Verri, CFA

Tech Investor & Writer @Taomedia_ | Ex BlackRock | $TAO

[Verri, CFA @Verri_co]

Thank you @jaltucher for building this chat interface that showcases how @bittensor is capable of competing against centralized interfaces as well as decentralized ones.

This is the first step in mainstream adoption.

[Intelligence | TAO News, Insights, Stories @taomedia_]

https://t.co/TbGEgIJ3CZ

[Intelligence | TAO News, Insights, Stories @taomedia_]

https://t.co/H5mptlevAs

[*Walter Bloomberg @DeItaone]

TIGER RESEARCH TURNS MORE BULLISH ON BITCOIN

Tiger Research says it is becoming more constructive on Bitcoin, arguing the market is likely in the final stage of its bear cycle.

The firm believes most of the selloff has already occurred, with any further weakness likely limited. It expects the next cycle to be driven by improving liquidity, institutional adoption, and expanding monetary demand.

[Serenity @aleabitoreddit]

For robotics companies, I have a favorable view on Unitree and Agility Robotics, two humanoid players.

And I have largest concentration in Agility Robotics, since I personally prefer US humanoid players.

For upstream component exposure, I currently own:

- Harmonic Drive (6324) given high content BOM on things like harmonic reduction gear.
- Vishay Precision for sensors and a possible candidate for Telsa Optimus.

LeaderDrive (688017) and Schaeffler I have favorable views on but don't own personally.

Many of the other AI DC players, I have indirect exposure to robotics like memory.

Don't recommend anyone to copy, just sharing personal positions/thoughts.

Humanoid sector is large, and as seen with Goldman Sachs report that "Korean companies will command a 30% direct and indirect share of global humanoid robot production".

Lot of players out there globally. This was an older report but just linking it again since you see all of them pop up in GS institutional reports + what they cover.

Agility Robotics is my personal favorite as of now.

[Bart 🖋️ @bart_hillerich]

Another new monthly site traffic ATH for @taomedia_.

Thank you to everyone who's been reading and supporting our work, it's been quite a ride so far!

We'll keep pushing to bring you the best Bittensor coverage available 🤝

[Intelligence | TAO News, Insights, Stories @taomedia_]

https://t.co/jMOogogzdS

[const @const_reborn]

https://t.co/oTZgBLysos

[Intelligence | TAO News, Insights, Stories @taomedia_]

https://t.co/tXhk9JRxgw

[Our Crypto Talk @ourcryptotalk]

Confirmed ✅: $TAO is our #1 pick for the decentralized AI race.

The weekend pump for 25% made it clear to us.

The moment the US forced to pull Fable 5 and capital rotated into decentralized AI - $TAO pumped heavily.

Why we believe $TAO is the Bitcoin of AI 👇

> The fact that $TAO receives the most capital every time centralized AI hits a blocker is not coincidence, its confidence.

> Clear tokenomics hard capped at 21M with 70%+ circulating supply now locked in staking.

> The network generated ~$43M in real AI-usage revenue in Q1 alone. @chutes_ai became the first subnet past $100 M. @TargonCompute raised $10 M+ in Series A.

> NVIDIA CEO Jensen Huang name-checked Bittensor's Templar subnet on the All-In Podcast. The CEO of the biggest company in the world.

Not saying that other AI projects won't do well. In fact, if TAO does well - most probably all of them will but from what we've witnessed, it seems TAO will be the one taking the lead.

Price Action: TAO currently sits 63% below its all time high of $767 and Bittesnor will need to add $5.4 Billion in market cap to reach it.

[Verri, CFA @Verri_co]

A lot of talk on whether new investors should allocate to @opentensor or @NEARProtocol

TLDR: Both should have an allocation, however, Bittensor keeps agent intelligence spend within the network, while the flow of agent spend on Near flows out of the protocol. bittensor:native

[Intelligence | TAO News, Insights, Stories @taomedia_]

https://t.co/ot7M7YyCeS

[Verri, CFA @Verri_co]

@SiamKidd @taomedia_ 👀👀

[Intelligence | TAO News, Insights, Stories @taomedia_]

https://t.co/58z9TMcVU7

[Tommy @Shaughnessy119]

This is how I think the AI bubble pops

@nic_carter told me to write an article but I feel folks here prefer bullets

[Verri, CFA @Verri_co]

Real AI Infra coming out of the @opentensor ecosystem is what brings outside capital in and keeps it in.

This is the beginning of the entire AI community understanding that Decentralized AI is the People’s AI, and that is something YOU and anyone can Own! @taomedia_

[Intelligence | TAO News, Insights, Stories @taomedia_]

https://t.co/EYyJJYX2u5

[Verri, CFA @Verri_co]

Builders move fast on @opentensor ⚡️

@taomedia_ wrote about @SiamKidd’s vision for a lending market on Bittensor and a few weeks later, @EndureNet has created one on their risk intelligence subnet. 👏👏

Excited to see the results! Great work!

[Intelligence | TAO News, Insights, Stories @taomedia_]

https://t.co/5Pp8nfHTVf

[CoinDesk @CoinDesk]

LATEST: More than half of all $BTC in circulation is now held at an unrealized loss, a signal that has coincided with every major bear market bottom in history.

[Score - Subnet 44 @webuildscore]

Bittensor is our moat

[Verri, CFA @Verri_co]

@taomedia_ @const_reborn @markjeffrey @proofoftalk Star studded 🤩

[Intelligence | TAO News, Insights, Stories @taomedia_]

WATCH: The full @const_reborn x @markjeffrey discussion at @proofoftalk day 2 ↓

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran’s President Pezeshkian has submitted an official letter of resignation to the Office of the Supreme Leader, per Iran International.

In the letter, Pezeshkian stressed that the president and the government have effectively been excluded from major decision-making processes in the country and the IRGC has taken control of affairs.

Pezeshkian added that under such circumstances he is unable to run the government and carry out his legal responsibilities, and for that reason has requested to step down immediately.

It is not yet clear whether Supreme Leader Khamenei will accept the president's resignation.