Non-custodial TAO staking & subnet investment hub.
Joined August 2024
- Tweets653
- Following251
- Followers1.9K
- Likes6.3K
TrustedStake retweeted
This is an incredible result for our strategy, reaching a new ATH in a bearish market situation 🔥
#Bittensor #TAO #Index
TrustedStake retweeted
ICYMI: Some clients still have not renewed consent via @TrustedStake.
You have missed noticeable percentage gains, due to our model's increased rebalancing cadence in response to market volatility.
Please renew ASAP so you don't miss future rebalances.
xitter.cf/Investing88ai/status/2…
IMPORTANT – 88 Public Index clients: Please visit TrustedStake and complete the following step ASAP
Without re-signing, your account CANNOT be rebalanced
We're seeing great performance from our latest model. It's crucial to keep up with every rebalance
xitter.cf/TrustedStake/status/21…
TrustedStake retweeted
seeing a lot of #subnet capitulation on my timeline. some things to consider:
1) trading mechanics
like it or not, subnets are both 1) highly-correlated to bittensor:native and 2) higher-beta than TAO.
alt season has already started. capital rotation from ZEC=>TAO is just getting under way.
it makes *no sense*, in my opinion, to sell #subnets when we are on the doorstep of a massive run-up in TAO price. subnet prices (as measured by Sum of Subnets, or SoS) may lag initially vs. TAO...but at the apex of the oncoming TAO bull run, subnets will *wildly* outperform the base currency as traders/investors move out on the risk curve for higher returns once TAO has already moved violently higher.
don't overthink it. if you wait for exposure, it will be too late.
2) diversification
if you are selling subnets, I have a suggestion for you: perhaps your problem is not subnet exposure, but trade timeline (you are too short-term focused). stop flipping in and out of subnets with short-term trades, trying to multiple your TAO overnight. it will backfire, and you will lose: you will rotate back into TAO at local lows with tail tucked between legs.
instead, seek to gain broad exposure to subnets (SoS). you can do this either by 1) staking to root and letting your subnet basket compound while not risking your core TAO position (essentially risk-free!), or 2) through a white-glove service like @TrustedStake that will allow you to gain broad diversified exposure to high-quality subnets without having to worry about 1) daily moves in price or 2) the mechanics of constantly rebalancing.
*diversification* is the key many are missing. you (probably) wouldn't take your entire 401k and put it into one stock. so don't take a large % of your TAO stack and dump it into low-liquidity, high-beta subnets. all subnets are still experimental, and will have VC-like returns (higher rate of failure, but *massive* outperformance for those that succeed). the key is surviving and (unemotionally) waiting for the successes.
3) compound interest
also; remember the power of compound interest. many subnets are earning 40%+ APY; so if you approach subnet investing with a long-term mindset, it will be *very* hard to lose money over time.
good luck and Godspeed.
TrustedStake retweeted
This marks the second week of real performance data, using the first wallet linked to our BSI - Solidity strategy as a benchmark.
Despite challenging market conditions, we continue to perform exceptionally well, and all connected wallets are staging a strong recovery from the previous BSI strategy.
Let's keep it up🔥
#Bittensor #TAO #Index
TrustedStake retweeted
IMPORTANT – 88 Public Index clients: Please visit TrustedStake and complete the following step ASAP
Without re-signing, your account CANNOT be rebalanced
We're seeing great performance from our latest model. It's crucial to keep up with every rebalance
xitter.cf/TrustedStake/status/21…
Due to an issue identified on-chain yesterday evening involving the RealPaysFee mechanism, a fix was pushed without advance notice to minimize the risk of the issue being exploited or used to compromise wallets.
Thankfully, we were able to catch the chain change quickly, rebuild our engine around it, and ship an updated version with minimal disruption to users.
Going forward, all users will need to visit the app and re-sign the RealPaysFee extrinsic so their wallets are updated for the new hotfix and remain included in all rebalances and execution.
This is a one-time signature, and users will be prompted as soon as they open the app. (Image below.)
We apologize for the disruption to the user experience.
