Bittensor's nearly two-and-a-half-year downtrend is very close to ending, needing a weekly close above 320 to confirm a higher high, after which 500 looks easy. Businesses owning subnets now do $25-30m in annualized revenue, estimated at about $100m by year-end, from real paying customers. TAO pumping last has not been a great signal before, but Bitcoin's higher high and clear bullish structure change likely make this time different. x.com  x.com 

Targon's revenue-backed subnet-alpha repurchase gives Bittensor's flywheel a concrete example. Targon says it repurchased and burned 1,772 TAO worth of SN4 alpha using organic revenue, and burned another 6,678 TAO worth of alpha representing revenue generated via Targon. x.com  x.com 

Bittensor's TAO suffers because the network lets subnets like SN95 extract millions in emissions without delivering. SN95 has made promises for over a year, shown no functional product or code, keeps pushing deadlines, barely communicates and raised money on the side. Its owner not selling, as @0xSunRun notes, doesn't change that: emission-inflated prices let others sell into the pool, and if the subnet is deregistered, the TAO is paid out and leaves the chain. x.com  x.com  x.com  x.com  x.com  … Show more

Revenue-funded subnet burns could strengthen the case for Bittensor's TAO if more subnets follow Targon. Targon reports burning SN4 alpha worth 1,772 TAO (about $445,000) using organic revenue, plus another $1.7 million worth of SN4 alpha. Similar burns across all 128 subnets remain hypothetical. x.com 

Bittensor's TAO is the Bitcoin of AI, a decentralized AI marketplace with a 21 million maximum supply. History doesn't repeat, but it rhymes. x.com 

Bittensor's arbitrary reward functions make its design far more complex than Pearl's MatMul focus, and that complexity works against TAO. Bittensor might still work if it got the design right; if not, repeated revisions may never reach a working end state. Pearl could get there faster and, if correct, get much bigger, though it too may fail. If, as Sebtensor says, TAO is an AI economy rather than AI money, Ethereum's struggle to accrue value to ETH is a further bearish warning. x.com  x.com  x.com 

Customer-funded demand can make decentralized AI compute tokens more valuable; usage alone can hide weak economics. Chutes reported revenue per million tokens up 37.7% and per GPU up 44.9% after cutting free and loss-making traffic, though its gains do not automatically lift TAO. Render's approved Salad roadmap could route payments and rewards through RENDER; integration and recurring customer-funded burns still need proof. Messari reported Akash leases up 27.1% despite revenue falling 45%. … Show more

Bittensor is the top crypto pick, the Bitcoin of AI, with 100x potential. Its proof of useful work evolves Bitcoin's proof of work: per a piece shared by @wallstreetbets, Bitcoin miners earned $17.2 billion in 2025 burning Poland-scale power to produce nothing beyond securing transactions, while Bittensor's computation produces intelligence. That true utility gives it rare appeal to Bitcoin veterans. x.com  x.com 

TAO could surprise to the upside in the short term on the strong AI narrative, but there is no reason to believe in it long term. x.com 

TAO is benefiting as investors move into decentralized AI after reports that Anthropic's most powerful AI models face new US export restrictions. After a 26% rally it is testing a big resistance level, and a break above that holds could open a move toward $300+. x.com