Pinned Tweet
163 days now....
at some point, within a matter of days, and for no logical reason, TAO/BTC is going to snap back to 0.005 and $TAO will trade $400+ as BTC trades at $82,000...even higher if BTC continues to run.
I don't make the rules. TAO/BTC cannot stay down here forever.
at some point, within a matter of days, and for no logical reason, TAO/BTC is going to snap back to 0.005 and $TAO will trade $400+ as BTC trades at $82,000...even higher if BTC continues to run.
I don't make the rules. TAO/BTC cannot stay down here forever.
where is $TAO headed? I'm staring at TAO/BTC today 👀👀
TAO/BTC is currently at 0.002975; the high is 0.011 (April 2025)
the typical pattern is a quick surge (2-3 weeks) to the 0.004-0.005 level followed by a slow grind back down. recent moves:
peak of 0.0046 on 5/12/25; 11/25 (152 days; 46% drawdown)
peak of 0.0049 on 11/1/25; trough of 0.002161 on 2/12/26 (103 days; 56% drawdown)
peak of 0.005274 on 3/25/26; (today is 149 days; 46% drawdown so far)
I expect $BTC to stall moderately and then continue to the $85k+ level; which means:
TAO/BTC at 0.002975 => TAO at $253
TAO/BTC at 0.004 => TAO at $340
TAO/BTC at 0.005 => TAO at $425
nfa/dyor but I think we have continued material upside from here as TAO catches up to BTC.
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Michael D. White retweeted
I think its very likely holding SN8 provides additional utility long term. Once we've sufficiently grown our talent pipeline and seen continued performance from Grow/Pro traders we can allow access to their signal for copy trading on any live accounts based on an individual's holdings of alpha locked in collateral contracts.
In this way, locking more alpha allows you to trade on larger size or access more sophisticated models. Any fees (2/20 model for example) can automatically be deducted using the collateral contracts. This turns SN8 into a sort of onchain decentralized hedge fund as another utility & revenue model.
In this way, locking more alpha allows you to trade on larger size or access more sophisticated models. Any fees (2/20 model for example) can automatically be deducted using the collateral contracts. This turns SN8 into a sort of onchain decentralized hedge fund as another utility & revenue model.
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Michael D. White retweeted
Crypto bros to AI bros as the democrats try to regulate their industry out of existence
Top of the Democratic agenda on day 1 needs to be a pause on advanced AI development, regulation of this out of control industry, and a ban on artificial superintelligence.
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Michael D. White retweeted
Our target is to hit 8 figures in annualized run rate by end of January. It’s ambitious, but we believe it’s achievable.
A big driver in our eyes is not only continued growth of Vanta Trading, but releasing permissionless entity miners and Null Consensus by the end of this month. This allows us to massively decentralize revenue production and create simpler rails for agents who can self register onto the network with USDC.
Through 2027 our expectation is to show profitability against miner emissions via new products, specifically @TradeWithGlitch and a rollout of copy trading services.
This will all be trackable as it has been through our tokenomics dash. You can follow along to see our trajectory and if we're on the right path for targets.
A big driver in our eyes is not only continued growth of Vanta Trading, but releasing permissionless entity miners and Null Consensus by the end of this month. This allows us to massively decentralize revenue production and create simpler rails for agents who can self register onto the network with USDC.
Through 2027 our expectation is to show profitability against miner emissions via new products, specifically @TradeWithGlitch and a rollout of copy trading services.
This will all be trackable as it has been through our tokenomics dash. You can follow along to see our trajectory and if we're on the right path for targets.
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Michael D. White retweeted
Teutonic-II, the largest decentralized LLM, already outperforms some open SOTA models.
With ~7B active parameters, it beats DeepSeek-V2 on HellaSwag and Nemotron 3 Ultra on PIQA and WinoGrande.