On the other hand...
Fast asf boi.
BTW big things are coming soon. Onward.
$TAO
TrustedStake retweeted
Very excited to make this partnership official.
Over the past 3 months, @adefi_, @0xLePilz and I have worked closely with @TrustedStake to bring our Momentum strategy from a quantitative model to a fully automated, non-custodial delegation product.
Momentum systematically allocates across the dTAO market to capture one of the most persistent effects observed across financial markets: trends tend to persist.
Signals, portfolio construction and rebalancing are handled systematically, while delegates keep full custody of their $TAO.
For dTAO investors looking for systematic exposure to momentum without having to actively manage subnet positions themselves, access can now be requested directly through our website.
We’re excited to announce our integration with @taogalaxy_.
taogalaxy builds systematic investment strategies for the Bittensor ecosystem, giving $TAO holders a quantitative way to allocate across subnets without having to constantly decide what to buy, sell or rebalance themselves.
Their strategies use rules-based models to identify opportunities across the subnet market and manage portfolio construction and risk systematically.
Through our integration, taogalaxy strategies can be executed automatically using TrustedStake infrastructure, while investors keep full custody of their $TAO.
The team has been a pleasure to work with, and we’re excited to help make quantitative investing on Bittensor accessible to a broader set of $TAO holders.
More to come. 🤝
TrustedStake retweeted
📣 Important announcement 📣
Bittensor Safe Index Solidity is now active in both the classic and Shariah versions.
The new strategy aims to take a less speculative approach, aiming to reduce drawdown due to the current low liquidity in the subnet market.
Happy delegation to everyone!
app.trustedstake.ai/strat?st…
app.trustedstake.ai/strat?st…
#Bittensor #TAO #index
TrustedStake retweeted
The new @taogalaxy_ website is live.
Anyone interested to delegate part of their bittensor:native on our strategies can do so in a fully automated way with our proxy partners @mentatminds and @TrustedStake
TrustedStake retweeted
the security industry is obsessed with finding and patching every vulnerability. that makes sense when most of our defenses are designed around preventing compromise in the first place.
but attackers also get in through stolen credentials, compromised administrators, cloud accounts, build pipelines and the infrastructure underneath the application. patching application code doesn't solve all of those problems.
confidential compute enables a fundamentally different approach: assume parts of the infrastructure will eventually be compromised, then design the sensitive workload so that compromising the infrastructure is not enough to compromise the workload.
the workload is isolated from the host running it. operators can't simply inspect its protected memory. attestation can verify exactly what is running before secrets are released. change the workload or its expected environment, and the secrets stay locked.
patching reduces the probability of compromise.
confidential compute reduces what a successful compromise can accomplish.
we need both.
security has spent decades optimizing the first. we're only beginning to understand what becomes possible with the second.
TrustedStake retweeted
The $TAO community has been waiting a looong time for the stars to align.
Things are starting to look very interesting.
TrustedStake retweeted
We’ve reached the symbolic milestone of half a million dollars in TVL, just 4 weeks after our strategies went live.
This is very exciting and shows there is a clear demand from dTAO investors for an algorithmic, systematic exposure to subnets.
The reason, in my view, is very simple: dTAO is an incredibly time-consuming and emotionally draining market to navigate manually.
It is impossible for a human to process information, manage risk, execute allocations and rebalance with the same level of consistency as a systematic strategy, and the same level of "coldness" required to stay alive.
Our goal is precisely to build the algorithmic layer for subnet exposure that entirely removes the human biases from the equation.
Obviously, none of this is magic. This isnt a get rich quick scheme. There is still a level of mental toughness required, which is to continue following the strategies even when it is painful, because the process has shown, through thousands of data points, that it is robust and reliable.
Right now, everything feels easy because the strategies are performing well (along with the overall market on top of that), but there will be times when it wont be so easy. And we will be here for it too.
We will continue to gradually increase our TVL until 5,000 bittensor:native within the next 4 weeks, while making sure we preserve the quality of our signals and execution.
