Pinned Tweet
I invited @Mysten_Labs co-founder Kostas onto the Supercycle to discuss the state of AI
Kostas has spent his career deep in cryptographic research, led cryptography at Meta and has spent the last five years at Mysten Labs delivering research and shipping applications for developers
This guy is one of the most credible in the world on cryptography
We spoke about privacy tech, the rise of agents in enterprises and the major bottlenecks for crypto adoption
Timestamps:
00:00 Introduction
01:33 The Mysten Labs Thesis
04:10 Silicon Valley’s thesis on decentralisation
08:42 Agentic Economics
13:30 Delivering global blockchain adoption via enterprises
18:17 Crypto’s obsession with privacy
24:39 Solving Agent Memory
37:59 Decentralisation vs AI power concentration
#sui #walrusmemory #crypto
Supercycle retweeted
I welcome my dear friend Brien Colwell to discuss the vision for @urnetwork
Privacy is THE fundamental human right
Bittensor shall enable people to avoid the dangers of centralized systems
Together, build a verifiable, decentralized encryption platform that is usable for everyday people
Timestamps
00:00 Introduction
01:16 Launching SN25
07:47 War in Iran
11:30 Palantir
14:59 Genesis of URnetwork & Open Source Ideology
23:01 Role of Network Operators
25:57 Ingress, Egress, and IPv6 Evolution
31:08 The Anonymous Internet
34:51 Cloudflare, Bot Gatekeeping, and Edge Computing
39:37 Regulating Traffic with Smart Contracts
44:46 Dedicated Identity and Storage for Agents
53:09 A Sustainable 5-Year Vision for URnetwork
Replying to @supercyclepod @Mysten_Labs
Robotics, the Physical revolution for AI, is capturing the imagination of millions
This has implications for humanity across the board, with crypto playing an important role in making this category investable for all
We welcome Martin Chief Business Officer of @peaq to discuss the institutionalisation and financial evolution of humanoid robotics for humanity
PEAQ was one of the OG L1s focused on hardware and robotics; we’re glad to have welcomed Martin to discuss his thoughts
Timestamps:
00:00 Intro
02:10 Origins of PEAQ
07:06 Robots & Institutional trust
14:54 Robots & Stablecoins
18:40 Role of Machine Capital markets
26:10 Regulatory Bottlenecks
28:09 Geopolitics
30:16 Roadmap for PEAQ
Supercycle retweeted
Yuma Group is writing seven- and eight-figure checks for institutional allocators to gain $TAO and subnet exposure.
Their COO Greg Schvey @GSchvey just laid out the full thesis on The Supercycle podcast:
→ Why $TAO works on the same primitives that made Bitcoin durable
→ Bittensor's economic loop he watches most closely
→ His subnet picks across four categories
Coined the "Industrialists of Bittensor" by Bittensor Founder Const
We welcomed @YumaGroup COO Greg Schvey to discuss the institutionalization of Bittensor.
The story of Bittensor is the story of bottom-up capitalism, the individual developer building technologies that they think should exist, then open-sourcing them and inviting those who share the same passion, energy, and desire to co-build and commercialize.
Yuma has a great role to play in this evolution.
Timestamps:
00:00 Introduction
03:10 Greg's Background
07:04 The Tokenization of AI
11:11 Bottom-Up Capitalism vs. Centralized Systems
14:57 Institutionalization
21:44 Decentralized AI vs. Corporate Labs
29:48 Subnet Financial Models
43:08 Driving Mass AI Adoption
Had @mikecontango Founder of @generaltensor on the pod
Talking about what it takes to get $TAO to the top institutional investors
General Tensor are OGs who started some of the major subnets on Bittensor, acquired top validator Roundtable 21 and now have taken over trading venue Backprop Finance
No one better to speak to than Mike on all things BIttensor
Timestamps:
00:00 Intro
01:45 State of Markets
03:48 General Tensor Origins
09:21 Antifragility
11:11 TAO Capital Markets
15:12 Distributed Computing
20:18 Exponential Growth of $TAO
26:07 Subnet Analysis
29:43 TAO as a Diversified AI Index
35:36 Driving Institutional Adoption and Research
Watch the full Ep: youtu.be/q67cgnTJI8c
Nova (SN68) is the #1 horse for healthcare on Bittensor
Sat down with founder @micaelabazo on why this is the mission for her and her cofounders lives
The truth is that pharma has only just begun on their AI revolution, and the whole ecosystem is being upended
Anyone from around the world can contribute to the progression of life via Bittensor
Robotics, Data Centres, Energy
What about the fight for humanity?