Train Teutonic with us: teutonic.ai
With ~7B active parameters, it beats DeepSeek-V2 on HellaSwag and Nemotron 3 Ultra on PIQA and WinoGrande.
Train Teutonic with us: teutonic.ai
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Michael D. White retweeted
Bittensor bittensor:native ecosystem is on fire. Revenue run rate is growing 40% month over month
$35M → $50M → $70M.
Another month, another 40% MoM increase in annualized revenue across the Bittensor ecosystem.
When we published the first SubConnect Bittensor Revenue Index, we estimated that revenue-generating subnets were collectively doing around $35M in annualized , that number had grown to approximately $50M.
Today, we're estimating $70M in annualized revenue.
That's a 100% increase in just two months.
Of course, annualized revenue is a snapshot, and the real challenge is sustaining that growth while improving margins and reducing dependence on emissions, but the direction is clear.
Bittensor is growing from the inside out.
And our expectation of $100M+ in annualized revenue by the end of 2026 is getting closer.
We'll continue tracking the numbers every month through the SubConnect Bittensor Revenue Index.
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Michael D. White retweeted
Everyone waking up to the idea of decentralized inference networks now, but also compute clusters, and training systems.
It will be protocols that mediate those networks since only a protocol can aggregate disparate and liquid compute -- across jurisdictions -- without taking on localized political risk.
gn datacenters --> gm inference networks
@engyai @chutes_ai @thinkinstant
It will be protocols that mediate those networks since only a protocol can aggregate disparate and liquid compute -- across jurisdictions -- without taking on localized political risk.
gn datacenters --> gm inference networks
@engyai @chutes_ai @thinkinstant
Data centers in space looking pretty appealing right now
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Michael D. White retweeted
👨💻 THREAD on how data center-related ballot measures are faring tonight
data centers are on the ballot in ~40 localities across 13 states, including proposed bans, votes on specific projects, and recalls of pro-data center politicians
data centers are on the ballot in ~40 localities across 13 states, including proposed bans, votes on specific projects, and recalls of pro-data center politicians
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Michael D. White retweeted
Trump failed at regime change in Iran but he succeeded in Texas
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Michael D. White retweeted
Republicans are going to have a terrible night, and the simple reason why is that Trump has put up perhaps the worst *performance* this term of any president in a century or more.
Remember that he entered with an actual mandate: the House and Senate, a popular vote victory and a swing-state sweep, and 6-3 Supreme Court. Democrats were afraid enough to vote for mild but real immigration restrictionist legislation in the Laken Riley Act. Everyone wondered how far the "Vibe Shift" would go.
Trump managed to turn that into essentially zero durable wins whatsoever. He personally *hates* the very idea of legislation, the notion that he would have to spend time going back and forth with Congress, learning details and making compromises. So he simply didn't do it! He didn't make a compelling case for abolishing the filibuster. He didn't try communicating clearly to the public in support of popular bills to get to 60 votes. He just decided not to do it at all.
So they passed an unpopular tax cut, some funding for ICE, and a sop to the crypto industry, and that was basically it. Least productive Congress in decades, due to the tastes of one man.
Trump adopted one of the worst macro policies we've ever had: high deficits, high tariffs, and attacks on central bank independence. We managed to pay higher interest rates while still having high trade deficits AND weakening the dollar. Just a total failure.
On immigration, perhaps THE signature issue, Trump essentially min-maxxed effectiveness and backlash. Instead of trying to leverage the political moment for new laws and a self-deportation agenda (that is, walling off the economy to remove the benefit of irregular presence in the US), he opted for a maximally aggressive approach. The administration spent attention, funds, legal manpower on stunts like deporting random people to Salvadoran prisons with essentially no due process. ICE and Border Patrol were encouraged to be aggressive and confrontational, which helped contribute to the shooting deaths of American protestors. It turns out, that's extremely unpopular!
