Trading Pub – 28 August 25
00:25: CUDL confirmed for September 6th with three subnets: Score, Macrocosmos, and Bitcast
02:09: Performance issues noted across multiple platforms, with Tao.app experiencing significant slowdowns
03:06: Sum of alpha has declined from peak of 2.3 to around 1.03
04:24: Market positioned for potential significant growth when sum of alpha increases
05:44: Ridges projected to potentially reach 0.2–0.25 Tao price in medium to long term
11:20: Ridges developing AI coding solution potentially competitive with Cursor and Claude Code
19:41: Bitcast content creator earned 17.79 Tao from video creation
20:38: Bitcast and Dippy considered net positive contributors to Bittensor despite not being pure AI projects
21:15: Dippy allocates 100% of revenue to buy back and burn tokens
22:00: Dippy developing multimodal ‘experiential intelligence’ entertainment platform
23:15: Celium generating significant revenue, approaching minor emissions matching
25:52: Capital allocation into subnets challenging due to ongoing market volatility
26:08: Quantum subnet (63 and 48) viewed skeptically by quantum industry professionals
32:03: Mantis developing market prediction black box with potential hedge fund partnership
35:38: Subnet potential: Removing middleman firms by allowing experts to directly monetize skills
38:07: Detail token price potentially stabilizing around 1.05–1.06 level
40:50: Dollar expected to continue declining, potentially impacting traditional risk assets
41:33: Low oil prices and potential global peace could contribute to lower inflation rates
47:44: Tao price expected to show potential upward movement by mid-September
52:45: Q4 2025 remains target period for significant developments
53:01: Personal psychology and patience crucial for navigating current market conditions
57:18: Detail viewed as potential future breakthrough similar to Ethereum in 2016–2017
01:01:36: Startup consists of two brothers operating with minimal costs and no expensive engineering overhead
01:02:18: Investment strategy recommended: 50% in route, 50% split across other allocations
01:04:14: Investment approach should be event-driven, focusing on global rate changes and currency printing
01:10:20: Speaker feeling increasingly bullish about Tao, believing fundamentals will ultimately drive value
01:11:03: Recommendation to de-risk portfolio by selling chunk into fiat if feeling overexposed
01:13:52: Stablecoins emerging as subtle backdoor for Central Bank Digital Currencies (CBDCs)
01:17:50: Tao might not coincide with general crypto market bull run due to current investor anxiety
01:20:50: Subnet token distribution trend shows increasing subnet token percentages and decreasing root token percentages
01:21:43: Oblong enters Bittensor subnets with initial strategic reserve allocation starting at 5–20%
01:23:18: Bittensor subnets expected to split into two tiers: underperforming and high-revenue
01:23:51: Single subnet reaching ‘terminal velocity’ could elevate entire Bittensor ecosystem
01:25:34: Polaris subnet assessed as underwhelming with limited revenue potential
01:31:18: Video subnet advised to focus on video compression over upscaling
01:32:00: Video subnet recommended to target major streaming platforms like Disney and Amazon
01:37:06: Tower is actively flowing into alpha
01:37:33: Interest rates expected to significantly decrease, potentially approaching 2%
01:42:35: Consider holding Yanez stock as it may have bottomed out
01:43:23: Ready AI breached key support level, potentially requiring decisive action
01:44:45: Hippius potentially positioned to become default cloud storage provider for multiple platforms
01:47:18: Ridges investment strategy: Hold until 0.2 tower, then begin phasing out
01:51:50: Ridges goal: Convert alpha into company equity, targeting hundreds of millions in future revenue
01:53:26: Seeking personnel connections at Cursor and Anthropic for potential recruitment
01:54:30: UK government launching comprehensive crypto transaction tracking system in January
01:56:47: Consider using MEXC for corporate crypto accounts to navigate new tax regulations