howaboutsui 🗽

Building on $SUI — evolution of $ETH.
Decrypting $TAO — the next $BTC.

[howaboutsui 🗽 @howaboutsui]

This Duo Will Get Sent Into The Top 10 Fast.
$SUI 🤝 $TAO

[2xnmore @2xnmore]

Most $TAO holders have no idea what they actually own when they stake.

Here is the mechanic nobody explains.

Every subnet has its own token called alpha. Since dTAO launched, staking TAO does not lock TAO directly, it converts TAO into that subnet's alpha through a liquidity pool.

Alpha can only be bought with TAO.

The price of alpha is not set by an oracle. It comes from the ratio of TAO to alpha sitting inside that subnet's pool, and every trade carries slippage.

Here is why this matters for your bags.

The more alpha staked on a subnet, the higher that subnet's emissions become.

Conviction compounds directly into emissions.

There is a second layer most people skip.

Alpha is also used to register miners and validators, and that alpha gets recycled back into the system instead of sitting idle.

So before you judge a subnet by its TAO price, check the pool ratio.

A subnet with thin alpha supply relative to TAO is structurally different from one flooded with alpha, even at the same headline price.

This is the layer that separates people trading the ticker from people who actually understand what they hold.

The people who read the docs always buy before the people who read the price.

Tag someone who needs to see this.

[Shardul @shardiban]

TLDR; our subnet on bittensor (SN15) is producing the highest quality open agentic shopping traces in the world. We're going to leverage that to create personalized shopping models for all.

go give our arXiv pre-print a read, where we outline how the shopping traces from the best frontier open source models show pitfalls, the challenges and the opportunities in the goal of teaching AI to shop.

Also, we're expanding the team! If you're interested in any of our work below, please reach out to [email protected].

[const @const_reborn]

@AnthropicAI And just like that we collectively saw the future of inequality

[Crypto Tony @CryptoTony__]

$TAO / $USD - Update

Pumps are filling these targets. Good job if you got in with me few days back.

[τm @TMtheOG]

$hype
$tao

the only crypto projects worth bidding. imo TAO extremely undervalued right now

[Δίκαιος ττ @Dikaios22]

$TAO - And here we are only 3 weeks later. Hope you followed my call. Time to bid.

[Cetus🐳 @CetusProtocol]

For those constantly hunting new on-chain asset opportunities, a few clicks less always helps. 💡

You can now directly “Paste CA” on the #Cetus swap page to quickly start a trade — no need to open the asset selector first.

Little UX refinements accumulate into a smoother daily trading experience over time. 🍻

[Cetus🐳 @CetusProtocol]

Gasless Stablecoin Transfers are now live on Sui mainnet. ⛽️0⃣

A meaningful unlock for bringing more real-world payment flows and users on-chain — where moving stable value can feel as natural as sending a message. ⚡️

It also lowers friction for users moving capital across DeFi. One big step toward internet-scale finance. 💪

[Crypto Rover @cryptorover]

This is actually INSANE:

🇺🇸 🇨🇳 | The Trump/Xi summit could be the biggest world leader meeting in human history.

The business leaders reportedly accompanying Trump to China are worth a combined ~$1,065,000,000,000.00.

Trump will be asking President Xi to "Open Up" China.

Insiders say trillions in business deals could be on the table.

Potentially MASSIVE for markets!

[Sui @SuiNetwork]

Send money. Not gas fees.

$USDsui will bring gasless transfers and fast settlement to your pocket.

Backed by US Treasuries and issued via @stablecoin (a @stripe company). Compliant, chain-native, and ready for the next billion users.

[WallStreetBets @wallstreetbets]

Every cycle has one ecosystem that gets ignored until it's too late

In 2017 it was ETH, in 2021 it was SOL, in 2026 it's $TAO

We're going to look back at TAO the same way we look back at ETH in 2016

[Cetus🐳 @CetusProtocol]

By today, CETUS token has been circulating for 3 years!

From first trade to millions more —
the on-chain asset of the people,
and the DeFi infra of the people.

