SubnetEdge
@Subnetedge
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Decoding Bittensor's industrial pivot. Support our Work 5DY86q5KWEVKL1i6UAgfyTkBmkfaYVxfwGvjVmpQBhEF3dH1
Joined April 2025
COMEBACK Weekly Briefing • Jan 19, 2026 – Jan 25, 2026 Newsletter link below.
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The infrastructure gap in decentralized AI is widening. Subnet 82 Hermes is addressing a critical bottleneck: the transition from raw blockchain data to actionable intelligence for autonomous agents. Three structural shifts identified in our latest report: 1/ The Indexing
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We are moving from experimental rentals to a high-volume production environment for AI agents. Will Agent-Native infrastructure finally unlock the $100M ARR target for Bittensor?
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Wait, it gets more aggressive... Basilica isn't just selling compute; it’s becoming an incubator. By using its own protocol to power other subnets, it eliminates the "PVP" (Player vs Player) toxicity that kills network growth. Symbiosis > Competition.
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The era of renting bare metal is over. Basilica is shifting to Agent-Native Architecture: Market-Driven Bids: Forcing miners below global cloud rates. Secure Sandboxes: Trustless execution via collateral contracts. Serverless SDKs: Built for machines, not humans.
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90% of decentralized compute subnets are currently stuck in a Token Arbitrage loop. Basilica just broke the pattern. This isn't a 2.0; it's a total infrastructure rewrite. Thread 🧵
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Engagement on Bittensor network topics has reached a new threshold. The level of openness from this community is exceptional. A sincere thank you to our subscribers for the ongoing support; Substack is proving to be a remarkable tool for high-fidelity research. The Maestro
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Civilization-scale engineering is shifting toward a "Physics-First" deployment model. Elon Musk’s 2026 Davos briefing highlights the three unavoidable constraints that will define the next decade of AI and robotics. For decentralized networks, these are not just challenges, but
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The era of monetary magic on Bittensor is reaching its conclusion. The evolution of the Yuma mechanism toward heightened rigor marks a necessary milestone for long-term network viability. Subnet survival now dictates a shift from inflation capture to tangible economic utility.
Subnet tokens are financial instruments that reward real work being done on Bittensor. Our new report breaks down how to calculate fundamental value using emissions curves and OpEx forecasts. For founders, builders, and allocators:
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Big respect to @const_reborn for the way he's backing the subnets. Exactly the kind of support this ecosystem needs from its founder @opentensor
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Institutional-grade infrastructure requires precise terminology. Taostats is implementing a significant update to its trading interface, separating Price Impact from Slippage. This shift reflects a necessary maturation in how liquidity is managed across subnets. Three core
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