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Bittensor

34 pieces · Aug 2024 to Sep 2026 · 9 flagship

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AI33 DePIN9 Privacy5 DeFi5 Hyperliquid4 L1/L22

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Start here · the strongest pieces on Bittensor

Map09 Oct 2024Crypto x AI landscape overviewTwo-part landscape of crypto x AI across GPU networks, data storage, identity, privacy computation, verifiable compute, inference networks, user-owned AI, agent infrastructure and frameworks, AI DeFi and data tools.Map17 Jun 2025Ultimate Crypto x AI Landscape: 14 categories of DeAI projectsComprehensive landscape of DeAI across GPU networks, privacy computation, verifiable ZK compute, decentralized training, user-owned models, inference networks, data storage, agent frameworks, identity, IP, data infra, DeFAI and InfoFi.Breakdown04 Aug 2025Allora breakdown: self-improving open intelligence networkExplains Allora's inference aggregation (topic coordinators, workers, reputers) and objective-centric design for predictive ML. Lists traction (692M+ inferences, 288K+ workers, 55+ topics) and live integrations, and flags Bittensor subnets as competition.

Timeline · every piece, newest first

2026 4

28 Sep 2026Personal top 20 crypto watchlist grouped by narrativeTwenty watchlist assets in six groups: private compute and money, decentralized AI, machine economy, perp DEX and HL ecosystem, stablecoin and institutional rails, and physical infrastructure. Each gets a one-line thesis; ARX is the main privacy bet.MapPrivacyAIPerps55 likes

21 Sep 2026Watchlist additions: TAO, PURR, EDEL and BPAdds four tokens with one-paragraph theses: Bittensor's dTAO subnets, Hyperliquid's HIP-1 PURR, Canton perp DEX Edel with a DTCC working group seat, and Backpack's BP tied to 30+ tokenized US stocks.MapAIHyperliquidTokenized stocks19 likes

15 Jun 2026I Built a Research Desk Staffed Entirely by AI Agents. It Works.Presents an autonomous AI research pipeline and its latest report on the June 2026 export control on Fable 5 and Mythos 5. Argues the decentralized inference thesis is right but the assets being bid (TAO, NEAR, Render) are mostly wrong.ArticleAIDePINRegulation23 likes

05 Jan 20262025 chain revenue ranking: Solana, Hyperliquid, Tron and EthereumHyperliquid's $816M revenue topped Ethereum and Tron and every L2, with no VC funding. Ethereum's fee compression shows blobs working, while L2 revenue lags L1s by a wide margin.DataHyperliquidL1/L2Solana27 likes

2025 24

28 Oct 2025AI infra projects on watch: Bittensor, Sentient, NEAR, Ritual and moreShort map of decentralized AI infrastructure projects pre and post TGE, each with a one-line role: Bittensor subnets, Sentient open-source AI, OpenLedger datasets, EigenCloud verifiable compute, NEAR, Ritual and others.MapAI17 likes

25 Oct 2025Sentient: the Linux of AI and a $10B+ launch valuation caseArgues open-source AI wins as Linux did, and that Sentient's GRID, ROMA benchmarks and four NeurIPS 2025 papers justify a $10B-$30B TGE valuation. Benchmarks against Bittensor ($8B) and Anthropic ($183B).ThesisAI37 likes

28 Aug 2025The DeAI stack by layer: apps, agents, execution, data, compute, privacyMaps the DeAI stack into eight layers with example projects: application/UX, agent infra, AI-native execution, inference, data marketplaces, GPU compute, privacy, and storage/DA. Stresses the space is broader than compute networks and agent coins.MapAIDePINPrivacy28 likes

07 Aug 2025Allora pre-TGE: predictive ML network for agents and DeFAIExplains Allora as an open intelligence network focused on predictive ML, with a Darwinian incentive design and support for many forecasting topics. Argues smarter, forward-looking inputs let agents and DeFAI protocols outperform.ExplainerAIDeFi18 likes

07 Aug 2025ALLO valuation range from Bittensor subnets, Flock, TIG and oracle compsBuilds an ALLO TGE FDV range from comparables: Bittensor at $7.2B, prediction subnets totalling $723M, Flock $162M, TIG $167M and oracles. Sets bear $150-250M, base $250-500M and bull $500-750M, doubting anything above $1B at launch.DataAIDeFi41 likes

