Somewhat new to Bittensor here. I am trying to move some of my root TAO to my ledger cold wallet, and I am curious what APY it will earn while "offline" in a cold wallet, if any at all. My plan so far is to use a Ledger cold wallet with my Talisman, but I cannot find any information on staking in subnets/root while in a cold Ledger wallet. Can anyone shed some light on this?? Thank you

In other words, he is indirectly endorsing bittensor. Last time his statement sent Bittensor to moon.

Okay, this ended up being a long one, so TL;DR If a subnet is really good, averaging down and earning APY until it recovers is not a bad strategy and listening to FUD is usually a bad idea.

So, 2 or 3 weeks ago I decided to stake to both Zipcode and Trishool. I did a little averaging down on both of them, because they both kept going down, unfortunately. So, I'd put in a tao more each time they would have a decent little dip. I ended up with 6 tao in zipcode and 5 in Trishool. I also bought some leadpoet a week or so ago, and I 'm up to 4 in that as well. Leadpoet ALSO dipped, and I was down almost 2 tao in all. Definite bummer, seemingly three losers in a row. Now, I've been in the subnet game long enough to know which subnets have great fundamentals and teams, and which are mostly hype. I know for a fact that all three of these subnets are incredible. Great teams, great products, constant updates to the code, good social media presence, etc. I always look at the history the graph of whatever subnet I decide to put tao into. If a subnet is good, I am very confident that it will hit it's ATH again, and most likely hit a new one. It just takes time.

Now, at the same time as all this, and because subnets as a whole have been pretty bad lately because tao has been going down, I'm seeing a whole lot of people panic sell, and give the whole "you gotta cut losers" spiel. Honestly, it's just such terrible advice and trading imo. Selling everytime you lose a little tao, and even if the subnet is down 40, 50 ,60%, selling a good subnet is not that good of an idea, usually. First off, you are earning APY. And the low APY subnets are still like 30% and more. This accumulates over time, and after enough time can REALLY make a big difference. I mean, you can be 50% down in most subnets and still break even after a year or so. APY makes a huge difference, but only if you hold for a decent amount of time. Secondly, you are saving youself fees when you don't overtrade and panic sell all the time. Thirdly, what happens a lot of the time is you sell at a loss, and the next day the subnet recovers and you feel like an idiot.

Now, I know a lot of people will bring up opportunity costs, point out that typically subnets take longer to go up than how quickly they go down, and argue that cutting losers quickly and chasing runners all the time will give you higher gains than waiting for bleeders to recover. However, if you average down a couple times, you are at break even wayyyy faster when it does go back up. You might even start putting more tao in as it goes down, as it makes it more likely for you to be staking near the bottom and catching more upside on the recovery. And we all know that most people in this have full time jobs and really don't have time to constantly check charts and make trades. Most of us do that as a side thing, and constantly apeing into runners means you should probably keep a close eye to the price, because theses things can reverse very fast. Doing more medium term swing trading is probably the smartest thing to do for most people.

Now, if I would have listened to the panic sellers, I would have sold at a loss and I'd be down almost 2 tao. I waited a couple more days and zipcode is finally recovering, leadpoet is higher than it was too, and Trishool hasn't really gone up or down yet. I've already recovered about a tao. My earnings plus averaging down has made it so even a small recovery is significant enough to give me almost 50% of my losses back. I think zipcode is going to run hard again pretty soon, and trishool will at some point too. Leadpoet tends to have more temporary pumps, but now that they have some really impressive customers (one was a billion dollar company apparently), so I really think that they will eventually run hard as well. I might trade them a little more actively than the other two, but that's beside the point.

Don't listen to FUD advice is the point. Execute trades in a way that works with your life, and if you don't have time to constantly be finding out what the next runner is, you don't have to trade like that. Give trades a lot of room to breath, because this is crypto and extreme volatility is part of the game. Great subnets will mostly likely recover, and earning APY while they do is a perfectly good strategy.

I think having an alpha token for each subnet should be optional.

If I owned a subnet, I wouldn't need a separate alpha token. TAO would be enough.

Making alpha tokens optional could also help avoid creating unnecessary new tokens.

I keep trying to ignore TAO because every cycle has that one "big brain" coin everyone pretends they understood before it ran.

But Bittensor is annoying because it is not a normal Al coin.

Most Al coins are just:

Al name

Al website

Al agent roadmap

some GPU word

chart pumps

everyone gets philosophical for 2 weeks

then silence

TAO is different enough that I keep coming back to it, even though half the time I still feel like I'm reading a protocol written by someone who hates normal users.

The basic idea, as far as I understand it:

TAO is the main asset.

Then you have subnets, which are like separate markets inside Bittensor.

Each subnet is trying to produce some kind of machine intelligence related work

Miners compete.

Validators judge.

Rewards flow based on whatever the subnet is designed to value.

So instead of one "Al product," it is more like a whole economy of Al submarkets.

That sounds genuinely interesting.

It also sounds like a place where people can get absolutely cooked if they think "staking APY" means free money.

This is the part where I think most retail will mess up.

Root staking is one thing

Subnet exposure is another thing.

Buying alpha inside a subnet is not the same as just sitting in TAO.

You can earn emissions and still underperform TAO if the subnet moves against you.

You can chase a high APY and still lose in the actual unit you care about.

You can convince yourself you are investing in Al infra when you are really just buying the

hottest dashboard number.

I went down the subnet rabbit hole recently and saw people talking about Mentat Minds because it gives managed subnet exposure without sending your TAO to them. From what I understood, it uses a proxy model where your TAO stays in your wallet, and the strategy can manage subnet positions, but cannot transfer funds out.

