Bitmomo

Diving into decentralized AI

[Bloomberg @business]

Indonesian sovereign wealth fund Danantara is poised to kick off the US leg of its planned dollar bond roadshow this week, as the nation’s policymakers step up efforts to halt a deepening selloff in the nation’s markets https://t.co/8UfAAXlM0b

[Delphi Digital @Delphi_Digital]

Flip explains why this crypto market feels healthier than past cycles.

“It’s the first time we’ve gone through a bear market where we have real businesses in crypto that aren’t incentive driven.”

[CoinDesk @CoinDesk]

NEW: Vietnam's securities regulator says the country is entering a "pivotal phase" in digital finance, as senior officials outline plans for a pilot crypto-asset trading market, with Vietnam ranking 7th globally in crypto users and 5th in transaction growth.

[Merlijn The Trader @MerlijnTrader]

Ethereum just broke the 9-year Golden Triangle.

This doesn't look bullish.

But last time it broke?
Covid Crash 2020.
ETH bottomed at $100.
Then 30x to $4,800.

Same triangle. Same break.

The last one was the biggest buy opportunity in Ethereum history.

[Crypto Rover @cryptorover]

🚨 CRYPTO RETAIL HAS COMPLETELY DISAPPEARED.

Crypto spot trading volume just crashed to its lowest level since 2023, down 67% from the 2025 peak.

Crypto retail traders are now chasing stocks, gold and commodities instead.

[563 @563defi]

DTAO transforms Bittensor into a fully financialized ecosystem.

Every participant (holders, owners, validators, and miners) must now compete in an open market where value is no longer guaranteed, but earned.

Here's how these players need to shift their strategies in DTAO👇

[Delphi Digital @Delphi_Digital]

Our new report "State of Token Markets" is live!

Most tokens spend their lifetime below launch price.

Across 540+ tokens launched since 2020, the average token spent 70% of its life below launch.

Tokens launched at inflated FDVs with minimal float, which handed the initial pop to insiders and farmers. The typical token underperformed BTC by 7% per unlock. By the tenth unlock that underperformance had compounded to -47%.

Now the model is shifting. Hyperliquid routes 97% of protocol fees into HYPE buybacks. Uniswap voted in December to burn $600M of supply and flip its fee switch, with the burn sized to match the fees holders would have received since 2018.

But buybacks alone aren't enough. Jupiter ran a similar program but had $3.78 in unlocks for every $1 bought back. Hyperliquid has been the outlier since no insider supply was fighting the bid. Buybacks only matter when supply discipline matches them.

Revenue alone doesn't guarantee market cap growth. Pump runs one of the largest onchain buyback programs but that hasn’t translated into durable token performance.

A revenue-weighted portfolio of the top 10 protocols by revenue returned 30% since January 2025 while BTC was down 17%.

The market is now paying for real cash flow.

[Rand Group @randgroup]

$TAO's post halving price action is tracking Bitcoin's 2012 cycle almost tick for tick.

Same 21M hard cap. Same halving economics. Same months of sideways boredom before the explosion...

Except this time it's happening inside an AI Supercycle. Get ready!

[The TAO Daily @taodaily_io]

https://t.co/mHOX2xoagy

[Andy ττ @bittingthembits]

🫧 $TAO'S 128 subnets. Impossible to read through tabs and spreadsheets. CryptoBubbles, Bittensor now has SubnetBubbles. By Tensia.Bubbles.

Thanks to @TensiaFDN they just fixed that.

https://t.co/kngkosFQpL puts every live subnet on one screen.

Size = market cap.
Color = variation.
Toggle 1H to 1M, and the whole map reshapes around it.

You can even paste your wallet, and it collapses to only the subnets you hold.

The entire network is readable in one glance.

Free. No signup. Stored only in your browser.

This is the kind of tooling the ecosystem needed.

Shipped clean.

@TensiaFDN

$TAO

#Bittensor #SubnetBubbles

[Bitmomo @bitmomoid]

The market was no longer about managing risk, it was about surviving chaos.

[const @const_reborn]

First it is the model, the llm.

Then it is the harness, the backend and the tool calls.

Next it is the agent, the memory and the planning.

From there it becomes the organization, the swarm, and your orchestrator.

And then it becomes the protocol, a connective market, incentives and their governance.

[Openτensor Foundaτion @opentensor]

Bittensor Novelty Search 073 :: hosted by @const_reborn

Validators super-burn subnets with weak mechanisms, self-mining patterns, or no clear commodity production.

The episode also covered locked stake Conviction and TaoFlowV2, two upcoming Subtensor upgrades

[Ethereum Daily @ETH_Daily]

Ethereum is quietly becoming the biggest winner in crypto thanks to the CLARITY Act.

The new U.S. bill sets a clear “decentralization test” — five simple rules that decide whether a token is truly independent or still controlled by its team. Ethereum passes all five with flying colors: fully open-source, permissionless, no single group owns 49% or more, no one can censor users, and the network runs autonomously.

Most other altcoins don’t.

Solana is borderline at best. Chains like Sui, Avalanche, Hedera, Tron, and nearly every “ETH killer” fail on multiple points — insider control, upgrade power, or concentrated token ownership. Under CLARITY, they get pushed into a lower “equity” tier where price is capped by real revenue and fundamentals.

Ethereum gets the top “monetary premium” tier — the same rare category as Bitcoin. No artificial valuation ceiling. No more regulatory gray area. The two biggest bear cases against ETH (SEC risk and being replaced by faster chains) just disappeared.

While the market obsesses over which tokens might fail, Ethereum just locked in a structural advantage no other smart-contract platform has.

CLARITY doesn’t just regulate crypto. It quietly crowns Ethereum as the only real Tier 1 player left.

[Michael Saylor @saylor]

Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC https://t.co/y1zvePEuym

[TensorUSD (TUSDT) @TensorUSD]

After consulting with Const, our advisors, and investors, we've made a decision about the future of TensorUSD.

Effective May 15, 2026, we're committing to a full DAO transition upon mainnet launch.

#SN113 alpha token holders become the genesis governance body. Protocol operations, treasury, and future development, all governed transparently through smart contracts.

No team controlling the treasury after mainnet.
Just a protocol that belongs to the people who use it.

Full letter below.

[Intelligence | TAO @taomedia_]

https://t.co/MaEy4hv2Ml

[Bitmomo @bitmomoid]

@zackbbell10 no SN3? how come?

[Jarred Sumner @jarredsumner]

why: I am so tired of worrying about & spending lots of time fixing memory leaks and crashes and stability issues. it would be so nice if the language provided more powerful tools for preventing these things.

[Subnetradar @subnetradarcom]

@const_reborn "Wrote up everything happening on SN3 Teutonic-LXXX the launch timeline, mechanism, eval-infra incidents, scaling ladder, and the Sam Dare governance situation.
https://t.co/T75vfD1nzE