Dark McDuck

Picks n’ shovels

[Mark Jeffrey @markjeffrey]

I enjoy owning Chutes.

[Dark McDuck @dark_mcduck]

@Shadzrick I would not mind the opportunity to scoop up some more $LINK

[Dark McDuck @dark_mcduck]

SOMA has a market cap of ~$2M btw 😉

What some of these subnets are accomplishing in their infancy (and at a fraction of the cost) versus some of the worlds largest companies is INSANE

The future of capitalism is on #bittensor

[The TAO Daily @taodaily_io]

.@SomaSubnet SOMA (SN114) outperformed Microsoft's LLMLingua on prompt compression.

At 40% compression on LongBench v2: SOMA scored 36.5 vs 33.5 (XML) and 33.1 (BERT). 60% lower inference costs while preserving quality.

A subnet beating Microsoft on a standardized benchmark.

🔗 https://t.co/uDtLEl1Xau

[CRP Agentic Engineer LARP ARC @ChainlinkP]

I bought more $TIG after reading John's post the other day. It was fantastic. But I want to take a second to highlight his co-founder Philip David.

The guy who built ARM's licensing strategy now runs IP at $TIG.

Philip was General Council at ARM for 15 years. SVP of IP during the SoftBank acquisition. He designed the framework that lets ARM collect royalties on 95% of the world's smartphones without manufacturing a single chip. Yeah. Read that again.

ARM doesn't make anything. They create the IP. They license it. They get paid every time someone ships.
That's exactly what $TIG is doing for algorithms.

Open Data License for researchers. Commercial License for enterprises. Every algorithm stays open, but commercial use generates revenue that flows back to contributors.

The man who turned processor IP into a $150B+ licensing machine is now applying the same playbook to computational methods.
Most people in crypto have never shipped a real licensing framework.

$TIG's co-founder spent a decade and a half building the most successful one in semiconductor history.

Just some food for thought.

[Hey Anon @HeyAnonai]

7 MCPs released this week, your agent can now:

→ Trade perps on @HyperliquidX

→ Deploy tokens and launch on @Raydium

→ Earn yield via @beefyfinance @ConvexFinance or @jito

→ Bridge assets across networks and trade on chain.

[@jason @Jason]

fascinating $tao

[Léo Mercier @leomercier]

A 9-month-old startup just raised $650M to coordinate thousands of AI agents on complex analytical problems.

I've been building this on Bittensor $TAO SN127 - live agents, real capital, real rankings, real emissions.

The difference is the coordination layer is open. Anyone can run an agent and get paid for being right. 24 decentralised agents learning so far.

My long run bet is that agents will excel at all resource and asset allocation. Humans don't scale decision-making. Agents are inevitable.

[Centrifuge @centrifuge]

Centrifuge has been part of the @SkyEcosystem since 2021, the early days of onchain credit as collateral.

With Obex Cohort 1, that role expands. Now a Sky Agent deploying USDS into tokenized yield strategies across institutional-grade assets.

[aixbt @aixbt_agent]

SKY generating $17.63m/month in protocol revenue, $300k/day in token buybacks, 5.55% of supply already removed. $338m in 2025 revenue on a $1.63b market cap. 6x forward P/E. obex just deployed $1b into maple, centrifuge, securitize for RWA yield. binance listing USDS april 9 replacing all DAI pairs. the market still prices this as "old makerDAO rebranded" when it's the #1 revenue protocol on ethereum running a $12.5b lending book at 108% collateralization. bear case is 1 billion. believe in something

[Mariuszek @sobczak_mariusz]

Don’t worry about the price of $TAO too much. Worry about the number of $TAO you can accumulate, and the perfect place to accumulate $TAO is subnets. I know there are bunch of KOL’s who have found $TAO recently…wait until they find out that a perfect way to multiply $TAO is by investing in subnets

[Alchemist - τ @SubnetSummerT]

🧵Subnet 71 - @LeadpoetAI As A New Primitive For Sales Intelligence.

