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$TAO

19 pieces · Sep 2024 to Sep 2026 · 5 flagship

Sectors

AI19 DePIN4 L1/L22 Privacy1 Perps1 Hyperliquid1

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Coverage per year

42024

112025

42026

Price and coverage

Bittensor $TAO

Calls: 3 bullish
Since first call, bullish: −24%
Since latest call, bullish: −32%
Now: $261.29

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 15 piecesCalls onlyWeekly closes in USD, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $TAO

Map14 Aug 2026The Crypto x Robotics Landscape: 30 projects across five layersMap of 30 projects putting the machine economy onchain, grouped into machine-economy infra, robot OS and execution, robot networks and embodied AI, training data, autonomy fuel (sensors and maps) and robot capital. Explicitly not an endorsement list.Data07 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.Thesis25 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.

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.MapPrivacyAIPerps

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 stocks

14 Aug 2026The Crypto x Robotics Landscape: 30 projects across five layersMap of 30 projects putting the machine economy onchain, grouped into machine-economy infra, robot OS and execution, robot networks and embodied AI, training data, autonomy fuel (sensors and maps) and robot capital. Explicitly not an endorsement list.MapRoboticsAIDePIN

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.ArticleAIDePINRegulation

2025 11

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.DataAIDeFi

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.ExplainerAIOther

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.MapAIDePIN

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.ThesisAI

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%.ExplainerAI

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.ExplainerAI

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.ThesisAI

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.ThesisAI

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.DataAI

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.ThesisAI

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.DataAI

2024 4

22 Oct 2024NEAR bull case: user-owned AI, tokenomics and chain abstractionSummarizes the NEAR bull case: leadership in user-owned AI, an AI accelerator with Delphi and Aethir, no predatory VC unlocks, Nightshade 2.0 scaling and chain signatures. Compares unlock progress with newer VC coins.ThesisAIL1/L2

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.BreakdownAIDePIN

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 takeAI

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/L2

Often covered with

Bittensor34 NEAR Protocol73 Nillion35 Templar7 Gradients5 Hyperliquid113 io.net71 Chutes5

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