VCavs retweeted
SN8 Monthly Alpha Burn:
July - $32k
August - $50k
September - $88k
October - $225k (so far)
November $400k+? 🤔
vantanetwork.io/tokenomics
VCavs retweeted
Manual Alpha Burned Across Bittensor in the Last 7 Days
Targon (SN4) | @TargonCompute — 8,536 τ
Vanta (SN8) | @VantaTrading — 434 τ
Engy (SN53) | @engyai — 146 τ
Cacheon (SN14) | @cacheon_ai — 79.24 τ
TrajectoryRL (SN11) | @TrajectoryRL — 59.79 τ
TAOstatus (SN104) — 57.45 τ
Ridges (SN62) | @ridges_ai — 10.74 τ
KubeTEE (SN90) | @KubeTEEAI — 10.29 τ
OpenRoboto (SN80) | @openroboto — 8.60 τ
Score (SN44) | @webuildscore — 0.29 τ
Total: 9,343 τ across 1,033 burns.
Source: @subnetradarcom
VCavs retweeted
if you think world models like Genie, Odyssey or the one we're building at the moment are about generating video games, you're missing the point
the real breakthrough is giving AI a place to experiment, fail and learn before acting in the physical world
going from understanding what is happening to predicting what could happen, and eventually figuring out what to do about it
that's where things get really interesting for physical AI
VCavs retweeted
Chutes is now live on @say_gm_
SayGM gives you one API key for Claude, GPT, Gemini and open-source models.
When you pick one of SayGM’s private models, it can now run on Chutes, inside secure hardware where no one can read your prompts. Not even us.
See the full article here: chutes.ai/news/chutes-models…
VCavs retweeted
One subnet on bittensor:native (there are 128 of them) just burned 2 million dollars & did 500k in buybacks
One. Of 128.
So much higher
We have just repurchased and burned 1,772 TAO (~$445K) of SN4 alpha using organic revenues generated via Targon.com
We have also burned an additional 6,678 TAO (~$1.7M) worth of SN4 alpha, which also represents revenue generated via Targon
VCavs retweeted
Bittensor >> SN4 >> targon.com
The $dTAO market clearly isn't gloomy for everyone.
The latest announcement from @TargonCompute (SN4), reporting over $725K in revenue over the past 30 days alongside a significant buyback & burn, is another example.
Explore Targon's public revenue dashboard:
Source: stats.targon.com/revenue
Just look at the subnet rankings. Some continue to make progress despite challenging market conditions.
I remain convinced that capital could gradually concentrate in the strongest projects: those that keep building, attract real paying customers, generate revenue, and create value for their tokens.
The era of blind speculation on zombie projects should give way to an era driven by fundamentals.
Of course, other subnets also show promising potential. But I'd like to see more tangible progress before considering them among the leaders. And there's plenty of room for that group to grow.
In this market, my priority remains simple: preserve my $TAO capital while taking calculated risks on projects capable of demonstrating real economic value.
This isn't financial advice, just my perspective on how the network is evolving.
Natural selection is underway. And it's probably only just beginning.
We have just repurchased and burned 1,772 TAO (~$445K) of SN4 alpha using organic revenues generated via Targon.com
We have also burned an additional 6,678 TAO (~$1.7M) worth of SN4 alpha, which also represents revenue generated via Targon
VCavs retweeted
agree with this
Good example is Targon on Bittensor. They just bought back $445K from revenue they've generated selling compute
Meanwhile, the Bittensor chain over the last month has bought 5,215 TAO ($1.45M) of Targon.
So ~$2M of token buybacks just in October
VCavs retweeted
Revenue is flowing into Bittensor subnets.
And they're using it (in part) to buy n burn their subnet tokens.
Nearly $2M from Targon SN4 just now:
We have just repurchased and burned 1,772 TAO (~$445K) of SN4 alpha using organic revenues generated via Targon.com
We have also burned an additional 6,678 TAO (~$1.7M) worth of SN4 alpha, which also represents revenue generated via Targon
VCavs retweeted
A live benchmark for AI-driven quant research.
Challengers: @AnthropicAI’s Opus 5.5, @Google’s Gemini and @OpenAI’s GPT-6 Astra.
One briefly hit #1. None sustained a win over Synth’s best quants over 30 days.
Results, code, methodology:
github.com/synthdataco/autoq…
VCavs retweeted
We have just repurchased and burned 1,772 TAO (~$445K) of SN4 alpha using organic revenues generated via Targon.com
We have also burned an additional 6,678 TAO (~$1.7M) worth of SN4 alpha, which also represents revenue generated via Targon
VCavs retweeted
We've expanded the Chutes catalog.
As demand for inference has grown, we've added capacity so our users around the world can get the models they need every day, paid for in crypto or fiat. Starting today, alongside our confidential TEE models, Chutes now offers a set of non-TEE models.
First up are the following models, live now on chutes.ai with the same API key and billing you already use.
DeepSeek V4 Pro: chutes.ai/app/chute/chutes-d…
Qwen3.8 Max: chutes.ai/app/chute/chutes-q…
GLM-5.2-Fast: chutes.ai/app/chute/chutes-z…
Qwen3.8-2.4T-A95B: chutes.ai/app/chute/chutes-q…
GLM-5.3: chutes.ai/app/chute/chutes-z…
DeepSeek-V4.1-Flash-1017: chutes.ai/app/chute/chutes-d…
Kimi-K2.7-Code: chutes.ai/app/chute/chutes-m…
More models are coming.
VCavs retweeted
Bitcast identifies the creators who your ideal customers already listen to.
They then show their audiences why your product deserves their attention.
VCavs retweeted
Woke up to Jason saying dump all your Bitcoin for $TAO
No complaints detected
A brutal year for Bitcoin is just getting started.
Give me three minutes to explain why you should dump it now.
Outflows from ETFs are signal and will continue.
We will test the 57k low again in the next 12 months.
Why?
Because there are far too many dynamic places to put your money that are creating MUCH more value.
Why put your resources into a dead network that offers nothing beyond a store of value?
What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?!
The viral nature of bitcoin was it's power... if you didn't own you were MOCKED!
Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets!
No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone.
No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS!
Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity.
This should be obvious to everyone right now.
Bitcoin will never break its all-time high again.
