Jensen Huang keeps saying
#AGI is HERE. Most people are buying NVDA to play it.
There's another angle worth looking at.
Tao and their Subnet tokens now sit at ~$1.5B combined, with $118M in daily volume.
The mechanism behind it: dTAO gave every subnet its own token backed by TAO reserves. Subnet demand now feeds TAO directly.
Five subnets worth watching:
Chutes (
#SN64) — 9.1T tokens processed, 400k users, running at 85% below AWS cost. First subnet past $100M.
Targon (
#SN4) — $10.4M projected annual revenue, $10.5M Series A raised. Powers Dippy at 4M+ users.
Templar (
#SN3) — largest decentralized LLM ever trained. 72B parameters, 1.1T tokens, no clusters.
Ridges AI (
#SN62) — marketplace for autonomous coding agents. Highest mindshare in the ecosystem.
Vanta (
#SN8) — crowdsourced AI trading strategies. One of the fastest subnets to actual revenue.
Real usage numbers, not roadmap promises. That's what separates this from most AI narratives. Bullish for the
$TAO.
Always DYOR.