Deep Dives
Bittensor is building a decentralized market for machine intelligence. We examine subnet economics, Dynamic TAO, Alpha tokens, emissions, external revenue, concentration risks and the conditions required for TAO to become a durable AI infrastructure asset.
Intelligence
Most AI crypto portfolios chase the agent narrative. Our 24-month allocation focuses on the resources AI systems must consume: inference, compute, storage, data, provenance, coordination, payments and evaluation.
Tokenomics
A serious infrastructure project, a damaged token, and the hard question of real adoption.
Intelligence
Unlocks are one of crypto’s most visible risks and one of the least understood. This POA report explains how vesting, float expansion, insider allocations and AI-token supply events can reshape price action long before the unlock date arrives.
Intelligence
On July 1, 2026, Venice AI announced a $65 million Series A. The round was led by Dragonfly, with participation from Coinbase Ventures, F-Prime, North Island Ventures, Archetype, Liquid2 Ventures, and Morgan Creek, among others...
Intelligence
The Layer-1 investment thesis has changed. Faster execution and lower transaction costs no longer provide sufficient differentiation in a market containing numerous capable chains, abundant blockspace and increasingly portable applications. Future winners must combine distribution, liquidity, developer retention, stablecoin activity, differentiated architecture and a credible mechanism through which network
Macro
The second quarter of 2026 was characterized by macroeconomic headwinds and significant outflows in the crypto sector. Stubborn inflation in the US and the Federal Reserve's restrictive stance have dampened hopes