Jon Cipher

[Jon Cipher @_joncipher]

💫 ENGY - HITS 111B TOKENS 💫

111B tokens yesterday. 156B projected today. The high Kimi K3 band is showing up more often.

The overall gateway is printing larger. Yesterday closed at 2.26 million requests and 111.5 billion tokens. Today is projecting roughly 2.22 million requests and 156 billion tokens. DeepSeek is still the volume driver. The desk has stepped up from the low-teens billions earlier in the month to triple-digit billions. Success rate is at 98.1%. That volume is not idle traffic. It is paid inference clearing through the gateway.

On Kimi the shift is in the upper range. Earlier in the month the higher days were intermittent. Over the last week the 4.5–6B token days have become more regular. Oct 20 closed at 4.5B. Oct 22 at 6B. Oct 23 at 5.7B. The high band is appearing more often. The quiet days are still there -Oct 18 still printed 2.2B - but the higher prints are no longer the exception. When those high days land, they land as revenue.

The request pattern is the same. Quiet days are still landing in the 140–180k range. Yesterday was 124k. The floor has not broken higher. The change is the frequency of the upper band. When the high days come, they are coming more often, and they are converting into paid jobs rather than idle volume.

That is the useful read. The overall meter is accelerating. DeepSeek is carrying the bulk. On Kimi the quiet floor is still visible, but the higher band is becoming the more common outcome. The revenue follows the volume. The next signal is whether those 4.5–6B days start to dominate the mix. They are already appearing more regularly than they did two weeks ago.

Read the signal.

The high days are getting more frequent.

The revenue is tracking the print.

$TAO $SOL $AI $LLM $HOOD
#Bittensor #TAO #AI #LLM #MiniMax #DecentralizedAI #SN53 #Engy #BlueTAO #RobinhoodChain #Inference #Crypto #Web3 #Solana #Kimi #DeepSeek #DayZero #Revenue #BuybackAndBurn

[Jon Cipher @_joncipher]

💫 ENGY - DAY ZERO KIMI 3.1 💫

CAPACITY ALREADY STAGED.

YESTERDAY CLOSED AT 111 BILLION TOKENS.

Ning just set the window. K3.1 is expected around November 4th. Engy will support it the moment it drops. Capacity is already being held ready. There is no wait-and-see. The team is positioning for heavy demand the day the model launches.

Yesterday closed at 111.5 billion tokens. Today is already tracking toward a 156 billion projection. DeepSeek is still carrying the bulk, but the overall print is larger again. The same desk that stepped from the low-teens billions earlier in the month to 74 billion, then 111 billion, is now projecting higher still - and it is doing so while holding capacity ready for K3.1.

James Altucher’s early read is the setup. On the high-speed path K3.1 looks roughly 3x faster than K3, but it also writes nearly 3x the tokens. Net cost per task is close to flat on first glance. Quality is still being checked. That is the normal sequence. Speed and volume show up immediately. Quality follows. The gateway that is already ready does not have to wait for either.

This is the posture that compounds. Volume is rising. The projection is pointing higher. Capacity is already staged for the next model wave. When K3.1 lands and the traffic arrives the same day, the gateway that is already ready is the one that clears the jobs. Engy is treating day-0 support as the baseline.

Read the signal.

The meter is still accelerating.

Day 0 Kimi K3.1 has a date.

$TAO $SOL $AI $LLM $HOOD
#Bittensor #TAO #AI #LLM #MiniMax #DecentralizedAI #SN53 #Engy #BlueTAO #RobinhoodChain #Inference #Crypto #Web3 #Solana #Kimi #K3 #DayZero #LaunchMode #DeepSeek

[Jon Cipher @_joncipher]

@SOLTENSOR @ShizzyUnchained How are builders paid?

[YVR τrader @YVR_Trader]

Bittensor isn’t just adding features… it’s rebuilding its economic engine.

Novelty Search recently covered the big shifts:

•ASMR (Alpha Subnet Market Reloaded): Yuma’s liquidity proposal can’t be fully analyzed by @const_reborn or the OTF until Yuma submits the actual proposal with its concrete parameters. The concept targets excess liquidity and weak price discovery, but implementation details… including the exact slippage benchmarks, volatility limits and recycling mechanics still need to be specified.

•Permissionless lending so holders can borrow against $TAO/alpha instead of selling

•Null Consensus to give subnets operational flexibility while keeping staking and emissions intact

•eTAO for more customizable emissions across miners, validators, owners, burns and cross subnet value flows

•Gamma to turn subnet tokens into credits for compute, storage, inference, and bandwidth

•A push to attract outside AI founders with simpler onboarding and more useful token economies

The thesis is simple: make Bittensor less rigid, more liquid and directly connected to real services.

eTAO and Gamma will allow subnet tokens to stop being purely speculative instruments and start functioning as access & coordination layers for AI infrastructure.

Rapid upgrades can feel noisy. But Bittensor is still building the financial and incentive rails for deAI and experimentation now beats stagnation later.

Bullish on the next wave of AI founders building where the incentives finally make sense.

