Stacking Alpha
Joined February 2025
- Tweets468
- Following227
- Followers1.2K
- Likes624
This is why we need open source $tao
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
Most people are following price.
But the stronger signal is when conversation, product development, and market attention start lining up at the same time, resulting in a confluence.
A few things I’m watching right now:
- Some subnets are getting more active. If it is not noise but actual value, this is good
- Some are quiet, yet the actual build pace looks much better than the market gives them credit for
- A few narratives are starting to rotate before price has fully noticed
That’s where the interesting stuff is.
The goal is not to name the obvious winner that everyone is already posting about, but to find the subnet that’s getting better before it gets crowded.
167
Minotaur Roadmap
Official Minotaur Roadmap Released
minotaursubnet.com/roadmap
We are proceeding with mainnet testing this week.
The roadmap breaks down each phase with expected timelines and covers what we have built so far. It also reflects the recent shift in scope as we expand toward agentic DeFi and more general intent solving.
We are still focused on the same core problem, just thinking about it at a larger scale. What started as the concept for the subnet is now taking form as our first app powered by Minotaur, a cross-chain DEX aggregator.
Looking forward to seeing this beast come to life.
2
281
Targon making waves.
Advancing confidential computing for a more secure AI future.
Together with @manifoldlabs, we’re exploring how Intel TDX and Intel Trust Authority help enable confidential workloads across decentralized infrastructure, including @TargonCompute's Targon Cloud platform—protecting data at rest, in transit, and in use.
$BTC bulls have a lot of work to do in order to make this look nice. Reclaim of 74 and 78K would be a start.
Right now, sellers are clearly stronger.
1
244
$TAO is at an interesting spot here.
This level has been tested 3 times before, resulting in a 140-250% bounce.
It all depends on overall market strength. If $BTC bounces, this will bounce to.
If the market breaks down, support below is thin; the next meaningful level sits around $86.
Let's hope this time is not different.
some things I had my eye on last week
>NYSE moving toward 24/7 trading
TradFi copying crypto hours is a bigger deal than it looks. Crypto loses its “always open” edge, but this also signals that nonstop global markets are becoming the norm. Long term, this legitimizes 24/7 risk trading short term, it could fragment liquidity.
>Greenland narrative volatility
The Greenland political noise caused big moves last week. Shows how fragile sentiment still is. Crazy price actions because of political shenanigans. Things seem calmer for now, but it feels like chaos is becoming the baseline.
>Shock in Japan’s bond market
A big red flag in the six-standard-deviation move in JGBs. Japan underpins global liquidity and carry trades. When its bond market shakes, leverage gets uncomfortable everywhere. This is a macro risk, not background noise.
On top of that, the U.S. is openly considering FX intervention against the yen.
Short term, that’s bearish for risk (stronger yen = carry trade unwind).
Long term, it may actually be bullish if it restores confidence in currency stability and prevents disorderly moves.
>Coinbase U.S. banking progress
Finally some bullish news on the regulatory front.
>Sunday sell-off into support
This is a classic inflection setup. Either sellers are exhausting and we see a relief bounce, or this was distribution before another leg down.
>This coming week’s follow-through volume will be telling:
- bounce + volume = accumulation
- chop + fail = continuation
>Current trend
The trend is still down. Momentum hasn’t flipped, and rallies are being sold. That said, we might be building a bottom (higher low). Time will tell.
176
Good read on the current state of $TAO.
Stillcore Capital @stillcorecap is proud to release our STATE OF TAO: January 2026 Report.
It is aimed primarily at people who know nothing about Bittensor.
It explains, in simple-speak, what Bittensor $TAO is and how it works, and then characterizes where the ecosystem is at today.
Hope you enjoy it!
Download PDF:
stillcorecapital.com/wp-cont…
4
381
Interesting convo if you're learning about Loosh
Hash Rate - Ep 152: Loosh Subnet 78
🧙 Guests: @lisacheng and Chris Sorel of @Loosh_ai
00:00 Introduction
02:58 The Origins of Mastercoin and Early ICOs
06:01 The Monroe Institute and Its Impact
12:06 Loosh Subnet and Its Mission
15:10 The Role of AI in Robotics
18:01 Differentiating Loosh from Current AI Models
21:06 Memory and Context in AI Systems
24:01 Partnerships and Future Directions for Loosh
31:58 Robotics and Emotional Inference
38:28 Integrating Robotics in Daily Life
44:55 Exploring Machine Consciousness
55:02 Incentive Mechanism
237
The Core PCE MoM just came in at 0.2 as expected.
Data is released by 34 days because of the government shutdown.
151
The markets have been extremely volatile, impacted by macro events, Trump shenanigans, and turbulence in Japanese bond markets.
Amid that chaos, it is good to see that $dTAO subnets are resuming their uptrend. I'm still allocated and have been slowly growing my positions over the last few weeks.
Now Const just announced he will be staking another 20K $TAO into subnets, further increasing the sum of subnets uptrend.
Feels like a great moment to be in TAO subnets.
9
284
"The Choice" Nado airdrop food for thought
In 2025, I farmed a few perp DEX airdrops with solid results.
Not everything hit, but the ones that worked more than paid for the effort.
The most recent one, Lighter, was ~$3B FDV and delivered a generous ROI for active users.
I joined Nado during the Closed Alpha stage and focused on combining strategies rather than optimizing a single metric.
My approach was simple:
>Maximize trading volume while slowly growing the account
>Focus on lower-liquidity pairs
>Trade as many different pairs as possible
>This worked well, especially on tokens with traction like $PUMP and $XMR.
1
2
463
Yesterday, Alpha officially ended, and “The Choice” was announced.
Today it went live.
There were three options:
> NFT (1,000 supply, gone in minutes)
> Fee refund (material amount, at least for me)
> Points (still vague, but interesting)
With the NFT gone, the real decision is fee refund vs points.
1
77
