Shizzy’s Recap: TAO Holds Its Line, Leadpoet Lands Exa, Arbos Goes Dark

In this episode of Shizzy Unchained, Shizzy walks through why TAO bouncing while Bitcoin bleeds matters more than the price tag suggests, runs through the week’s subnet movers, and covers a stack of news worth tracking, including a major Leadpoet partnership, Quasar’s mainnet going live, and Arbos disappearing from his own Discord.

The macro framing

Shizzy opens with his core thesis, and it sets the tone for everything that follows:

• TAO is up ~3.5% on the day while Bitcoin is red, and it’s trading in lockstep with Hyperliquid, Zcash, and VVV, which are the small cluster of names he sees as the disruption category of this cycle.
• Decentralized AI is to artificial intelligence what Bitcoin was to money. Bittensor’s role is to disrupt OpenAI, Anthropic, and xAI before their IPOs cement the monopoly. “We can’t let one team, or the US government, fully control AI.”
• The structural reason it works: subnets need validators, miners, and stakers all pulling in the same direction. That’s what gives Score and Targon their high emissions, and it’s the flywheel he wants the audience plugged into.

The chart take

• TAO is back above $270 and holding the trendline from the February bottom. The recent wick below it was the scariest moment, but the line held.
• Shizzy sees this trendline as the dominant guide for the entire Bittensor cycle, projecting a bounce up toward $480 before any meaningful pullback.
• This cycle is narrower than the last. Only a few coins will run, and subnets will deliver the 10x–100x moves against TAO as it climbs.

News worth tracking

• Leadpoet × Exa Labs partnership. Leadpoet now has access to the search infrastructure that powers web grounding for Gemini and Google Cloud. Shizzy sees this as exactly the kind of Web2-bridging partnership the ecosystem needs.
• Quasar mainnet is live. Subnet 24 is now training distilled Quasar 3B models, with a roadmap pushing toward 20B and 100B parameter long-context models.
• Bluetao.ai. James Altucher launched a ChatGPT-style inference product running on Bittensor subnets in the backend. Shizzy tested it live on Chutes and it works.
• TensorUSD. A potential native Bittensor stablecoin. Shizzy is having them on the show Tuesday and is watching closely, but not buying yet.

The Arbos situation

• Arbos has been offline for days. A major GPU dropout took down multiple subnets, and Arbos wasn’t able to come back online on his own because he’s an autonomous agent that runs himself.
• This is the first time Shizzy has seen Arbos absent from his own Discord, and the price has been bleeding as a result.
• Const (Arbos’s creator) has been spotted in the Discord checking in. The subnet should recover once Arbos is back, but it’s a useful reminder that agent-operated subnets have a different failure mode than human-run ones.

Other housekeeping

• Bitrecs was deregistered. Shizzy was liking the project (similar approach to what Oro was doing). They haven’t tweeted since the 19th. He notes deregistration isn’t necessarily a death sentence; Loosh AI got deregistered last month and is still building.
• Shizzy’s broader call to the audience: use the products, don’t just hold the tokens. Try Chutes, try Taostats, try Bluetao.ai. Treat subnets like companies you own equity in, not memecoins.

Watch the full video below: