Trading Pub – 12 June 25
02:25: Barry discusses how he helped grow Bitcoin from 2012, drawing parallels to potential BitTensor strategy
04:00: Barry exploring subnet incubation, validator activities, and potentially simplifying alpha on-ramp with fiat conversion
10:10: James Altucher initiates $10 million Tao acquisition, planning to scale to $100 million
13:20: New engineering teams emerging with subnet ideas, approaching launch
14:04: Potential subnet cap limit likely, teams advised to secure subnet slots quickly
15:38: AI-Related Crypto Platforms Seek Visibility on Major Listing Platforms
16:36: New subnet planned to replicate Hyperliquid’s decentralized trading model
20:39: Siam asked Cathy about Bittensor during a Q&A session
21:28: Many VCs were unaware of Bittensor
25:01: Categorising blockchain problems into three types: nice-to-have, pain-solving, and paradigm-shifting
25:55: Most impressive subnets: Score, Targon, Macro Cosmos, Apex, and subnet 13
28:02: Bittensor leaders are overwhelmed by project’s rapid growth and unexpected success
29:52: AI Innovation Showcased: New Platforms Demonstrate Advanced Capabilities in Technology and Service Automation
33:04: James Altucher has been involved with Bittensor for two and a half years
36:54: Character.AI, the third most used mobile AI app
38:37: Dippy subnet generating $45,000 monthly revenue
41:24: Met UK’s highest earning male OnlyFans creator who plans to buy significant amounts of tao
42:34: Window of cheap Tao rapidly closing, especially with upcoming institutional purchases
46:37: Recommend Score as promising investment with $300M sports betting hedge fund partnership
47:37: Synth considered a good investment with growing emissions
52:22: No OTC setup for current acquisitions, companies using Coinbase Prime for towel purchases
53:26: Over $1 billion worth of tao expected to be purchased in next few months
54:27: Potential subnet cap of 128 or 256 subnets under discussion
01:01:15: Investigating potential market cap impact of institutional tao purchases
01:03:23: Team explores options for 500k OTC deal on Tao, but challenges in finding potential traders