๐๐ ๐ก๐๐ฅ๐ฉ ๐ฌ๐ฎ๐๐ง๐๐ญ๐ฌ ๐๐๐ฌ๐ข๐ ๐ง ๐ฌ๐ฒ๐ฌ๐ญ๐๐ฆ๐ฌ ๐ญ๐ก๐๐ญ ๐ฆ๐๐ค๐ ๐ฌ๐๐ง๐ฌ๐ ๐ข๐ง๐ฌ๐ข๐๐ ๐ญ๐ก๐ ๐๐ซ๐จ๐๐๐๐ซ ๐๐ข๐ญ๐ญ๐๐ง๐ฌ๐จ๐ซ $TAO ๐๐๐จ๐ฌ๐ฒ๐ฌ๐ญ๐๐ฆ, ๐๐ง๐ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐๐๐ญ๐ ๐ญ๐ก๐๐ฆ ๐ข๐ง ๐ ๐ฐ๐๐ฒ ๐ญ๐ก๐๐ญ ๐๐ฅ๐ข๐ ๐ง๐ฌ ๐๐ฑ๐ฉ๐๐๐ญ๐๐ญ๐ข๐จ๐ง๐ฌ.
SubConnect is a strategy and communications consultancy working exclusively within Bittensor.
We, @ExponentialReed and @RvCrypto, focus on the economic layer of subnets:
๐น Alligning incentives
๐น Emissions and value capture (Alphanomics)
๐น Strategy and communication to connect the subnet within the ecosystem and beyond
Most subnets donโt fail because the tech is bad. They fail because incentives break under real world behavior or because the narrative around the subnet creates the wrong expectations.
Both of us are early Bittensor investors whoโve developed a deep conviction in the ecosystem. For the past 8 months, weโve spent little time on anything else.
With a combined 20 years of experience in crypto, weโve seen cycles come and go, incentives misfire and strong ideas collapse under poor design.
Bittensor stands out as an ecosystem with real depth and long-term potential.
We see an assymetric opportunity here and want to contribute to building lasting value.
Strong technology needs aligned incentives and aligned incentives need clear communication.
Thats the work we do, thats what SubConnect is built for.
Design partners make total sense.
The shift from product creation to product distribution is happening in the $TAO ecosystem.
The logical next step towards revenue.
The crypto industry is really good at building perfect solutions for problems that donโt exist.
We need to move from building castles in the clouds to building products that solve real problems for real customers.
One thing Iโm seeing more and more within the $TAO ecosystem, and something that makes a lot of sense, is the use of design partners.
Instead of building what you think the market wants, you start by finding a potential customer.
You sit down with them, understand their pain points, and build a solution around their actual needs.
Youโre effectively designing the product together.
That changes everything.
Youโre no longer guessing what product-market fit looks like.
Youโre building towards it from day one.
To me, thatโs one of the biggest shifts happening in the ecosystem right now.
Just orchestrated a 128 node permissionless decentralized training run, in 5 minutes, for 5 TAO, via @IOTA_SN9
They can do this up to 100B param models.
Unbelievable.
https://t.co/hJGZ6O5NrU
We're very pleased and excited to announce the first subnet we have incubated: Endure, $TAO subnet 30.
Over the past months, we've spoken with well over 10 teams exploring the idea of launching a subnet.
Endure stood out from day one.
The team has been building in DeFi since 2017, has managed protocols with TVLs of up to $1 billion, and has been following and investing in Bittensor since 2023.
Just as importantly, they have a deep understanding of both the technical and economic side of building sustainable infrastructure.
What really excites us, is the first product being built on top of the subnet.
It addresses a significant challenge within the Bittensor ecosystem today, particularly for subnet owners, and we believe it has the potential to become a foundational piece of infrastructure for the network, with the subnet being a critical component of the product itself.
More on that soon.
Over the past month, we've already been working closely with the team behind the scenes on strategy, design, communications, and ecosystem positioning as they build toward a succesfull launch.
For now, if you'd like to learn more about Endure and the vision behind Subnet 30, check out the post below.
We are launching Endure: a decentralized risk intelligence network on Bittensor $TAO, SN30.
Risk should not depend on static reports, closed committees, or reputation alone.
Endure turns risk intelligence into a competitive, continuously scored network.
Forge, the first native lending market for $TAO, launches soon.
Thats it for this week, hope to see you again next week.
If we missed anything, let us know.
Follow us, @WeAreSubConnect, for everything related to the
$TAO ecosystem.
Enjoy your sunday!
Weโre excited to unveil the latest @IOTA_SN9 results at @proofoftalk next week.
Joining @bitstarterAI on stage, weโll reveal a major breakthrough in distributed training performance as we celebrate IOTAโs one year anniversary.
@macrocrux and @macrozack will discuss how distributed intelligence is being built, what startups need to achieve their goals in the space, and where Bittensor fits into the future of open AI infrastructure.
Date: Tuesday 2 June
Time: 13:00โ14:00 CEST
Location: Proof of Talk