Bittensor Daily

🧠 Your daily briefing on Bittensor.
📰 Ecosystem news · Subnet updates · Market signals
中文频道: $TAO

[Bittensor Daily @bittensor_daily]

Subnet Market Movers · 24H

🚀 Top Gainers
SN102 #ConnitoAI @ConnitoAI +8.54%
SN110 #GreenCompute @green_compute_ +7.31%
SN122 #CookingTAO @CookingTao_ +6.86%

📉 Top Losers
SN36 #Epago @rendix_network -16.53%
SN35 #logic @0x_Markets -11.36%
SN99 #ThirtySpokes @neza_video -11.28%

Full top 10 gainers & losers, price and volume ↓

https://t.co/wNwjmCl6KV

#Bittensor #Tao

[Bittensor Daily @bittensor_daily]

Bittensor 日报 — Sep 29

🚀 Opentensor 公布 Gamma 代���构想，要为 subnet 之间的服务调用建立新的支付层：agent 可直接持有 Gamma，为其他 subnet 提供的 AI 服务付费，不必经手法币。需要销毁 alpha 才能换取 Gamma，具体兑换机制尚未公布，社区已开始讨论落地方式。

Exploit Summit 大会在蒙特利尔举行两天。Metanova Labs 汇报 SN68 #NOVA @metanova_labs 进展：通过 Bittensor 竞赛发现的分子已由合作实验室完成合成，团队计划推出以实验室数据评分的新一轮竞赛。const_reborn 在大会上描述训练和推理正加速向边缘转移，由追逐能源的 miner 承担，并将��一趋势类比为比特币挖矿。

🤝 Stillcore Capital 宣布投资 SN51 #liumio @lium_io，为该子网带来新的资本支持。

社区就 subnet deregistration 后 alpha 的处理方式展开讨论：直接销毁更利好现有持有人，锁定交由团队使用则能积累运营资金。部分参与者担心锁定的 alpha 被团队挪作私用，而非用于持有人利益。

#Bittensor $Tao

https://t.co/RQlqReo5KD

[Bittensor Daily @bittensor_daily]

Bittensor daily — Sep 29

🚀 Opentensor unveiled Gamma tokens, a new economic layer letting subnets pay each other for AI services without touching fiat. Subnets burn alpha to acquire gamma under the proposed design.

At the Exploit Summit in Montreal, Metanova Labs said a lab partner has synthesized molecules first identified through its SN68 #NOVA @metanova_labs competitions, with a new competition planned to score entries against lab data.

🤝 Stillcore Capital disclosed a stake in SN51 #liumio @lium_io.

The community is debating what happens to alpha from deregistering subnets: burn it to reward existing holders, or lock it so teams can build an operating treasury, with some warning locked alpha needs real safeguards against misuse.

#Bittensor $Tao

https://t.co/uKkVQHVsfq

[Bittensor Daily @bittensor_daily]

Subnet Market Movers · 24H

🚀 Top Gainers
SN105 #Beam @b1m_ai +18.11%
SN41 #Almanac @almanac_market +16.30%
SN87 #Provenonce @LamidaGlobal +15.21%

📉 Top Losers
SN38 #ChronoLLM @chronollm -20.62%
SN36 #Epago @rendix_network -17.15%
SN35 #logic @0x_Markets -16.08%

Full top 10 gainers & losers, price and volume ↓

https://t.co/wNwjmCl6KV

#Bittensor #Tao

[Bittensor Daily @bittensor_daily]

Bittensor 日报 — Sep 28

📈 SN53 #engy @engyai 月营收约100万美元，环比增长36%，代��市值约1亿美元，营收榜同时跻身的��有 SN64 #Chutes @chutes_ai、SN4 #Targon @targoncompute、SN44 #Score @webuildscore——子网商业化正在加速兑现。

🚀 SN80 #OpenRoboto @openroboto 上线名为 Shift 的第一人称视频采集平台，目标是解决机器人 AI 训练的数据瓶颈，是本周 Opentensor 生态动态里的重点项目之一。

社区围绕 buyback 资金用途展开辩论：一派主张把资金 lock 为 alpha，作为长期 conviction 的体现；另一派认为治标不治本，真正问题在于 LP 曲线设定的边际比率，以及 emission 分配机制本身是否偏向了规模更大、历史更久的子网。

⚠️ 一位验证人运营者反映，taostats 上的 root rewards 数据出现异常，暂时无法正常显示。

#Bittensor $Tao

https://t.co/tVuTxMf21A

[Bittensor Daily @bittensor_daily]

Bittensor daily — Sep 28

📈 SN53 #engy @engyai posted roughly $1M in revenue last month, up 36% month-over-month, leading a broader revenue surge alongside SN64 #Chutes @chutes_ai, SN4 #Targon @targoncompute and SN44 #Score @webuildscore.

