SUMMARY: In this interview, Gordon Frayne sits down with CH Egan (Head of Influencer Partnerships at BitGet) to discuss the state of Bittensor following its first Halving event in December 2025. Despite the recent market downturn, CH presents a highly bullish case for 2026, arguing that the current price suppression is a “sell the news” reaction that ignores the massive fundamental growth happening under the hood.
CH highlights the entry of major institutional players like Grayscale and Bitwise, and former Google Capital G executive, David Lawee, as proof that “smart money” is positioning itself for a long-term play. He predicts that 2026 will see a “blow-off top” for the crypto market, with Bittensor acting as one of the “fastest horses” due to its unique position as the Bitcoin of AI.
The discussion then focuses on the real-world value already being generated by subnets, citing specific examples like Ridges beating Anthropic on coding benchmarks for a fraction of the cost, Chutes offering 95% cheaper compute than AWS, and Bitcast disrupting the ad model. CH highlights that all it takes is one major corporate adopter to realize these cost savings for the entire ecosystem to reprice violently upwards.
Overall, CH advises investors to view $TAO as the safe “index” play while treating subnets as high-beta opportunities to capture outsized returns. He notes that as the market recovers, liquidity will flow from the base layer into these subnets, rewarding those who position themselves early in the ecosystem’s “risk curve”.
By: Gordon Frayne
Be the first to comment