Pinned
$TAO is the NASDAQ for Decentralized AI companies.
Fade it at your own risk.
Gordon Frayne
16.3K posts
Gordon Frayne
@gordonfrayne
Helping investors build wealth with AI, crypto & DeFi.
Frameworks & strategies for long-term wealth.
🎥 YouTube: 13K+ subscribers
Joined December 2008
- Here’s my take on the $TAO halving; 1) The setup TAO halves when circulating supply hits ~10.5M We're currently around ~47 days out. Emissions from the root network drop 50%. Scarcity turns up; liquidity injections into subnets slow. That’s the whole game. People keep
- Just finished watching the new $TAO Documentary from @evert_scott Easily one of the most important explorations of how AI, crypto, and decentralization are colliding. TLDR; Go watch it now! Here are my 3 biggest takeaways...and why I think this feels like watching the earlyThe Incentive Layer - A bittensor documentary 🎥 Watch now on TheIncentiveLayer.com Explore how a global network is reshaping the production of intelligence through open collaboration, aligned incentives, and permissionless innovation. Taking the lessons from bitcoin and
00:00 - Owning $TAO is one thing. Truly understanding it is another. (and my understanding is still growing) Once you grasp how subnets, validators, miners, stakers and alpha tokens interact, it stops being simply a token, and starts being a living and breathing ecosystem. And you
Here’s my take on the $TAO halving; 1) The setup TAO halves when circulating supply hits ~10.5M We're currently around ~47 days out. Emissions from the root network drop 50%. Scarcity turns up; liquidity injections into subnets slow. That’s the whole game. People keep
- A year ago, I said that $TAO would likely follow the price action that ETH did in 2017. The blue candles in this chart is ETH in 2017. At the time when I theorised this, people thought I was crazy. Especially because TAO was like $300 back then. Interestingly, the price action
- $TAO halving in ~6 weeks cuts daily TAO rewards in half. Supply shock + growing demand + subnets that already print triple-digit APY… Price doesn’t have to moon for this to work; it just has to trend up while you compound the juicy staking yield.Here’s my take on the $TAO halving; 1) The setup TAO halves when circulating supply hits ~10.5M We're currently around ~47 days out. Emissions from the root network drop 50%. Scarcity turns up; liquidity injections into subnets slow. That’s the whole game. People keep
- The easiest edge in $TAO right now is: pick 2–4 subnets with real product-market fit, stake, let validators drip you yield, and measure in TAO. Even if a subnet only tracks TAO, your APY still stacks your stack and your total TAO number go up
- $TAO recently broke its downtrend from the Dec 2024 highs. Re-tested. Held the 200-day. Now it’s coiling. But the chart is the least interesting part. What really matters: - 128 subnets fighting daily for emissions - Alpha tokens paying 100–400% APY - Some already 5–6x’ing
