Old_Samster
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ok i’m re-energized again.
Spent the day catching up with a few subnet teams we’ve backed and it flipped my whole perspective
Every founder i talked to was laser-focused on generating revenue
Ironically, the same stuff everyone’s pointing to as negatives—miner sell pressure, root auto-selling, high TAO APY—is what’s forcing that behavior
There’s this extreme urgency to figure out how to get revenue to drive buy pressure back into their subnet, reduce inflation, and survive. If they can’t, they bleed out
i haven’t seen this kind of desperation-to-survive energy and focus on building real businesses anywhere else in crypto
Spent the day catching up with a few subnet teams we’ve backed and it flipped my whole perspective
Every founder i talked to was laser-focused on generating revenue
Ironically, the same stuff everyone’s pointing to as negatives—miner sell pressure, root auto-selling, high TAO APY—is what’s forcing that behavior
There’s this extreme urgency to figure out how to get revenue to drive buy pressure back into their subnet, reduce inflation, and survive. If they can’t, they bleed out
i haven’t seen this kind of desperation-to-survive energy and focus on building real businesses anywhere else in crypto
We're hiring an Investment Analyst at Unsupervised Capital to focus on Bittensor
Looking for someone with:
-Deep understanding of crypto-AI
-Strong investment analysis skills
-Can write compelling theses & research
-Thinks long-term but moves fast
-Conviction
Link to JD below
Looking for someone with:
-Deep understanding of crypto-AI
-Strong investment analysis skills
-Can write compelling theses & research
-Thinks long-term but moves fast
-Conviction
Link to JD below
New piece that covers why we believe subnet tokens on Bittensor are undervalued
We also cover how the 'sum of subnet tokens' metric is being misused and share some insight on other macro indicators
TLDR: stop using FDV - its not the right metric to value subnets
We also cover how the 'sum of subnet tokens' metric is being misused and share some insight on other macro indicators
TLDR: stop using FDV - its not the right metric to value subnets
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