Trading Pub – 06 Feb 25

00:58: Dynamic Tao paper aims to replace current subnet valuation model with open market mechanism.
02:12: Const working on Dynamic Tao solution for 12 months to address network manipulation.
03:10: Current system creates scaling problem as validators struggle to evaluate growing number of subnets.
13:31: Proposed solution uses free market mechanics to guide subnet emissions based on token prices.
18:42: Voting on February 10th set, with new emission model creating two subnet tokens per block.
20:45: Stakers automatically included in root network; subnet tokens expected to have low initial price.
25:08: Carefully choose subnets to unstake from root network, prioritizing performance.
26:05: Potential to boost APR by strategically staking in high-performing subnets.
30:29: Bittensor could become a trillion-dollar protocol in future cycles.
36:37: Bittensor not located in any specific country.
41:10: US preparing to launch sovereign wealth fund with digital assets including Bitcoin.
42:09: Plan to progressively sell Bitcoin at non-round price points like 1400, 4300, 9200.
47:10: Bittensor subnets delivering significant value in AI development behind the scenes.
49:41: Subnet-created house estimate algorithm 80% more accurate than Zillow’s Zestimate.
54:48: Working on autonomous AI agent to monitor and analyse subnet performance.
01:03:37: Liquidity injections for subnets are based on time, not success metrics.
01:05:48: Potential investment strategy suggests 70-80% Tao, remainder split between Sui and LPT.
01:08:40: Recurring investment mistake of prioritising fundamental analysis over technical analysis.
01:23:28: Recommendation to sell Bitcoin and buy Tao instead, with expectation of high Tao ROI.
01:24:11: Bittensor thesis targets end of Q4 2025 for significant ROI.
01:30:50: Investors optimistic about crypto market, targeting strong portfolio performance for 2025 bull market.
01:31:56: Strategy to convert 20% portfolio to cash, hold remainder in stablecoins.
01:37:48: USDC and USDT likely to dominate stablecoins.
01:43:17: AI tools currently expensive but expected to become more cost-effective in future.
01:44:15: AI consultant service proposed: 500 pounds monthly, minimum six-month contract for small business streamlining.
01:50:40: Networking and selling remain the hardest parts of starting a business.
01:51:22: New businesses often require free work initially to establish client workflows.
01:52:13: Recommended business growth strategy: Seek speaking gigs and network at business events.
02:05:32: Tether remains dominant stablecoin with $141 billion market cap compared to emerging alternatives.
02:07:15: Base AI has only 21,000 holders compared to BitTensor’s hundreds of thousands.
02:10:03: Trading concern about potential breach of 350 price level.
02:13:45: Global debt refinancing challenge: 30-50 trillion dollars needs restructuring in 2025.
02:17:23: US national debt interest payments may reach 1.5 trillion, consuming 30-40% of federal income.
02:22:49: Losing entire savings through margin trading.
02:24:33: Recommendation to cut through crypto noise and recognise current bullish market conditions.
02:27:16: Investors should expect 10-20% price drops during market upward trajectory.