The Rollup

Is TAO the Best AI Trade in the World Right Now? | Rob Greer

38 snips
Mar 23, 2026
Rob Greer, Partner at Stillcore Capital focusing on decentralized AI and the BitTensor ecosystem. He makes the bull case for TAO and explains why subnets are technical AI projects, not yield farms. He highlights top subnets to watch, discusses decentralized training at scale, and defends TAO emissions as funding for ecosystem growth.
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INSIGHT

BitTensor Is AI First Not Crypto First

  • BitTensor Is An AI-First Blockchain That Attracts AI People Into Crypto.
  • Rob Greer says developers and investors in BitTensor are primarily from the AI community teaching themselves crypto, making it qualitatively different from past token fads.
INSIGHT

Tau Could Produce A Bitcoin Plus ICO Explosion

  • TAO Combines Bitcoin Style Scarcity With An ICO-Like Subnet Demand Shock.
  • Greer argues the first halving and subnet token demand could create simultaneous supply shock and demand shock akin to Bitcoin meets Ethereum.
ANECDOTE

Shoots Secretly Powers Many Startups

  • Shoots Is Already Powering Many Open Source Models And Silicon Valley Startups.
  • Greer claims Shoots may be the inference layer for the largest number of tokens and is powering startups that unknowingly rely on TAO backends.
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