Opiniões de dotkrueger(@dotkrueger)

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Conferência Bitcoin Alpha 7 de Outubro

#BTC

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dotkrueger

@dotkrueger

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Our Big Bitcoin book won "Best of Arizona" for the Binding Job. @leesteffen

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Solana bridges coming to Tao. The idea of buying Subnet Tokens with Phantom wallet is very appealing. As long as I can easily unwrap to BitTensor wallet, this is a key missing ingredient in Tao ecosystem. I will be talking to @aizorr0 about it in a bit, live.

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Solana bridges coming to Tao. The idea of buying Subnet Tokens with Phantom wallet is very appealing. As long as I can easily unwrap to BitTensor wallet, this is a key missing ingredient in Tao ecosystem.

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7 early bird passes left for Bitcoin Alpha. Price goes up once these are gone.

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I am super green on BitTensor, and don't fully understand the nuances of it all yet, but here are my observations so far. 1. At the end of the day, AI is the largest addressable market outside of Bitcoin. I find myself wanting to write a check to buy some of Anthropic at a 50 Billion valuation. So, the largest blockchain play on AI at 3 strikes me as objectively early. 2. BitTensor is a training ground for all kinds of AI experiments, some of which, like Chutes, are becoming serious products. Not exactly at the scale of Grok or Claude, but significant products. Some of these will buy back their coins, and distribute rewards back to their stakeholders a la BNB. The model makes sense to me. 3. Having said that, the chain has not done a great job of incentivizing these experiments so far and a number of early subnets seem to be looking for buyers / not happy. As an app store analogy, I would say most apps fail, but some hit it big. At some point an ETF that invests in subnets would capture that return. My friend @markjeffrey thinks the root emissions are also too high. It's a bit like the Fed -- high interest rates stop progress. 4. Again, I am early and not qualified to make judgment calls, but I do feel the UX of Tao is overly complex and nerdy. It's even more complex than meta mask, which is saying something. The world wants phantom and pump dot fun. The devs should do something about that. Full disclosure: I am involved now in

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