Trading Pub – 13 Nov 25

07:07: BitCast now offers X mining for top 150 accounts
07:48: BitCast launches first brief with $1,000 budget for content creation
10:40: Planning split tests between organic and AI-generated tweets for BitCast briefs
15:41: BitCast plans to expand briefs to other niches like Bitcoin and Solana
18:28: Bittensor subnet alpha prices have been stable around 1.05 levels since late August
19:12: Significant tao expected to flow into alpha in short period
22:20: Exploring potential forward-looking insights from new flow metrics on subnet performance.
23:08: No clear actionable methods identified yet when analysing flow metrics due to their reactive nature.
31:10: Considering creating a ‘punt wallet’ to invest in cheap subnets with potential future value appreciation.
33:06: Bittensor ecosystem shows maturity but faces whale-driven volatility; BitSec subnet highlights cybersecurity potential
33:57: BitSec potentially seeing revenue streams starting around April.
36:22: Potential synergy opportunity between BitAds and Lead Poet for marketing purposes.
39:15: BitAds exploring new approach using website metadata access to restart their platform.
40:35: BitAds developing advanced recommendation engine for e-commerce platforms to increase sales.
43:08: Speaker expresses concern about trading complexities and potential market impact of wallet changes.
44:32: Bittensor highlights that current wallet sharing incentive mechanism is suboptimal and inefficient.
45:28: Proposed solution: Slowly take profits daily and transfer to root wallet for gradual rebalancing.
46:25: Tao experiencing market bleed, but performing relatively better compared to other crypto projects.
50:26: Bitcoin hash rate continues to increase, indicating overall network stability.
59:37: Confident about future growth of subnets like 85, 71, and 27 neural internet.