2 hours and over 50 pages of research for the next issue of AIOnchain 😴
✅Institutional take over of Crypto
✅Deepdive on @Grayscale 2026 outlook
✅Update that could power the next phase of AI economy
and more...
It's all about DeAI
Out Monday 12:30 EST
Link in bio ⬆️
Institutional capital is flowing in
This, that and the other
Oh yes
But where are they flowing into?
Figuring this out will make the next set of crypto millionaires.
Link in bio.
A 19-year-old just watched the @evert_scott documentary on Bittensor.
He's intrigued. He wants to learn more
Where should he go?
X or Taodaily? or maybe Grok?
Here's what I think;
If he comes on X, he'll be overwhelmed by so much information and misinformation
if he goes on Taodaily, he'll get frustrated fast by so many things he's unable to understand yet.
So where should he go?
The answer is obvious.
I took the time to read through the bittensor website today for the first time
Had a good laugh as I started to realize all the things I thought I understood about Bittensor but don't really.
It’s easy to jump on X and follow the trends of "what's happening with the subnets today"
It’s simple to read updates on @taodaily_io and convince yourself that you get it.
But I think everyone needs to read through the bittensor website at least twice to get it really.
I'll be going back to read the Bittensor whitepaper again and from time to time.
My Gen Z + ADHD brain requires it. Lol
Funny this is the first time I've seen a Tao chart in days😂
$Tao holding support and might rally up from here but who really cares;
Going up or down, I die here
Real estate data is locked behind million-dollar fees.
But @resilabsai is ripping open the door.
→ 150 M+ records from U.S. properties
→ Open APIs built on Bittensor $TAO
→ Debuting live commercial interest
Subnet 46 might be the best RWA infra play setup of 2026!
I'll be chatting with @sebyrubino from RESI live in a couple hours here on X and Youtube... keep an eye out 👀
Points 3 and four resonate the most.
It's crazy that a subnet raising money doesn't really boost the whole Bittensor ecosystem.
And that's why the capital point is everything.
Without big, patient money flowing into TAO and across all subnets, we're all just competing for scraps in the same small pond.
We need a way to pull in money that benefits the whole network, not just one project.
This PLC-subnet idea on SN 127 sounds like it could be the exact kind of structure we need to finally make that happen, really clever.
There are things I can and can’t say for regulatory reasons. But I can talk about a market issue which could potentially have an elegant solution in the form of a subnet…
In no particular order:
1.) There’s huge scrutiny with PLCs (Publicly Listed Companies) that are trying to become a DAT (Digital Asset Treasury). Saylor nailed it, Meta Planet nailed it and so there are now 200+ DATs trying to spool up. Remember, Saylor has always said Strategy is a software company that just likes storing reserves in Bitcoin. But the reason Bitcoin is dumping right now is because some bone heads are trying to classify Strategy as an Investment Company, NOT an Operating Company! If this stupid precedent is set, then loads of DATs will unwind. Sooooo this means, if a PLC wants to have some sort of Crypto exposure or something similar to a DAT, it really needs to make sure it’s an Operating Company. It needs to be doing something or building something. This is one of the reasons why you haven’t seen any big new PLC enter the Bittensor space. When in Summer time, I knew of FOUR about to spool up and launch.
2.) Raising money for DSV Fund is very hard. Even despite being profitable in a market of falling TAO and falling alpha prices. We have only raised $4.5m since January (which doesn’t move anyone’s needles) and they way we are set up, it’s unlikely we can raise big big money. We are also confronted with reasons like “Come back when you’re older or over $ xx m in AUM” etc etc.
3.) Subnets themselves are also unable to raise money due to a plethora of reasons. But even so, those very few subnets that have raised money, it’s not Injective for Bittensor. It benefits the subnet (which is great) but that money is siloed to that subnet.
4.) So hopefully anyone can see and agree that:
a. Bittensor really needs big chunks of long-horizoned capital inflows into TAO. Higher TAO price = better Bittensor performs as it attracts better and more miners. And overall amount of TAO being sold to cover expenses reduces.
b. Bittensor really needs big chunks of long-horizoned capital inflows into all of Bittensor. So dozens and dozens of subnets can get boosted.
c. Standalone PLCs can’t raise big money for Bittensor.
d. Individual Hedge Funds like DSV can’t raise big money for Bittensor.
e. Subnets can’t raise big money that will benefit the whole of Bittensor.
5.) But here’s a bit of financial engineering that should at the very least be explored;
a. What if there was a way a PLC could be an operating company via having a subnet and doing tech stuff?
b. What if that PLC could then raise vast amounts of money to convert into TAO (which helps all) and for that TAO to programmatically be allocated to LOTS of subnets that are delivering value?
c. What if these subnet allocations would then create profits and chunks of that could be used for alpha buybacks?
d. What if this weird PLC/subnet/capital allocator chimera could then also create the world’s biggest Alpha Treasury and play the APY long game?
e. What if people could swap ANY subnet token into this Treasury in any size and receive this other PLC subnet token in return? Something they could happily dump and sell without hurting their favourite subnet. Surely this is a win for trapped alpha holders, miners and validators that need to sell but don’t want to hurt their subnet chart?
6.) These are the questions and experiments that Subnet 127 will be exploring and hopefully solving. These are things that individual entities can’t solve, but maybe a big mix of all will work?
Please give us time for the PLC's internal compliance department to give us something we are allowed to release…as I’m not sure what I can or can’t say at the moment! But all questions will be answered!
Came on CT about 8+ months ago as a chronic newbie.
The plan was to find out what I liked in the space and build a strong personal brand
I wasn't gonna get carried away by vanity matrics
Growth was supposed to be slow and steady
Welp, let's see…
Got into infofi and followers and engagement started to increase... rapidly
Suddenly I wasn't a ghost on CT anymore.
Initial plan, scrambled and out the window.
Grew from 0 followers to 700+ just by showing up and trying to add value every single day.
Climbed leaderboards
Fed on the dopamine
Even made some money which is rare as a sub 1k account
The momentum was there and I wasn't gonna stop now!
Until…
The algo caught up to me and decided I’m “probable spam”.
Replies hidden.
Views collapsed to single digits.
This was about a month ago
And it hit like a reset button.
Turns out Infofi helped but also didn't
So I searched my trash can for the wrinkled old plan
Thankfully I had found what I liked on CT.
Decentralized AI. Bittensor. $Tao.
But first I need to fix my account.
Did everything they asked and more.
No advice worked
X support couldn't help,
@premium sent me a copy-paste reply telling me “all replies are subject to compliance”
Waited and waited
Tried again
And nothing's changed
So here I am
Starting fresh as @The1Anondes
With 0 followers again.
Slow and steady this time?
Old account stays up as a reminder of how broken things still are for some of us.
To the 1% of my followers that followed me for "not Infofi", see you on the other side 🤍
@gordonfrayne This is why the $TAO conversation is just different. Subnet stacking is not about chasing the highest APR, it's about choosing over who's actually building for the future.