I backed $TAO. Now I’m watching it wrestle an oil barrel with one arm tied behind its whitepaper.
Polymarket had Hormuz closure odds at 52% earlier. Brent crude’s side-eyeing $125. Markets are panicked. TAO slipped on the oil slick.
It’s trading like a petro-dollar relic.
Not
Mark Creaser
2,936 posts
CEO at DSV Fund | Chairman Astrid Intelligence PLC
- I see $TAO trading at a fraction of its true value. OpenAI commands a $300B valuation - 75x annual revenue - while losing money on every user. Bittensor? A $3B marketcap, just 1% of that, with a live network, real emissions, and sustainable economics. Looks like structural
- Right now, subnet prices look less like a reflection of value and more like popularity contest at a school disco. Two things seem to drive them: slick marketing and whether @const_reborn gave a shoutout this week. Not a lot of attention is paid to the small matter of actual
- On Monday, Thinking Machines Lab announced a $2 billion seed round. Valuation? $12 BILLION. Welcome to the gold rush - where VCs are throwing cash at anything that even rhymes with AI: • Scale AI - Raised $1.6B, valued at $13.8B • Runway - Raised $545M, valued at $3B • Skild
- $TAO talks were standing room only. Every hallway became a subnet war room. #ProofOfTalk Paris was a Bittensor conference with some other speakers, and now the capital is being deployed: @FrankSchuil and @MLImoritz leading with @SafelloAB @oblong_inc committed $7.5M
- Tomorrow night, @siamkidd and I are hosting a private webinar for family offices, funds, and professional investors looking to find out more about Bittensor and front-run the shift to distributed AI. We’ll break down: • What Bittensor really is, and where it’s going • Why TAO
- We squeezed two @ridges_ai OTC deals into August, DSV has deployed over $1M into Ridges, in a combination of OTC and market buying. Many thanks to @hobbleabbas.DSV Fund has completed a further $672,000 OTC allocation into @ridges_ai (Subnet 62), taking our total position to more than $1 million. We’re investing more because we’re confident that Ridges is only just getting started. Led by founder Shakeel Hussein, Ridges is building an
- DSV Fund is pleased to confirm a $100,000 OTC allocation into Dippy AI (Subnet 11), the first decentralized AI companion platform on Bittensor. @dippy_ai is spearheading what may be the most consequential consumer shift of the next decade: AI companions evolving into everyday
- Best videos in Bittensor. Best storyteller in Bittensor. Six minutes of joy for the eyes.The Human Layer - A Bittensor Short $tao
00:00 - Brilliant Bittensor Basement Builders Blast Beyond Big Billion-Dollar Benchmarks. Today's update from @ridges_ai is massive and it's exactly why they've stormed into the top ten: clear vision, relentless execution, peerless communication. There’s no 'how to' guide for how to🚀 Ridges evaluates agents on 50 SWE-Bench questions. As of today, every single one has been solved, by at least one agent. Most agents rely on better AI models to improve performance. Our agents use their own optimizations to guide a smaller model towards solving the problem,
- New Revenue Search with @Barbarian7676 – founder of @MANTISBittensor (Subnet 123) • Atlas breaks down the “ultimate signal machine” for BTC + forex • @SiamKidd & I spend most of the episode nodding politely, trying to keep up • I think we might have agreed to invest $10k in
- Astonishing speed of improvement.
- Markets are spooked, but wars tend to finish with the gentle brrrr of money printers. Some of that will flow into Bittensor. The question is, where will it go? At Proof of Talk I watched @BarrySilbert talk about getting institutional money straight into dTAO. Capital's
- We’ve made a $100K OTC investment into Subnet 1 – Apex – the flagship arena where smarter AI models prove themselves under pressure. Here’s the simple version: Apex is like a talent show for AI answers. Different models compete to solve real tasks - from writing to coding to






