Alpha | Markets · AI · Research

Great to see $TAO showing strength again after the Covenant debacle. Price is now pushing into the $300 supply zone, and the reaction here will likely be important for the next move. Ideally, we see consolidation, then continuation higher. For now, this is the key area to watch.

Closely watching this bottom forming on $TAO We are in a multi-year support zone. Doesn't mean it has to hold, but forming a bottom here will increase the likelihood of a decent rally (potentially a bear rally). Offcourse only possible if $BTC isn't dumping again.

$BTC bulls have a lot of work to do in order to make this look nice. Reclaim of 74 and 78K would be a start. Right now, sellers are clearly stronger.

$TAO is at an interesting spot here. This level has been tested 3 times before, resulting in a 140-250% bounce. It all depends on overall market strength. If $BTC bounces, this will bounce to. If the market breaks down, support below is thin; the next meaningful level sits around $86. Let's hope this time is not different.

$PUMP 0.0052 is a magnet:

I heard it's 2016 again 😎

The markets have been extremely volatile, impacted by macro events, Trump shenanigans, and turbulence in Japanese bond markets. Amid that chaos, it is good to see that $dTAO subnets are resuming their uptrend. I'm still allocated and have been slowly growing my positions over the last few weeks. Now Const just announced he will be staking another 20K $TAO into subnets, further increasing the sum of subnets uptrend. Feels like a great moment to be in TAO subnets.

Now valuation Polymarket currently implies an FDV of $500M–$1B for INKchain. Personally, I think that’s conservative: > Kraken just closed an ~$800M raise > INKchain received a ~$42.5M grant from the Optimism Foundation > Strong brand + distribution from day one If INK launches at $1B–$2B FDV: > 1 point ≈ $0.50 – $1.00 That’s before considering any additional incentives.

"The Choice" Nado airdrop food for thought In 2025, I farmed a few perp DEX airdrops with solid results. Not everything hit, but the ones that worked more than paid for the effort. The most recent one, Lighter, was ~$3B FDV and delivered a generous ROI for active users. I joined Nado during the Closed Alpha stage and focused on combining strategies rather than optimizing a single metric. My approach was simple: >Maximize trading volume while slowly growing the account >Focus on lower-liquidity pairs >Trade as many different pairs as possible >This worked well, especially on tokens with traction like $PUMP and $XMR.

What if.... $TAO #Bittensor

$TAO halving in less than 2 weeks: bittensorhalving.com/

$TAO is starting to look like it’s forming a bottom. Of course it depends on what $BTC does, but it’s looking pretty decent if you ask me.