Robert

[The Factor Report @PeterLBrandt]

I think this is an absolutely brilliant framing of cycles

[Roxom TV @RoxomTV]

https://t.co/hfnY3ccEkl

[Jesus Martinez @JesusMartinez]

Nvidia is worth $4.4 trillion.

OpenAI just raised $110 billion in a single round. More than all of crypto VC since 2022. Combined.

And the #1 AI blockchain is sitting at $2.3 billion. Nobody is paying attention.

Bittensor just ripped 30% in a week. Not on hype. On a real technical milestone.

A team on Subnet 3 just trained a 72 billion parameter language model. Fully decentralized. No central cluster. Anyone with GPUs could join.

That's never been done before. Anywhere.

Here's what most people are missing about Bittensor:

• 21 million max supply. Same as Bitcoin. 4-year halving cycle. No pre-mine.
• First halving already happened December 2025. Daily emissions cut 50%.
• Grayscale filed for a TAO ETF (ticker: GTAO) on NYSE Arca. Bitwise is right behind them.
• Founder stepped down February 2026. Fully headless protocol now. No CEO.
• 129+ active subnets producing real AI products. Not roadmap promises.
• Subnet market cap hit $822 million. Record 27% of TAO's total value.

The subnets are what make this different from every other AI token.

Chutes (Subnet 64) is the #1 inference provider on OpenRouter. Beating centralized players. 85% cheaper than AWS. First subnet to $100M market cap.

Ridges (Subnet 62) builds autonomous coding agents. Outperformed Claude 4 on benchmarks. Backed by Stillcore Capital. $10K+ daily prize pool for miners.

Bitcast (Subnet 93) is building a decentralized creator network. Brands pay for results. Creators earn TAO. No contracts. No middlemen. Up 50% this week alone.

While most of crypto chases memecoins, capital is quietly rotating into AI.

AI tokens led the entire market last week. +7% sector-wide. Bitcoin did 2.5%.

The ETF filing is the part nobody is talking about.

Think about what the Bitcoin ETF did. $42K to $73K in three months. TAO is at $2.3 billion market cap right now. Imagine institutional money pouring into that.

AI is not a trend. It's the infrastructure of the next 20 years. And the largest AI blockchain is still early.

[Willy Woo @willywoo]

This bearish sell down by investors seems to have exhausted, which gives price a repreive to consolidate sideways for maybe a month, even a rebound to mid 70s, which would likely to be rejected.

This is because the broader regime is heavily bearish with both spot and futures liquidity deteriorating. I've never seen BTC rally when both sources of liquidity are bearish.

If I was to make an educated guess, I'd say Q4 would be good timing for the end of the bearish trend and Q1 or Q2 2027 for bullish momentum to return,.

~45k would be a typical bear market bottom.

BTC has only ever existed in a secular global macro bull market 2009-2026. If global macro breaks down, then 30k is the fall back level of support, 16k as the final line to maintain BTC's bull trend.

[Robert @robert_w85]

@RealVision @RaoulGMI Lets go!

[Real Vision @RealVision]

🚨 BIG GIVEAWAY

Win up to $5,000 as offered by @RaoulGMI if we double our waitlist.

We're very close!!

If not, 5 winners, $1000 each.

Steps:
1. Join our waitlist (link below)
2. Drop a screenshot of the email confirmation
3. Like & RT this post

Winners announced on Oct 27.

[Raoul Pal @RaoulGMI]

Crypto is still being adopted at twice the speed on the internet from 5m IP addresses vs 5m wallets (very like for like). 1/

[matthew sigel, recovering CFA @matthew_sigel]

A total of 0.33M BTC will be mined during the next halving cycle (2028-2032).

Another 0.33M BTC will then be mined over the subsequent 100 years from 2032-2132 🤯

h/t @n_frankovitz

[Raoul Pal @RaoulGMI]

The BIG game is yet to be played... TOTAL3 - total market cap ex-BTC & ETH...

[The Factor Report @PeterLBrandt]

Brilliant. Now we need to see if it is predictive.

[NLNico @btcNLNico]

🇳🇱 Amdax will launch AMBTS, a #bitcoin treasury company targeting 210,000 BTC long-term. It could become the first public BTC treasury in the Netherlands.

[Raoul Pal @RaoulGMI]

One of the most foundational things is the Economic Singularity and the fact that you have ~5 years to unfuck your future...

The world will change dramatically by 2030, and we don't have much time left to build wealth!

Can't stress enough how important this is... the apex of everything I'm doing....

Enjoy!

Timestamps:
00:00 Intro
00:48 2030 Will Change Everything
01:41 Retirement Crisis Looms
03:02 AI & Robots Take Over
03:54 The GDP Formula
04:45 Demographics Collapse
06:27 Robots Replace Labor
07:34 AI Disrupts Knowledge
08:19 From Scarcity to Abundance
09:06 Cheap Energy Boom
10:21 Renewables & Grids
11:43 Nuclear = Free Power
12:45 Infinite Humans + Output
13:50 AI Agents + Crypto
14:58 AI Builds Products Fast
15:41 1-Person Billionaires
16:41 AGI vs. Markets
17:54 Universal Basic Equity
19:10 Adapt or Die
20:47 Human-AI Merge
22:58 Tech & Blockchain Win
25:42 Communities Win
26:31 Deflation Shock
27:48 AI Solves Itself
28:38 RV’s AI & Blockchain Plan
30:14 Human-Safe Industries
31:23 AI Companions Rise
35:00 Closing Thoughts

[Robert @robert_w85]

@marcvanderchijs @FarsideUK Ok. Thanks for your respons

[On-Chain College @OnChainCollege]

The Bitcoin circulating supply has just passed 19.9 million BTC.

With 95% of the supply already mined, there will only ever be 1.1 million more BTC issued.

Simple sentences but few understand the importance behind the words.

[Robert @robert_w85]

@bitvavocom Dont marry your coins

[DoopieCash® @DoopieCash]

"I’ll take profit when it hits 2x."

…Then 3x.

…Then “just a little more.”

…Then back to break-even.

…Then next time I won’t get liquidated😅

…Then next time, I swear I’ll be smarter.

…Then I roundtrip it. Again.

[Willem Middelkoop @wmiddelkoop]

A must-read

Marc understands new trends, miles ahead of the crowd.

[Marc van der Chijs @marcvanderchijs]

Recent interview I gave about AI and crypto, focusing on AI agents, proof of humanity and how banks will have to adapt. In Dutch (just put it through Google Translate or an LLM). https://t.co/l9lnx7JSgk

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 President Trump is preparing to open the $9 trillion US retirement market to Bitcoin & crypto investments — Financial Times