Figurε from τhe Fuτurε

In case you didnt know, bittensor also trains models. - τ $TAO
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Quadrillion-token intelligence will need new machinery. Actual is already forging it. @actualinc - τ
Actual Computer is pleased to announce its first source available-software, toks. Actual's toks is the best tokenizer on earth and the first tokenizer designed for the quadrillion-token era. actual.inc/company/blog/intr…
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Actual Computer is pleased to announce its first source available-software, toks. Actual's toks is the best tokenizer on earth and the first tokenizer designed for the quadrillion-token era. actual.inc/company/blog/intr…
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Bittensor is the evolution of capitalism. Multiple trillions in the making.
Rob might be one of the few people out there who’s comfortable to say out loud how big he thinks Bittensor is
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Every new machine has its priests, its builders, and its crowd outside calling it impossible. Λctference. - τ
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Next decade is gonna be so interesting.
Introducing Griffin, the first model to pass the video Turing test. 48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video. It’s the first Human Interaction Model (HIM).
Community note
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard. cellcog.ai/blog/tavus-gri… research.nvidia.com/labs/amri/proj… tech-ish.com/2026/10/02/tav…
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bittensor:native 1T is only a 333x from here (depending which measure of supply you want to use). Do some math: ittensor today is still ridiculously early relative to the size of the markets it is trying to coordinate. AI is already one of the largest technology markets in the world. From compute, inference, training, data, agents, search, storage, robotics and broad intelligence, we could keep going. Bittensor isn't trying to build one AI product. It's building a network where thousands of independent markets can compete to produce intelligence. Training. Post-Trainig. RL. Inference. (Local) Compute. Data. Search. Prediction. Agents. Embeddings. And whatever primitives emerge next, basically any digital commodity possible of being incentivized, guess what: it will be incentivized and improved non stop. There is no reason to assume the number of useful subnets stays anywhere close to where it is today. Imagine Bittensor eventually coordinating thousands of specialized AI markets, each with real demand, real users and real economic activity. Then consider what happens as AI itself gets exponentially bigger. The amount of intelligence demanded by the world 10 years from now WILL be orders of magnitude larger than today. AND... Bittensor has something most AI projects don't: A native economic system designed to route capital toward useful intelligence. TAO isn't just a agent meme token larping as an AI product. The token is the blood that running through the network veins. The token is ai money. Capital flows toward subnets. Miners compete to provide intelligence. Validators evaluate output. Users pay for useful services. Subnets compete for liquidity and emissions. And the network continually reallocates resources toward whatever the market considers valuable. And even better, subnets will now have a way to leverage each others service without the need to dump their alpha (via gamma tokens). Then the compounding starts: Say the eventual economic opportunity available to Bittensor is 100,000x larger than what the network is coordinating today. If TAO needs a 333x from here, Bittensor only needs to capture ~1% of that potential. That's the asymmetry. I think people massively underestimate the scale of the opportunity when they look at TAO as "another AI token." It's something much bigger: a thousand years federation being built.
Hype 1T is only a 20-50x from here (depending which measure of supply you want to use). Do some math: There's ~150 stock pairs on hl today. Across America, EU, Asia, etc. there's ~32,000 stocks. So there's 200x+ more stocks to be listed. & hl can keep growing volume on stocks. I don't think it's insane to say they can do a 1,000x+ on stock volumes without even starting to eat into the major exchanges (now imagine the scenario where they do?!) You should probably also assume crypto gets bigger. whether you think Bitcoin wins, or Zcash, or Ethereum, or Solana, or Pumpfun, or NEAR, or whatever - I kinda assume we agree crypto will be bigger than it is today 10 years from now. That will drive an insane amount of volume, and as crypto matures and more coins become real investments, volumes should grow and get healthier since the investable scope of the sector grows Then you should also consider all the priority fees they make (non-zero revenue already today) with all this future trading activity coming onchain Then you should also consider all the USDC on platform paying them yield to support all this OI Then you should also assume they'll probably figure out some other ways to make money: maybe prediction markets, maybe options, lending/borrowing as they white-label the risk engine, maybe HyperEVM starts to work Long story short, hl at least has the potential to 1,000x their business. Say the token needs a full 50x. They only need to capture 5% of that potential. This is absolutely a bet on their continued execution but given the track record, I'm fine making that bet until I see otherwise. > Ask yourself, can Jeff capture 5% of the full opportunity available to hl? I think probably This is what I mean by buy & hold good coins, If literally all of finance is coming onchain, these numbers can get ridiculous. My analysis is quick & dirty here, if you want real stuff go read @defi_monk, but it's just to remind of the true scale available to GOOD-WINNING projects like hl (which won't be the only one)
