Trading Pub – 29 May 25
00:10: Market experiencing low performance with subnet portfolios currently underwater
01:04: Top 15 subnets represent 90% of total subnet value
02:40: New subnet 72 (Natix) focuses on computer vision with existing global infrastructure
04:13: Bittensor currently hosts 113 subnets
05:14: Conducting multiple Zoom calls with subnet owners to understand ecosystem
06:58: Projected subnet value expected to reach 3-4 over next 6-9 months
10:10: Subnets grew from zero to nearly one billion dollar market cap in three months
16:22: Strategy to sell 75-85% of alpha when reserves reach 10-15% level
20:50: Subnet performance estimated at potential 10% gain with new subnet additions
22:09: Projected 3-4 subnet increases over next six months considered conservative
24:23: Trading requires adaptability and willingness to pivot when thesis proves incorrect
26:24: Potential full rotation strategy targeting end of June or end of July
29:45: Evaluate trading performance across five-year cycles, not single-year metrics
35:48: AI singularity anticipated between 2027-2028, with potential AGI emergence in 2026-2027
39:47: Prioritize making significant money in next two years to prepare for potential technological disruption
43:14: Plan to phase out investment gradually to prevent market disruption
45:47: Tensora group launching anonymous OTC platform for large alpha token transactions
50:01: Warning about potential market manipulation through strategic OTC token purchases
56:25: Expect increasing liquidity pools and token value as BitTensor matures
57:33: Dropping root network APY may encourage migration to alpha investments
59:06: Paying closer attention to subnet token charts for strategic investment decisions
01:02:26: Charts volatile: Sudden YOLO moves can cause 10-20% price shifts
01:03:02: PVP wallet used for strategic investment moves
01:05:52: Limited liquidity in smaller subnets prevents large portfolio allocations
01:14:16: Alpha price ceiling unlikely to shift significantly in next 12 months
01:16:04: Upcoming Bittensor changes will allow subnet deregistration
01:18:18: Subnet 16 at risk of deregistration due to poor execution and limited emissions
01:20:35: BitMind’s AI detection product challenging to monetize effectively
01:23:44: Eastworld criticized for head of AI’s behaviour
01:25:52: Bittensor as transformative as birth of internet and Bitcoin
01:26:52: Caution against immediately entering current PVP trades without chart analysis
01:33:05: Artificial Superintelligence (ASI) potential risks include unpredictable intelligence gap with humans
01:41:36: China mining helium three on moon’s far side for potential energy and quantum computing applications
01:44:25: Quantum entanglement enables real-time communication across vast distances with unhackable transmission.
01:45:15: Space-based solar technology demonstrates potential four-fold energy efficiency improvement over ground-based solar panels.
01:52:04: Bitcoin remains resilient despite minimal market movement.
01:53:00: Considering closing Kaspa trade due to breaking base support and minimal profit potential.
01:59:33: September CUDL tickets now live for community members.
02:00:21: Exploring potential subnet competition with external judges at September event.
02:03:10: Proof of Talk conference recommended for Bittensor token holders.
02:11:10: Currently tracking investment positions in Nova and Gaia subnets
02:13:13: Considering accumulating investment position in Gaia subnet at 0.005 price point
02:14:36: Gaia subnet shows potential for revenue through advanced weather and moisture prediction