Alpha | Markets · AI · Research

Great to see $TAO showing strength again after the Covenant debacle. Price is now pushing into the $300 supply zone, and the reaction here will likely be important for the next move. Ideally, we see consolidation, then continuation higher. For now, this is the key area to watch.

Closely watching this bottom forming on $TAO We are in a multi-year support zone. Doesn't mean it has to hold, but forming a bottom here will increase the likelihood of a decent rally (potentially a bear rally). Offcourse only possible if $BTC isn't dumping again.

$BTC bulls have a lot of work to do in order to make this look nice. Reclaim of 74 and 78K would be a start. Right now, sellers are clearly stronger.

$TAO is at an interesting spot here. This level has been tested 3 times before, resulting in a 140-250% bounce. It all depends on overall market strength. If $BTC bounces, this will bounce to. If the market breaks down, support below is thin; the next meaningful level sits around $86. Let's hope this time is not different.

$PUMP 0.0052 is a magnet:

I heard it's 2016 again 😎

The markets have been extremely volatile, impacted by macro events, Trump shenanigans, and turbulence in Japanese bond markets. Amid that chaos, it is good to see that $dTAO subnets are resuming their uptrend. I'm still allocated and have been slowly growing my positions over the last few weeks. Now Const just announced he will be staking another 20K $TAO into subnets, further increasing the sum of subnets uptrend. Feels like a great moment to be in TAO subnets.

Now valuation Polymarket currently implies an FDV of $500M–$1B for INKchain. Personally, I think that’s conservative: > Kraken just closed an ~$800M raise > INKchain received a ~$42.5M grant from the Optimism Foundation > Strong brand + distribution from day one If INK launches at $1B–$2B FDV: > 1 point ≈ $0.50 – $1.00 That’s before considering any additional incentives.

"The Choice" Nado airdrop food for thought In 2025, I farmed a few perp DEX airdrops with solid results. Not everything hit, but the ones that worked more than paid for the effort. The most recent one, Lighter, was ~$3B FDV and delivered a generous ROI for active users. I joined Nado during the Closed Alpha stage and focused on combining strategies rather than optimizing a single metric. My approach was simple: >Maximize trading volume while slowly growing the account >Focus on lower-liquidity pairs >Trade as many different pairs as possible >This worked well, especially on tokens with traction like $PUMP and $XMR.

What if.... $TAO #Bittensor

$TAO halving in less than 2 weeks: bittensorhalving.com/

$TAO is starting to look like it’s forming a bottom. Of course it depends on what $BTC does, but it’s looking pretty decent if you ask me.

It sure looks like it buddy!

The $TAO breakout we have all been waiting for. Around 40 days untill halving.

Will AI follow the rule of 3? Back in October, @fundrise published an extremely insightful report on AI. It shows a pattern of technology waves, where each wave has been more than 3x larger in market cap than the one before. That would put AI at a staggering $21 trillion market cap. Now imagine if $TAO captured just 1% of that. Its valuation would be $211 billion, a 62x from here, giving TAO a price of $22,000. Still early. You can find the report here: fundrise.com/education/value… #Bittensor $dTAO

The TAO halving is expected around 11 December, less than 100 days away. Time to refresh what will happen: Right now, 7,200 TAO is emitted on-chain every day. - 7,200 TAO * $322 = $2.3M of added market cap daily. - Subnet liquidity pools are filled with TAO based on their price (emission %). - Root stakers receive a portion of this TAO through protocol-initiated auto selling of Alpha on the subnets. - Current root APY is around 6%. At the same time, 14,400 Alpha is created each day: - 7,200 goes into subnet liquidity pools (Alpha_in), balancing the added TAO. - The other 7,200 is distributed between subnet owners (18%), stakers (41%), and miners (41%), this is Alpha_out. - Alpha APY fluctuates per subnet, but typically ranges between 50–200%. What happens after the halving? - TAO emissions halve to 3,600/day. - Alpha_in halves to 3,600/day. - Alpha_out remains unchanged. Daily emissions after halvening: - TAO: 3,600 - Alpha: 3,600 (in) + 7,200 (out) = 10,800 There’s arguably no direct effect on price since TAO and Alpha_in remain balanced. Indirectly, Alpha_out may dilute more into TAO than before, but given liquidity depth, this impact should be limited. For new subnets, however, this dynamic could be more challenging because they still have to fill their liquidity pool. What does it mean for TAO overall? Instead of 7,200 TAO/day, only 3,600/day will be emitted, effectively halving sell pressure. Looking at #Bitcoin, every halving event has historically triggered price appreciation: less supply dilution while demand holds steady. Below chart illustrates BTC’s four halvings and the strong rallies that typically followed. TAO right now is at the “Yellow line” point in the timeline, its first halving is within 100 days. That halves daily sell pressure and, with friendlier macro (e.g., rate cuts, improving liquidity), the $TAO #halving could become a significant price catalyst. Now is the time to be bullish. #Bittensor $dTAO

When trying out the new MEV protection, please be sure that your max slippage is set to anything like 0.5 or 1%. Click the gear icon and set your max slippage. #Bittensor $dTAO $TAO

1.1337 👀 Theoretically, sell pressure from Root will decrease as the sum of Alpha approaches 1. learnbittensor.org/concepts/… $TAO $dTAO #Bittensor

Subnet spaghetti: a bit messy to the untrained eye. It highlights which subnets are showing clear strength or weakness over a given timeframe. Weaker subnets on this period: 29, 73, 37, 67, 103 Stronger subnets: 93, 86, 94, 89, 46, 66 $TAO $dTAO #Bittensor