What about the approach of going after employers? The obvious vector? Trump hated that idea! He repeatedly has said he doesn't want to target businesses (especially farms) that use large amounts of illegal labor. This is just an incomprehensible position. Instead of charging a few dozen businessmen and removing the incentive for millions of illegal workers to be here, you arrest people off the street one by one at the cost of thousands of dollars in manpower per each, while their crying wives and kids post TikToks about it.
Upshot on immigration: electoral strength turned into a crippling electoral weakness in exchange for deporting maybe 6% of the illegally present population.
The tariffs were a total shitshow. Embarrassing rollout, no underlying theory of action at all. No targeted focus on key industries. Our country tariffed products we can't grow. We tariffed *inputs* of our own valuable exports. The schemes and amounts changed constantly, sending the stock market reeling and presenting scenes of chaos to the world.
Trump's messaging throughout has been generationally bad. While facing nearly 2:1 unpopularity, he spends his days posting AI slop, saying he'll rename New Mexico or invade allies, among other bizarre remarks. He brags about a ballroom and a pool repainting while gas hits records. At no point has he ever attempted any kind of message discipline.
Then there are the deeply unpopular attacks on rule of law, his "game-recognize-game" pardons for all manner of scammers and criminals, the crypto schemes that he and his family engage in, the evilly conceived and embarrassingly executed legal attacks on Comey, Jerome Powell, and others. With his monthslong stand on NOT releasing the Epstein files, he became maybe the first president ever to stake out a 99-1 issue on the 1% side.
That's not even getting into Iran, DOGE, his candidate recruitment choices, or countless other things. Simply put: Trump has managed to royally screw up virtually every single facet of his presidency. It's been undeniable, voters have noticed, and there's really no escape from it. This is what the GOP base chose in early 2024, and this is the world they're living with now. Where they handed the reins of history to a fat, vain, washed-up old man and let him drive.
Remember that he entered with an actual mandate: the House and Senate, a popular vote victory and a swing-state sweep, and 6-3 Supreme Court. Democrats were afraid enough to vote for mild but real immigration restrictionist legislation in the Laken Riley Act. Everyone wondered how far the "Vibe Shift" would go.
Trump managed to turn that into essentially zero durable wins whatsoever. He personally *hates* the very idea of legislation, the notion that he would have to spend time going back and forth with Congress, learning details and making compromises. So he simply didn't do it! He didn't make a compelling case for abolishing the filibuster. He didn't try communicating clearly to the public in support of popular bills to get to 60 votes. He just decided not to do it at all.
So they passed an unpopular tax cut, some funding for ICE, and a sop to the crypto industry, and that was basically it. Least productive Congress in decades, due to the tastes of one man.
Trump adopted one of the worst macro policies we've ever had: high deficits, high tariffs, and attacks on central bank independence. We managed to pay higher interest rates while still having high trade deficits AND weakening the dollar. Just a total failure.
On immigration, perhaps THE signature issue, Trump essentially min-maxxed effectiveness and backlash. Instead of trying to leverage the political moment for new laws and a self-deportation agenda (that is, walling off the economy to remove the benefit of irregular presence in the US), he opted for a maximally aggressive approach. The administration spent attention, funds, legal manpower on stunts like deporting random people to Salvadoran prisons with essentially no due process. ICE and Border Patrol were encouraged to be aggressive and confrontational, which helped contribute to the shooting deaths of American protestors. It turns out, that's extremely unpopular!
What about the approach of going after employers? The obvious vector? Trump hated that idea! He repeatedly has said he doesn't want to target businesses (especially farms) that use large amounts of illegal labor. This is just an incomprehensible position. Instead of charging a few dozen businessmen and removing the incentive for millions of illegal workers to be here, you arrest people off the street one by one at the cost of thousands of dollars in manpower per each, while their crying wives and kids post TikToks about it.
Upshot on immigration: electoral strength turned into a crippling electoral weakness in exchange for deporting maybe 6% of the illegally present population.
