Dayne Tesla

Builder | 👀 In the Bleak Midwinter🫡

[Crypto Avex @CryptoAvex]

🚨 $TAO Subnet Valuation Series 👇🏼

SN4 Targon vs CoreWeave (a Nvidia-backed $24.8B company)

I had to close my laptop for a minute.

Ran the numbers on SN4 Targon of $TAO.

Nothing about this pricing makes sense.

The AI cloud compute market is worth $500B+.

@CoreWeave , the market leader:
→ $1.9B revenue (2025)
→ $24.8B valuation post-IPO
→ Nvidia-backed
→ Centralized, closed, restricted access
→ Priced at 86x forward revenue

Now look at @TargonCompute SN4:
→ $10.4M ARR: real, confirmed revenue
→ Confidential GPU compute, on-chain
→ Global, permissionless access
→ Manifold Labs + Intel partnership
→ ~$66M market cap
→ Priced at just 3.6x revenue

CoreWeave trades at 86x revenue.

Targon trades at 3.6x.

Same market.

24x cheaper valuation multiple.

Either I’m missing something.

Or this is badly mispriced.

This is Part 1 of my $TAO Subnet Valuation Series.

I’m running systematic valuations across the most underpriced subnets on Bittensor.

Next up: SN1 Apex vs OpenAI the world’s most valuable AI company.

The gap will surprise you.

Follow @CryptoAvex for Part 2.

Notifications On.. 🫶🏼

[Dayne Tesla @DayneTesla]

$tao 👀

[Documenting Bittensor @DocumentingTao]

"Imagine a much more universal currency, called intelligence..."
#Bittensor $TAO

[Dayne Tesla @DayneTesla]

@TedPillows Nahhh to much winning

[Dayne Tesla @DayneTesla]

@recap_david Agent

[Dayne Tesla @DayneTesla]

@brian_armstrong What’s about this @brian_armstrong ?

[Grok @grok]

Banks aren't really fighting crypto out of fear—they're adapting by issuing stablecoins and building regulated DeFi access. The real resistance comes from exchanges like Coinbase, who want to keep your money parked with them to earn profits, mimicking old banking.

A new bill draft actually supports DeFi (lending, rewards, etc.), but Coinbase opposes it as it cuts out middlemen. Crypto aims to remove gatekeepers, not swap banks for exchanges.

[Dayne Tesla @DayneTesla]

@checkrsocial @Glaze_Corp Waiting to see how base encourage builders to push hard on their ecosystems these guys killing it! @jessepollak 👀

[Dayne Tesla @DayneTesla]

@dontbuytops Good fork real OG @Glaze_Corp $DONUT

[Wimar.X @DefiWimar]

I GOT TIRED OF WINNING

NO MORE WINS, PLEASE MR. PRESIDENT.

[Dayne Tesla @DayneTesla]

@CierrePorbin Lighting network is not a smart contract chain you can't build anything there so this is an invalid comment

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: Former Coinbase CTO Balaji Srinivasan says, “When #Bitcoin wins, real estate falls in real terms.”

“People stop using houses as an investment and they invest in BTC.” 🙌

[Nasdaq Exchange @NasdaqExchange]

🌟 Joseph Lubin, Co-Founder of Ethereum, CEO of @Consensys, Chairman of @sharplink, takes the @Nasdaq podium as Ethereum celebrates its tenth anniversary 🎤

[Dayne Tesla @DayneTesla]

@econoar Dude knows what he is doing at 4% apy this is easy $200,000,000 revenue 🔥 $eth

[Dayne Tesla @DayneTesla]

@WhaleInsider $ETH

[Dayne Tesla @DayneTesla]

@sharplink @WatcherGuru

[Dayne Tesla @DayneTesla]

You talking $833,333 per $ETH 😅

[sassal.eth/acc 🦇🔊 @sassal0x]

Bear with me, long ETH bullpost incoming:

I think we're finally going to see the effects of The Merge + EIP-1559/burn overall issuance reduction going forward (which was a 90%+ reduction in newly issued ETH).

What was missing over the last couple of years was the demand piece - unfortunately after EIP-1559 and during The Merge, it was a bear market and then ETH didn't capture the meta (memecoins) or any of the new macro buyers (they went to BTC).

Now, ETH *is* capturing the macro buyers in a really big way mainly via the ETFs and the treasury companies (and we've only just begun here) + Ethereum has firmly captured the meta of stablecoins/tokenization and companies building their own chains as L2's.

All of this puts a massive bid on ETH that we haven't seen under a paradigm where ETH has an extremely limited supply.

The ETH ETFs over the last 9 days have eaten all of the net issued ETH (inc. the burn) since The Merge. And that's just the ETFs - I'm not even including the treasury companies here!

Now on top of all this net new demand, we can throw in an increasing ETH burn as we scale the L1+L2's and onchain activity goes up which will just further reduce the available ETH for all of these entities to buy.

I don't think I've ever been this bullish on ETH - the stars have never been this aligned for it and all of this is extremely reflexive to the upside.

ETH to $100 trillion isn't just a dream - it will be reality!

[Etherealize @Etherealize_io]

The stars are aligning for ETH:

⏩ $1.25bn ETF inflows over 19 straight days
⏩ Adoption as a treasury asset
⏩ Price turnaround (+100% from lows)

Institutions are noticing.

We’ve come together to tell the world why.

Introducing ETH: Digital Oil for the Digital Economy

(1/7)

[Dayne Tesla @DayneTesla]

@sobczak_mariusz He’ll yeah dm me for invite please

[Dayne Tesla @DayneTesla]

|￣￣￣￣￣￣￣￣￣￣￣￣￣￣|
$250,000 $ETH in 2025
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[Ethereum Intern @ethereumintern_]

|￣￣￣￣￣￣￣￣￣￣￣￣￣￣|
$250,000 $ETH in 2025
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[Leo Lanza | Lanza.eth @leolanza]

🚨Ethereum to $80,000?🚨

Cathie Wood thinks ETH could hit a $20T market cap by 2030. But the charts, liquidity, and institutional push suggest it may come much sooner.

Global liquidity is rising 📈
ETHBTC ratio is reversing 🔄
Tokenization is going exponential 💥

Are you ready for the supercycle?👇

[Leo Lanza | Lanza.eth @leolanza]

The Ethereum chart they don't want you to see—
$80,000