Bittensor has been a rabbit hole that keeps drawing me deeper. Over the past few months, I’ve spent quite a bit of time researching and engaging in conversations with subnet miners, validators, and owners.
Given its complexity, Bittensor is often misunderstood. So here’s my
The DePIN, or decentralized physical infra networks, narrative has been growing stronger recently.
So I wrote a 7k+ word report on everything you could possibly need to know before the next bull market.
Just dropped the most in-depth report on DePIN with @DAnconia_Crypto covering developments in 2023 and where the space is going in 2024.
Report can be accessed for FREE on @MessariCrypto (link at end)
In 2023 there were over 650 DePINs, >$20B in market cap, and >$15M ARR
Today I’m proud to announce Unsupervised Capital — a liquid token fund dedicated to Bittensor.
At a moment when conviction feels scarce across crypto, I’ve never felt more clarity or confidence about a single thesis: Bittensor.
I’m launching this with my longtime friend
This started as our year-in-review report on Bittensor. But halfway through writing it, we realized there wasn't a single comprehensive resource that simply explains the thesis, maps the ecosystem's growth, and explains Dynamic TAO
So Seth and I set out to create it
Decentralized Physical Infrastructure networks (DePIN) is a rapidly growing sector that taps into existing, real-world, non-speculative demand sources.
DePIN can be broken down into 4 categories:
- Server (Cloud) Networks
- Wireless Networks
- Sensor Networks
- Energy Networks
Thrilled to announce I’m joining @OSSCapital as a Partner, where I’ll be focused on Bittensor and investing in the ecosystem!
Also super excited to be working alongside @JosephJacks_ , who’s been an influential figure in the open-source space, and an all-around very impressive
The demand for GPUs to train AI models is causing a major shortage right now, with AWS, Microsoft, Google, and Oracle all limiting GPU availability to customers.
Some customers are reporting monthslong wait times for GPUs. 🧵
For months, people have been asking for a resource to find and learn about Bittensor subnets
Since it didn’t exist, we’re launching taopill.ai—a hub for discovering, learning, and staying updated on Bittensor subnets
Need to taopill someone? Send them here
Bittensor is also DeSci, but you guys aren't ready for that conversation yet
- SN 29: Protein folding
- SN 31: Neural architecture search
- SN 43: Graph algorithm optimization research
- SN 36: Cellular automata simulations for complexity science
Later today will be the most significant upgrade in Bittensor's history, on par with the significance of The Merge for Ethereum. Except instead of 5 years to implement the upgrade, Dynamic TAO will be developed and implemented within a year.
Today, every subnet will receive its
Crypto protocols are extremely powerful at incentivizing and coordinating human activity. This makes them useful for building real-world decentralized infra and hardware networks
Lets look at some projects building in this emerging sector known as Proof of Physical Work (PoPW)
The open source AI community is embracing Bittensor.
In the last 24 hours:
- Huggingface CEO mentions amplifying Bittensor
- @NousResearch launches a fine-tuning subnet
Crypto x AI is happening