@DeFimorphosis@chutes_ai@TargonCompute@webuildscore@affine_io@VantaTrading In an other hand SN who actually delivers value and has good earnings + buybacks : when TAO MC is high it becomes really expensive to buy and stake the alpha who gets more economic value because harder to buy. What do you think of this ?
@DeFimorphosis@chutes_ai@TargonCompute@webuildscore@affine_io@VantaTrading I mean factually, if Score sn44 breakout for any reason, letโs say that TAO does a 3x so yes Score MC is up 3x but Chutes MC is up 3x, Iota MC is up 3x etc. while doing nothing. Thatโs rude for subnets who sees their MC going up but not their earnings. Must end by a repricing
We keep asking when institutional money will flow into TAO. Wrong question.
The right question: what makes institutions invest in the first place.
Listening to @jtledore at @proofoftalk made something clear. Enterprise adoption comes first. Not investment. Adoption.
That's what brings revenue, stability, credibility. In that order.
But there's another barrier. Protocol instability. The constant changes, the growing pains - institutions won't commit capital to infrastructure that hasn't stabilized.
These are necessary growing pains. But they're real friction.
Which is exactly why enterprise adoption is where the focus should be while the protocol evolves. You can't control the timeline on protocol maturity. You can control whether you're solving real problems for real customers.
Enterprise doesn't care if you're a subnet on Bittensor. They care if your solution is better, cheaper, faster than what they're using now.
And it's happening.
@LeadpoetAI just announced paid pilots with a large publicly listed enterprise software company and an AI compute infrastructure platform. Sales enablement built on Bittensor, integrated into sophisticated sales workflows.
Paid pilots. Publicly listed companies. Real revenue from outside the ecosystem.
This is the momentum building. Not a proof of concept. Not a partnership announcement with vague timelines. Actual enterprise adoption generating actual revenue from companies that have never heard of TAO and don't need to.
That's what brings institutional capital. Not the pitch. The proof.
@XSeyvion@Elizabeth_amy0 Man, I think that your analysis is too complicated. TAO is down because crypto is down. There is no money flowing into crypto. It will come back. The only alien up rn is hyperliquid ๐
@XSeyvion Yes, sure TAO has its own drivers. 128 potentiels drivers. I am just saying that when no news from subnets, TAO is up when BTC is up and down when BTC is down. Just as every altcoin.
@banditxbt Itโs just bear season effect.
Remember that a lot of states and big companies are staking more and more year after year, as they would do with gold.
The more time flies, the more Bitcoin become rare and valuable. Peaks and bullrun are just fed by themselves.
Slow and organic.
@CryptoMikli Sounds like the common and obvious experience that people make by driking alcohol. Same domino effect when you break a healthy lifestyle by sleep deprivation or sudden fast-food consumption. It can ruins your gym session and then affect appetite and sleep
@timpjohansson Fat loss with +350g sugar/day and a glass of wine 3 times a week ?
Is this a random protocol generated by a random AI or what ?
What are you trying to show I donโt get it