Trading Pub – 5 June 25
00:10: Discussion about crypto market cycles and potential market movements
01:01: Federal Reserve and Chinese Central Bank expected to print money in Q4
03:38: Exploring wallet distribution and activity in Bittensor blockchain
07:32: Large wallet TAO holder potentially earning close to $1M monthly with minimal effort
09:32: Predicted liquidity pool expansion in 3-6 months to attract larger investors
14:38: Most active alpha wallet potentially belonging to Tensorplex
16:22: Strategy to sell 75-85% of alpha when reserves reach 10-15% level
20:42: Potentially concerning wallet activity in subnet trading
21:24: Large wallet dumps causing significant red candles in Zeus trading
23:28: Trader sold 1,100 Tao in Templar subnet last night at 8 PM
24:12: Plan to research trader’s historical dump strategies and slippage tolerance
32:49: Tracked wallet lost 6,000 Tao since May 27 but shows complex trading activity
34:13: Trader actively using Tao Bridge with multiple wallet transactions
38:16: Developing formal OTC subnet selection process for hedge fund compliance
40:41: Chutes requires $3.4 million of net buying per month to maintain its price
42:23: Focus on subnets with low selling pressure, particularly green candles
44:10: Understanding subnet price dynamics requires analysing relationship between tau and alpha in liquidity pools
45:46: Unlikely for subnets to maintain price above 0.5 tao due to emission constraints
50:49: Recommend selling underperforming altcoins without hesitation, even at a loss
54:51: Root network APY expected to decrease from 25% to around 10% in 3-6 months
01:00:49: Focusing on subnets between 0.005 and 0.01 tao price range
01:01:46: Investment strategy focuses on recycling 75% of profits and reserving 25% for high-potential opportunities, noting frequent subnet launches
01:03:24: Create shortlists for subnets requiring further due diligence
01:05:52: Limited liquidity in smaller subnets prevents large portfolio allocations
01:06:46: HHI index measures token ownership concentration across all subnet holders
01:11:06: Check subnet emissions for growth patterns
01:13:29: Re-evaluate subnet investments every two weeks
01:16:56: Subnet owners can gain insider advantages through early, low-price token acquisitions
01:21:19: Review GitHub activity to assess subnet development momentum
01:22:13: Unable to purchase OTC or Gaia tokens due to small subnet size
01:23:50: Read discord conversations to understand subnet owners’ sentiment and problem-solving approach
01:24:23: Study subnet roadmap and product market fit via interviews on Novelty Search, Bittensor Guru, and Hashrate
01:25:07: Team to narrow research to 10 subnets and initiate small alpha purchases to test market
01:25:43: Schedule private Zoom calls with subnet teams for deeper interrogation
01:45:14: Lead Poet team secured funding from Yuma AI and exploring subnet acquisition
01:53:15: Potential to generate 1-5 million in inflows fortnightly through Lead Poet partnership
02:08:01: Bittensor creating new AI ecosystem similar to Ethereum’s 2017 dApp platform launch
02:09:38: AI technology currently in early stages with massive growth potential
02:13:11: Gaia developed best weather forecasting software using Microsoft’s Aurora model on BitTensor
02:14:16: Ethical commitment to promoting Bittensor due to its incredible potential
02:15:49: Skeptical about Kaspa’s market impact despite advanced technology
02:21:22: Alts likely need another month before significant market movement
02:24:20: Concerns raised about Rowan coin’s credibility and lack of concrete business connection
02:25:33: Dollar declining, which is considered positive news
02:31:38: Financial markets remain stable despite ongoing Ukraine-Russia conflict
02:36:56: Reserving judgment on Subnet 10 Sturdy until reviewing their white paper
02:41:40: Free CUDL event announced, featuring subnets 1, 9, 13, 27, 37, and 44
02:42:28: Next trading pub will be hosted from Paris