+21.2
net board stance
what this means
221.01
-1.0% · close 2026-11-07
-18% / +8% / -45%
1m / 3m / 12m
-41%
vs SPY since 2026-04-03
30%
of 52w range · -44.7% off high
—
hit rate as primary
Where All-In Alpha stands — 1 live idea
| idea | call | play | conviction | contributes | moved yet? | scored in |
|---|---|---|---|---|---|---|
| 🪙 Decentralized AI compute (Bittensor/TAO) | ▲ LONG | primary | 21.2 | +21.2 | — | 147d |
Where the winds are blowing
NET BOARD STANCE, LAST 30 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E278 · silent for 18 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
What resolves next
scoring dates for the live ideas holding this ticker — each one turns into a scored result on that date, whether it flatters anyone or not
The tape — what was actually said
every capture on any idea holding cg:bittensor, newest first · quotes verbatim, timestamps deep-link into the episode
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.
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.
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].