoption on $XLM is getting real
Over the past couple years, we'd seen some large banks around the world step into the Stellar ecosystem.
And the regulatory shift to Pro-Enterprise DLT in 2025 has only accelerated this adoption trend!
We now see various financial giants tapping Stellar for everything from stablecoins, E-Money, tokenization & much more to come.
With regards to stablecoin & payments infrastructure, Stellar is no stranger to this sector.
As we've seen they've been leading in terms of real world payments on DLT since long before most cryptos today had been conceptualized.
We've seen everything from EU regulated money via SocGen FORGE, Tascombank & Bankhaus Von Der Heydt.
All of which are massively respected banks in their respective regions across the EU.
And then of course we also got the confirmation from US Bank earlier this year announce they're testing stablecoin payments with EY on Stellar.
With US Bank being a Top 10 bank within the US, this is certainly something to keep an eye on.
And then when we look at the world of tokenization,
We already know Stellar's uniquely positioned via their investment stake in the UK FCA regulated Archax.
But even beyond that, we've seen external financial institutions directly choose Stellar for tokenization.
From WisdomTree tokenizing 15+ funds via Stellar for their WisdomTree Prime app...
All the way to Franklin Templeton's selection of bringing BENJI onto Stellar Network, which now holds ~70% of the entire BENJI TVL across 6+ chains.
–––––––––
When we put it altogether, we see two clear things
• Stellar is becoming an institutional favorite
• Institutions have researched Stellar meets their specific needs for regulated DLT adoption.
The road ahead for Stellar's alignment with real world DLT utility is bright.
LATEST: 💰 US lawmakers have introduced a draft bill that would exempt stablecoin transactions under $200 from capital gains taxes and allow crypto miners and stakers to defer taxes on rewards for up to five years.
The L1 premium is disappearing.
The Fat Protocol to Fat App transition has been underway for a while but the market is now starting to price it in.
Appetite for undifferentiated infrastructure is decreasing and investor expectations have shifted.
Chains are under more pressure to demonstrate real recurring revenue.
Stablecoins could be an avenue for this. Over $30B of USDC and USDT sits across alt L1s and L2s, generating north of $1B annually for Circle and Tether.
The ecosystems actually driving that demand collectively earn around $800M in fees.
Many chains have recognized this and are moving to internalize stablecoin economics rather than subsidize issuers.
🏦 $100 TRILLION DTCC CEO on RWA:
“The industry has been moving toward tokenization for years now”
DTCC is acting as the core facilitator, tokenizing real-world assets at the foundational level, then letting institutions deploy them across different blockchains.
BULLISH!🚀
Terra Founder Do Kwon has been sentenced to 15 years (above the government's guideline for 12 years per his plea deal)
As to why 12 years was not sufficient, Judge Engelmayer took nearly an hour explaining his ruling and called some of Do's supporters "cult members" 🧵⬇️
When the bros gather together and have a "hell yeah" moment. #TerraClassic has the momentum and it's not stopping. Join us tomorrow for our X space hosted by @traderrocko and @luna_lover69
New listing alert! 🚨
You can now trade $1000LUNC on Aster Perpetual with up to 5x leverage.
Trade to earn 1.2x trading points from now until Dec 14, 23:59 UTC.
🔗 https://t.co/vl9GBVm81W
Stablecoins can expand financial access and drive innovation, but also cause currency substitution and market volatility. Global cooperation on regulation is essential. The IMF is working with @FinStdBoard, @BIS_org and others to close gaps and improve oversight. https://t.co/afxUY7Tzpb