🌊🐳

[MrBreadSmith @MrBreadSmith]

Looks like Alt coins are starting to pick up 👀

▫️ $CETUS (@CetusProtocol) up 154% in 3 months from ATL's, back to Nov 2025 levels now

▫️ $DEEP (@DeepBookonSui) up 76% in 3 months from ATL's

It's time ⌛️

[Cetus🐳 @CetusProtocol]

When markets turn active, on-chain liquidity is usually the first to react. ⚡️🔋

Pools naturally get busier on days like this — and among them, the major DLMM pools are often the busiest ones.

#CETUS 🐳

[amit @amitisinvesting]

$PLTR

Palantir just put up one of the strongest earnings we have seen throughout the entire stock market. The level of growth across core metrics that the street did not expect to grow and the ability to do it in the face of the narrative that software companies have no terminal value is what makes this quarter so incredible.

Revenue accelerated 85% YoY against expectations of 74%. They raised the FY guide from 61% to 71%. They did more FCF this quarter than they did in revenue in Q1 last year.

They did this with a salesforce of around 70 people...most software companies at their scale have 100x that amount of dedicated staff working on sales, so how are they able to grow this fast? How is Alex Karp so easily able to guide that they will accelerate to 100% growth in 2027?

Palantir is actually doing what software companies have promised to do, but as of recent have failed to materialize: providing value that transforms an enterprise.

A quote from Shyam, CTO, last night:

"More tokens means more slop. And the more commodity cognition you consume, the more you need a system that can prevent the economic harm so you can harness the economic value. That system is AIP. That intermediary representation is the ontology. This is also why we are seeing the death of legacy software. AIP replaces static workflows not by replicating the playbook but by eliminating the need for one."

Palantir is acknowledging that traditional legacy software is dead in the age of AI, but the orchestration of providing business value to ground the truth of the organization within the representation of how that value is constructed (the ontology, what they spent 20 years building) is the defining factor to make AI meaningful.

The results prove this. How is a company doing almost 2B in revenue with just 1000 customers? Their net dollar retention has now passed 150%, which means their customers are choosing to spend more with them because they are getting more value. Imagine what happens when Palantir is at 10,000 and 100,000 customers. This can be one of the biggest companies on Planet Earth as everytime they get a customer, they provide so much value, that the customers locks in and stays with them and pays them more and Palantir is able to create an incredible margin (53% net income) on every dollar the generate because they don't need to pay all the people in the middle, like a salesforce, to generate that revenue.

The company increased their FY guide to 7.6B. Alex Karp said he wants to grow that 100% in 2027. That would put the company at around 15B. If they beat that estimate, we could be even higher. The debate right now is purely around one thing: the sustainability of this type of growth. If you think it is sustainable, you are bullish. If not, you are bearish.

Palantir can't control everything that happens in the macro or the market but they can control how fast they can grow. These earnings make it very, very obvious to me that they will not only sustainably grow, but they will continue to accelerate that growth because their customers are continuing to ask for more from them and as they continue to deliver, they continue to see the benefits of bringing value to enterprises and governments across the world.

Incredibly proud to be on the journey of covering them and I know how special this quarter must have been for those of us who saw the company grow up in front of our eyes over the past few years.

LFG.

[ghostt @ghhosttdn42]

Today I was fired from Coinbase.

During my 6 years at the company I was responsible for freezing customer accounts for no reason

[Cetus🐳 @CetusProtocol]

Where there’s strong liquidity, you’ll find the traces of Cetus whales. 🌊🐳

[Cameron Tao @quack_builder]

https://t.co/0kD81C4T7U

[Openτensor Foundaτion @opentensor]

Novelty Search :: Subnet 68 NOVA

This week we're talking:
/ How to transition subnet submissions into production drug candidates,
// Expanding the model from small molecules into biologics,
/// New nanobody mechanism.

Hosted by @const_reborn with special guests @metanova_labs
Join us Thursday :: 9PM UTC | 5PM EDT.
Live via Bittensor Discord #SN68

[Sui @SuiNetwork]

Sui turns 3.

3 years of Sui Mainnet.

3 years of building a full stack.

3 years of the best community.

To the builders and the believers: the journey is only 1% done.

Happy birthday, Sui.