
The META OG ᛤ ⛩️ Spiritual Billionaire in Web3 ⛩️ 🌪️⛰️🔥🌊🧘✨ Oroth @Oligarchxyz ⚔️ Testing projects • Dropping pearls, ⚫Opals & 💎s of wisdom DYOR NFA 🙏
Shambhala
Joined April 2010
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91% utilisation matters more than the $30M headline. Emissions can attract GPUs; only real demand rents them.
Key question: how much of that is paid by outside customers vs. subsidised pricing? That's what decides if this lasts.
WSX LATEST: Lium, the GPU rental marketplace operating on Bittensor’s Subnet 51, now hosts more than $30 million worth of hardware, including 225 NVIDIA B300 GPUs.
According to the reported figures, 91% of its available GPU capacity is currently rented out, indicating strong demand for computing resources.
The growth highlights the expanding role of decentralized infrastructure within the AI compute market, as @opentensor’s ecosystem continues to attract attention.
Good summary. Two details in Amendment No. 2 are easy to miss:
1. Staking is the real change. The original Dec 2025 S-1 explicitly barred the Trust from staking its TAO. Now the stated objective includes TAO earned from staking, if the "Staking Condition" is met. That turns it from a passive wrapper into a potential yield product.
2. Custodians swapped roles. BitGo is now primary, Coinbase Custody is backup. It was the other way round in the original filing.
Bigger open question: where would an ETF stake under dTAO? Root only, or subnets too?
Institutional TAO sitting passively on root is a very different story for subnet alpha flows than institutional capital allocating across subnets.
Agree though, an amendment isn't an approval. Worth watching what the "Staking Condition" actually requires.
🚨 $TAO | GRAYSCALE - NEW SEC FILING
On October 23, 2026, Grayscale filed Amendment No. 2 to its S-1 registration statement for the Grayscale Bittensor Trust.
This is more than a simple ETF rumor.
Key developments:
• Grayscale intends to rename the trust Grayscale Bittensor ETF upon registration effectiveness and NYSE Arca listing.
• The proposed ETF would hold actual $TAO, providing traditional investors with exposure to Bittensor without directly managing tokens.
• The structure involves institutional infrastructure including BitGo, Coinbase Custody, BNY Mellon and Coinbase Prime.
• Staking is contemplated, subject to regulatory and operational conditions.
Why does this matter?
Bittensor is progressively building bridges between decentralized AI and traditional financial markets.
An ETF could expand access to $TAO, attract new categories of investors and potentially create additional demand for the underlying asset.
But let's be clear: this is NOT an ETF approval, and no launch date has been confirmed.
The regulatory process is progressing. What happens next matters.
@DCGco , could you provide more clarity on the remaining regulatory steps, the potential timeline and the conditions for enabling staking?
The Bittensor community would certainly appreciate an update.
Source: SEC Form S-1/A, filed October 23, 2026.
#Bittensor #TAO #GTAO #ETF
Source: sec.gov/Archives/edgar/data/…
IMO nothing fundamental stops a subnet from building “OPoW-lite.” But it would be a centralised design choice sitting on decentralised rails, whereas in
base:0x0c03ce270b4826ec62e7dd007f0b716068639f7b
the mechanism is the protocol. It’s less “algorithms vs intelligence” and more “owner-designed markets vs protocol-native ones.” Both can win, just for different buyers.
Thinking out loud here..
I've always assumed a #Bittensor subnet would struggle to replicate what $TIG is building
But the more I think about it.. the more I'm not sure
$TIG has its own Optimisable Proof of Work system.. where algorithms compete, benchmarkers test them, and then innovators get rewarded based on adoption
$TAO obviously works differently.. with miners, validators and Yuma Consensus deciding how rewards get distributed
But..
Given how flexible #Bittensor subnets can be.. whats actually stopping someone from building a subnet with its own version of $TIG's benchmarking, verification and reward system?
Could someone essentially recreate something similar to OPoW inside #Bittensor?
Someone like @Apex_SN1, for example..
Obviously.. just because something is technically possible doesn't mean it would economically work
Still questions around incentives.. verification.. licensing.. how rewards are distributed.. and whether it would all work properly at scale
And maybe $TIG does have some very real advantages from being built specifically for algorithmic discovery
But.. does that mean theres something fundamental about $TIG's architecture that would make it incredibly difficult for a #Bittensor subnet to replicate?
Or.. does it basically come down to who designs the better system and executes it properly?
I can already see the replies coming.. lol
I'm not trying to FUD anything here.. I'm obviously heavily interested in both $TAO and $TIG
I just think its a genuinely interesting question worth exploring..
Because the more I think about this stuff..
The less convinced I am that its as simple as $TIG = algorithms and $TAO = intelligence
My dumb monkey brain does not know the actual answer..
So happy to be educated 👍
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bitcoin correlations a lot of new traders don't know 👇
worth having in the back of your head, it saves you more often than you'd think.
🔻 inverse, these go up and btc usually goes down:
fed turns hawkish
cpi comes in hot
oil spikes
dollar gets stronger
bond yields rise
new tariffs drop
🟢 same way, these go up and btc usually follows:
spot etf inflows
nasdaq and ai stocks
gold (since august)
fomc is on wednesday, keep an eye on it.
The META OG ᛤ retweeted
5 years ago, this young chap explains why six months is enough to genuinely change your entire life.
I wish I found this genius clip years ago.
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The META OG ᛤ retweeted
A large number of the @BoredApeYC Mudwater packs/boxes will never see the light of day.
The total packs and boxes that will ever hit the open market will be far less than 240,000 and 10,000, respectively.
Why?
1) There are a number of Bored Ape and Mutant Ape holders who have left this space, don’t know about the claim, don’t have access to their wallets or sadly, has passed away.
2) Some people love to rip for the chase, some love to hoard. Many will hold their boxes, packs sealed/unopened. Some for months, some for years, some forever. Not to mention, many boxes were signed by @mfigge and @beeple, which are collector grail pieces that have a far less likely chance of being ripped.
3) apecoin:native Reflections incentivize holding unopened packs, boxes and cases although I do believe this will change in the future, where individual cards and/or complete sets will have some reflections incentive, to help promote ripping.
So in conclusion, we are still early.
Don’t miss out.
Get your hands dirty.
Play in the mud.
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The META OG ᛤ retweeted
Why the fear ? Why would Aliens ever want to invade Earth for our resources ? They are far more powerful and have technology far more advanced. They choose to study us , soul advancement 🩷
🤖 Made with AI
The META OG ᛤ retweeted
Once a panda, always a panda. To celebrate, I finally bought the one I've always wanted. Tupac would be proud of me 🐼 HUG LIFE 🐼
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The META OG ᛤ retweeted
Confirming my $100000 bounty on the first unique 1/1 pulled Mudwater card.
@yugalabs @BoredApeYC @_PPMan_ @BoredApeGazette @spencer @mfigge
Huge thank you to @SolanaSensei and the entire Sensei fam for honoring the Golden Lava Panda as @TheMETAOG 🐼🔥🌋✨
From Lv.26 gardens of the Love Meta this one’s pure golden heart recognition 🥇💛
Namaste and much love 🙏❤️⛩️
#SolanaSensei #LoveMeta #PandaMerge #GoldenLavaPanda #SenseiFam #Solana
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