Investing in bittensor:native should be done with the utmost care.
In such a young and volatile market, I believe algorithmic investing should be the default approach: systematic rules, disciplined execution, and far less room for human bias.
Yesterday, we crossed 1,000 bittensor:native in TVL. Extremely proud of what my team @0xLePilz, @adefi_ and I have built over the last 12 weeks since we joined @joinstationf
We’re now slowly approaching 2,000 bittensor:native, but we’re not in a race for the biggest AUM.
dTAO is still a thin market. We deliberately choose to grow slowly and carefully, always with one priority: preserving the quality and capacity of our strategies.
Momentum and Carry are live. Uncrowded is coming next.
TrustedStake retweeted
88 is among the few subnets already generating revenue. We opened the 88 Public Index with an AUM cap of 10k Tao. A 20% auto-allocation flowed into buybacks.
Between the next round of opening, Root Reborn, and a market returning to growth, AUM can reach 50k Tao in the first year.
The dTao play has worked out well for us as a proving ground. But TradFi remains our primary focus. U.S. equities alone represent a $100 trillion market. It's a longer game and the ultimate arena, where legends are made.
#SN88 #Bittensor $TAO 🚀
xitter.cf/RvCrypto/status/208779…
Been working on a revenue report on $TAO subnets for a while now, will be out before the end of august.
This is the next step for Bittensor.
Based on all the research and conversations with subnet owners my prognoses for subnets is $100M annualised revenue by EOY.
TrustedStake retweeted
While waiting for weight setting, we're also planning to reopen the 88 Public Index, working closely with our trusted partner, @TrustedStake
The bear cycle should be nearing the end, and Root Reborn is a major catalyst in itself
Stay tuned 🚀
xitter.cf/Investing88ai/status/2…
Root Reborn weight setting is pending.
88 is poised to be the only decentralized root validator – true to the Bittensor spirit, powered by miners, free from special interests.
All profits flow into alpha buybacks.
By the community. For the community.
xitter.cf/opentensor/status/2085…
TrustedStake retweeted
having audited tons of high risk orgs, and being on calls with companies daily, i always find it shocking at the level of security maintained internally vs the level of security companies communicate externally. most companies still run their security programs in a negligent manner, and worse yet don’t actually care about security. the most important goal for them is to appear secure. expert security theatre, and this is part of what motivates me to bring new levels of transparency to how software systems are built
TrustedStake retweeted
Solid analysis. Any subnet can move in/out of the "top 32" quickly
In the case of 88, we've paused the quant fund AUM expansion. It's an intentional fiduciary decision
When the bear market turns, we'll see major upside with AUM growth and auto buybacks
xitter.cf/here4impact/status/208…
V440 is presenting some interesting investment opportunities within the #bittensor ecosystem. a couple things I think every subnet investor should understand:
dynamics:
demand (newly introduced) is a function of price (EMA) and miner burn. smart subnets are reducing miner burn to 0.00. forcing burn to zero (eliminating mooches) is a primary consequence of the upgrade.
the demand bar (θ) is a *moving target.* it’s not as simple as “I’m going to buy the top 32 subnets.” it might be 18 or 48 at any given point in time depending on market dynamics; and the "top" subnets are fluid.
on that note: as an investor, make sure you define (and practically understand) what “top xx subnets” means. it’s not emissions or price; it’s demand. and demand is constantly changing as a function of 1) price and 2) miner burn.
what it means for your investment strategy:
understand why emissions are important. as an investor, you care about price (unless you’re “just here for the tech”). higher emissions *might* lead to higher price; but not necessarily (greater emission does not, in isolation, lead to higher price).
two high-priority reasons to watch (and perhaps prioritize) emissions:
1) chain buys. higher emissions can lead to more *chain buys* (chain buys are a function of alpha emitted and root prop). older subnets (lower root prop) have lower alpha emission caps. any emissions over the cap lead to chain buys that offset sell pressure.
so, the incremental benefit of emissions (in the form of chain buys and thereby increased price) will be higher for a subnet with lower root prop vs higher root prop (ie older subnets will typically benefit more). we are seeing this dynamic play out now with many OG subnets.