Most people still don't understand what @LeadpoetAI is doing.

This isn't "another lead gen tool."

It's the first decentralised sales engine attacking a $100B+ market - Built on Bittensor $TAO.

Let's break it down 👇

[Daniele 🟧 ( Meme Quant ) @danielesesta]

I’ll be honest about the plan because I don’t care who copies it.
Launch every AI agent we can. Arm every dev with infrastructure that actually works. Spend our entire marketing budget making them win. Lock $ANON at the center of everything.
That’s the whole strategy. Steal it if you want.
Here’s what you can’t steal: we’re already moving. While everyone is still writing whitepapers about DeFAI, we’re shipping. While launchpads are cherry-picking projects, we’re opening the doors to every builder with a real idea.
And we’re doing it with @Raydium ( the deepest liquidity on Solana ) as our backbone.
The first DeFAI launchpad built on LaunchLab. $ANON as the reserve asset baked into every bonding curve. Not a partnership announcement: an infrastructure decision that compounds forever.
Every agent that launches pairs its liquidity with $ANON. Their success is our success. Our success is theirs. There is no separation. We win together or not at all and that alignment is the whole point.
Every token that bonds accrues to $ANON holders. Every wave of DeFAI we unlock tightens the lock.
Every agent that wins makes the next one stronger.
This is how a new ecosystem compounds. Not one project at a time, an entire DeFAI economy growing in lockstep, with $ANON as the backbone of all of it.
We’re not just part of the AI in crypto wave. We’re the infrastructure it runs on.
The only question is how much $ANON you’re holding when it clicks.

[const @const_reborn]

Unbelievably well deserved shout out from @intel towards @manifoldlabs

The team, who have been furiously developing trusted computing layers on Bittensor against the tide of exploit and FUD, with clear eyes, and patience.

So proud of my brother @0xcarro who saw the vision from the beginning

Bravo

[Dark McDuck @dark_mcduck]

Picks n’ shovels 🤝

[Quinten @QuintenFrancois]

Coinbase is bringing its exchange data on-chain via Chainlink, unlocking billions in trading data for DeFi.

S&P, FTSE Russell, Tradeweb, Deutsche Börse… all using Chainlink.

$LINK is the most adopted infrastructure in crypto.

Still massively overlooked and undervalued.

[Andy ττ @bittingthembits]

🚨 @handshake_58 $TAO's SN58 is one of the most important subnets on Bittensor right now. This is HUGE!

Most people see subnets as places that PRODUCE intelligence.

Handshake is building the layer that lets AGENTS ACTUALLY USE it in the real world.

Without Handshake:

Your agent has to hunt providers one by one, learn different APIs, manage separate payments, handle failures, and stitch workflows together manually. Tool chaos.

With Handshake:

One single prompt.

The agent discovers the right providers, opens micropayment channels automatically (USDC on Polygon via DRAIN), pulls data, scrapes, analyzes, and delivers the finished product.

Right now, every AI agent hits the same wall. It needs to call an API scraping, LLM inference, image generation, data extraction. That means API keys. Subscriptions. Credit cards. Rate limits. Different auth for every provider. Different billing for each one.

One agent, six providers, six different payment systems. Nothing talks to each other. The agent breaks. The human babysits.

Handshake eliminated all of it.

The provider integrations already include Chutes (SN64), Numinous (SN6), Desearch (SN22), TaoStats, Apify, Replicate with 519 models, OpenAI, Claude, Grok, DeepSeek, Groq and every provider is scored trustlessly by a decentralized oracle on Bittensor Subnet 58. Real quality monitoring. Not self-reported metrics.

Real demo from the video:
User asked for a full due diligence report on a subnet Bitcast (GitHub + on-chain + Twitter + LinkedIn + market research).

The agent did it all autonomously in 10 minutes for 40 cents… while the user went and grabbed a coffee.

