Trading Pub – 4 Dec 25

00:28: Discussion highlights potential investment strategy focusing on low price, low liquidity pool subnets
09:37: Tom shares insights from recent meeting with Const about product strategy
10:19: Const advises targeting big dream products instead of easy customers
10:35: Staking amounts from backers will outweigh smaller customer revenues
11:00: Team aims to be quickest subnet from start to revenue in Bittensor history
14:14: Tom developing centralized validator system to address mining model copy exploits
17:52: Demonstrating strategy of exploring and potentially investing in low liquidity subnets
21:07: Demonstrated wallet connection and interaction steps in Talisman wallet
24:21: Multiple wallets can be created under the same seed phrase in Talisman
25:34: Easily transfer brain play between wallets within Talisman interface
26:57: Tau staked in root network is technically alpha, not usable for gas fees
36:36: Ledger Stacks recommended as secure hardware wallet for Talisman
40:36: Talisman wallet without Ledger protection considered potentially unsafe
42:48: Talisman insurance requires minimum two TAIL tokens and manual wallet registration
47:01: Nova wallet seed can be imported directly into Talisman browser for wallet control
48:13: Ledger can potentially be linked to Talisman wallet via specific methods
54:49: MSCI attempting to reclassify digital asset treasury companies as investment companies
56:45: Many crypto companies delay payroll sales until after the first of the month to avoid market dips
57:31: TAO token price dropped from $486 to around $286 this month
01:00:20: Japanese housewives control significant investment portfolios in global markets
01:03:22: Japanese interest rates potentially disrupting global financial markets and asset investments
01:04:48: US interest rates at 4%, expected dollar decline amid potential M2 increase
01:06:03: Current market remains in risk-on mode with most assets at all-time highs
01:06:33: Speaker remains bullish despite bearish sentiment in discord and Twitter
01:07:20: Anticipating rate cuts, more money printing, and continued dollar decline
01:07:34: Successfully implemented daily chain buying for SafeScan
01:08:18: Astrid has completed 11 deals in past two weeks, details currently confidential
01:24:42: Project aims to merge AI companionship with digital residency creating virtual emotional connections
01:25:42: Tech landscape moving rapidly with new generative video technologies emerging
01:26:20: Team experiencing difficulties accessing and using generative video platforms
01:27:02: Bittensor needs a Google video competitor
01:28:02: Some subnets currently benefiting from positive chain buying
01:28:48: Post-halving, subnet chain buying requires price to be half of emissions
01:32:14: Not recommended to simply buy and hold Bittensor subnets due to high volatility
01:36:15: Current Bittensor incentive structure forcing investment into low-liquidity, low-price subnets
01:38:27: Subnets must drive value to alpha through revenue or token lockup mechanisms
01:39:48: Recent network changes potentially harming research subnets with no revenue streams
01:42:10: Sudden subnet dumps create investor uncertainty and perceived institutional risk
01:45:37: User warns about potential risks when following specific wallet investments.
01:49:37: Recommended strategy: Focus on low liquidity plays in subnet investments, avoiding new or comedic subnets.
01:52:22: Potential investment opportunities exist in low-liquidity subnets with promising potential.
01:53:54: Bittensor originally designed for transformative subnets, not low-pool trading strategies.
01:54:31: Current system disincentivizes investment in potentially world-changing research subnets.
02:01:56: 404 subnet modified its model generation approach, improving enterprise customer potential.
02:10:10: Global economic cycles now operate on a five to six-year liquidity cycle, which may not perfectly align with Bitcoin’s four-year cycle.
02:13:02: Bittensor needs professional investors with deep pockets and long-term investment horizons.
02:14:38: Project aims to raise $20-13 million in January and February, targeting investment in Bittensor.
02:20:05: Current Bittensor setup appears only beneficial for short-term traders and miners, potentially hindering long-term investment.
02:22:14: Identified Tau Private Network (TPM) as a potential investment target with positive net tau inflow and bullish chart.
02:26:56: Observed potential market manipulation by MEV bot front-running subnet purchases.
02:28:50: Team investigates mechanics of MEV bot and its transaction front-running strategy
02:29:57: Multiple transaction interception options identified: RPC level, app level, chain resolution level
02:31:27: Const working to resolve MEV bot trading front-running issue by week’s end