Bittensor Frontier

[Bittensor Frontier @TAOFrontier]

@micaelabazo Love this. Coming from one of the best in the eco @micaelabazo

[Bittensor Frontier @TAOFrontier]

@Donaxbt @jollygreenmoney @engyai Yes, I'm not investing until @AlgodTrading does this. I know others who say the same, even if that means missing out on gains. At that point (if it ever comes) i think it becomes top 1 or 2 subnet with Lium. It might still anyway but this would certainly speed up the timeline.

[Bittensor Frontier @TAOFrontier]

#TAO #Bittensor

[Andy ττ @bittingthembits]

🚨 $TAO 20 businesses.

$20M each in net $TAO purchases.

That's $400M, about every single $TAO minted in a year.

Not 20,000 businesses. Only 20 Subnets.

(Hypothetically of course, at $300 $TAO)

Remember we will scale to 256 Subnets with demand of course.

Now the math:

• Microsoft alone: about $190B of capex in 2026
• All $TAO issued in a year: $394M, or 0.21% of that
• After the next halving: $197M at todays price
• $100M a year of net buying absorbs 25.4% of new $TAO. For Bitcoin, 0.68%
• Bitcoin issues about $40.5M a day. $TAO issues about $1.08M

1M a day for all that productivity.

Let that sink in.

And the supply isn't sitting around waiting to dump:

• 17.58% is in subnet reserves
• 48.57% is on root (5.47M $TAO)
• Only 33.85% sits in wallets (https://t.co/Rm8L88cVzG)

Now the bridge from revenue to buying.

Say 20% of customer revenue routes into $TAO:

• Today's reported run rate of $50M+ means $10M, or 2.5% of issuance
• $1B revenue means 50.7%
• $2B revenue means 101.5%

We're at 2.5% of the way there. That's the point. It's early.

Not hiding it:

• Bitcoin is scarcer on issuance rate (about 0.8% vs 11.3%)
• Holders can sell far more than new issuance
• Root stake can be withdrawn
• Protocol chain buys use newly emitted TAO, not outside money
• The 20% routing is a hypothetical.

None of that proves demand.

It proves how little it takes.

Everyone asks if $TAO is expensive.

Wrong question.

Ask how small the supply is next to the market it points at.

Do the math before you fade it.

Sources: @taoapp_ , @subnetradarcom , @taostats , @WeAreSubConnect .

$TAO / Not financial advice, always DYOR.

[Bittensor Frontier @TAOFrontier]

@Tom_dot_b I understand how this worked when Bitcast managed -client pays for a campaign, this revenue buys back alpha and miners (content producers) receive emissions. How does it work now with external builders. They source clients, keep the revenue and get emissions? What about bitcast?

[Bittensor Frontier @TAOFrontier]

@Tom_dot_b @Tom_dot_b can you share a simple example how the model works with these external apps / builders. External revenue, emissions and value accrual to alpha?

[Bittensor Frontier @TAOFrontier]

@0xSunRun @insomniacxbt This made me chuckle. AI doesn't only cover inference...

[Bittensor Frontier @TAOFrontier]

@AltcoinMillie @webuildscore Love the rest but I'm not convinced on synth. My observation is that they only seem to do buy backs when the token is lagging behind, rather than on a regular and consistent basis. Very frustrating as I like the subnet, I just don't think they align completely with alpha holders.

[Bittensor Frontier @TAOFrontier]

@blknoiz06 #TAO #Subnets

[Bittensor Frontier @TAOFrontier]

@JesusMartinez @affine_io @const_reborn So good ain't he. Just trust him and let him cook

[Bittensor Frontier @TAOFrontier]

@DrocksAlex2 Genuinely one of the best. Don't stop @DrocksAlex2

[Bittensor Frontier @TAOFrontier]

@LamidaGlobal @actualinc @AlgodTrading Why take the risk. All the best to them. It's a no from me

[Bittensor Frontier @TAOFrontier]

@LordRagnarao Love this. 100% agree. Was it not the same with all the big revolutionary ideas? In every case, the majority were skeptics early on.

[Bittensor Frontier @TAOFrontier]

@CryptoZPunisher That said, personally I also feel the same about Engy. $10m+ which @AlgodTrading can dump at any moment. I really hope he doesn't but nothing actually stops him. I do believe it would be top 1 or 2 subnets if he actually showed proper conviction. Good luck all.

[Bittensor Frontier @TAOFrontier]

@CryptoZPunisher As I've said before, too much blind faith from everyone on 95. Nothing to date would give me confidence to invest. Huge gamble. Stay safe, stay away.

[Bittensor Frontier @TAOFrontier]

@daanisharif @CryptoZPunisher @actualinc 100% Donnie. People need to be very careful here. I hope I'm wrong but why take the risk

[Bittensor Frontier @TAOFrontier]

#TAO #Bittensor

[Tyler DurdΞth @tylerdurdeth]

Yahoo Finance is talking about Bittensor.

So it begins. bittensor:native

Congrats to @webuildscore and @MacrocosmosAI for the feature 👏

https://t.co/WXQD2DpKBn

[Bittensor Frontier @TAOFrontier]

@AlgodTrading Too much blind faith from everyone on this one. Nothing to date would give me any confidence to invest. Feels like a huge gamble. Just stay away, stay safe

[Bittensor Frontier @TAOFrontier]

@Pop_Collapse @SynthdataCo My observation is that they only seem to do buy backs when the token is lagging behind, rather than on a regular and consistent basis. Very frustrating as I like the subnet, I just don't think they align completely with alpha holders.

[Bittensor Frontier @TAOFrontier]

#TAO #Bittensor

[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.

[Bittensor Frontier @TAOFrontier]

@BarrySilbert @markjeffrey Just takes time, patience then all at once...