Interesting tech at $50k mcap for robinhood:0x07292f0c46f25ef5ecfdba20935a68718c424a51
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Roτo retweeted
Shareholders,
A game is becoming something you can send to a friend. Someone has an idea, builds it with an agent and publishes a URL. Players change it. Communities make their own versions. Worlds that once required a studio become something a few people can create and keep alive.
We introduced RW-PLAY because we understood the economic opportunity forming around this future. Those creators would need capital, distribution and financial infrastructure. NetNet has spent these months building from that conviction.
Roτo retweeted
$NEAR made $2.2M in revenue last month which is $26M ARR
Market cap is $7B
SN51 lium made $1.4M in revenue last month which is $17M ARR
Market cap is $180M
$TAO is an ecosystem which has several subnets like lium earning millions in ARR and Bittensor as a whole has a total ARR of $50M+
Market cap is $3B
What am I missing here?
Roτo retweeted
Bitcoin decentralized money. Bittensor is decentralizing intelligence
$TAO 2030 is our case for Bittensor becoming a $1tn+ ecosystem by 2030
Roτo retweeted
Shareholders,
We’ve been working diligently on new angles to drive treasury growth outside of our current suite of 15 products.
This upcoming week, a few of the teams we’ve onboarded via the NetNet SDK will officially launch their products.
Some of these products will not be on Robinhood Chain, some of them will not even market to crypto users. All of them however, will send revenue directly into our USDG treasury.
We will have more on this soon.
Roτo retweeted
When we released the Bittensor Revenue Index one month ago:
$32–35M annualized $TAO subnet revenue.
Today:
$50M+.
More than 40% MoM growth.
A large part of that acceleration is being driven by Lium, Targon and Engy, all three showing significant revenue growth.
But the broader picture is just as encouraging.
Bitcast and Almanac continue to grow rapidly, while Score and Vanta have now started revenue-funded Alpha buybacks.
When we published the report, we projected Bittensor could reach $100M in annualized subnet revenue by year-end.
If this pace continues, that estimate may have been too conservative.
Today, we're releasing the first SubConnect Bittensor Revenue Index.
Over the past months, we've been researching one of the most important, yet surprisingly difficult questions to answer within Bittensor:
Which $TAO subnets are actually generating revenue? How much and are they doing revenue generated Alpha buys?
The results show an ecosystem that is further into commercialization than many realize.
Bittensor's first chapter was about proving decentralized competition could produce valuable intelligence. The next chapter is about turning that intelligence into products customers are willing to pay for. And as more of that external revenue flows back into Alpha, the economics of the network begin to change with it.
From emissions to revenue, the transition has begun.
↓ The SubConnect Bittensor Revenue Index: Volume I
Roτo retweeted
@forevermoney_ai is expanding Bittensor to Base.
BaseStonk are delighted to enable creators and developers to launch $TAO-paired tokens on @base.
Launch your token today on basestonk.io.
ForeverMoney has one mission: securely scale $TAO and subnet tokens beyond Bittensor:
1. It starts with Bittensor. ForeverMoney connects its Subnets to @Base and @robinhoodcrypto through @Chainlink's CCIP bridge, alongside multi-chain liquidity management powered by @Safe.
2. On each destination chain, launchpads like @bankrbot, @basestonk, @ponsdotfamily and @creatorbid (soon) give new projects a way to launch tokens paired with $TAO.
3. TAO/stablecoin and subnet/TAO pools on @aeroxyz and @uniswap create the trading routes that connect these assets to the local DeFi ecosystem.
4. Below that are the wallets, trading apps and analytics platforms that help people discover, hold and trade these TAO-paired assets.
The bridge gets the assets there.
Liquidity makes them usable.
Distribution brings them to more people.
From Bittensor to the world.
Roτo retweeted
#Bittensor subnets might genuinely be the most asymmetric investing opportunity in the world right now
Valuations are tiny compared to the groundbreaking stuff some of them are achieving
$TAO
Roτo retweeted
Today marks a special day for Nosh as a platform. First of all, we just hit an enormous milestone and on top of that we have some other great stats to share with you all so far.
- We have officially crossed $500,000 in total protocol revenue. $400,000 of which has gone to sweeping NFTs, Trading Card NFTs, etc.
