Stillcore Capital

Bittensor (TAO) Fund @jason @markjeffrey @rob_svrn

[Stillcore Capital @stillcorecap]

Bitcoin decentralized money. Bittensor is decentralizing intelligence

$TAO 2030 is our case for Bittensor becoming a $1tn+ ecosystem by 2030 https://t.co/j0zWWcKBDp

[Stillcore Capital @stillcorecap]

@BasedBeffJezos accelerate and own it.. that's the (actual) open AI path, and it's why your line on owning a piece of the future anchors part of our essay on Bittensor (TAO)

[Stillcore Capital @stillcorecap]

What will the world's marketplace for intelligence be worth?

$TAO: The Commanding Heights of Intelligence is our case for who owns the economy once intelligence gets cheap

@jason @markjeffrey @rob_svrn https://t.co/kit31f4SXk

[Mark Jeffrey @markjeffrey]

We just dropped another new paper:

[Stillcore Capital @stillcorecap]

@chamath on @PeterDiamandis pod you said a token could become a unit of access to the compute and energy behind AI

We believe that token is TAO

[Stillcore Capital @stillcorecap]

The best thing written this year on who owns the economy once intelligence gets cheap is The Commanding Heights by @WillManidis and Joe Roberts.

We think it left one height off the map.. $TAO https://t.co/uvzfDMAVQ6

[Stillcore Capital @stillcorecap]

Our piece in the Crypto Insights Group 4Q26 Outlook: bittensor:native Is (Much) Bigger Than It Looks (pp 23-24)

@Jason @markjeffrey @rob_svrn

[Crypto Insights Group @CIG_Crypto]

CIG’s 4Q26 Active Strategy Outlook Magazine is live!

This quarter, leading fund managers and allocators shared perspectives on vault diligence, tokenized alpha, and where market neutral returns go from here.

👉 Access the full report here:
https://t.co/rOJuiB8OmW

[Mark Jeffrey @markjeffrey]

Stillcore Partner @rob_svrn sighting - ALL-IN's Liquidity Summit vid :)

[Rob Greer @rob_svrn]

i believe bittensor:native becomes a $1tn+ ecosystem by 2030 (yes, ~333x from current market cap, NFA)

TAO's price is moving at the speed of bitcoin, but the innovation is moving at the speed of AI

the exponential we'll witness from Bittensor will be shocking and my bet is unlike anything crypto has ever seen

[Mark Jeffrey @markjeffrey]

Stillcore just dropped a new report:

[Stillcore Capital @stillcorecap]

With our partners @Jason @markjeffrey @rob_svrn

[Stillcore Capital @stillcorecap]

Bitcoin decentralized money. Bittensor is decentralizing intelligence

$TAO 2030 is our case for Bittensor becoming a $1tn+ ecosystem by 2030 https://t.co/j0zWWcKBDp

[SubConnect @WeAreSubConnect]

When we released the Bittensor Revenue Index one month ago:

$32–35M annualized $TAO subnet revenue.

Today:

$50M+.

More than 40% MoM growth.

A large part of that acceleration is being driven by Lium, Targon and Engy, all three showing significant revenue growth.

But the broader picture is just as encouraging.

Bitcast and Almanac continue to grow rapidly, while Score and Vanta have now started revenue-funded Alpha buybacks.

When we published the report, we projected Bittensor could reach $100M in annualized subnet revenue by year-end.

If this pace continues, that estimate may have been too conservative.

[Stillcore Capital @stillcorecap]

Fantastic keynote address from @const_reborn highlighting the incredible progress Bittensor has made over the last year and where it stands in the context of the broader AI landscape.

[sun runner @0xSunRun]

Bittensor State of the Union feat. @const_reborn. A must watch/listen.

No one is bullish enough on what is being built here.

[Mark Jeffrey @markjeffrey]

Bittensor Bungalow $TAO https://t.co/yEqv3mZ0uE

[Keith Singery @KeithSingery]

I remember being on @markjeffrey’s The Palace thinking it was awesome circa 1996

FFW 3 decades and we are both doing Bittensor.

Trippy, man

And @stillcorecap has been a great addition to the ecosystem. Their investment is badge of honor for any subnet $TAO

[This Week in Startups @twistartups]

“Bitcoin is the most efficient market in history. We built the same thing for intelligence.”

Const left Google Brain to build something Big Tech wouldn’t touch: open, permissionless AI that can be mined like Bitcoin.

On a special TWiST deep dive, Bittensor’s co-founder breaks down the subnet economy, how subnets are making open models even cheaper to run, and why he doesn’t sell a token, but participation.

cc: @const_reborn, @opentensor, @jason, @lons

0:00 The origin of Bittensor (and the name Const)
10:48 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://t.co/kdRL5pFZFB
13:55 From Bitcoin mining to mining intelligence
19:33 DigitalOcean - Head to https://t.co/YCLFZ4Pktx to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%.
30:17 Odoo - The all-in-one business platform. Get started for free at https://t.co/da1OXz9KaD
32:37 What is a subnet?
33:35 Forcing honest inference from bad actors
37:14 Building a subnet is harder than it looks
40:42 Understanding dTAO
51:57 Where the registration TAO actually goes
1:02:57 All about the Conviction "rug pull"
1:15:19 How Const is making himself irrelevant
1:17:33 The "Buy One TAO" philosophy

🎥 Watch the full episode here 👇

[@jason @Jason]

Predict bittensor:native models will consistently be top 20 vs their contemporaries over the next 12 months, while being cheaper than the average model in that category

Over 24 months, there is a non-zero chance they show up in the top ten consistently, and like Bitcoin, they shock the world in the amount of compute being added to the network

If you have extra compute, add it to @bittensor and you’ll create AI sovereignty while minting an accelerating token (or two!)

Follow @const_reborn and @markjeffrey

Donate to the vision by buying one bittensor:native — be delighted if it goes 10-100x as a pure lottery ticket

[Mark Jeffrey @markjeffrey]

@RaoulGMI Use https://t.co/0dlIbigGJd

Pay HALF.

Kimi K3 (close to Fable) - GLM 5.2 - Deepseek Flash

Powered by Bittensor $TAO.

[Rob Greer @rob_svrn]

@RaoulGMI @RaoulGMI felt this one too. worth a look at https://t.co/i5q7Fw3vLY (TAO SN 53)

kimi k3 is close enough to fable for most day to day work and lands 4-6x cheaper even after the token overhead. fable for heavy runs, everything else through engy

@jason has been running it