The tariffs were a total shitshow. Embarrassing rollout, no underlying theory of action at all. No targeted focus on key industries. Our country tariffed products we can't grow. We tariffed *inputs* of our own valuable exports. The schemes and amounts changed constantly, sending the stock market reeling and presenting scenes of chaos to the world.
Trump's messaging throughout has been generationally bad. While facing nearly 2:1 unpopularity, he spends his days posting AI slop, saying he'll rename New Mexico or invade allies, among other bizarre remarks. He brags about a ballroom and a pool repainting while gas hits records. At no point has he ever attempted any kind of message discipline.
Then there are the deeply unpopular attacks on rule of law, his "game-recognize-game" pardons for all manner of scammers and criminals, the crypto schemes that he and his family engage in, the evilly conceived and embarrassingly executed legal attacks on Comey, Jerome Powell, and others. With his monthslong stand on NOT releasing the Epstein files, he became maybe the first president ever to stake out a 99-1 issue on the 1% side.
That's not even getting into Iran, DOGE, his candidate recruitment choices, or countless other things. Simply put: Trump has managed to royally screw up virtually every single facet of his presidency. It's been undeniable, voters have noticed, and there's really no escape from it. This is what the GOP base chose in early 2024, and this is the world they're living with now. Where they handed the reins of history to a fat, vain, washed-up old man and let him drive.
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Michael D. White retweeted
give a man a fish and you feed him for a day
teach a man to Claude Code and you financially ruin him with distracting side projects for the rest of his life
teach a man to Claude Code and you financially ruin him with distracting side projects for the rest of his life
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Michael D. White retweeted
This Bittensor $TAO subnet is about to to a 10x
And when $TAO itself also does a 10x
That is a 100x 🎯
youtube.com/watch?v=GSRuEU…
And when $TAO itself also does a 10x
That is a 100x 🎯
youtube.com/watch?v=GSRuEU…
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how to start a hedge fund
(for talented traders only)
step 1: get funding with a @VantaTrading account (no investor raise / pitch book / name recognition required)
step 2: task a swarm of agents with backtesting and executing your strategies on @TradeWithGlitch
step 3: receive fully-auditable payouts on chain
/end
if you are a talented trader, you don't need to work for someone else any more. work for yourself, and keep what you make.
buying power on vanta (classic/pro)
forex 30x / 40x
crypto 10x / 12x
indices 8x / 10x
commodities 6x / 8x
equities 4x / 6x
portfolio 40x / 50x
built on #Bittensor
(for talented traders only)
step 1: get funding with a @VantaTrading account (no investor raise / pitch book / name recognition required)
step 2: task a swarm of agents with backtesting and executing your strategies on @TradeWithGlitch
step 3: receive fully-auditable payouts on chain
/end
if you are a talented trader, you don't need to work for someone else any more. work for yourself, and keep what you make.
buying power on vanta (classic/pro)
forex 30x / 40x
crypto 10x / 12x
indices 8x / 10x
commodities 6x / 8x
equities 4x / 6x
portfolio 40x / 50x
built on #Bittensor
Meet Glitch, your AI copilot for automated trading.
Describe your idea in plain English, and a team of AI agents builds it, backtests it, and trades automatically on your behalf.
Sign up for our beta, with invites coming soon 👇tradewithglitch.com/launch
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Michael D. White retweeted
Where this is going: traders and quants building on top of each other.
-> share modules (probabilistic models, regime classifiers, etc.) and share in the profit split when your module helps someone else’s strategy
-> build your own swarm: add subagents, pick which model each one runs, decide how they work together
-> agents running continuously, looking for improvements on every strategy (CI for trading). You approve what ships
-> we host all the infra, so there are no subscriptions to bring
-> share modules (probabilistic models, regime classifiers, etc.) and share in the profit split when your module helps someone else’s strategy
-> build your own swarm: add subagents, pick which model each one runs, decide how they work together
-> agents running continuously, looking for improvements on every strategy (CI for trading). You approve what ships
-> we host all the infra, so there are no subscriptions to bring
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Michael D. White retweeted
Today we’re announcing Glitch.
