The AI Revolution You’re Missing

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Imagine using AI tools every day—like chatbots, trading bots, or scientific models—without having to rely on Big Tech.

With the AI market poised to grow over 6x by 2030, this network stands as an early leader in bringing AI onto a decentralized blockchain, where everyone can contribute and benefit. If you’ve seen the success of AI agents like SEKOIA and DEGENC in The 100x Club, you know the potential—good infrastructure is the only way these agents can rise to billions in valuation.

Idea Snapshot

• Token: TAO
• Description: Bittensor is like the “blockchain brain” for AI projects, from chatbots to market analysis tools.
• Risk Level: Low
• Potential Upside: +400%

Why TAO Matters

Today, most advanced AI is controlled by a few large companies with massive budgets. Bittensor flips this model, making advanced AI accessible, transparent, and community-owned. More participants mean faster improvements, less bias, and AI that isn’t molded by just a handful of corporations.

Key Takeaway: Bittensor’s approach could lead to more democratic, better-quality AI, shaping a future where anyone can build and benefit from AI applications.

Real AI You Can Use—Right Now

Many AI blockchain projects remain theoretical. Bittensor, on the other hand, hosts dozens of live “subnets” (mini-networks) powering useful AI products today:

• MyShell: Build or use custom AI chatbots for content creation or fun interactions.
• Kaito: Transforms raw crypto data into easy-to-understand insights.
• Taoshi (AI trading): Uses AI models to predict market moves for BTC, S&P 500, and more.

Subnet Spotlight: MASA (SN59) - The Agent Arena

If you’ve followed The 100x Club’s ventures, you’ve seen AI agents like SEKOIA and DEGENC captivate audiences. MASA’s new “Agent Arena” takes this to the next level:

• What It Does: MASA’s subnet (59) is a colosseum where AI agents on X (Twitter) compete for TAO rewards. The best agents, judged by engagement (mentions, likes, retweets), earn TAO emissions.
• Why It Matters: Instead of agents just being fun experiments, they can now monetize attention. This creates a real incentive to build better, more entertaining agents—scaling successes like those seen in The 100x Club.
• Future Potential: MASA plans features like “Data Boost” and “Token Boost,” rewarding agents that leverage real-time data and token economies, pushing AI quality and engagement even higher.

Trusted Backers & Credibility

Bittensor is backed by recognized industry figures, including YouTube co-founder Steve Chen and other top crypto investors. This credibility signals serious confidence in Bittensor’s underlying tech and long-term prospects.

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Understanding the Tech Through a “School” Analogy

Think of Bittensor as a giant school.

• School (Bittensor Blockchain): The main environment where all AI activities happen.
• Classrooms (Subnets): Each classroom focuses on a different AI task—like AI chat, trading tools, or biomedical research.
• Students (Miners): They “study” (run AI tasks) to earn rewards.
• Teachers (Validators): They grade students’ work, making sure rewards go to the best performers.

This model ensures that only the top-quality AI work gets rewarded, raising overall standards across the board.

Key Takeaway: Bittensor's structure motivates everyone to produce better AI results, making the entire system stronger over time.

The TAO Token: What’s In It for Investors?

• Fixed Supply: Like Bitcoin, TAO is capped at 21 million tokens with planned “halvings” that reduce new token emissions over time.
• Staking: About 80% of TAO tokens are staked, earning around 15% annual interest, reducing sell pressure.
• Future Utility: TAO will be the gateway to access new “subnet tokens,” creating a demand loop: more subnets = more TAO needed.

Key Takeaway: TAO’s design encourages long-term holding and steady value growth, reducing the wild swings often seen in crypto.

Future Upgrades That Matter

1. Dynamic TAO (2025): Lets TAO holders directly back their favorite subnets. More decentralization, more control for regular users. Impact: Spreads rewards more fairly and can attract new buyers.
2. Subnet Tokens: Each subnet gets its own token. To get these tokens, you must use TAO. Impact: More reasons to buy and hold TAO as subnets grow.
3. EVM Compatibility (2025): Bittensor becomes easier for Ethereum developers to build on. Impact: More apps, more utility, more potential demand.
4. Halving Event (Nov 2025): TAO’s daily emissions will be cut in half, reducing sell pressure. Impact: Could stabilize or boost TAO’s price over time.

Key Takeaway: Each planned upgrade either reduces supply pressure or boosts demand—a great combo for token value.

Risks & Competition

• Monetization Unproven: Subnets must find ways to generate revenue, not just give away free services.
• Complex Upgrades: Integrating EVM or launching dynamic TAO must be done smoothly.
• Inflation & Large Holders: Big token holders could sell, affecting short-term price.
• Competition: Other AI-focused blockchains exist but lack Bittensor’s breadth and working products.

Key Takeaway: Bittensor has a strong lead, but it must execute upcoming upgrades well and show real, lasting revenue streams.

Growth Potential & Upside Targets

Risk Disclosure: This research is for educational and informational purposes only. Crypto assets are highly volatile and risky. Always conduct your own research and consider your risk tolerance before investing.