I discuss all things opensource, AI and social change on Supercyle Podcast. Only available on Youtube/Spotify
Timestamps:
00:00 Intro
02:19 Intro to Pharma & Drug Discovery
05:40 Price of Healthcare Innovation
09:18 Advantages of Decentralized Pharma Research
18:53 Subnets as a Competition for Drug Discovery
27:12 Micaela Story
37:21 Future for Biotech Startups
41:09 2026 Roadmap
43:44 Lessons from Bittensor
Full ep: youtu.be/bHNLhgtzCQ4
SCORE (SN44) is now a top 5 subnet on TAO
There's not many people I admire more that Max to discuss the market & their hardwork
Locked in, focused on taking Bittensor to the masses
Reading FC
AVIA
PwC France
As always, Full ep on Youtube
00:00 Market Discussion
01:08 Web2 markets
02:51 SCORE (SN44) entering $120b chocolate market
12:52 History and Evolution of SCORE (SN44)
17:33 Robotics: The Final Boss of AGI
27:45 The New Age of Compute
33:38 Visual Learning in Robotics
38:24 Closing
Competition in AI is critical; the most important asset of our generation
in our interview with @Dr_JohnFletcher of $TIG, he shares his perspective of lessons from Linux and the market driven mechanism they are employing for algorithms
More participants, more solutions will enable a battle field of ideas, ensuring that power is not concentrated within the major AI Labs
Follow @supercyclepod for more content on the opensource AI movement
Our $TIG Full Ep:
youtu.be/mOK_HS6SNlw
Yeah $TIG is flying under the radar
An open protocol for algorithm development
listening to John explain how algorithms can optimise & help you extract maximum utility from any given chip
DeepMind, OpenAI, Anthropic, they're all racing to own the algorithmic layer
if they win, you pay a tax on every optimized query, every solved route, every compressed model
Over the last 50 years, we focused on hardware
The fight was between Intel, ASML, TSMC: who could etch circuits smallest and cheapest at scale?
many years ago we realised Moore's law seemed to be hitting a ceiling, that there may be fundamental limitations of physics
as such, the focus changed to how we could extract maximum utility from the hardware
the fight will be for the most optimised software
I spoke with @Dr_JohnFletcher to discuss the TIG mission
Full ep on our youtube
00:00 Intro
00:26 Primer on $TIG
02:18 Cambridge, ARM and the TIG Team
06:33 Why open source?
15:21 Why challenges for algorithms
20:00 Role of IP licensing
23:29 Defending Against Algorithmic Monopolies
27:40 Monetisation
28:40 Use Cases
36:23 Power Struggle vs AI Labs
39:12 Freedom Ideology
Full ep on our YT:
youtu.be/cfblMPiaflE
Bittensor is at an inflection point with smart money
beyond all the new noise, it's people like dear friend @here4impact from Karis Capital
who have been long time advocates for fundamental-led value investing on Bittensor
I learn so much every time I speak with him
Conversation is live on Youtube
Follow to get our conversations with the best
Timestamps
00:00 Intro
01:50 New TAO Conviction Mechanism
08:25 Trade offs of Root vs. Subnet Alpha Allocation
14:08 Karis Capital Portfolio Allocation
21:11 Tracking Subnet Turnover
22:41 "Bet on the Founder" Investment Philosophy
24:34 Oro Agents (15)
27:54 SYNTH (SN50)
28:34 0xMarkets (SN35)
33:02 Institutional Adoption
Watch the full ep on Youtube:
youtu.be/k6LZWBJgSEE
Supercycle retweeted
Impressed by SN8 Vanta @0xarrash on their suite of trading products:
"Our largest competitor, FTMO, makes $500mm roughly in registration revenue/year, and they're making a ton of money, but traders are being kind of taken advantage of We want to build an alternative that actually rewards traders."