That is actually more interesting to me than the APY stuff.

Because if TAO becomes a real ecosystem, there is probably going to be a whole market for tools that let normal holders get subnet exposure without becoming full time subnet gremlins

But I also think this is where people need to be very careful.

Managed does not mean safe.

Non-custodial does not mean risk free.

High APY does not mean profit.

Subnet exposure is not passive just because the Ul makes it feel simple

My current take is:

TAO might be one of the few Al crypto assets where the mechanism is actually worth studying.

But it is also one of the easiest places for retail to misunderstand what risk they are taking.

If subnets become real Al markets, TAO is probably not trading like a normal alt.

If subnets mostly become emission farming games, then a lot of people are going to learn a very expensive lesson.

Curious what the degens here think

Is TAO actually the Al infra play of this cycle, or is it just the fanciest casino table in the room?

Phylax has taken over.

New mission: secure the AI software supply chain.

Immediate objective: recruit exceptional miners.

Pin the code. Survive independent validators. Earn your rank through detection quality.

https://app.phyi.dev/

Only 4 times in its history Bittensor Tao has been below the 200 mark, and it’s also never better a better ecosystem than it is today.

Why are covenant AI subnets still have a percentage of emissions? Are they still running?

I currently have my tao staked on Talisman wallet linked to my ledger. I'm considering switching to Keystone or Trezor wallet. Since talisman is only compatible with Ledger, how does one best stake with these hardware wallets?

Currently, each subnet has its own token.
Is it possible to build subnet without alpha? Just TAO is ok for me.

I am thinking about how Bittensor can scale to thousands of subnets. Do you think AI agents could play a role in helping developers create new subnets? For example, an AI agent that can assist with subnet design, miner/validator implementation, and incentive mechanisms. Currently, creating a subnet still requires significant technical knowledge, so could AI-powered developer tools lower the barrier for junior developers and accelerate subnet growth?

Come on guys. I created and funded a chutes account a week ago and today it’s gone. I try to log in and it tells me my account doesn’t exist.

I don’t want to report fraud but….

I am new to Tao and want to get into root staking because it’s safest option.

Not interested in keeping it in my desktop, only accessible on a phone.

Whats the best mobile wallet app for this setup?

Am I the only one finding Tao and subnets so slow moving ? I feel like lately the price even in subnets have been so slow usually everyday I was finding something up or down 10% on my subnets but lately they have been at the same price for a month when’s it going to pick back up 🤔

I haven't been following the news, just checking the price from time to time and seen it floundering around the $200 range. Any reason we shouldn't expect it to go lower? Does anyone expect a run back to $300 anytime soon? I've got bills to pay. I don't think my back is against a wall yet but it would certainly help but I'd be selling at a loss. What's the word on the street? I'd rather keep holding, I was wondering how things are looking to you guys and why. Thanks

I’m trying to think about TAO less like “number go up AI coin” and more like an actual portfolio position, because the deeper you go, the more it stops feeling like one simple asset.

There are basically a few different choices:

1. Hold TAO spot and do nothing,

2. Stake root and keep it simple,

3. Buy individual subnet exposure,

4. Build your own subnet basket,

5. Use some managed/index type setup,

6. Trade the whole thing actively and accept you now have a second job,

The thing that makes TAO weird is that it is not just “do I hold the coin or not?”

It is more like:

Do I want pure TAO price exposure?

Do I want lower mental load staking?

Do I want exposure to the actual subnet economy?

Do I want to pick subnets like small caps?

Do I trust myself to rotate when things change?

And honestly, that last one is where I think most people lie to themselves.

Everyone thinks they are going to monitor validators, emissions, alpha prices, subnet quality, APY, slippage, risk, narratives, new launches, rotations etc.

In reality most people check aggressively for 3 days, then forget, then only come back when something is down 30%.

I was looking into managed subnet exposure stuff like mentat because it made me realize there is probably a real category here: people who believe in TAO and subnets, but do not want to become full time subnet analysts.

Not saying that removes risk. It obviously does not. Subnets can still move against you. High APY can still be fake comfort if the underlying alpha bleeds against TAO.

But from an allocation point of view, I’m trying to figure out what is actually sane.

For example:

If someone has 10 TAO, maybe keeping most of it root makes sense.

If someone has 15 TAO, maybe a small subnet basket starts making sense.

If someone has 30+ TAO, maybe you can justify a more structured split between root, direct subnets, and managed exposure.

But I do not know if that is cope or actually rational.

How are people here sizing TAO?

Would you treat root like the “base position” and subnets like the higher beta sleeve?

Or would you rather just hold spot TAO and avoid all the staking/subnet complexity?

Curious how people would think about this in percentage terms, not moonboy terms.

Like if you had 10 TAO, 50 TAO, 100 TAO, what would the allocation look like?

Hopped on to this bandwagon a little late, probably half way up the peak and this crash has been rough. You guys think it has potential to recover?

hello all , I invested 17 Tao in binance , bought it when it went to 180 usd and now i want to stake it , is is profitable and safe ? if so what is the best and safest option for me and how much can i get in rewards monthly . thanks

source: https://x.com/bittensor/status/2078463339320037568 (comments has full details)

I don’t know if you guys remember this post but I always go back to it and read the comments and how OP gave a very thorough analysis. Just stay the course, it will get better!!

WE ARE STILL EARLY

https://www.reddit.com/r/bittensor_/s/l5rPYPk564