Trading Pub – 20 Feb 25

02:03: Every subnet has a token pool with two tokens: alpha (subnet token) and tao.
03:06: Subnet token price calculation: tao in liquidity pool divided by alpha in pool.
07:56: Subnet emissions rate varies based on launch time, designed to reach token supply parity in 16 years.
08:38: Each subnet max supply of 21 million tokens.
14:37: Coinbase listing expected to create more hype for subnet tokens.
15:54: Some subnet tokens up 600% in a day.
20:35: Discovered high Tao/token ratio in constant product liquidity pool indicates significant buying activity.
23:02: Taostats best for tracking Bittensor wallet activities.
24:04: Recommended minimising digital footprints by avoiding frequent wallet logins.
31:34: Tao portfolio strategy: Prioritise root network stability with minimal risk in subnet token experiments.
32:36: Warning against going ‘full degen’ into subnet tokens to prevent potential portfolio destruction.
33:10: Suggested portfolio split: 65% Tau, 10% other AI coins, remainder for memes and trading.
45:09: Subnet registration cost currently fluctuating around 218, expected to stabilize near 100 tokens.
48:37: Do not use connect wallet function or buy alpha tokens directly on webpage.
49:45: Use Talisman browser extension for BitTensor interactions.
53:00: Never stake 100% of wallet to avoid gas fee complications.
55:30: Recommended subnets for staking include networks 1, 4, 8, 10, 19, 27, 51.
01:12:12: Recommend staying on root network for users with small Tao holdings.
01:13:22: Bittensor experiencing price surge due to Coinbase hype and potential continued upward trend.
01:15:14: Accumulate Tao via root network yield.
01:16:16: Wait for subnet token price parity and stability.
01:23:15: Top 10 emissions rate tokens and owner holdings.
01:28:40: Purchased 70 Tao’s worth of subnet tokens, currently valued at 52 Tao.
01:29:29: Yield from subnet tokens appears high, but price expected to fall in next couple months.
01:30:00: Strategy is to wait for potential subnet price increase and buy more tokens in a couple months.
01:31:00: Using Talisman and Nova wallets for subnet token transactions.
01:31:57: Maintaining over 0.1 Tao unstaked as gas helps with wallet transactions.
01:35:37: Significant undisclosed news coming from BitTensor Guru soon.
01:54:10: Talisman wallet extension added to Chrome browser, pinned for easy access.
01:54:44: Keeping bulk of crypto portfolio in Nova wallet, using Talisman for smaller transactions.
01:56:00: Tao price expected to see explosive upward movement in coming weeks.
01:57:30: Subnet token value primarily driven by subnet owners and institutional investors, not retail traders.
02:02:41: Grok 3 AI tool recommended as impressive technology.
02:07:00: Bittensor potentially comparable to TCP/IP for AI, considered undervalued investment opportunity.
02:08:30: Technically, unlimited subnet creation possible, one new subnet per day with potential for 365 per year.
02:26:14: Sol network considered potentially dead without active meme narrative.
02:29:35: Traders avoid short positions, eye Kaspa network for potential March mainnet entry.