Trading Pub – 16 October 25

00:24: Trump tariff caused significant market downturn, including Bitcoin dropping from $120+ to low teens
06:52: Community previously moved from Kaspa to Tao, which was a successful investment (4.6x returns)
09:51: Bittensor created dozen world-class AI silos in just 8–9 months
17:33: Revenue generation remains critical challenge for subnets
17:50: Community appears impatient, frequently attempting to rotate investments
18:35: LeadPoet subnet aims to generate revenue within three months
20:28: Team needs to explain complex processes in simpler ‘stick man’ terms
22:31: LeadPoet needs to demonstrate three examples of finding high-intent leads
24:04: sundae_bar aims to create business agent briefs matching specific operational needs
25:28: sundae_bar plans marketplace with subscription model for custom AI agents
28:53: LeadPoet subnet faces validation challenges and UK business reopening within two months
36:36: Recommended AI tools for business include Future Tools and Napkin AI
40:35: Speaker hesitant about sharing information due to trust issues in current environment
41:30: Speaker avoiding over-committing and wants to focus on existing project commitments
42:10: Current primary focus projects are LeadPoet, sundae_bar and RESI
43:00: Potential market top expected by year-end with risk of underperforming subnets crashing
44:00: Four potential large entities preparing significant investments into Tao
56:00: DSV completed $200,000 OTC deal with Sports Tensor at 15% discount
01:00:22: DSV operates with a share price equivalent to its net asset value (NAV)
01:06:32: DSV investment requires a two-year lock-up period, with potential early redemption during a significant bull market
01:08:42: DSV still expects 4–5x returns through strategic subnet rotations
01:13:17: Subnet emissions have two components: Tao injection and alpha allocation to participants
01:14:52: Tao halving will reduce liquidity pool filling rates, potentially impacting new subnets more significantly
01:19:51: Bittensor shows strong revenue potential with $20M monthly subnet earnings and potential year-long growth
01:21:31: Ridges launching on the 30th expected to drive subnet value recovery
01:22:21: Analysis reveals nearly 20% of Summer Subnets concentrated in top three subnets
01:25:25: Amara seeks guidance on becoming an SME and learning about Tao and Bittensor
01:26:42: Recommendation to use subnetalpha.AI to understand subnet functionalities
01:27:37: LeadPoet subnet emerges as promising business opportunity needing simplified technical communication
01:31:30: Potential business model: Selling high-quality leads sourced from LeadPoet subnet
01:33:38: LeadPoet subnet viewed as a force multiplier that can benefit multiple domains