Trading Pub – 10 July 25

01:16: Analysing Bittensor subnets across performance and price dimensions to understand their potential and investment opportunities.
02:33: Templar aims to outperform centralised AI models like OpenAI and Grok in distributed training capabilities.
03:16: Templar’s recent distributed training model shows significant improvements in training loss reduction.
04:33: Decision to sell Templar subnet holdings due to limited short-term price appreciation potential.
07:08: Dippy subnet generating £50k monthly revenue with seven million users in 12 months.
10:13: Subnet 33 (Ready AI) potentially valuable with comparable capabilities to Scale AI, which Meta acquired for $14 billion.
12:33: Identified top 10 subnets expected to contribute 90% of Tau price appreciation.
18:37: Subnet 36 (Topia) identified as a potential high-upside investment at current low price point.
21:16: Gaia subnet offers world’s best weather forecast detection algorithm.
24:33: Revenue-focused subnets likely to attract more VC attention in short term.
25:16: Moonshot subnets expected to gain more mindshare in 12–18 months.
47:11: USD outlook suggests potential dollar decline and potential upside for pound–dollar exchange rate.
51:47: Subnet 32 appears inactive with minimal GitHub and Discord engagement.
01:00:00: Revenue search interviews scheduled for Subnet 61 Red Team and Subnet 4 Tangon at 15:30 and 16:30.
01:03:00: Several subnets confirmed to have revenue models: Subnets 1, 2, 4, 11, 14, 17, 25, 33, 34, 36, 41, 44, 50, 51, 56, 57.
01:07:00: Gradients Subnet highlights: 70 billion parameter model costs $400, 100% revenue goes to alpha buybacks.
01:16:17: Symbol Solutions exploring Bittensor, considering potential treasury adoption.
01:17:43: Validator performance issues, PVP wallet gains observed; Bitcoin halving and CUDL event noted for upcoming months.
01:39:24: Analysed potential price manipulation opportunity for low market cap cryptocurrency Tao Inu.
01:43:00: Demonstrated how $100k investment could potentially increase Tau Inu market cap from $1.17M to $12M.
01:47:00: Discussing potential portfolio pruning due to unexpected price actions in subnets.
01:49:00: Reminder about revenue search sessions at 3:30 and 4:30, recordings available at dsvfund.com.