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Affine was never really about building one model. It took me a while to grasp it, but with some help i think I’m getting there. The model is only the seed. Yuma Consensus gave Bittensor its economic nervous system: a way for thousands of competing actors to converge around incentives. @affine_io tries to build the other half. A recursive intelligence loop where miners continuously hunt the current king, improve it, replace it, and raise the floor again. King after king. Model after model. Intelligence compounding inside the network. Current king affine-1 is 40b parameters and equals 100b parameters opus 4.1. And this happened within a few months of its existence. Then comes the deeper part. Use that intelligence to connect the subnets themselves. Inference. Compute. Storage. Search. Agents. Training. Data. Meaning Affine’s model could eventually act as an intelligent router/orchestrator between those systems. Different organs of the same machine, accessible through an intelligence layer capable of routing between them and composing them together. A decentralized Mixture of Experts at network scale. Yuma tells the machine how value should move. Affine could teach the machine how intelligence should move. One aligned the incentives. The other may align the pieces. And somewhere inside that recursive loop, Bittensor stops looking like 128 independent subnets. It starts looking like one organism. - τ $TAO #bittensor
Made with AI
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Bittensor spent 2026 turning itself into a full AI stack with accessible compute, storage, inference and router layers and highly usable products generating tens of millions in revenue and thousands of customers.
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Discussing how the infinite recursive loop of training models is the missing piece, the soulmate of Yuma consensus. Everything looks so clear now One thousand year intelligence federation. Bittensor
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Now take a minute and think what will happen when higher quality miners and higher incentives take place. - τ $TAO #bittensor
Subnet 120 launched its flagship "Affine-1" model. A 36B-parameter model (3B active) that is SOTA for its size, beating Qwen3.6 35B. A 35B-parameter model, trained in a decentralized fashion using Subnet 120, matching Opus 4.1 (frontier ~2 years ago). Absolutely mind-blowing. Powered by Bittensor.
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Λrtference incoming.
It’s impossible not to fall in love with Actual Computers. There’s something deeply beautiful about seeing engineering pushed to this level. engineering turned into art. inference or as we say artference.
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Hope you understand this is super bullish TOKENS! Hope you understand this paves the way to what bittensor:native subnets are doing and what it means regarding token burn and buybacks Bittensor eco to a trillion
*SEC STAFF ISSUES FAQS ON CRYPTO ASSET SECURITIES LAWS APPLICATION *SEC STAFF: TOKEN BUYBACKS ON FUNCTIONAL PROTOCOLS DO NOT CONSTITUTE MANAGERIAL EFFORTS *SEC STAFF: LIQUID STAKING TOKENS ARE DIGITAL COMMODITIES OR TOOLS, NOT SECURITIES *SEC STAFF: MAINTENANCE, ENHANCEMENTS, SYSTEM GRANTS NOT CONSIDERED ESSENTIAL MANAGERIAL EFFORTS *SEC STAFF: PROMOTING CRYPTO UTILITY WITHOUT PROFIT CLAIMS GENERALLY NOT AN INVESTMENT CONTRACT
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i genuinely think the market is struggling to catchup with Bittensor flywheel they fell in love with stonks (i like the idea too) but what if they knew > you can buy subnet tokens (valued in TAO) > get paid 30-100% APY for holding bittensor:native appreciating in price means more eyeballs to the ecosystem, more incentives for miners, validators, subnet owners and ecosystem participants. This will lead to > TAO inflows from new participants wanting to buy subnets > TAO inflows from root moving to subnets to increase their tao stack So now, you are in a scenario where you bag multiple because TAO price appreciated, your subnet alpha appreciated and you are enjoying the APY compounding effect. do you see the compounding effect playing out in front of your eyes and are comfortable ignoring anon? this is ETH ICOs on steroids.
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theres a lot of discussion around not being possible for TAO and subnet to go up both at the same time the rational is: as TAO goes up, people wants to take profit. as they are on subnets, they sell subnet token so then they can sell tao. while i'm not disagreeing, i will say that you cannot believe Bittensor is a 100B+ protocol while not believing on subnets, let me explain why: > Today TAO trades at approx 3B > we are 30x + from 100B So as much subnet selling occurs while TAO is going up, do you realized the TAO INFLOWS will outpace outflows by orders of magnitude right? So that's the thesis: TAO going up, will make SOME people take profits of subnets, but that just represents a TINY fraction of the total TAO INFLOWS we are about to see in a Bittensor bull run. If you had one shot, one opportunity, would you capture it?
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There is something almost ancient about Burnweight. If you want a greater share of the kingdom, you bring something to the altar. $TAO Burned permanently. The subnets creating the most value should eventually be the ones most willing to make that sacrifice. And the harder they compete, the more τ disappears. A market that discovers where intelligence deserves to flow while strengthening the thing beneath it. That feels very #bittensor Simple incentive design. Almost brutal in its elegance. - τ
Introducing Burnweight. We’ve been thinking a lot about how Bittensor could better connect subnet demand with TAO value accrual. Burnweight is our proposal to turn the allocation of emissions into a market where subnets compete by burning TAO.
Article

Burnweight: A Proposal to Allocate Bittensor Emissions Based on TAO Burns

TL;DR Burnweight is a proposal for a new way to determine how TAO emissions are allocated across Bittensor subnets. Instead of using subnet prices to determine each subnet's share of TAO emissions,

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if a subnet handles smoothly his price when emissions are turned off. easy to imagine what will happen when they are turned on.
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