Trading Pub – 16 May 25
03:06: Bittensor subnet launch mechanics, including pre-launch and liquidity pool dynamics
06:42: Confirmed emissions for a single subnet are capped at one tau per block
11:30: Trading as a PVP (peer vs peer) game
13:25: Planning to implement scalping strategy with 250 tau trading pot, focusing on Shoots subnet
20:50: Potentially profitable small trades in subnets, focusing on incremental gains.
23:41: Creating a separate wallet for active day trading to maintain clean financial tracking.
27:15: Trading strategy key points: Choose good subnets, scalp with small gains, hold through temporary downturns.
28:25: Purchased $100,000 worth of Score subnet tokens OTC at 15% discount.
33:25: Hedge fund commits to holding subnet tokens for minimum six months, supporting subnet ecosystem.
36:54: Operating on one-hour charts, seeking 10% profit before switching trades.
41:29: Understanding potential losses in subnets
42:49: Current trading method is unconventional and specific to subnet markets
43:57: Subnet market expected to remain profitable and highly active in near future
44:49: VCs show strong interest in Bittensor, with significant capital seeking market entry
52:49: Most promising subnet investment opportunities likely outside top 25 rankings
53:50: Zeus subnet potential target
59:56: Recommended investment percentage range: 5-20% of portfolio
01:00:47: Potential challenges with profitability during market downturns, requiring extended execution time
01:02:11: Market charts currently showing downward trends, but expected to improve during subnet summer.
01:02:57: Alternative investment strategy: Spread 10 tower across multiple subnets instead of concentrating in one.
01:12:22: AI development phases: First compute and inference, next intelligence of miners, then retail products.
01:14:19: Tao and alpha can be kept in the same wallet without issues.
01:18:35: Projected subnet alpha potentially rising to 2.5-3 by November in bearish model.
01:22:25: Exploring portfolio yield calculations in Templar, noting complexity in interpreting investment performance.
01:28:29: Portfolio rebalancing strategy involves reducing route allocation as summer subnets decline.
01:35:35: Dippy speech (subnet 58) identified as potential investment with attractive chart pattern.
01:43:53: Market sentiment indicates market pullback expected to last a couple of weeks.
01:44:27: Bittensor ecosystem currently oversold in reserves.
01:47:25: Root network yield expected to continue sliding as more tokens move into subnets.
01:55:14: Recommended investment options for crypto exposure include Micro Strategy and Nakamoto.
01:58:17: Long-term investment in blue-chip subnets like shoots, gradients, and tau hash.
02:04:06: HMRC likely tracking crypto exchange transactions for tax purposes
02:07:00: Bittensor’s ultimate goal is to create an interconnected neural network with subnets
02:08:04: Bittensor is still in early infrastructure-building phase, only 2-3 months old
02:09:18: Potential crypto market cycle top could extend to Q2 2026
02:14:00: Current crypto games are unsatisfactory, potential opportunity for innovative monetized gaming
02:16:59: Two subnet investment strategies: PVP trading and accumulating potential high-growth subnets
02:20:22: Increasing retail interest in Ethereum
02:25:30: US economic situation potentially critical if market doesn’t stabilize in next few months
02:26:25: US potentially forced to raise debt ceiling and increase money printing
02:26:39: Tether remains dominant stablecoin, now at $150 billion market cap
02:30:24: Revolut launches crypto card allowing direct spending from Bitcoin wallet