Pinned Tweet
Hash Rate - Ep. 189: Jev on Bittensor SN92
🧙 Guest: @airesearch12 of @decisionmodels_ and @reaxlabs
Rent Jev models: decisionmodels.io
Mine SN92: reax.co
00:00 Introduction
02:02 Viral success of Florian's subnet announcement
03:26 Launch of decisionmodels.io
04:42 What's Jev?
06:16 Jev models v. traditional LLMs
08:26 Speed, cost, and intelligence
13:06 Jevbench
15:10 Open source Jev
22:07 Jev models in $TAO Subnets
27:24 Mining
33:24 Leaderboard
41:04 Decentralized Training of Jev models
49:37 Impact on traditional AI giants
55:19 The democratization of AI
🧙 Guest: @airesearch12 of @decisionmodels_ and @reaxlabs
Rent Jev models: decisionmodels.io
Mine SN92: reax.co
00:00 Introduction
02:02 Viral success of Florian's subnet announcement
03:26 Launch of decisionmodels.io
04:42 What's Jev?
06:16 Jev models v. traditional LLMs
08:26 Speed, cost, and intelligence
13:06 Jevbench
15:10 Open source Jev
22:07 Jev models in $TAO Subnets
27:24 Mining
33:24 Leaderboard
41:04 Decentralized Training of Jev models
49:37 Impact on traditional AI giants
55:19 The democratization of AI
5
21
74
13,881
Just spent the last hour setting up the ZODL wallet, and using NEAR Intents for the first time to turn a little Bitcoin into $ZEC -- well done, ZEC and $NEAR peeps!
This is an impressive little world you've built.
I'd say the latest Tao.com wallet is on par -- but we're still missing a @near_intents integration of $TAO.
This is an impressive little world you've built.
I'd say the latest Tao.com wallet is on par -- but we're still missing a @near_intents integration of $TAO.
5
3
51
2,644
Mark Jeffrey retweeted
For those who understand what @theminos_ai is building on $TAO subnet 107, @jvisserlabs healthcare thesis highlights a huge opportunity. Genomic AI needs reliable tests. HelixForge creates test data with known answers. The investment case strengthens when recurring customer revenue translates into demand for alpha.
Will Eli Lilly become the largest company in the world within 5 years?
@jvisserlabs thinks so.
"What can't be disrupted in the next 5 years is helping people get better."
"The reason $NVDA has seen its multiple go down to me is because it will eventually be disrupted in some s? I don't know, but the market is building in that it will be disrupted."
Do you agree with Jordi?
1
3
27
1,608
More and more is never enough.
You need a capitalist base to fuel growth.
Otherwise, it's just a lootfest that eventually runs out of stuff to redistribute.
You need a capitalist base to fuel growth.
Otherwise, it's just a lootfest that eventually runs out of stuff to redistribute.
🇫🇷 A French tech CEO says the country is witnessing the FAILURE OF SOCIALISM
Brivael Le Pogam, co-founder of Argil AI, says decades of government policies have left French citizens paying MORE TAXES for increasingly worse public services.
Schools are deteriorating. Hospitals areas, patients can wait up to a YEAR just to see a doctor.
And now people are taking their anger into the streets.
Meanwhile, Macron is blaming radical left-wing groups for exploiting the unrest, accusing them of trying to bring down the Republic itself.
Saturday's demonstrations drew an estimated 410,000 people nationwide. Most protested peacefully, but violence erupted in several major cities, with police using tear gas and water cannons.
Businesses boarded up their windows, major museums closed, and France mobilized one of its largest security operations in recent years.
What started as anger over living costs and failing schools has become a MUCH BIGGER crisis for Macron's government.
Source: Fox News / Writer: Oliver
0
1
13
1,796
👀
🚨 $TAO | GRAYSCALE - NEW SEC FILING
On October 23, 2026, Grayscale filed Amendment No. 2 to its S-1 registration statement for the Grayscale Bittensor Trust.
This is more than a simple ETF rumor.
Key developments:
• Grayscale intends to rename the trust Grayscale Bittensor ffectiveness and NYSE Arca listing.
• The proposed ETF would hold actual $TAO, providing traditional investors with exposure to Bittensor without directly managing tokens.
• The structure involves institutional infrastructure including BitGo, Coinbase Custody, BNY Mellon and Coinbase Prime.
• Staking is contemplated, subject to regulatory and operational conditions.
Why does this matter?
Bittensor is progressively building bridges between decentralized AI and traditional financial markets.