The tokenomics debate escalated: locking buyback proceeds as alpha versus burning them, with some arguing the real fix is the liquidity pool curve itself, not just what happens to buyback proceeds. Critics warn a curve fix could push out participants without real conviction.

🚀 SN80 #OpenRoboto @openroboto launched Shift, a platform collecting first-person video data from real people to address the data bottleneck in robotics AI.

⚠️ Root rewards have stopped appearing on taostats dashboards, according to users tracking the issue.

#Bittensor $Tao

https://t.co/J267rEMclg

[Bittensor Daily @bittensor_daily]

Subnet Market Movers · 24H

🚀 Top Gainers
SN82 #uruz @HermesSubnet +130.17%
SN49 #NepherRobotics @nepher_robotics +23.43%
SN38 #ChronoLLM @chronollm +15.22%

📉 Top Losers
SN26 #Perturb @perturbai -31.96%
SN91 #cascade @bitstarterAI -8.58%
SN36 #Epago @rendix_network -6.59%

Full top 10 gainers & losers, price and volume ↓

https://t.co/wNwjmCl6KV

#Bittensor #Tao

[Bittensor Daily @bittensor_daily]

Bittensor 日报 — Sep 27

社区讨论给subnet emission设"保质期"：产出价值不够就逐步收紧，用burn或conviction lock执行，SN25的tokenomics被当作现有参考案例。

SN62在AI软件工程agent上有新进展，把开发任务拆成修复代码、数据库操作等技能模块分别训练，目标是逐步逼近甚至���越人类开发者水平。

Bittensor TAO大会EXPLOIT下周一二举行。

#Bittensor $Tao

https://t.co/6d1AT87rq2

[Bittensor Daily @bittensor_daily]

Bittensor daily — Sep 27

A new proposal would taper emissions for subnets that don't return value, enforced through burns or conviction locks. SN25 #UR @urnetwork's token lockups were cited as a working model.

A separate concern raised: subnets taking alpha-holder investment as if it were equity, then adding formal equity structures later that dilute what holders expected. One contributor is drafting a proposal to align subnet equity structures with alpha holder interests.

taodaily_io: SN62 #Ridges @ridges_ai (Ridges) is splitting its AI coding agents by skill instead of training one general-purpose model — separating bug fixes from database work based on its latest competition results.

🚀 markjeffrey announced EXPLOIT, a Bittensor TAO conference, running Monday and Tuesday next week.

#Bittensor $Tao

https://t.co/LxTNpjR49o

[Bittensor Daily @bittensor_daily]

Subnet Market Movers · 24H

🚀 Top Gainers
SN38 #ChronoLLM @chronollm +38.77%
SN110 #GreenCompute @green_compute_ +11.84%
SN49 #NepherRobotics @nepher_robotics +11.02%

📉 Top Losers
SN35 #logic @0x_Markets -10.49%
SN78 #Umi @umi_sn78 -8.93%
SN106 #Nodexo @nodex0_ -7.83%

Full top 10 gainers & losers, price and volume ↓

https://t.co/wNwjmCl6KV

#Bittensor #Tao

[Bittensor Daily @bittensor_daily]

Bittensor 日报 — Sep 26

社区正在激烈辩论一项 emission taper 机制:对已产生营收却没有把钱分给 TAO 持有者的子网,逐步削减其 emission,除非用营收 burn alpha 或直接分红抵消。支持者认为这能让分配更贴近实际贡献,反对者担心会打击正在冲刺商业化、且 miner 报酬敏感的模型类��网。

📈 TAO 本周涨破 325 美元,7 天涨幅 39%,较 90 天低点反弹 73%。

🔧 SN114 #SOMA @SomaSubnet 现场演示 prompt 压缩工具,把一段 prompt 的 token 数削减 76%,称可让接入 Copilot、Codex 的编程 agent 平均推理成本降低约 15%。

🚀 agent 通信应用 Fez 以 SN579 身份上线测试网,定位是训练能驱动 agent 决策的模型。

🤝 SN54 #Yanez @yanez__ai 发布 9 月更新,自称增长最快的 sponsor-bank 客户,已被 Nvidia Inception 项目和 Open Secure AI Alliance 接纳。

#Bittensor $Tao

https://t.co/TGuffm7yLE

[Bittensor Daily @bittensor_daily]

Bittensor daily — Sep 26

A new "emission taper" proposal would cut emissions to mature, revenue-generating subnets unless they burn or distribute revenue to alpha holders. It split the community over whether strong-earning subnets deserve less emission or more.

