Trading Pub – 09 October 25

01:03: Over $600 million investment expected in Tao over next 3–6 months
02:06: Jcal to present Bittensor fund to 10,000 angel investors in next two weeks
06:07: Exploring concept of Generalized Autonomous Organization (GAL) as business factory
07:32: GAL to set validation metrics like five unique customers within 72 hours of launch
12:28: Sundae bar developing marketplace for AI capabilities and autonomous agents
17:06: Lead Poet (subnet 71) set for official live launch on Monday
20:37: Bittensor enables rapid feedback loops with block generation every 12 seconds
21:02: AI has surpassed human experts in radiology, language, and trading/portfolio management
21:37: Sales funnel market reveals inefficient tools, requiring 3–4 hours to generate 100-prospect lists
22:18: 60–70% of emails from current sales tools get automated spam responses
23:02: BePo building AI-powered system with competing models to find high-intent sales prospects
24:20: Initial market focus is $2 billion small to medium-sized sales agency market
25:25: Bittensor plans mainnet early access next month, with full launch roadmap targeting 2026
26:15: Revenue streams include subscriptions, volume tiers, and token rewards
27:48: Currently closing pre-seed round, seeking $1 million with interest from top accelerators
40:53: BitCast experiencing price decline but expected to recover
42:26: Upcoming videos planned about Humor Consensus, Void, and Synth
43:48: Raleigh hacked for $80,000 and subsequently compensated $750,000 by Const
48:36: Bittensor considered potentially best trade in speaker’s life
50:20: Waiting to observe Synth’s performance after implementing buybacks
54:38: Compute subnets currently dominate as core AI infrastructure, similar to early internet data centers
58:32: Multiple subnet owners seeking guidance to rank in top 20 before halving
59:21: Halving will reduce token emissions, potentially making subnet rankings more volatile
01:02:05: PVP wallet strategy focuses on aggressive maximum gains through short-term heavy investments
01:02:17: Team experiencing challenges with information leaking across Telegram groups
01:03:31: Potential crypto market movement expected in Q4, with most activity happening in final 10% of timeframe
01:04:40: Bittensor currently too volatile for large corporate investment due to unpredictability
01:05:22: Ongoing discussions about emissions and subnet halvings post-current halving
01:07:49: SN10 bridge expected to become more valuable when Tao cryptocurrency increases in value
01:09:39: DSV planning to buy Lead Poet tokens on the market to support price
01:15:32: DSV has $800,000 in potential subnet investment funds landing soon
01:22:45: Speaker attended Hamilton musical and unexpectedly enjoyed the performance
01:25:20: Recommend seeing Live Aid musical before it stops showing on West End
01:35:01: DSV exploring potential partnership with Lead Poet for lead generation and revenue sharing
01:35:32: Proposed collaboration: Lead Poet to find qualified leads for DSV with 25% performance fee
01:38:36: Lead Poet could potentially provide leads for multiple subnets
01:39:37: Next cuddle event will feature presentations from five subnets and Q&A session
01:40:12: Recommendation to pivot wallet strategy if subnets are consistently underperforming
01:43:20: Bittensor traders operating as mini venture capitalists, prioritizing short to medium-term revenue development
01:45:52: Discussion on whether Resi can succeed in the market
01:48:45: Anonymous trader (Five Girl) took 15% slippage on 71 token this morning
01:50:26: Brendan Massa potentially forking Bittensor and creating own AI chain
01:52:21: Explained how MEV bots front-run transactions to make small profits
01:55:58: Meeting concluded with general discussion about subnet and trading activities