Bittensor $TAO Analyst & Researcher · AI Subnets · On-Chain Data · Running the $TAO Subnet Valuation Series ↓ EMBA @LifeAtLUMS 🇵🇰 x @BerkeleyHaas 🇺🇸
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🚨 $TAO Subnet Valuation Series 👇🏼
SN4 Targon vs CoreWeave (a Nvidia-backed $24.8B company)
I had to close my laptop for a minute.
Ran the numbers on SN4 Targon of $TAO.
Nothing about this pricing makes sense.
The AI cloud compute market is worth $500B+.
@CoreWeave , the market leader:
→ $1.9B revenue (2025)
→ $24.8B valuation post-IPO
→ Nvidia-backed
→ Centralized, closed, restricted access
→ Priced at 86x forward revenue
Now look at @TargonCompute SN4:
→ $10.4M ARR: real, confirmed revenue
→ Confidential GPU compute, on-chain
→ Global, permissionless access
→ Manifold Labs + Intel partnership
→ ~$66M market cap
→ Priced at just 3.6x revenue
CoreWeave trades at 86x revenue.
Targon trades at 3.6x.
Same market.
24x cheaper valuation multiple.
Either I’m missing something.
Or this is badly mispriced.
This is Part 1 of my $TAO Subnet Valuation Series.
I’m running systematic valuations across the most underpriced subnets on Bittensor.
Next up: SN1 Apex vs OpenAI the world’s most valuable AI company.
The gap will surprise you.
Follow @CryptoAvex for Part 2.
Notifications On.. 🫶🏼
$TAO
Soon investor will find dots to it.
$TAO Golden Cross almost confirmed as 1D close is approaching.
Hold your bags. 380 soon 🧲🚀
Seeing bittensor:native still at 217 while zcash:native at 1336 feels so discrimination with $TAO lol
