Trading Pub – 11 Dec 25

00:38: Bittensor Commons hosting major event in San Francisco on March 30-31 next year
02:16: Team discusses trading group dynamics, RT member competition, and potential agenda items including crypto, AI, and Elon.
06:10: Warning: Technical analysis on subnets does not work effectively
13:32: Caution against blindly buying subnets without proper understanding
16:38: Subnet trading requires active monitoring, not a passive investment strategy
20:10: Plan to add disclaimer about Isaac’s full-time subnet trading approach
30:06: Many community members losing money on subnet investments
30:52: More guidance needed on subnet investment strategies
36:26: Recommended to judge Doc’s wallet performance by end of February, not short-term fluctuations
37:25: Large tao investments in subnets typically deployed gradually over 1-2 months
38:26: Ideal subnet growth visualized as steady, gradual increase like a ‘caterpillar crawling up a twig’
44:47: Resi aims to onboard builders and enable trust by bringing real estate value on-chain
45:36: Resi developing subnet incentive mechanism and standard smart contracts for platforms
46:15: Resi plans smart contract launch in January, targeting property loans and joint venture deals.
47:03: Resi will tokenize property via smart contracts and NFTs, enabling fractional ownership
54:31: Resi partnering with Plaid for KYC and income verification of property owners
58:26: Resi developing platform to list tokenized properties across specialized real estate protocols
01:01:22: Commercial property tokenization shows most promising growth potential for Resi
01:02:02: Resi proposes intelligent verification using audited smart contracts for property pricing and publishing.
01:02:50: Platform will charge a 0.25% transaction fee, similar to Uniswap’s fee structure.
01:04:10: Other brokers and property agents can launch their own NFT property businesses using Resi’s infrastructure.
01:05:20: Resi’s business model includes a digital asset treasury, infrastructure provision, and protocol incubation.
01:09:26: Tokenized real estate market expected to reach $10-15 trillion by 2030.
01:16:55: Resi in final stages of joint venture deal with NextGen, a public company.
01:17:37: NextGen will own portion of company and provide capital to scale business rapidly.
01:18:18: Property owners can tokenize their owned equity portion, even with existing mortgages.
01:22:40: Property charge regulations differ between UK (complex) and US (more flexible), enabling tokenization.
01:24:25: Proposed legal model involves becoming the bank and taking first charge when property is tokenized.
01:29:23: NFT holders own shares in an LLC, not direct property ownership.
01:31:17: NFT property holders can earn money through three mechanisms: rental yield, property appreciation, and interest.
01:37:42: US real estate market presents $109 billion tokenization opportunity, with potential for nationwide adoption.
01:40:15: Property NFTs allow investors to own fractional real estate without maintenance responsibilities.
01:45:38: Team focusing on creating a framework for others to build upon and generate fees
01:46:23: Bittensor positioned as a permissionless incentive protocol, not strictly an AI platform
01:47:22: Property validation process involves solicitors and AI-driven appraisal models for comprehensive property assessment.
01:48:33: Proposed equity release scheme for elderly homeowners, similar to reverse mortgage
01:50:55: Pilot programs set for early Q1, targeting initial revenue through NextGen deal and data services.
02:03:36: New market liquidity mechanism identified, with Federal Reserve implementing $40 billion monthly program.
02:04:42: Market downturn perceived as temporary ‘tree shake’ by analyst
02:06:11: $40 billion monthly liquidity program expected to trigger future rate cuts
02:11:10: SpaceX preparing for potential IPO valuing company at $1.5 trillion
02:12:08: Musk envisions AI computing via satellites with localized computation
02:14:50: Tesla vehicles potentially to serve as distributed compute infrastructure
02:17:22: SpaceX IPO expected to be largest in history
02:24:21: Emissions exceeding price will trigger chain buying mechanism
02:24:52: Post halving, subnet baseline expected to drop to 0.5
02:25:27: Tau price predicted to perform well next year after halving
02:26:23: Julia asks about selling subnets with higher emissions before halving
02:27:29: Chain buying mechanism will stop in approximately three days
02:28:25: Speaker planning to take a break over Christmas without making wallet moves
02:29:24: Sidestep strategy depends on individual skills and available time
02:31:25: Some subnet owners attempting to bid up prices to avoid deregistration
02:36:33: No trading pub scheduled on Christmas Day and New Year’s
02:43:35: Doc’s wallet strategy can be passive or nimble based on risk appetite