An ETF could expand access to $TAO, attract new categories of investors and potentially create additional demand for the underlying asset.
But let's be clear: this is NOT an ETF approval, and no launch date has been confirmed.
The regulatory process is progressing. What happens next matters.
@DCGco , could you provide more clarity on the remaining regulatory steps, the potential timeline and the conditions for enabling staking?
The Bittensor community would certainly appreciate an update.
Source: SEC Form S-1/A, filed October 23, 2026.
#Bittensor #TAO #GTAO #ETF
Source: sec.gov/Archives/edgar…
2
18
180
5,778
$ANT? Meet boot.
Introducing Kimi K3.1 Pro: our most capable 3T-class open-weight model.
🔹 1M-token context, 2.8T total / 104B active params (MoE), Multimodal.
🔹 Full-project coding: games in Unreal, Unity & Godot.
🔹 Excels at parametric 3D modeling in Blender & CAD.
🔹 More reliable at finance with hallucination down by 65%.
🔹 Matching the strongest proprietary models across coding, agentic and knowledge benchmarks.
Kimi K3.1 Pro and K3.1 Pro Highspeed (2–3× faster) are now live on Kimi.ai, Kimi Work, Kimi Code, and the Kimi API.
Open weights by Nov 4, 2026.
🔗 API: platform.kimi.ai
🔗 Tech blog: kimi.ai/blog/kimi-k3-1…
0
0
8
2,373
This is exactly how I feel.
Other than Bittensor, almost nothing in crypto gives me that feeling of discovering something genuinely new like we did back in the old days.
Most of this industry has lost the plot.
Bittensor is one of the few ecosystems actually working towards something bigger than crypto itself. Building real utility that can break out of our little CT bubble and reach the real world. And it’s already happening.
bittensor:native price action has been brutal, no sugarcoating it.
But I genuinely believe those who have the conviction to stick around through the ugly days will look back at these prices in disbelief.
3
7
151
5,574
Tonight's viewing:
POD UP! 🚨
-- AI Cyber Panic w/ @nikesharora
-- Ken Griffin’s Bubble Warning
-- The Fall of France?
(0:00) Bestie intros!
(0:11) Ken Griffin's AI bubble warning
(8:19) Palo Alto Networks CEO Nikesh Arora joins
(14:24) AI Cyber panic: PHP exploits and the tumultuous year n the brink: Riots, immigration referendum, debt crisis
(1:31:49) Trump's second half strategy, Press Secretary J-Cal?
0
0
14
2,495
This is the trend.
AI is going in-house or on private neoclouds.
And it will use open weights AI, not closed.
There are NO 'network effects' with frontier labs. It's not like Uber.
Customers can EASILY swap you out. And they are.
AI is going in-house or on private neoclouds.
And it will use open weights AI, not closed.
There are NO 'network effects' with frontier labs. It's not like Uber.
Customers can EASILY swap you out. And they are.
Heard of a top law firm completely cutting off Harvey and all API calls to Claude/OpenAI after they saw what openAI did with navier strokes
Now hosting everything locally with GPUs they own, running Kimi and deepseek
Think you’ll see a lot more of this going forward
3
5
60
3,663
NOBODY WOULD EVER TELL HIM WHO A GOOD BOY ACTUALLY WAS ...
SO NOW, HE'S GOING TO FIND OUT. WITH HIS TEETH.
presenting THE WRATH OF KHANINE.
HIS IS SUPERIOR.
SO NOW, HE'S GOING TO FIND OUT. WITH HIS TEETH.
presenting THE WRATH OF KHANINE.
HIS IS SUPERIOR.
JUST IN: Palmer Luckey's genetically modified military dog startup, Warhound, comes out of stealth, aiming to create enhanced canines for the U.S. military.Community noteThis is NOT Palmer's company at all, his company Anduril is only supplying the tech for the dogs, and this is a wholly owed Collosal entiity
x.com/palmerluckey/s…
1
0
2
2,037
Mark Jeffrey retweeted
Holy shit.
Introducing Kimi K3.1 Pro: our most capable 3T-class open-weight model.
🔹 1M-token context, 2.8T total / 104B active params (MoE), Multimodal.
🔹 Full-project coding: games in Unreal, Unity & Godot.
🔹 Excels at parametric 3D modeling in Blender & CAD.
🔹 More reliable at finance with hallucination down by 65%.
🔹 Matching the strongest proprietary models across coding, agentic and knowledge benchmarks.
Kimi K3.1 Pro and K3.1 Pro Highspeed (2–3× faster) are now live on Kimi.ai, Kimi Work, Kimi Code, and the Kimi API.
