SUMMARY: In this video, Gordon Frayne presented a long-term bull case for Bittensor’s $TAO, framing it as a once in a lifetime opportunity following its first halving, which has cut daily emissions by 50% and intensified competition across subnets.
He also argued that much like Bitcoin ($BTC), the impact of this halving will unfold over the next 6 to 12 months as the network matures. A key challenge highlighted was that Bittensor has no native marketing budget, making growth dependent on incentive-driven subnets rather than centralized foundations.
To this, Bitcast (Subnet 93) was positioned as a critical solution, using Bittensor’s incentive mechanism to connect brands with creators, drive real demand, and support sustainable tokenomics through buybacks and burns. The broader thesis is that as AI subnets scale and network effects compound under Reed’s Law, Bittensor could reach trillion dollar scale within the next decade, with Bitcast helping accelerate adoption and visibility.
By: Gordon Frayne
Be the first to comment