Bittensor Subnets: The Silent Boom
Subnets > dApps: $100B Vision
Disclaimer: The author(s) hold BTC at the time of writing (disclaimer).
1. Introduction:
Bittensor is already a decacorn by FDV, but its revolutionary subnet economy could drive a re-rating to a $100B+ valuation.
Each subnet addresses a critical piece of the AI stack, rivalling other $1B+ MC projects in scope and potential.
The upcoming Dynamic TAO (dTAO) upgrade is poised to supercharge subnet growth, unlocking value for investors.
With 64+ subnets and the rise of AI agents, is TAO set for another rally—swinging attention back to the original AI leader?
Source: Baro on X
(i) Key Insights:
dTAO Upgrade: The dTAO upgrade resolves the 7,200 daily TAO emissions misalignment, directing rewards to quality subnets.
Subnet TGE Potential: With 64 subnets, some rivaling $1B+ AI projects, TGEs could drive a massive repricing for TAO.
Yuma’s Role: Backed by DCG, Yuma’s resources and connections could unlock significant value for Bittensor’s subnets.
Agent Market Expansion: Bittensor’s partnership with Virtuals taps into the $15.2B agent market opportunity.
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