04 Aug 2025Allora breakdown: self-improving open intelligence networkExplains Allora's inference aggregation (topic coordinators, workers, reputers) and objective-centric design for predictive ML. Lists traction (692M+ inferences, 288K+ workers, 55+ topics) and live integrations, and flags Bittensor subnets as competition.BreakdownAIDeFi45 likes

21 Jul 2025Research agenda July 2025: MegaETH, CLOBs, proving markets, DeAI, privacyA list of themes under active research: MegaETH, CLOB infra, proving markets, ZK infrastructure, ML networks, AI agents and robotics, stablecoins, RWAs, programmable privacy, BTCfi and Hyperliquid.OtherZKAIHyperliquid101 likes

14 Jul 2025Why DeAI matters across the AI stack: seven layers from incentives to computeMaps seven layers where decentralization matters for AI: open innovation incentives, verifiable inference, decentralized training, private MPC compute, GPU networks, user-owned models and onchain agent payments. Also frames VLAs as lacking a LangChain-style framework that Codec is building.ThesisAIDePINPrivacy44 likes

14 Jul 2025Why TAO has value: demand sources, dTAO and alpha tokensExplains TAO demand from validators, miner registration fees and governance against a capped supply with decreasing issuance. dTAO alpha tokens can only be bought with TAO, so subnet adoption adds TAO demand.ExplainerAIOther28 likes

13 Jul 2025Six post-TGE AI plays to watch: TAO, NEAR, TIG, IO, NIL, CODECDescribes six live AI tokens without Kaito leaderboards: Bittensor subnets as digital commodity markets, NEAR as AI-native L1, TIG for algorithm IP co-ownership, io.net GPU clustering, Nillion blind compute and Codec's VLA framework.MapAIDePIN36 likes

02 Jul 2025Allora: predictive intelligence layer for AI-driven DeFi agentsPositions Allora as a narrowly focused infrastructure layer for predictive intelligence, supplying forward-looking data feeds so AI agents can manage portfolios on forecasts rather than history. Miners are incentivized to improve forecasting algorithms permissionlessly.ThesisAIDeFi40 likes

17 Jun 2025Ultimate Crypto x AI Landscape: 14 categories of DeAI projectsComprehensive landscape of DeAI across GPU networks, privacy computation, verifiable ZK compute, decentralized training, user-owned models, inference networks, data storage, agent frameworks, identity, IP, data infra, DeFAI and InfoFi.MapAIDePINPrivacy85 likes

11 Jun 2025Ultimate Crypto x AI Landscape Overview (first edition)Initial 4-part landscape of DeAI across compute, privacy, verifiable ZK compute, training, user-owned models, inference networks, storage, agents, identity, IP, data and InfoFi. Later reworked into the 14-category version.MapAIDePINPrivacy34 likes

08 Jun 2025Bittensor subnet tokens as early-stage AI startups, with COT's $468M estimateArgues subnets are early-stage AI startups with live products and real demand, and cites COT Research's estimate of over $468M flowing into alpha token markets by end of 2025. Notes TaoFi routing ETH and SOL into subnet tokens could funnel more demand to TAO.ThesisAI27 likes

08 Jun 2025Narratives to watch in mid-2025: Hyperliquid, Bittensor, DeAI, zkTLS, InfoFiLists eleven narratives being watched: HyperEVM, dTAO subnets, decentralized AI training and inference, zkTLS verification, utility agents and DeFAI, InfoFi, AI-native chains, verifiable data, real-time execution layers, WASM and RISC-V execution, and RWAs.OtherHyperliquidAIOther36 likes

03 Jun 2025Templar I, Chutes and Gradients: the full agent lifecycle on BittensorDescribes how Templar I, a 1.2B LLM trained permissionlessly on a Bittensor subnet, can be served on Chutes and instruction-finetuned via Gradients, giving a full agent lifecycle on Bittensor. Notes no-code agents can be built with squad.ai.ExplainerAI14 likes

30 May 2025No-code research agent built on Bittensor with Chutes and DeepSeekBuilt a research agent on Bittensor in a day without code, powered by Chutes and running DeepSeek, noting it is a work in progress that still makes errors. May migrate to the Templar model; no token is planned.Build logAITooling20 likes