Vanta Network is the funding layer. Glitch is its infrastructure to improve strategy performance.
Every Builder sub gets a $1M Pro account eval on Vanta Network, and Glitch revenue goes back to the network.
Here’s why this matters for traders and SN8 🧵
Vanta Network is the funding layer. Glitch is its infrastructure to improve strategy performance.
Every Builder sub gets a $1M Pro account eval on Vanta Network, and Glitch revenue goes back to the network.
Here’s why this matters for traders and SN8 🧵
Meet Glitch, your AI copilot for automated trading.
Describe your idea in plain English, and a team of AI agents builds it, backtests it, and trades automatically on your behalf.
Sign up for our beta, with invites coming soon 👇tradewithglitch.com/launch
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Michael D. White retweeted
Dennis Rodman made a valid point.🔥
“MJ wouldn’t be as good as LeBron today? You mean he wouldn’t be as good at flopping? Yeah, that part he can’t do. When I was in Detroit trying to take his head off, he never hit the floor screaming. That was a league where you earned every e about today’s soft rules and LeBron’s four rings from team hopping. My guy got his where scoring was a fistfight, not a parade to the free-throw line. Put MJ in this era with open lanes and no hand checks, he’d average 40-50 a night without breaking a sweat. No super teams, no recruiting tours—just domination. If you think MJ wouldn’t be as good as LeBron now, you have no idea who Michael Jordan was.”
— Source: Dennis Rodman
All of us NBA fans 100% agree with Dennis Rodman’s opinion.
“MJ wouldn’t be as good as LeBron today? You mean he wouldn’t be as good at flopping? Yeah, that part he can’t do. When I was in Detroit trying to take his head off, he never hit the floor screaming. That was a league where you earned every e about today’s soft rules and LeBron’s four rings from team hopping. My guy got his where scoring was a fistfight, not a parade to the free-throw line. Put MJ in this era with open lanes and no hand checks, he’d average 40-50 a night without breaking a sweat. No super teams, no recruiting tours—just domination. If you think MJ wouldn’t be as good as LeBron now, you have no idea who Michael Jordan was.”
— Source: Dennis Rodman
All of us NBA fans 100% agree with Dennis Rodman’s opinion.
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Michael D. White retweeted
last month i was begging gpu providers for b300s at $7.9/hr
now they're begging me to take them at $4.6/hr, no commitment
something big is happening soon. ai gave us all its dessert and now it's time for the veggies
now they're begging me to take them at $4.6/hr, no commitment
something big is happening soon. ai gave us all its dessert and now it's time for the veggies
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Michael D. White retweeted
It was 112 years ago today that Kansas City came together to celebrate the grand opening of its magnificent new Union Station.
The completed station cost nearly $6 million to build and was part of a massive $50 million investment by the Kansas City Terminal Railroad that also itching towers, viaducts, and bridges.
When completed, Union Station boasted 850,000 square feet of space and 900 rooms, making it the third-largest train station in the country, behind only Grand Central Terminal and Pennsylvania Station in New York City.
Union Station opened to the public on October 30, 1914. And at just after midnight on the morning of November 1, 1914, the Missouri-Kansas-Texas Flyer became the first train to arrive at the newly opened station.
The completed station cost nearly $6 million to build and was part of a massive $50 million investment by the Kansas City Terminal Railroad that also itching towers, viaducts, and bridges.
When completed, Union Station boasted 850,000 square feet of space and 900 rooms, making it the third-largest train station in the country, behind only Grand Central Terminal and Pennsylvania Station in New York City.
Union Station opened to the public on October 30, 1914. And at just after midnight on the morning of November 1, 1914, the Missouri-Kansas-Texas Flyer became the first train to arrive at the newly opened station.
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