Bittensor 已经不只是 TAO，也不只是 SN3
我们把当前子网生态按业务做了一次 Mapping：模型层、中间层、基建层、安全层、金融层、应用层
同时尝试分析一个更重要的问题：市场到底已经在给什么定价，为什么子网 token 正在成为比单纯持有 TAO 更主动的参与方式。
最后也重点分析 SN3 之外 (Emission排名前25)，最有趣的方向
SN4 @TargonCompute
SN39 @basilic_ai
SN68 @metanova_labs
SN75 @hippius_subnet
SN81 @grail_ai
P.S. 0xai团队与上述子网并不存在任何利益相关
欢迎交流，并分享不同看法🙌
0xai retweeted
Besides mapping out the @opentensor eco, we want to point out the necessity to research into subnets.
It’s shifting from $TAO appreciation drives subnet growth towards subnet progress reinforces the value of the network and, in turn, supports $TAO itself.
So, is Bittensor undervalued? The answer is not "possibly" — it is "significantly and systematically undervalued".
On the @theallinpod this week, @chamath asked @nvidia CEO Jensen Huang about decentralized AI training, calling our Covenant-72B run "a pretty crazy technical accomplishment."
One correction: it's 72 billion parameters, not four. Trained permissionlessly across 70+ contributors on commodity internet. The largest model ever pre-trained on fully decentralized infrastructure.
Jensen's answer is worth hearing too.
0xai retweeted
One of the sharpest independent analyses of Covenant-72B we've seen. The author identifies what they call a "cognitive arbitrage window": crypto investors see "another open-source model" and shrug, while AI researchers who understand the benchmarks don't follow crypto. That gap produced a 2-day price lag after the announcement before the market caught up.
The piece is thorough on the technical details (SparseLoCo compression, the honest benchmark gap to Qwen2.5/LLaMA-3.1, why the trajectory matters more than any single number) and places Covenant-72B in the full history of decentralized training from GPT-JT to INTELLECT-1. Google Translate handles it well if you don't read Chinese.
See you later🥳
nitter.cf/i/spaces/1YqGooLkNegGv
想要抢先参与下一个 100x 的 AI 项目？
👇 这是一份超简明指南，教你如何参与 @virtuals_io的 Genesis Launch，以及为什么你不该错过正在发射的 @RoboStack_io
🧵
⏳ RoboStack 的 Genesis 发射已开启：
👉 app.virtuals.io/geneses/2231
🪙 每人最多可拿 0.5% 项目代币
🔥 37.5% 总量分配给抵押积分的用户
别错过参与$Robot的最佳机会
📚 想看完整分析？
我们刚刚发布了一篇详细指南 👇
《如何把握Virtual Genesis Launch中下一个百倍机会》
🔗 medium.com/@0xai.dev/%E5%A6%…