Open weights by Nov 4, 2026.
🔗 API: platform.kimi.ai
🔗 Tech blog: kimi.ai/blog/kimi-k3-1…
30
26
663
78,805
Mark Jeffrey retweeted
As frontier labs subsidies going down, majority of companies will be forced to pivot to open weight models that will be 70-80% cheaper for 95% of the performance
Inference is like energy, study Jevon paradox.
Use @engyai
Inference is like energy, study Jevon paradox.
Use @engyai
On Terminal-Bench 4.0, which evaluates coding agents on realistic, resource-constrained terminal tasks using strict task-specific tests, K3.1 Pro scores 65.7%, ahead of GPT-6 Astra (58.2%) and narrowly behind Claude Opus 5.5 (66.4%).
5
17
141
13,348
Another day, another frontier-class open weights model.
Centralized and closed stunned again.
Centralized and closed stunned again.
On Terminal-Bench 4.0, which evaluates coding agents on realistic, resource-constrained terminal tasks using strict task-specific tests, K3.1 Pro scores 65.7%, ahead of GPT-6 Astra (58.2%) and narrowly behind Claude Opus 5.5 (66.4%).
1
2
13
2,039
Mark Jeffrey retweeted
He built Canada's largest crypto exchange and sold it to Robinhood.
He says he owns exactly two crypto assets, Bitcoin and $TAO, and nothing else.
His name is Karia Samaru, founder of WonderFi and now CEO of xTAO.
He laid out why on the Milk Road Show, and his reasoning is ce target.
It starts with a confession.
In 2016, he quit his job as a lawyer at a big firm and went all in on crypto.
Then he bought a pile of other tokens he did not really understand.
When the market turned, he had nothing to hold onto. No conviction, just bags.
So he made one rule that has guided him since.
Only invest in what you understand and truly believe in.
For years, Bitcoin was the only thing that passed. Bittensor is the first since.
The reason is that he sees AI as an even more valuable tool than money.
Think about what people already type into AI apps.
Health problems, finances, company plans, their deepest emotional struggles.
All of it flows to a handful of companies. Karia's point is that the same logic that made Bitcoin matter for money applies to intelligence.
But here is the part most TAO holders skip.
He does not say TAO wins because it is decentralised. He says it wins only if subnets earn real money from outside customers.
His words were blunt. If subnets cannot create meaningful revenue outside of emissions, it just does not work.
In July, he said three of the top five compute subnets were already earning about:
$20M a year
Network wide, SubConnect now tracks external subnet revenue at: over $50M a year
He also sees subnets moving toward public company style disclosure, reporting revenue and costs like real businesses.
And his picture of success is almost invisible. People using great AI products every day without ever knowing Bittensor runs underneath.
So here is what I take from it.
Conviction is not about how loud you are when price is green. It is knowing exactly why you hold when it is red.
If you could not explain your biggest bag in two sentences, would you still own it?
He sold a company to Robinhood and kept two assets.
The lesson is not which two. It is that he understood both.
Credits to @kariasamaroo @milkroaddaily @BitcoinJesusETH for the awesome video.
He says he owns exactly two crypto assets, Bitcoin and $TAO, and nothing else.
His name is Karia Samaru, founder of WonderFi and now CEO of xTAO.
He laid out why on the Milk Road Show, and his reasoning is ce target.
It starts with a confession.
In 2016, he quit his job as a lawyer at a big firm and went all in on crypto.
Then he bought a pile of other tokens he did not really understand.
When the market turned, he had nothing to hold onto. No conviction, just bags.
So he made one rule that has guided him since.
Only invest in what you understand and truly believe in.
For years, Bitcoin was the only thing that passed. Bittensor is the first since.
The reason is that he sees AI as an even more valuable tool than money.
Think about what people already type into AI apps.
Health problems, finances, company plans, their deepest emotional struggles.
All of it flows to a handful of companies. Karia's point is that the same logic that made Bitcoin matter for money applies to intelligence.
But here is the part most TAO holders skip.
He does not say TAO wins because it is decentralised. He says it wins only if subnets earn real money from outside customers.
His words were blunt. If subnets cannot create meaningful revenue outside of emissions, it just does not work.
In July, he said three of the top five compute subnets were already earning about:
$20M a year
Network wide, SubConnect now tracks external subnet revenue at: over $50M a year
He also sees subnets moving toward public company style disclosure, reporting revenue and costs like real businesses.
And his picture of success is almost invisible. People using great AI products every day without ever knowing Bittensor runs underneath.
