The T-folio will retire me. $TAO + $TripleT
Joined July 2025
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I don't know if this is an @itspyrored chart or not--maybe it's going to zero--but I'm bidding more.
9
Sτoke retweeted
The new Stoke is live.
A coin-first homepage, and a terminal for every coin: new launches, closest to graduating, graduated. Live, with one-click buys.
Jupiter routing is in the works. Until then, trade every Stoke coin right here:
usestoke.xyz/terminal
Sτoke retweeted
IT SMELLS LIKE UPDOG IN HERE
WHATS UP DOG?
NOTHIN MUCH, WHAT ABOUT YOU?
nitter.cf/luminaries/status/2120…
Sτoke retweeted
Looks like a large move is still brewing here.
Open interest hasn't been this high since just before the August mega pump.
Leverage has slowly been building up on this move down, and right now, it's at levels very rarely seen.
Before the August pump, the last time it was this high was in May 2023.
Sentiment is disgusting and everywhere I see people are calling for new lows.
Based on the correctiveness of this price action, all of the untapped highs, and the sheer amount of short liquidations piling up...
That move is very likely going to be to the upside.
And probably similar in velocity to the August pump.
We will find out very soon I think.
Sτoke retweeted
Day 3 on Stoke.
Stoke v3 is live: creators can add a hook to their coin. Launch tax and Max buy are the first two.
The code is open. Every program, on GitHub.
Jupiter adapter built: 66 swaps on their test kit, every quote exact. Not routed yet.
usestoke.xyz
Sτoke retweeted
Day 2 recap. Six more updates, all live on usestoke.xyz:
→ Fee zones: sell fees up to 10% while a coin runs
→ Stoke takes 0% of trades: 30% creator, 30% holders, 40% reserves
→ Open API: every coin, trade and payout as public JSON
→ Coin pages with description, links and Share
→ Coin search, plus Buy / Sell always on screen on phones
→ Docs updated, with an API reference
Sτoke retweeted
Day 1 recap. Six updates, all live on usestoke.xyz:
→ Every payout on-chain (usestoke.xyz/protocol)
→ A real trading terminal
→ Liquidity shown as virtual + real, locked.
→ Every coin on /coins
→ Stoke v1 & v2 API for terminals & DEX's
Huge day tomorrow!
Sτoke retweeted
You think $TAO whales are loading up. The biggest whale on the list is reportedly Binance, and three others run the very subnets they are staking into.
I went through the top 50 TAO wallets. The real story is more interesting than "whales are buying."
The top 50 at a glance, as of November 6
• Together they hold about 5.08 million TAO
• The top 10 alone hold 48.8% of that
• The single largest wallet, about 847,736 TAO, is labeled as Binance
That one exchange wallet is about 16.7% of all top 50 holdings. That is customer money, not one investor's conviction.
Who else is on the list
Third party labels identify some of the biggest addresses as:
• Exchanges: Binance and MEXC
• A bridge: Taobridge
• Subnet owners: Lium on SN51, Targon on SN4 and Chutes on SN64
So a big chunk of the whale leaderboard is infrastructure, not anonymous buyers.
What the whales did this week
In roughly 24 hours, tracked wallets added about 8,413 TAO to subnet staking.
• 11 wallets increased their subnet exposure
• Only 1 reduced it
• One unlabeled wallet added about 2,571 TAO
• The wallet labeled as Lium's owner added about 1,949 TAO
Here is the catch: staking is not buying.
Moving TAO into a subnet can mean fresh money, or it can mean shifting coins a wallet already held. The tracker's transfer feed was down, so nobody can prove which one this is yet.
Anyone posting "TAO whales bought 8,413 TAO" is guessing.
Why it still matters
The interesting signal is where the money is going.
The subnet owners showing up here are the same names leading emissions and external revenue: Lium, Targon and Chutes.
When the people running the top subnets keep putting more TAO behind their own subnets, that is skin in the game. It also matters because staking flows influence how much of the network's new TAO each subnet earns.
That is a different signal from buying. It is capital being positioned behind the subnets that already make money.
How to read TAO whale data yourself
• Separate exchange wallets from individual holders
• Watch liquid balances and staked balances separately
• Track whether exchange balances are falling over time
• Check whether owner staking comes from fresh TAO or existing holdings
My read on all of this
There is no proof of broad TAO whale buying this week.
There is clear evidence that large wallets, including subnet operators, are concentrating their stake behind the leading revenue subnets.
That is not a headline that pumps a chart. It is a signal about where the network's capital thinks the value is.
Do you track who the whales are, or just how much they moved?
@Dec1pherCrypto does a great job explaining TAO and subnets in this video below.
Sτoke retweeted
👀
$35M → $50M → $70M.
Another month, another 40% MoM increase in annualized revenue across the Bittensor ecosystem.
When we published the first SubConnect Bittensor Revenue Index, we estimated that revenue-generating subnets were collectively doing around $35M in annualized revenue.
A month later, that number had grown to approximately $50M.
Today, we're estimating $70M in annualized revenue.
That's a 100% increase in just two months.
Of course, annualized revenue is a snapshot, and the real challenge is sustaining that growth while improving margins and reducing dependence on emissions, but the direction is clear.
Bittensor is growing from the inside out.
And our expectation of $100M+ in annualized revenue by the end of 2026 is getting closer.
We'll continue tracking the numbers every month through the SubConnect Bittensor Revenue Index.
