TAOBittensorNeutralBittensor

4w ago on

Inference teams worth keeping an eye on this cycle actual computer (SN95) antseed blockrun chutes (SN64) darkbloom dolphin ai engy (SN53) gm (SN28) morpheus orbio surplus intelligence usepod venice ai warden/holo Anyone else? https://t.co/42LKLXaZuq

TAOBittensorNeutralBittensor

9/30/2026 on

We'll see a new primitive come out of this inference credits wave "Tokenized Inference Credits Aggregators" Think DEX Aggregators but instead of finding the best DEX that can serve the best price for a swap, It finds the cheapest inference credits on the most reliable platform for the desirable AI models Aggregate Venice DIEM's discounted inferences, Orbio's CREDIT, Bittensor subnets' Gamma token credits and offer the best inference to users > Inference prices get cut by 50-99% > General AI devs organically use it as it's cheap/private > Onchain inference gets PMF outside of CT Only Surplus is doing this at a 140B+ tokens/day scale so far The gap remains for anyone to capture

NeutralTAOBittensorBittensorVVVValvolineValvoline

9/29/2026 on

Hmmm... seems like everyone is adopting Venice's VVV <> DIEM tokenomics rn First it's Orbio on RHC Now it's the entire Bittensor subnets eco Burn Alpha tokens, Get Gamma tokens — tokenized usage credits that tied to specific subnets goods & services I mean this is great utility for the token as it adds on deflationary mechanic to it BUT if everyone is doing it, then... > It becomes harder to scale the tokenized credits market as there's gonna be too much supply fighting for limited demand This is great for inference buyers but not so great for sellers as they have to push down the price AND since Venice has already dominated the tokenized inference credit market to a degree, it's gonna be tough competing with DIEM I would very much rather have the tokenized usage credits go into the same token instead of creating a new one, just like what Dolphin have planned with POD Nonetheless, it's an exciting/positive update for Bittensor. Will be interesting to see how the secondary market dynamic plays out beyond inference subnets https://t.co/OXMnZMckZY

TAOBittensorBullish(Nuanced)Bittensor

9/25/2026 on

State of Onchain AI Narratives > Privacy 2.0 leads in performance in the last 30 days, across FHE, MPC, TEE players @zama, @Arcium, @PhalaNetwork, @nillion > GPU financing has also been performing well with @USDai_Official getting the largest loan (~$129M) yesterday > Robotics looming with catalysts — @peaq x @codecopenflow Machine(.)fun + several Robotics @bittensor subnets incoming > Inference remains the #1 onchain AI narrative across 2026 with @AskVenice consistently growing its platform + DIEM ecosystem, @AskSurplus hitting ATH (~130B+) in daily tokens served, and other players continuing with their product developments (e.g. @engyai, @dphnAI, @openservai) > Bittensor is recovering nicely following the wave of stonk/token pairing meta, dragging the entire ecosystem of subnets upwards in PA > While the Agentic Economy/x402 hasn't found PMF or hit wider adoption this year, it has managed to organic adoption among power users, devs, and startups looking for lower cost, better micro-accounting tools & inferences. Several x402 facilitators (e.g. @PayAINetwork, @daydreamsagents) experienced positive PA as a result > Interestingly, Data is performing well thanks to @grass finally listening to the community, improving its comms, with better revenue transparency, and plans to accrue value back to token holders All in all, possibly one of the most bullish time to be investing + building in onchain AI More analysis on this in the upcoming After Hour EP.74 on Substack this Sunday