Crypto Investor since 2017 | Entrepreneur | Strategic Advisor | @wearesubconnect

London
Joined June 2009
Dr Reed | SubConnect retweeted
Replying to @engyai
@engyai nearing 100B tokens processed today VS 500B @AskVenice BUT‼️2/3 of VVV tokens is Deepseek 4.1 flash, whereas 3/4 of @engyai is Glm 5.3 flash. The economic value of Glm tokens is around 3x that of Deepseek VVV MC 1.1B is 18x that of Engy MC 62M ⚡️YOU DO THE MATH⚡️
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Dr Reed | SubConnect retweeted
ATH after ATH after ATH (after ATH?). @algodtrading recently shared that Engy, $TAO SN53, is growing at roughly 100% month over month. Looking at the latest numbers, that growth doesn't seem to be slowing down. Engy is now processing around 32 BILLION tokens per day. To put that into perspective, at the current pace, Engy would process in just 14 days what it processed over the previous 30. And if this trajectory continues, October's growth could end up well above 100%. What's exciting is that Engy is still a relatively young subnet thats only been live for a couple of months, with more infrastructure coming online and growing demand for low-cost AI inference. The numbers are starting to speak for themselves.
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Dr Reed | SubConnect retweeted
Proud to serve on @AntSeed. Congrats on Gateway Console — more ways for teams to reach models, with privacy and spend control in one place.
Introducing Antseed Gateway Console. Give your agents, apps, and team access to 700+ AI models at lower prices, with built-in privacy. Choose models, manage access, set budgets, and track usage from one console. Set up your AI gateway → antseed.com/docs/quickstart/
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Dr Reed | SubConnect retweeted
Is $TAO still a crypto trade, or are you betting on Bittensor becoming AI infrastructure?
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Dr Reed | SubConnect retweeted
Want to unlock $TAO by collateralising your Alpha? Forge is building a new way for you to do so. Read more👇
We're partnering with @taodotcom to bring Alpha collateral to mainnet. Forge will build on top of tao.com's wstAlpha wrappers. Building on existing, audited, and trusted infrastructure means starting from solid ground on day one. Glad to have @taodotcom as a foundational part of Forge.
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Dr Reed | SubConnect retweeted
This design was very intentional. We’ve been watching subnets experiment with IMs for a couple years now. We’ve watched the research vs revenue debates. We’re trying to end that debate with a new architecture. Bittensor caliber research and discovery, but packaged into a valuable client focused deliverable. Our first challenges are built to simulate this exact experience. A real client problem handed to Bittensor to create a valuable product. Targeted product development. Specialization can be Bittensor’s superpower when aimed at the right market. A “firehose” of intelligence as @markjeffrey called it. Independently reviewed, and continuously improved. Incentive computing baby! LFG Carbon 🔥
Seriously, how good is Bittensor.
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Dr Reed | SubConnect retweeted
happy to see two of my favourite teams working together
We’re excited to announce a strategic investment from @WeAreSubConnect into Leadpoet. With SubConnect’s backing, we’re doubling down on distribution and bringing Leadpoet to more teams. We’ve spent the last year building, shipping, and proving the product with real customers. Now it’s time to scale. We’re also hiring a Founding GTM Engineer to help us do it. Apply 👇
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Dr Reed | SubConnect retweeted
We're incredibly excited to officially announce our strategic investment in @LeadpoetAI, $TAO SN71. We've been following Leadpoet closely for quite some time and believe the team has built something with enormous commercial potential. After a year of building, improving the product and validating it with real customers, we believe Leadpoet is now entering its next phase, where the focus shifts increasingly towards distribution and scaling revenue. We're proud to back the team and look forward to contributing to what we believe could become one of the strongest revenue businesses in the Bittensor ecosystem.
We’re excited to announce a strategic investment from @WeAreSubConnect into Leadpoet. With SubConnect’s backing, we’re doubling down on distribution and bringing Leadpoet to more teams. We’ve spent the last year building, shipping, and proving the product with real customers. Now it’s time to scale. We’re also hiring a Founding GTM Engineer to help us do it. Apply 👇
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Dr Reed | SubConnect retweeted
Utilization is at an all time high, we are fully rented out of most GPU types on our platform. This is a call for anyone with spare GPUs to rent them out through lium! The process is super simple and you get paid 95%+ of rental fees + payments even while unrented! The full setup is less than 10 minutes. start here: provider.lium.io/
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Dr Reed | SubConnect retweeted
Endure is live on mainnet, and now you can check it yourself. The new dashboard follows SN30 on mainnet: network state, miner commits, and consensus accuracy, each backed by a source you can verify. Explore it: dashboard.endure.network Risk, with receipts. Because risk intelligence should be something you can check, not something you have to trust. $TAO SN30.
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Dr Reed | SubConnect retweeted
A huge milestone for Endure, and a significant one for Forge and the Bittensor ecosystem. Endure being live on mainnet paves the way for Forge's launch. The risk intelligence layer that will inform Forge parameters is now real, competitive, and auditable. It also means Bittensor now has a native, outcome-scored risk network that any protocol can eventually build on. Forge mainnet is coming.