📈 TAO topped $325 this week, up 39% over seven days and 73% off its 90-day low.

🚀 SN114 #SOMA @SomaSubnet demoed live prompt compression, cutting token counts 76% and trimming inference costs roughly 15% for coding agents, with early access already in GitHub Copilot and Codex. SN54 #Yanez @yanez__ai landed acceptance into Nvidia Inception and the Open Secure AI Alliance. A new agent-communication subnet, SN579, launched on testnet.

⚠️ A reproducible bug is blocking users from exiting the Automated Staking Fintech strategy, tied to a web3Enable initialization error, reproduced across SubWallet on iOS, Firefox Desktop, and Brave Desktop.

#Bittensor $Tao

https://t.co/DhZrpT9iK7

[Bittensor Daily @bittensor_daily]

Subnet Market Movers · 24H

🚀 Top Gainers
SN35 #logic @0x_Markets +87.91%
SN102 #ConnitoAI @ConnitoAI +14.79%
SN53 #engy @engyai +11.72%

📉 Top Losers
SN112 #forsale @minotaursubnet -15.90%
SN36 #Epago @rendix_network -11.56%
SN80 #OpenRoboto @openroboto -8.76%

Full top 10 gainers & losers, price and volume ↓

https://t.co/wNwjmCl6KV

#Bittensor #Tao

[Bittensor Daily @bittensor_daily]

Bittensor 日报 — Sep 25

Burnweight提案把emission分配变成subnet间的燃烧拍卖，研究类subnet担心因缺乏收入来源被边缘化，社区已提出Emission Taper作为替代方案。

生态内有声音指出部分老牌subnet存在买入自身代币刷incentive权重的做法，相关解决方案预计9月29日ExploitSummit上公布。

🚀 SN114上线，定位"Novelty Search"，做开放��争式的上下文压缩。

taostats新版仪表盘上线，不少用户反馈可用性下降，呼声要求恢复旧版。

生态数据显示，目前有25个subnet已产生收入，年化规模2800万至3500万美元，预计到2026年底突破1亿美元。

#Bittensor $Tao

https://t.co/wtY1Uwp0ZD

[Bittensor Daily @bittensor_daily]

Bittensor daily — Sep 25

A new proposal called Burnweight would turn TAO emissions into a continuous burn-based auction between subnets, with critics warning it could squeeze out research subnets that don't generate revenue to burn.

⚠️ YumaGroup says some older subnets have been buying their own tokens to inflate incentive weighting. A fix is set to be presented on stage at ExploitSummit Tuesday, Sept 29.

🔧 taostats rolled out a new dashboard UI, and users are already pushing back on usability, asking for a revert.

🚀 SN114 #SOMA @SomaSubnet launched, a novelty-search subnet for open, competitive context compression.

📈 An external estimate puts Bittensor at 25 revenue-generating subnets, pulling in $28M-$35M a year, with a projection to top $100M by end of 2026.

#Bittensor $Tao

https://t.co/7xiIthh10A

[Bittensor Daily @bittensor_daily]

Subnet Market Movers · 24H

🚀 Top Gainers
SN38 #ChronoLLM @chronollm +28.85%
SN112 #forsale @minotaursubnet +23.51%
SN78 #Umi @umi_sn78 +22.04%

📉 Top Losers
SN36 #Epago @rendix_network -14.67%
SN70 #ghayn @nexisgen_ai -13.48%
SN53 #engy @engyai -9.42%

Full top 10 gainers & losers, price and volume ↓

https://t.co/wNwjmCl6KV

#Bittensor #Tao

[Bittensor Daily @bittensor_daily]

Bittensor 日报 — Sep 24

🔧 Metanova Labs 把 NOVA Blueprint 的打分模型换成基于 Boltz-2 的版本，可枚举化学空间从611亿分子暴涨到6785亿，反应类型从5种增至44种，构建模块从22.5万增至203万，扩容超过11倍。