[Jon Cipher @_joncipher]

💫ENGY - 30 DAY MOMENTUM 💫

30-DAY TOTALS: 37.4 MILLION REQUESTS. 862 BILLION TOKENS.

That is the same gateway that was clearing low-teens billions earlier in the month. The step-up has continued. The same fleet is also merge-mining on the 5090s and holding utilization near the ceiling. Dual revenue on the same hardware while the primary numbers keep climbing.

Read the signal. The meter has not slowed down.

$TAO $SOL $AI $LLM $HOOD
#Bittensor #TAO #AI #LLM #SN53 #Engy #Inference #Crypto #Web3 #Solana #MergeMining #PRL

[Jon Cipher @_joncipher]

💫 ENGY - TRUE GROWTH💫

REQUESTS ARE RISING. TOKENS ARE RISING FASTER

Yesterday: 1.99M requests and 74.4B tokens. Today projecting ~2.36M requests and ~103B tokens. The jobs are getting longer where it matters. DeepSeek is carrying the bulk. The mix is concentrating on the models that can take the load.

Growth is not just more traffic. It is heavier traffic.

Read the signal
$TAO $SOL $AI $LLM $HOOD
#Bittensor #TAO #AI #LLM #SN53 #Engy #Inference #Crypto #Web3 #Solana #DeepSeek

[Aphτ 🌊α @tao_Alph]

Fuck off Claude and OpenAI ! That is what they are saying … OPEN WEIGHT !!

Bittensor x Kimi K3 are the future to Open Weight !

🔥🔥🔥🔥🔥🔥🔥🔥🔥

[Haseeb Qureshi ＞|＜ @hosseeb]

Holy shit.

[Jon Cipher @_joncipher]

💫 ENGY - REQUESTS CLIMBING 💫

Request just cleared 1.99M. Today is projecting 2.36M.

Yesterday was the highest request print of the month. Today is tracking higher again. Success rate held at 96.7%. Average duration stayed under 10 seconds. Volume is rising and the jobs are still completing clean.

The desk is busier than it was yesterday.

$TAO $SOL $AI $LLM $HOOD
#Bittensor #TAO #AI #LLM #SN53 #Engy #Inference #Crypto #Web3 #Solana

[Punisher ττ ✠ @CryptoZPunisher]

How many $TAO do you need to become a millionaire by 2030? 🧮

With an estimated circulating supply of 15 million TAO in 2030, here are a few scenarios:

• $15 billion market cap → $1,000/TAO → 1,000 TAO

• $25 billion → $1,667/TAO → 600 TAO

• $50 billion → $3,333/TAO → 300 TAO

• $100 billion → $6,667/TAO → 150 TAO

• $250 billion → $16,667/TAO → 60 TAO

And what if Bittensor eventually reached a $500 billion market cap? Just 30 TAO would theoretically be enough.

The real question isn't just how much TAO you hold, but what market capitalization Bittensor will be able to justify through adoption and the economic value created by its subnets.

These are mathematical scenarios, not price predictions.

Accumulating TAO is one thing. Having the patience to hold it until 2030 is another. 🧠

$TAO | #Bittensor

[Algod @AlgodTrading]

As frontier labs subsidies going down, majority of companies will be forced to pivot to open weight models that will be 70-80% cheaper for 95% of the performance

Inference is like energy, study Jevon paradox.

Use @engyai

[Millie @AltcoinMillie]

As I mentioned, anything outside of Bittensor will be extremely hard to compete with in the inference compute markets because of the engine, to put that into perspective.

A Bittensor subnet is now selling inference on an American enterprise exchange, at half the market's own price floor, funded by token emissions. $TAO

[R.L. ₿ryer @rBryer23]

Our playground is LIVE for Attune (SN58) on Bittensor. 🤖

Anyone can test it with 3 free credits by joining our discord - links in the comments or grab them from our 📍 post on: @robotensor_ai ⬅️

Everyone have a great weekend! 🌞

[Kyoshi.tao @KyoshiTakeshiro]

Looking forward to the next podcast about bittensor:native between @ShizzyUnchained & @markjeffrey.

Haters will say it's AI.

[Mark Jeffrey @markjeffrey]

ENGY Subnet 53

Cheapest inference on earth -- and earth is noticing.

https://t.co/flwrIdRgRk

powered by Bittensor

[Invest With Doc - MD/MBA @InvestwithDoc]

@lium_io SN51 Burned 1 Million Tokens bittensor:native @ShizzyUnchained

[Mark Jeffrey @markjeffrey]

Correct scale. No notes.

[Jon Cipher @_joncipher]

@markjeffrey 😂

[Shizzy @ShizzyUnchained]

What happens to $LIUM when miners no longer have to dump their alpha just to keep the lights on?

One miner sold 12,947 SN51 alpha in just 30 days.

Now imagine that sell pressure being replaced with borrowing against staked alpha.

@MentatLend_ could fundamentally change the economics of Bittensor mining.
This is bigger than lending. This could change how capital moves across the entire bittensor:native ecosystem.