The TAO Pod EP04: Why Bittensor's TAO Demand Will Be Higher Than Ever.
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Aug 8, 2025 The hosts dive into Bittensor's innovative edge over centralized systems, highlighting the human power in tackling complex issues. They discuss the increasing demand for TAO tokens due to subnet growth and an impending halving event that will reduce daily emissions. The conversation touches on the challenges of regulating open-source AI and the lessons from dual-use technologies. Listeners get insights into decentralized finance models like Targon, emphasizing their real-world benefits. Overall, it's a captivating exploration of the future of AI and its dynamic market landscape.
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Alpha Tokens Show Early Liquidity Volatility
- Alpha tokens share 21M caps but early pools are thin, so small trades move prices materially.
- Top subnets currently have ~2M alpha circulating, creating high short-term volatility.
Price Discovery Stabilizes As Alpha Circulates
- As alpha pools reach 10–30% circulation, price discovery becomes less sensitive to small trades.
- JJ expects more stable pricing within six to nine months as circulating supply grows.
Targon Democratizes Confidential AI Compute
- Targon (Subnet 4) aggregates physical GPUs and enforces confidential compute at the BIOS level.
- The subnet offers cost-competitive, encrypted AI compute to startups and labs via incentivized miners.