28 May 2025Templar: first permissionless 1.2B LLM training run on Bittensor SN3Explains how Templar's Gauntlet trained a 1.2B LLM permissionlessly: miners train every 84 seconds, a two-phase evaluation scores loss reduction, and only the top 15 contributions per round are applied. Benchmarks include HellaSwag 51.0%, PIQA 71.4% and ARC-E 59.2%.ExplainerAI60 likes

22 May 2025Bittensor explained: subnets, Yuma Consensus and the leading subnetsLong explainer on Bittensor as a decentralized marketplace for digital commodities: miners and validators compete in subnets, Yuma Consensus distributes TAO emissions, and the post lists leading subnets across compute, training, inference and prediction.ExplainerAI31 likes

16 May 2025Main TAO alpha token holdings and why Bittensor is a key narrativeLists his main subnet alpha token holdings and argues TAO is an ecosystem of AI infra projects with flywheel tokenomics. Points to subnet tokens coming to Solana via Sturdy, a Bittensor EVM and dTAO as under-understood catalysts.ThesisAI65 likes

05 May 2025Bittensor halvening on 5 January 2026 and TAO tokenomicsArgues the first TAO halvening, expected 5 January 2026, plus a BTC-like 21M supply and subnet staking absorbing supply, make Bittensor's protocol mechanics and ecosystem dynamics a powerful setup.ThesisAI54 likes

04 May 2025dTAO fear and greed index: components and current readingDescribes a dTAO fear and greed index built from price momentum, net TAO volume, volatility, TAO flow and alpha dominance, and notes it stands at 45 and rising.DataAI5 likes

03 May 2025Why the Bittensor ecosystem wins: subsidized miners and indie dev toolingArgues TAO emissions subsidize miner costs and give subnets better gross margins than web2 competitors, while free tooling like Masa APIs and Chutes inference makes Bittensor an indie dev paradise that will attract talent.ThesisAI80 likes

03 May 2025Bittensor ecosystem in four charts: subnets, accounts, staking, search interestFour charts: 100 confirmed subnets (35 added in two months), roughly 250k accounts with accelerating growth, staking shifting from root to subnets under dTAO, and Google searches for Bittensor near ATH.DataAI19 likes

2024 6

09 Oct 2024Crypto x AI landscape overviewTwo-part landscape of crypto x AI across GPU networks, data storage, identity, privacy computation, verifiable compute, inference networks, user-owned AI, agent infrastructure and frameworks, AI DeFi and data tools.MapAI86 likes

08 Oct 2024Seven AI plays beyond TAO: io.net, NEAR, Nillion, Ritual, Fhenix, RISC ZeroWatchlist of seven DeAI plays beyond TAO, each with a short thesis: GPU aggregation, user-owned AI, a subnet network, private compute, inference, FHE and ZK compute.BreakdownAIDePIN28 likes

07 Oct 2024NEAR vs TAO weighting in Grayscale's Decentralized AI FundNotes NEAR has about the same weight as TAO in the Grayscale Decentralized AI Fund and argues NEAR will lead as the AI narrative takes off.Market takeAI19 likes

25 Sep 2024NEAR investment thesis: user-owned AI, chain abstraction and low inflationLong thread laying out the author's NEAR thesis: AI infrastructure, Chain Signatures, high network activity, Nightshade 2.0 and a fixed 5% inflation with near fully diluted supply. Cites onchain activity share and FDV versus Solana and Tron.ThesisAIL1/L233 likes

16 Sep 2024AI projects to watch this cycle: GPU, data, inference and agent landscapeCategorized list of AI and DePIN protocols across GPU networks, data storage, data infra, identity, verifiable compute, inference networks, agent infra, frameworks and AI apps. Author expects AI and DePIN tokens could rise 10x or more.MapAIDePIN26 likes

08 Aug 2024AI crypto landscape: GPU compute, agent infra and onchain DeFi agentsAlpha list of AI crypto projects in three buckets: GPU and cloud compute, autonomous agent and AI application infrastructure, and onchain DeFi agents. Argues undervalued leading AI tokens could lead when the market returns.MapAIDePINDeFi33 likes

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NEAR Protocol73 io.net71 Allora38 Nillion35 Templar7 Arcium26 Hyperliquid113 Akash10

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