SN78 #Umi @umi_sn78 的 Umi 是一款手语识别 AI，能把手语实时转成语音，帮助听障用户和听力健全人群直接对话。

📈 原生云计算项目 Hippius 过去90天规模增长近3倍。

🤝 Exploit Summit 公布 "pitchtensor" 现场活动，由 bitstarterAI 主办，两支机器学习团队现场路演争夺一个 Bittensor subnet 名额，胜者由众筹观众投票决定。

SN108 #Prometheon @BitFanNetwork 目前尚未被 owner 认领，链上身份未经���证，社区提醒不要把 Taostats、Taomarketcap、https://t.co/MNqABHSkr6 等站点显示的身份信息当作可靠依据，这类信息的准确性完全取决于 subnet owner 是否自行填写。

#Bittensor $Tao

https://t.co/MgY3WP7lk1

[Bittensor Daily @bittensor_daily]

Bittensor daily — Sep 24

🚀 Metanova Labs upgraded NOVA Blueprint to a Boltz-2 scoring model, growing its searchable chemical space over 11x — from 61.1B to 678.5B molecules, with building blocks jumping from 225K to 2.03M.

📈 Hippius reported nearly 3x growth over the past 90 days, continuing its expansion as a Bittensor-native cloud project.

🚀 Exploit Summit is running "pitchtensor": two ML teams pitch live for a single subnet slot, with a crowdfunded audience vote picking the winner.

⚠️ SN108 #Prometheon @BitFanNetwork remains unclaimed by its owner, leaving its identity unverified. Moderators repeated a standing caution that on-chain identity data on explorer dashboards only reflects what subnet owners choose to set.

#Bittensor $Tao

https://t.co/TuAKxYcQby

[Bittensor Daily @bittensor_daily]

Subnet Market Movers · 24H

🚀 Top Gainers
SN80 #OpenRoboto @openroboto +16.51%
SN76 #Ormas @Phylax_Subnet +11.56%
SN53 #engy @engyai +10.29%

📉 Top Losers
SN36 #Epago @rendix_network -14.48%
SN61 #RedTeam @_redteam_ -12.17%
SN49 #NepherRobotics @nepher_robotics -11.98%

Full top 10 gainers & losers, price and volume ↓

https://t.co/wNwjmCl6KV

#Bittensor #Tao

[Bittensor Daily @bittensor_daily]

Bittensor 日报 — Sep 23

🚀 SN80 #OpenRoboto @openroboto@openroboto 的 OpenRoboto 成为首个登陆 Robinhood Chain 的 Bittensor subnet 代币。生态内消息称全部 128 个 subnet 都计划陆续上线 Robinhood 和 Base，Opentensor 将其定位为 Figure Robot Index 的去中心化替代方案。

🤝 YumaGroup 旗下 Trishool 加入 OpenAI 网络安全计划，推出新品 Output Guard 用于对齐模型输出，团队称已把与头部同类产品的性能差距缩小约一半。

Taostats 广告业务进入 beta 阶段，YumaGroup 为首批合作方。机密 AI 网关 GM 同步接入 Near AI 模型，并上架 Anthropic Opus 5.5 与类 GPT-6 新模型，定价低于官方标准。

Chutes 迎来新任 CEO，此前有 Coinbase 和 Toku 从业背景；旗下 Parallax 项目正在公开训练一个 80 亿参数 mixture-of-experts 模型，训练集群指标实时可查。

SN15 #ORO @oroagents 背后关联一家 Y Combinator 孵化公司的消息传出，基因组学方向的 SN107 #Minos @theminos_ai 预告下周将有公告发布。

#Bittensor $Tao

https://t.co/4m6OVbmdza

[Bittensor Daily @bittensor_daily]

Bittensor daily — Sep 23

🚀 SN80 #OpenRoboto @openroboto's OpenRoboto became the first Bittensor subnet token listed on Robinhood Chain. All 128 subnets are reportedly slated to follow across Robinhood and Base, pushing subnet tokens into retail brokerage access.

🤝 Taostats launched its ad program in beta with YumaGroup as pilot partner. Separately, the GM confidential-AI gateway added Near AI's models plus Anthropic's Opus 5.5 and OpenAI-style GPT-6 variants, both priced below list rate.

YumaGroup's Trishool joined OpenAI's cyber program and shipped Output Guard, a new model-output alignment tool. The team says it has already closed roughly half the performance gap to the category leader.

Chutes named a new CEO with Coinbase and Toku experience. Its Parallax initiative is pretraining an 8B-parameter mixture-of-experts model in the open, publishing live training metrics as it goes.

#Bittensor $Tao

https://t.co/0tWoaaxju1