Bittensor (TAO)

You have $1,000 in AI altcoins RIGHT NOW. You wake up in 6 months, and it is all gone. Which allocation hurts the most to lose? Mine: $TAO 40% $FET 25% $RENDER 20% $NEAR 15% Whatever stings the most is where your real conviction lives. What is yours? 👇

Decentralized training compute has been growing ~20x/year since 2021 The key takeaway: The top 3 decentralized training runs (solid green) are converging on where the top 1 centralized run (red) was just 1–2 years prior The gap is closing rapidly on a log scale https://t.co/dSGdfo5E59

$TAO/USD - 4H TAO had a clean run from the $160s all the way to $379 in less than 2 weeks. That was the easy money. Now it's giving back. Price is sitting at $304 right now, grinding below that $305–$310 range that used to be support on the way up. - 200 EMA is way down at $265 and still rising. - That whole $220–$250 zone is a massive demand block from the original breakout. If this thing loses $290 with conviction, I'm watching $265 next - a clean retest of the 200 EMA. $379 is the obvious resistance. Not touching that until structure repairs itself on the lower timeframes. Bias: ranging to slightly bearish short term. Bigger picture still bullish above $250.

I’m at a point where I barely look at new launches outside of Bittensor anymore Sure, there will always be a handful of projects that perform well over the coming years. But the odds of consistently finding those are incredibly small. When I compare that to $TAO subnets, the asymmetry becomes clear. In my view, the probability of subnets outperforming the vast majority of crypto is simply much higher. The hype will fade while the real-world value created will compound. That’s the edge these subnets have over almost everything else I’ve seen in my 10 years in crypto. If you want to find the real winners, I’d seriously suggest taking a deep look at subnets. Enough morning thoughts, have a great one! RV out.

➥ Everyone is staring at AI coins and perps right now I get it, I’m here grinding them too, they’ve been the only things actually moving in a choppy market But if you zoom out, something more important is happening that liquidity in crypto is being rebuilt from the ground up and most people are still trading the surface, not the pipes 1/ What’s actually working in 2026 so far? I break the market into where real flows are going, aside with just narratives: - AI → attention + speculative + early revenue = $TAO, $VIRTUAL, $RENDER - Perps → trader liquidity + fees = $HYPE - RWAs → real yield + institutional capital = $ONDO, $SKY - Stablecoins → settlement layer = @tempo, $XPL, $ENA Different narratives, same underlying question of where does liquidity sit, and who controls it? Because based on my real experience, the best performer is a liquidity model Take @HyperliquidX as an example: ppl think it’s winning because of perps, I think it’s winning because it solved something deeper: - onchain orderbook that actually feels like a CEX with deep liquidity without relying on fragmented LPs - sticky pro traders & generates real fees - the hardest liquidity to win That said, $HYPE is how liquidity infra done right Same with @opentensor, but from a different angle that it turned compute into a market Liquidity is now intelligence + resources, and all Subnets = specialized liquidity pools for AI Different vertical, same pattern with whoever structures liquidity best → captures the entire category 2/ Why RWAs feel boring but matter more than people think? I’ve been paying more attention to @OndoFinance lately, because it sits where real money is entering crypto this cycle - Tokenized Treasuries & Private credit onchain - Yield that institutions actually recognize So as far as I witness, Crypto is no longer just trading liquidity, but starting to absorb global liquidity And RWAs are the bridge Ethereum holding the majority of RWA TVL isn’t random It’s where compliance is easier to layer, liquidity is deepest and institutions are most comfortable $ONDO is basically playing what if BlackRock flows came onchain… where would they go first? That’s why I see it as underrated imho The real game = Liquidity layers stacking on top of each other, only few looking at this angle cuz this is kinda boring What’s interesting is how these narratives are starting to connect: → Perps are expanding into RWA markets with the support of commodities, rates, etc. → AI needs compute such as GPU, CPU → priced + traded like assets → Stablecoins are becoming the default settlement rail → RWAs bring in external yield → anchors the system of all above sectors into one single liquidity layer This is a full-stack liquidity system forming with - stablecoins as base money - RWAs as yield layer - Perps/DEXs as trading layer - then AI/DePIN as resource markets My underrated bet is $ONDO as the top pick, but also the DePIN as liquidity infra DePIN = turning real-world resources into liquid, tradable markets so now I see GPUs as AI liquidity, Storage as data liquidity, Wireless as connectivity liquidity and Sensors/energy as real-world data liquidity And here’s the part that trigger my fomo nerve as AI, RWAs, and even perps all depend on this DePIN layer eventually → AI needs compute (DePIN) → RWAs need data/oracles (DePIN) → Perps need low-latency infra (DePIN) I think it’s the invisible backbone nodody realizes yet So I’m looking back at the market as a whole now and see: - $HYPE already moved, liquidity capture is obvious here - $TAO already moved, AI hype + revenue will push it further - RWAs and DePIN still feel under-owned and haven’t move an inch yet This is where I’m positioned mentally for the cycle Not chasing the loudest charts but tracking where liquidity is getting harder to move once it arrives

$TAO OG who reached out and gave me a hand: @CryptoZPunisher Punisher, we co-created this together. Remember? Three months ago. I spent the last few days looking for these irrefutable evidences. You are part of this. I appreciate. Thanks for the support and the recognition. Count on me.