SUMMARY: In this video, Gordon Frayne argued that while the broader crypto market is struggling, Bittensor subnets offer massive upside, highlighting BitSec (Subnet 60) which has rallied 380% in recent months. He explains how BitSec captures value in the $200 billion cybersecurity market by using AI agents to audit code and identify vulnerabilities.
The video then highlights the upcoming BitSec V2 upgrade and product launch in Q1 2026, positioning it to drastically increase revenue through bug bounties and corporate partnerships. Frayne specifically compares BitSec to Ridges (a coding subnet), suggesting a complementary relationship where Ridges builds code and BitSec secures it.
Overall, Frayne encourages investors to look beyond major tokens for subnet-specific alpha, noting that holding BitSec also yields 30-40% APY, effectively compounding gains even during a general market downturn.
By: Gordon Frayne
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