So here is what I take from it.
Conviction is not about how loud you are when price is green. It is knowing exactly why you hold when it is red.
If you could not explain your biggest bag in two sentences, would you still own it?
He sold a company to Robinhood and kept two assets.
The lesson is not which two. It is that he understood both.
Credits to @kariasamaroo @milkroaddaily @BitcoinJesusETH for the awesome video.
18
33
198
14,948
Mark Jeffrey retweeted
For those who left TAO and/or were once curious about it and moved on to other things, now is probably a good time to re underwrite.
NFA.
bittensor:native
NFA.
bittensor:native
its been a good week being a citizen of the Bittensor network state. here's everything that happened this week
• @lium_io now hosts $30M in GPUs (91% utilization), including 225 B300s. At a $21M run rate
• @affine_io dropped a video model thats ~10x cheaper than the base model with virtually no drop in output quality after 3 days of model optimization
• @engyai hits a new ATH, with 370B tokens processed this week
• @say_gm_ had its highest traffic week, crossing $1M in total volume since July
• @cacheon_ai adds Meta's Muse Spark Open Kernel challenge to their mining competition
• Ingot released Ingot-I quantized Qwen 27B into FP8 better than Alibaba's own quantization in just 1 week
• @trishoolai released HaloGuard EU, an API product that enables companies to be in compliance with the EU's AI act. It's 200x cheaper than Jev
• @yugosai announces their subnet pivot to an intelligent model router
• @metanova_labs subnet-derived compounds underwent wet lab testing and compared favorably with reference compounds including approved drugs
• More subnets entering the buyback game this week with @VantaTrading @ $102K, @Bitcast_network @ $93K, @almnc_ai @ $45K, and @_redteam_ @ $30K.
• eTAO upgrade was implemented into the chain, giving subnet owners control over how they set their emissions. Huge quality of life improvment
4
5
74
4,190
Correct scale. No notes.
Looking forward to the next podcast about bittensor:native between @ShizzyUnchained & @markjeffrey.
Haters will say it's AI.
4
5
61
3,074
Mark Jeffrey retweeted
its been a good week being a citizen of the Bittensor network state. here's everything that happened this week
• @lium_io now hosts $30M in GPUs (91% utilization), including 225 B300s. At a $21M run rate
• @affine_io dropped a video model thats ~10x cheaper than the base model with virtually no drop in output quality after 3 days of model optimization
• @engyai hits a new ATH, with 370B tokens processed this week
• @say_gm_ had its highest traffic week, crossing $1M in total volume since July
• @cacheon_ai adds Meta's Muse Spark Open Kernel challenge to their mining competition
• Ingot released Ingot-I quantized Qwen 27B into FP8 better than Alibaba's own quantization in just 1 week
• @trishoolai released HaloGuard EU, an API product that enables companies to be in compliance with the EU's AI act. It's 200x cheaper than Jev
• @yugosai announces their subnet pivot to an intelligent model router
• @metanova_labs subnet-derived compounds underwent wet lab testing and compared favorably with reference compounds including approved drugs
• More subnets entering the buyback game this week with @VantaTrading @ $102K, @Bitcast_network @ $93K, @almnc_ai @ $45K, and @_redteam_ @ $30K.
• eTAO upgrade was implemented into the chain, giving subnet owners control over how they set their emissions. Huge quality of life improvment
• @lium_io now hosts $30M in GPUs (91% utilization), including 225 B300s. At a $21M run rate
• @affine_io dropped a video model thats ~10x cheaper than the base model with virtually no drop in output quality after 3 days of model optimization
• @engyai hits a new ATH, with 370B tokens processed this week
• @say_gm_ had its highest traffic week, crossing $1M in total volume since July
• @cacheon_ai adds Meta's Muse Spark Open Kernel challenge to their mining competition
• Ingot released Ingot-I quantized Qwen 27B into FP8 better than Alibaba's own quantization in just 1 week
• @trishoolai released HaloGuard EU, an API product that enables companies to be in compliance with the EU's AI act. It's 200x cheaper than Jev
• @yugosai announces their subnet pivot to an intelligent model router
• @metanova_labs subnet-derived compounds underwent wet lab testing and compared favorably with reference compounds including approved drugs
• More subnets entering the buyback game this week with @VantaTrading @ $102K, @Bitcast_network @ $93K, @almnc_ai @ $45K, and @_redteam_ @ $30K.
• eTAO upgrade was implemented into the chain, giving subnet owners control over how they set their emissions. Huge quality of life improvment
10
33
177
9,883