Endure, $TAO SN30, is live on mainnet! Risk intelligence that is competitive, outcome-scored, and auditable is here. Read the full picture: xitter.cf/EndureNet/status/21074…
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Dr Reed | SubConnect retweeted
"Bittensor began to earn, with outside customers now paying its subnets $50mm to $65mm a year by our estimates, a significant multiple of what they paid a year earlier." Revenue is becoming top of mind across the entire $TAO ecosystem, including for our fellow ecosystem bulls at Stillcore. Great to see this research and attention going towards what we believe is the most important crypto innovation after Bitcoin. This is a must read.
Bitcoin decentralized money. Bittensor is decentralizing intelligence $TAO 2030 is our case for Bittensor becoming a $1tn+ ecosystem by 2030
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Dr Reed | SubConnect retweeted
The Bittensor $TAO ecosystem weekly update Vol.29 Exploit did not dissapoint, new revenue numbers and a lot of news. A 🧵
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Dr Reed | SubConnect retweeted
your surface of luck is essentially opportunities the more you put yourself out there, the more opportunities will find you it is literally a life hack take any advantage you can get in this life because you only have one
the easiest way to increase your surface of luck is just to keep showing up
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Dr Reed | SubConnect retweeted
Before Forge or Endure have even launched, people are already choosing to build alongside us. That is what Forge's TVL commitments and the partnerships forming across the Bittensor ecosystem actually represent: not capital chasing a return, but conviction in the loop this is designed to create. Once Forge is live, more than 50% of its revenue is planned for Endure Alpha buybacks, strengthening the incentives behind the network, attracting better contributors, and producing better risk intelligence over time. $TAO SN30.
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Dr Reed | SubConnect retweeted
sundae_bar is now a subscription business. 🍨 Subscribe. Tell us what you need to get done. We figure out the right AI to do it. Hundreds of AI capabilities behind it. And if the capability you need doesn’t exist yet, SN121 can build it. Big shoutout to the Bittensor community. None of this gets built without the developers and people across the $TAO ecosystem. This is what we’ve been working towards since day one. A little more about what this means from me below ↓
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Dr Reed | SubConnect retweeted
.@near_ai’s confidential models are now available through @say_gm_ on Bittensor. GM is becoming a gateway for private AI across ecosystems.
NEAR AI Cloud's confidential inference is now live on @say_gm_'s confidential tier. SayGm reaches dozens of models through one API key, and runs its own routing inside an Intel TDX enclave rather than on ordinary servers.
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Dr Reed | SubConnect retweeted
Will barry be right on both zcash:native and bittensor:native ? Both excel in their narratives, on the bittensor:native side the quality has been increasing a lot although we still have a long way to go. Compared to 2 years ago the quality probably went up 100x. accelerate
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Dr Reed | SubConnect retweeted
Replying to @dotkrueger
I did so no one else has to waste their morning, if anyone wants the actual court docs DM me: “**The case:** Applied Quanta bought Subnet 90 in April 2025 for ~$50k, built DegenPredict and the DGEN token on it, got deregistered in December, and sued three Bittensor developers for 15 counts and $75M treble damages in E.D. Cal. **Where it stands:** Motions to dismiss filed June 17 on both 12(b)(2) and 12(b)(6), with sworn declarations from all three defendants. Plaintiff couldn't oppose them and instead asked for jurisdictional discovery on the eve of its deadline, then served 60 RFPs and 18 interrogatories including who's funding the defense. Briefing closes September 30. Expect discovery narrowed, jurisdiction likely granted to defendants, dismissal without prejudice. **Why it fails legally:** No personal jurisdiction over three non-residents who never contacted the plaintiff. The MIT license authorizes the code modification, gutting CFAA, conversion and tortious interference. No false statement attributable to any named defendant. Damages of $50–100M for a pre-revenue business with an observed market of $60–120k. And he never sued OTF — if he were actually going after TAO he'd have sued the Opentensor Foundation, the entity his own complaint names as creating and controlling the network. It's not like they're hiding. **Why it fails technically:** Deregistration predates dTAO, was disabled at dTAO launch, reintroduced by a public July 2025 proposal. It fires automatically at the 128-subnet cap, removing the lowest-EMA non-immune subnet. SN90 was four months past its four-month immunity when it was displaced. 21 of 128 slots were recycled the same way in one 406-day sample. The $60k appears to be the incoming registrant's burn cost to the protocol, and the mechanism refunds lock cost minus emissions taken. **The honest reading:** he bought during a documented pause in a documented mechanism, mistook that pause for permanence out of technical ignorance, attempted to build a consumer business and a token on a dependency he didn't control, underperformed on the one metric that transparently governed displacement, got displaced by design, and then sued three individual developers for $75 million over a $50,000 slot.” Spiteful.
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Dr Reed | SubConnect retweeted
Replying to @HyytYdw
in 1997 most/all websites were shit. that is where i think we are with bittensor, the world wide web of AI. give it time. the quality of talent and ideas coming to bittensor is rapidly improving (and is already top notch IMO)
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