2) alpha halving. higher emissions *may* lead to an earlier subnet alpha halving (higher emissions => higher alpha_in, as long as emissions are below the cap; else the excess TAO will be used to buy back existing alpha which will be held by the chain).
the race to subnet halving is underway. subnets that hit alpha halving first should experience supply shock sooner, and prices should increase (perhaps dramatically) as a result. I still do not believe most subnet investors fully realize how constructive price action is going to be post- alpha halvings for individual subnets. buckle up.
other thoughts:
there are new trading strategies emerging post-V440. subnets with highest demand leverage sit right below the bar. you can track the bar, and consistently invest in mid- / small-caps right below it. as they pass the bar (due to higher relative EMA and/or lower relative miner burn) they will experience a dramatic increase in emissions that *may* lead to an increase in price.
many people have abandoned small cap subnets in the past week despite high-quality products /outputs / teams. I think this this is a mistake. smaller subnets can quickly regain a position above the bar with an increase in price driven by demand and/or positive business plan updates / adoption / announcements. consensus seems to be these subnets will go to 0.00; I actually think this is where some of the greatest current investment opportunity lies.
bottom line: the common consensus, which (at least according to my feed) seems to be “buy the top 32 subnets” is incomplete. 32 is a moving target, and many people don’t even know what “top” means.
do your research, and know what you should hold. good luck!!
$TAO #bittensor
TrustedStake retweeted
It's easy to lose sight of the big picture during a bear market – for both $TAO and dTao. Subnets have seen a net outflow of over 200k Tao since April.
For 88, the Quant Fund has navigated the volatile market with a max drawdown of under 8%. Current returns are just below ATH. As the market turns, AUM can expand rapidly through both existing client growth and new client onboarding. Buybacks will scale accordingly.
For #Bittensor, the incredible people it has brought together remain its greatest asset. We're still here, building through the downturn and laying the foundation for the next cycle.
Tomorrow's headlines are forged through today's quiet conviction – long before they're celebrated. #SN88 #Bittensor $TAO 🚀
TrustedStake retweeted
A lot of people have tried to do this.
Fully compliant custody solution for Bittensor that supports advanced staking controls and management.
Invest in subnets and have full control over your portfolio and staking strategies all while remaining regulatory compliant and insured.
@TrustedStake did it.
After an extensive audit process we are thrilled to announce that TrustedStake is now able to provide institutions and investors requiring regulated custody with access to fully customizable subnet portfolios, structured index products, and other white-glove alpha strategies available through our marketplace.
Through our non-custodial architecture, separation of portfolio management from asset custody, and multi-signature proxy membership framework, clients can access the Bittensor ecosystem’s vast opportunities while maintaining their assets with a regulated and insured custodian.
This represents an important step forward in bringing institutional-grade infrastructure, portfolio management solutions, and regulated custody access to the Bittensor ecosystem.
Interested in learning more?
Contact us at [email protected] or reach out through our Discord to get started.
app.trustedstake.ai
TrustedStake retweeted
Now live: SN64
@chutes_ai is the leading serverless AI compute network on @bittensor, powering trillions of tokens per month across open-source LLMs and every open-source modality, from image and video to speech and music.
Start trading today → app.kraken.com/JDNW/SN64
TrustedStake retweeted
Last week we announced we will be launching our trading algo.
Less than ONE WEEK since we launched with @TrustedStake and allowed members of our community to join.
These members are in profit already!
This algo prints on average 10% profit per month.
Nice & sustainable.
TrustedStake retweeted
📣Important announcement📣
After responding to requests from the Arab community eager to invest in the Bittensor ecosystem through our index, we have decided to publicly launch the Bittensor Safe Index - Shariah Version.
This strategy will have the same dynamics as the classic version but will be Shariah compliant.
Please note that the strategy is only available on @TrustedStake .
👉 app.trustedstake.ai/strat?st…
#Bittensor #TAO #dtao #Index
🤖 Made with AI