- We have now bought back and burned 20.2 ETH ($53,677) bringing the total supply burnt to 6% and counting.
This is only the beginning for Nosh.🫡
Placing more bets on robinhood:0xe02c53d448a62067b2ac10ed70f5bc6c29471386 under $3mil mcap... team keeps building and NFT narrative seems to be coming back
Roτo retweeted
“We have 23 subnets on Bittensor that make real hard cash.”
@const_reborn at Exploit on paying customers and the work ahead: turning subnets into businesses that can sustain themselves.
Watch the highlight:
stream.vidaio.io/highlights/…
Roτo retweeted
A few weeks ago Experian called agents transacting with no clear line back to who's responsible "machine-to-machine mayhem."
In an even more recent article, Experian's own North America lead is naming the fix: not an AI problem. An authorization problem.
Who decides what an agent is allowed to do, and can that permission be checked, changed, or revoked at any time?
Enter Pulse.
Sep 28-29, Exploit, Montreal.
@yanez__ai $TAO
Visa, Mastercard, and Ant International just announced a joint Know-Your-Agent framework.
Same question we've been building around since April: as agents act on our behalf, who's actually accountable?
Good to see the biggest networks in the world agree this needs solving, and confirms our timing.
Knowing which operator runs an agent isn't the same as knowing which human authorized it. That link, one real person, provably behind the action, is what makes any of this trustworthy.
That's what Proof of Humanhood/Uniqueness verifies. We provide the missing link.
Get your finger on the agentic Pulse at Exploit.
@yanez__ai $TAO
Roτo retweeted
Prism is now its own blockchain.
We built our own child chain, an Orbit L3, that runs on top of Robinhood Chain.
Prism L3, an Arbitrum Orbit L3, chain ID 42063, settling to Robinhood Chain Testnet as its parent.
Over the past months we have built a large range of applications, tools, infrastructure, products, and core protocols. Running our own L3 lets us operate all of it far more efficiently and with far more control, instead of building inside the same shared infrastructure as everyone else. It also means we are no longer constrained to building every dapp within a single protocol we do not control.
Our native token $PRISM (0x20024E485c0B22b42855589700721b28320A7777) will be the gas token on Prism L3, in place of ETH.
You can add the Prism L3 testnet to your wallet here: 142.93.127.197.sslip.io/
What this gives us:
- Our own gas token: Every transaction on Prism L3 is paid in $PRISM.
- Our own sequencer: Prism controls transaction ordering on its own chain, so we no longer compete with other Robinhood protocols for block space, and we set the ordering rules.
- Dedicated block space: Our throughput is ours alone and is not slowed by congestion from other protocols.
Chain-level compliance and permissioning, which is the essential capability for a real world asset protocol.
- Execution customization, so Prism can build its own infrastructure natively and far more efficiently.
- Sovereign governance and our own choice of data availability model.
This is what takes Prism from an application to a platform, in the way Robinhood is a platform.
Prism Testnet will soon be available to public and Doc will be shared soon.
Roτo retweeted
PageMarkets is now live on mainnet!
It took a little longer than expected, but with the final security clearance, we can now release PageMarkets to everyone
What does this mean for you?
Let's find out 🧵👇
This is why $tao is a “when not if” situation…
Eventually new SOTA models will be getting released by the hour.
At that point, ai will be running businesses, important equipment, public infrastructure, etc.
Having the best model for the specific use case will be mandatory.
Global miners are the best solution for this, just need the right incentive mechanisms set up and coordination layer and someone from around the world will deliver SOTA for that situation 24/7
However, in terms of pushing the frontier, a model release really only matters if it sets a new SOTA level. The labs could release a new model daily starting tomorrow and it wouldn’t matter if they’re all at the same level of capability. I had Opus 5.5 extrapolate and animate when we would hit a daily new SOTA based on Epoch.ai’s ECI metric, and assuming constant growth (which honestly isn’t really accurate if we hit RSI), we’d hit that in 2032.
Reminder: @RobinhoodApp is a tradfi trenches stock trading app
Its culture is the trenches, just not crypto trenches, they onboarded most of their users during the GME shit in the pandemic
@vladtenev knows his user base and wants robinhood trenches to make people money