🪙 Decentralized AI compute (Bittensor/TAO)

Distributed training/inference networks (Bittensor subnets just completed a stateful distributed 4B-parameter training run) become a parallel open-source AI infrastructure track — disclosed personal bet on TAO.

0 CONVICTION

peaked 38.1 EMBER

EMBER

band

▲ LONG cg:bittensor

expression · bullish crypto

—

entry flag

days to eval · 2027-04-03

IS THIS A TRADE? 🚫 Not a trade — conviction 25.3 is EMBER, below WATCH (45) and far from the GREEN entry bar (65). If more weighted voices pile on, it climbs; two mentions isn't conviction. direction semantics: bullish = the plays below are expected to RISE if the thesis is right → expression is long.

Conviction timeline

bands: green ≥ 65 · watch ≥ 45 · ember ≥ 15

Plays vs SPY · % since first mention (2026-04-03)

Plays

expression	symbol	kind	relevance	rationale
▲ LONG	cg:bittensor	crypto	PRIMARY	TAO — the disclosed position and the named subnet ecosystem

Mention log

Jason crypto w=0.69 · n=13 · E267 (2026-04-03) · positioning · strength 2 ▶ 1:18:09 SUPPORT

“I did place a bet on Tao... I might be five or $600,000 [in]... I made a small bet on Tao because I watched exactly what [the subnets did — a stateful distributed 4B-parameter training run].”

Jason crypto w=0.69 · n=13 · E268 (2026-04-10) · sentiment · strength 2 ▶ 36:25 SUPPORT

“They spent about a million dollars in Tau like rewards and in 45 days, they hit 80% of what ... That flywheel is racing right now with participation in the same way Bitcoin is.”

Gavin Baker (regular guest ×1.0) crypto: 1 resolved, unproven · E278 (2026-06-26) · sentiment · strength 2 ▶ 1:22:47 SUPPORT

“you can lift H100s, A100s out of some old data center, put ... a Grok or a Cerebras in front of it, and you can get a very competitive solution. ... we're going to be using GPUs for seven years, ten years, twelve years, and that's great because it lowers the cost of finance them, which makes this AI revolution more financeable.”

Who built this conviction

each voice's total force on the score — supports and opposes from every mention, weighted exactly as the replay applied them · share = % of all mention-driven movement

Jason w=0.69

2 scoring events · 62% of moves

+29.0 → net +29.0

Gavin Baker regular guest ×1.0

1 scoring event · 38% of moves

+18.0 → net +18.0

⏳ decay drained -21.7 over the idea's life — that's time passing, attributed to no one

Score events

episode	kind	Δ	after	note
E267 2026-04-03	init	+20.8	20.8	E267 born by Jason (positioning x2) [w=0.69]
E268 2026-04-10	reinforce	+8.2	29.0	E268 Jason support x2 [w=0.69]
E269 2026-04-17	decay	-1.2	27.8	E269 silent
E270 2026-04-24	decay	-1.1	26.7	E270 silent
E271 2026-05-01	decay	-1.1	25.7	E271 silent
E272 2026-05-08	decay	-1.0	24.6	E272 silent
E273 2026-05-15	decay	-1.0	23.6	E273 silent
E274 2026-05-22	decay	-0.9	22.7	E274 silent
E275 2026-05-29	decay	-0.9	21.8	E275 silent
E276 2026-06-13	decay	-0.9	20.9	E276 silent
E277 2026-06-19	decay	-0.8	20.1	E277 silent
E278 2026-06-26	reinforce	+18.0	38.1	E278 Gavin Baker support x2 (new voice)
E279 2026-07-03	decay	-1.5	36.5	E279 silent
E280 2026-07-11	decay	-1.5	35.1	E280 silent
E281 2026-07-18	decay	-1.4	33.7	E281 silent
E282 2026-07-24	decay	-1.3	32.3	E282 silent
E283 2026-07-31	decay	-1.3	31.0	E283 silent
E284 2026-08-08	decay	-1.2	29.8	E284 silent
E285 2026-08-14	decay	-1.2	28.6	E285 silent
E286 2026-08-21	decay	-1.1	27.5	E286 silent
E287 2026-08-29	decay	-1.1	26.4	E287 silent
E288 2026-09-04	decay	-1.1	25.3	E288 silent