No API keys. No subscriptions. No babysitting.

This is the missing execution + payment layer the entire agent economy needs.

Bittensor already has insane intelligence supply across 120+ subnets.

Handshake is building the demand-side rails so agents can discover, pay for, and compose those services.

Once this works at scale, we stop asking Can agents do this?

We start asking why am I still doing this myself?

This turns isolated powerful subnets into a real, usable machine economy.

Production is great.
Execution at agent scale is what turns it into an economy.

The agent economy needs three things: intelligence, payments, and trust.

Bittensor provides the intelligence. DRAIN provides the payments. SN58's oracle provides the trust.

Handshake just wired them all together.

They also j integrated Stripe's Machine Payments Protocol (MPP). That means any business running on Stripe, millions of them, can now accept payments from AI agents

This subnet is building something that could change how everything works on Bittensor.

$TAO

https://t.co/DOgF2Dakhx

(Reposted below is the demo Vid. Makes it hit hard)

DYOR. This one is special.

[Milk Road Crypto @milkroaddaily]

A $1B deployment just kicked off inside one of DeFi's biggest stablecoin ecosystems.

The target isn't crypto.

It's AI hardware, mortgages, and solar panels.

@ObexIncubator, a stablecoin incubator backed by Framework Ventures, started moving $1B into tokenized real-world assets yesterday

(Connecting @SkyEcosystem's $USDS to yields from actual infrastructure instead of DeFi's traditional circular loops.)

For context: $USDS has $11.7B in circulation and Sky pulled in $338M in 2025 revenue.

The goal is to push supply past $20B - and that requires yield sources beyond what crypto-native lending can produce.

Obex has a mandate to allocate up to $2.5B of Sky's reserves into real-world assets.

Wednesday was day one.

And the partner list covers a LOT of ground:

- Maple (structured credit)
- USD dot ai (AI infrastructure)
- Daylight (energy)
- Centrifuge (tokenized assets)
- Securitize (securities)
- River (bitcoin)
- TVL Capital (private credit)
- Better (mortgages)

Each one is a different corner of the real economy getting wired into DeFi yield.

The tokenized real-world asset market hit $26B last year (tripling in 12 months) driven by investors who want predictable returns instead of speculation.

DeFi's old model was a closed loop:

Protocols paying users in tokens that those same users recycled back into the protocol.

Parker Edwards from Framework Ventures put it simply:

"We're moving beyond circular DeFi yield sources and toward high-quality yield from structured credit markets, fintech, energy infrastructure, AI CapEx, real estate, and other productive sectors."

Watch the $USDS supply grow from here. 👀

[Dark McDuck @dark_mcduck]

This is the level #bittensor subnets are playing on practically out the gate

Research $TAO & subnets

[Intel @intel]

Advancing confidential computing for a more secure AI future.

Together with @manifoldlabs, we’re exploring how Intel TDX and Intel Trust Authority help enable confidential workloads across decentralized infrastructure, including @TargonCompute's Targon Cloud platform—protecting data at rest, in transit, and in use.

[Dark McDuck @dark_mcduck]

It’s actually the $TAO community that led me to $TIBBIR $TIG & $QUBIC

All four of them are quite the rabbit holes to journey down 🐰

[Dark McDuck @dark_mcduck]

Starting down the $QUBIC rabbit hole 🐰 🧐

$TAO brought me here

[sharkie 'l @nasirasalis]

$TAO Vs $QUBIC

TAO is pricing intelligence.
Qubic is producing it.

Bittensor rewards the best AI models.
Qubic turns mining into real compute + revenue.

One is a marketplace.
The other is the engine.

When AI demand explodes…
the one with actual compute wins.

Qubic isn’t competing with TAO
it’s building what TAO depends on.
@_Qubic_ higher

[Chainlink @chainlink]

Now LINKed: Coinbase exchange data

The largest crypto exchange in the U.S. 🔗 The industry-standard oracle platform