Quas

Subnet hodler. $TAO hodler. Permanently bullish on Bittensor. Still a human account , Class of 2017 🇨🇦 All posts and opinions are NFA & DYOR.

[Quas @TalkingTensor]

@SucioGuap0 I did really well in dTAO for a while during the early stages but yes now that everyone has left it’s very hard to make more Tao.

[Quas @TalkingTensor]

Honestly feeling like an idiot today - plain and simple.

I tried my best to find good projects but dTAO is unforgiving.

Finding the courage to keep holding has been difficult lately.

Is it time to abandon ship on anything not called Lium?

$TAO

[Quas @TalkingTensor]

@officialneeve @mya69236 @lium_io I think it was a positive, like the world needs GPU and it won’t ever go out of demand

[Quas @TalkingTensor]

I just have a feeling that @lium_io is going to make stakers go crazy with a MASSIVE buyback soon

Subnet 51 is breaking out in the real world. GPU rental prices are skyrocketing everywhere.

Honestly no limit to how high this can run with reliable buybacks & user growth

$TAO

[Quas @TalkingTensor]

@0xarrash Agreed and I appreciate your comment. Sn8 is doing a great job lately in all of these aspects

[Quas @TalkingTensor]

@TaoAIFuture Great insights. Thanks brother

[Quas @TalkingTensor]

@nemanjitap Facts. Appreciate the insights

[Quas @TalkingTensor]

@TauShaman @yanez__ai @bitsecai @_redteam_ I honestly just forgot sorry sir. I haven’t been looking into them

[Quas @TalkingTensor]

I’m hearing a lot lately about cybersecurity. We are getting hacked at a way higher rate due to AI.

Financial security on Bittensor belongs to two great projects @yanez__ai & @bitsecai

They create real solutions for these problems.

Both undervalued at ~$5M market cap

$TAO

[Quas @TalkingTensor]

Worst Uptober ever lol

$TAO

[Quas @TalkingTensor]

Well not gonna lie, dTAO has really sucked lately. I had to share my frustration.

Subnets that aren’t earning revenue have a 90% chance of falling every day.

The only safe pick right now is Lium due to its sheer size of alpha buybacks.

It’s brutal out there. 😔🙏🏼

$TAO

[Quas @TalkingTensor]

For subnets that can bear the financial burden of no owner emission, this additional APY is absolutely clutch for stakers.

An extra 23% is no joke that shit adds up very quickly.

Would love to see more projects take on this structure moving forward

$TAO

[Arrash @0xarrash]

With this change, stakers now earn 23% more yield per alpha staked on SN8.

Our sole focus is on offsetting miner emissions. More announcements coming.

[Quas @TalkingTensor]

@Capitalist_TAO @yanez__ai Would love to get an estimate for this from @josercaldera if possible

[Quas @TalkingTensor]

This is free money right here on @yanez__ai SN54

Literally nothing changed except the price was 35% higher 2 weeks ago.

This is a subnet that has proven again and again that they belong on Bittensor and will earn revenue

This should have a quick short term recovery

$TAO

[Quas @TalkingTensor]

Wanted to touch on @EnigmaSN63, which used to be one of my top holdings.

I think there were 2 flaws that appeared which really broke investor confidence:

The first was one comment ⬇️

“Why would anyone who just solved RSA-1024 sell their IP to Enigma for a $250k prize when the breakthrough is worth millions?”

This opened a huge hole in the logic. And it’s true. Why would I share with Engima? For the good of open source? Not sure.

The second comment ⬇️

“Why are people funding a no-revenue research subnet that already paid out $80,000 of their investors’ capital?”

Technically speaking, every time someone wins a prize, the subnet loses market cap. Especially for a project that has very few whales and little trading interest, no one is left to refund the loss.

So although Bob is an incredible leader and I love the passion, it was not worth it for me to invest anymore for the reasons listed above. The flaws did not become apparent to me until we got about 5 challenges in.

I was disappointed especially when the team had mentioned that they were not interested in finding more partners at the time. I don’t see a scenario in which the current partners are willing to invest a significant amount of capital into the subnet.

Seeing as the alpha price is down 60% since releasing the $250k grand prize, I apologize to anyone who was holding this subnet based on my recommendations.

I truly hope the team can figure out how to bring value back to the subnet and to get people excited about quantum technology on Bittensor again.

With love, Quas

$TAO

[Quas @TalkingTensor]

Awesome marketing video👨🏼‍🍳

Leadpoet is still one of my Top 3 most undervalued subs in dTAO.

This one isn’t going to stay underwater for much longer.

As soon as revenue gets increased visibility, the floodgates will open.

Holders want to see buybacks in action!

$TAO

[Leadpoet @LeadpoetAI]

We just killed cold outreach.

Introducing Leadpoet: the AI sales agent that finds buyers who need you now, writes personalized outreach, and follows up on LinkedIn and email.

Used by Dropbox, OnePatch (YC26), Muttdata.

Comment “Poet” for 100 free lead credits to find qualified buyers.

[Quas @TalkingTensor]

It doesn’t need to capture your interest when it captures hundreds of millions of dollars in revenue over the next few years.

Keep fading though 👍
See you at $1000

$TAO

[gain theory @gaintheory_]

congrats to bittensor tao on adding yet another layer of complexity to an asset that is already struggling to capture interest

[Quas @TalkingTensor]

Bittensor thought 💭

Every single dollar of revenue that Bittensor subnets use to buy back alpha MUST go through $TAO first.

The network essentially has 128 teams working for it, earning millions in revenue

The commodity is intelligence.

That is why it will 100x.

$TAO

[Quas @TalkingTensor]

I’m usually not a fan of buying alpha tokens from the top projects - i tend to favour the undervalued subs…

But that is ALL changing with @lium_io

They are generating ridiculous amounts of revenue and agents are already starting to choose their platform over others

🍄💥
$TAO

[Quas @TalkingTensor]

These numbers make it 100x easier to sell computer vision technology.

No other model in the world would finish at 98% accuracy - that feat is reserved for SN44 miners

Score has countless real world applications and is already partnered with sports teams and gas stations.

$TAO

[Score @webuildscore]

We set the target at 90%. Miners came back with 98%.

Fallen person detection on SN44 went from a 43.6% baseline to 98% on crowded street footage, scored in public every hour. Open weights.

So we're raising the bar. Harder footage goes in next, and the difficulty keeps climbing from here.