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0xPrismatic
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quick excerpt from our latest Bittensor research report at @cot_research
2 words: subnet summer
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From our latest Bittensor report @cot_research : We estimate >$468M of capital will move into alpha token markets by December 2025, by extrapolating current trends.
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The top 10 Bittensor subnets (out of 100+) receive >55% of the total emissions Only 4 subnets receive >5% of emissions: - @chutes_ai - @taohash - @gradients_ai - Targon.
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there are many zombie protocols with enough treasury (from the boom days) to survive for years with zero PMF. sad part is that there is not enough founder vision and courage to boldly reinvent the project before it fades into irrelevance
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One thing people often miss: not all compute is equal! We treat GPUs and FLOPs like they’re interchangeable units, but they’re not. The context: who owns the infra, who controls it, who can shut it off, matters more than we admit. Your model might run just fine on AWS or on some decentralized network. Output looks the same. But the trust layer is entirely different. Decentralized compute offers what hyperscalers can’t: censorship resistance, no central point of failure or kill-switch, and real user control over data and execution. That sovereignty should come with a premium. Today, it doesn’t. Most devs still optimize for cost. But that will shift. slowly, then structurally. As pressure builds and workloads demand stronger guarantees, control becomes non-negotiable. And the repricing follows.
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New research lab where R&D of AI models is completely transparent and open-sourced. Cool to see but how do you fund the training compute which is v expensive? (hint: this is where crypto comes in)
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