Today, TAO’s valuation is around $4 billion. Similar networks (like Tron, TON, and Cardano) have $10-$14 billion valuations with fewer apps. TAO already hosts over 50 AI subnets, and as more come online, TAO could match or even surpass these other chains, potentially reaching $10-$20 billion in value.

Bottom Line: TAO looks undervalued compared to other big-name projects, offering room for a 5x increase—or more. This puts it at an approximate price of $2,500.

Investing Approach

• Buying Points: Key price levels ($480 and $340) have historically been good accumulation zones. I’ve dollar-cost averaged (DCA’d) into this token, with some buys at higher prices than today.
• When Would I Stop Buying? I plan to keep accumulating until it reaches its recent local top ($650-$680). Once it clears the $650-$680 zone, the next major level is the all-time high at around $780. After breaking through that, we’re in price discovery, and I see less reason to keep adding.
• Position Sizing: Currently about 22% of my portfolio is allocated here. If it grows to 30-35%, I’ll trim to maintain balance and manage risk.
• Profit Strategy: I’ll sell my staking rewards around $1,500. At $2,000, I’ll start selling more aggressively and continue doing so up to $2,500-$3,000. This structured approach helps me lock in profits without relying on perfect timing.
• Using Liquidity Pools: Setting up a Uniswap V3 liquidity pool around a $10 billion market cap target allows a gradual exit into stablecoins as the price appreciates, earning fees along the way.
• Hedging with Derivatives: I may borrow against my holdings using derivatives or lending markets to hedge during volatile periods, protecting my position without needing to sell the underlying asset.

Key Takeaway: A balanced, step-by-step approach—combining careful accumulation, a clear stopping point for buying, prudent profit-taking, liquidity provision, and strategic hedging—can help maximize gains, manage risk, and maintain flexibility in a rapidly evolving market.

FAQ (Quick Answers)

Q: What makes TAO different from other AI tokens?

A: Unlike many AI cryptos still “in progress,” TAO already powers real AI tools you can use today, backed by a broad community and well-known investors.

Q: Is TAO a good long-term hold?

A: It has strong fundamentals, tangible products, and a roadmap aimed at reducing token supply over time. This suggests good long-term potential, but as always, do your own research.

Q: How do I get TAO?

A: You can purchase TAO on centralized exchanges like Binance, KuCoin, or MEXC by:

1. Depositing fiat or crypto into your exchange account
2. Locating the TAO trading pair (e.g., TAO/USDT)
3. Buying TAO with a market or limit order

You can also buy wrapped TAO (wTAO) on decentralized exchanges like Uniswap (on the Ethereum network), which has the largest liquidity. After buying, you can withdraw TAO to the native Bittensor wallet (available here) if you want to stake it.

Q: Can I stake TAO for interest?

A: Yes. Once TAO is in your native Bittensor wallet, you can stake it directly through the wallet interface. Staking typically earns around 15-20% APY, helping offset inflation and encouraging long-term holding.

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Large Wallets

This token isn’t just controlled by a handful of whales. Its distribution shows a healthy mix:

• Biggest Holders: Only 7 wallets hold more than 100,000 tokens, so ultra-large holders are rare.
• Mid-Size Holders: About 730 wallets own 1,000+ tokens (roughly $500k worth), representing a strong “middle class.”
• Broad Base: Wallets with just 1-25 tokens make up nearly 25% of all accounts, indicating a strong grassroots foundation.

Over 600,000 tokens are collectively held by Binance customers, not the exchange itself. VCs like Polychain Capital and known validators like Tensorplex and Corcel also have stakes. The number of wallets grew by over 11% last month, broadening ownership and reducing centralization risk.

The actions of large holders can have a significant impact on TAO’s price. For example, high-balance wallets drove notable sell pressure during the summer of 2024.

Watching these wallets—especially transfers to exchanges—can give early warnings of potential price drops. For real-time updates on large TAO movements, @bittensor_alert on X is a reliable source, tracking big transfers within the Bittensor network. Community threads, like this one, track major wallets linked to VCs, validators, and large individual holders.

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About the Author

This external crypto investor specializes in key sub-sectors like DeFi, Infrastructure, AI, Depin, and on-chain narratives, focusing on thorough fundamental analysis and balanced insight into both upside and downside risks. Known for identifying promising trends early—such as capturing a 30x gain from Sol/Luna/Avax last cycle and successful targeted airdrop farming—his track record demonstrates a methodical approach to maximizing returns.

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Message from Club Admin

My "AI x Crypto" strategy became to use the profits I make from AI Agents to accumulate as much VIRTUAL as I can for that extra push of profits and then start selling a $5. After this post, I now view TAO in the same way as VIRTUAL. These two tokens are big, they won't return 20-50x but they'll help me do a 2-5x on top of agent profits; and they're much safer to hold long term (they won't make my heart drop in the middle of the night).

Another thing, we're thinking of making The 100x Club exclusive to AI Agent related tokens. If you support that decision comment "Agentify The Club".