Bittensor (TAO)

Love to see the new Yuma projects gaining some respect amongst the OG subnets. Dope partnership. 78, 82 & 69 are still some of the cheapest subs on the market, soon to be deregistered. Forced launch incoming. Barry is going to have a busy couple months of reveals 🚀 $TAO

DePIN Crypto Tier List Everyone’s farming the DePIN narrative. Almost no one checks for real hardware, revenue, and node growth. So we ranked the ones that actually deliver. 🔴 S Tier : TAO, RENDER, FIL $TAO : 9.5/10 → Subnet ML marketplace with 50+ AI models and ZK proofs for data integrity. → Decentralized intelligence core powering ~33% of DePIN AI mindshare, subnets as “factor models” for open AI. $RENDER : 9.2/10 → GPU DePIN infra with NVIDIA/Apple ties and Solana migration boosting job speed ~40%. → GPU king: 1.49M frames rendered in Q3, crushing centralized clouds with up to 85% cost savings. $FIL : 8.9/10 → Storage pioneer with FVM, Ethereum dApp support, and 1PB+ enterprise data stored. → OG DePIN: 800+ clients storing 1TB+ each; AI metadata anchoring gives realistic rebound runway. 🟠 A Tier : ICP, THETA, HNT, GRT, AKT, ATH $HNT : 8.8/10 → wireless/IoT DePIN with ~962K hotspots and 5G expansion via AT&T. → Telecom disruptor: 29TB/day of data and rural-first incentives that could 2x active nodes into 2026. $ICP : 8.7/10 → web3 hosting + DePIN infra with 50+ DePIN dApps and Caffeine AI no-code tooling. → Infinite-scaling backbone for HIPAA-compliant AI and DePIN, enterprise pivot is massively underpriced. $ATH : 8.7/10 → GPU cloud network with 435K containers and ~$147M ARR. → Enterprise GPU powerhouse: 70% utilization vs. 35% industry average, with Solana integration promising ~40% faster transactions. $GRT : 8.6/10 → indexing layer for 60+ Ethereum DePINs and cross-chain data via Token API. → Web3’s Google: 90+ chains indexed and $2.9B ecosystem $THETA : 8.5/10 → Video CDN with EdgeCloud Hybrid and 10K+ nodes powering AI/video workloads. → Streaming DePIN beast: 80 PetaFLOPS equivalent compute and esports/education rails that the market hasn’t fully priced in. $IO : 8.5/10 → Solana-based GPU DePIN with 10K+ nodes and 450 PetaFLOPS powering 7M+ compute hours at 80%+ cost savings. → $20M+ on-chain revenue, NVIDIA/OpenAI touchpoints, and co-staking incentives but supply volatility and unlocks keep it below S Tier. $AKT : 8.4/10 → 8.4/10 cloud compute marketplace with NVIDIA GPUs and up to 85% cheaper infra vs. AWS. → DePIN cloud slayer: ~$50K/month AI inference demand; Solana migration boosts liquidity even as it stresses governance cohesion. 🟡 B Tier : AR, HONEY, PEAQ, GEOD, AUKI, NATIX, ANYONE, EDGE, NCDT $AR : 8.2/10 → Permanent storage via blockweave and AO compute for AI data. → Permaweb king with massive TAM, but retrieval speed and UX lag Filecoin’s enterprise push. $PEAQ : 8.1/10 → machine-economy L1 hosting 50+ DePIN projects and tokenized EV/robot pilots. → Economy of Things pioneer at 49K TPS and Dubai VARA pilots, but 4.3B total supply drags token performance. $HONEY : 7.9/10 → mapping DePIN with 100K+ dashcams and Bee Maps for enterprises. → Drive-to-earn leader with 175M+ km mapped but vesting unlocks and sell pressure cap upside near term. $GEOD : 7.8/10 → RTK geospatial DePIN with ~20K stations and ~$6M ARR. → Precision GPS at centimeter accuracy, India expansion is huge, but miner ROI volatility keeps it risk-on. $AUKI : 7.7/10 → Spatial AI Posemesh for robots/XR with NVIDIA + Unitree ties. → Machine perception layer for real-time 3D via commodity cameras but still early and needs to decisively out-execute LiDAR rivals. $NATIX : 7.6/10 → Drive-to-earn mapping with ~80K nodes and 142M km of coverage. → Camera-first IoT DePIN: AI anonymization + Charge EV partnership are strong, but 100B supply and emissions risk persistent sell pressure. $ANYONE : 7.5/10 → Privacy DePIN with 6K relays and onion routing for Web3 authentication. → Anonymous coordination layer for DePIN; GENIUS Act/reg risks loom even as Base liquidity and MEV-proof DEX mechanics improve the moat. $EDGE : 7.4/10 → Edge compute with modular infra for robotics and Docker-isolated workloads. → Low-latency DePIN that cuts data travel ~50%, but without a strong GPU angle it sits behind Akash/Aethir in the infra stack. $NCDT : 7.3/10 → Sustainable cloud built on BOINC with EU green-energy grants. → Eco-compute niche 75% cheaper than AWS and tightly capped supply, yet adoption lag + brutal drawdown push it into high-risk territory. 🟢 C Tier : AIOZ, GRASS, BTT, OCTA, GHX $AIOZ : 7.2/10 → AI/video compute DePIN with Solana efficiency and creator-focused streaming. → Streaming DePIN with 25% QoQ revenue growth but Web2 platforms cap upside unless retention and creator incentives step up. $GRASS : 7.1/10 → AI data-sharing DePIN with 3M+ users and ZKP-based provenance. → Web-scraping infra processing 57K TB, yet the October 181M token unlock hangs over every rally. $BTT : 6.9/10 → P2P storage via BTFS v4.0 and 196M contracts. → Massive 100M+ user base but 990T supply, -98% from ATH, and regulatory shadows keep it firmly speculative. $OCTA : 6.8/10 → Multi-chain cloud/VPS and GPU marketplace. → Hosting-first DePIN with VPN + app stack but down ~85% from ATH and still searching for a killer use-case vs. hyperscalers. $GHX : 6.7/10 → Gaming/hardware DePIN with GPUX for esports and AI game bots. → GameFi-flavored DePIN monetizing idle GPUs, but niche scope keeps it far smaller than Render/Aethir class infra. 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 : 𝘛𝘩𝘪𝘴 𝘵𝘪𝘦𝘳 𝘭𝘪𝘴𝘵 𝘪𝘴 𝘢𝘯 𝘰𝘱𝘪𝘯𝘪𝘰𝘯-𝘣𝘢𝘴𝘦𝘥, 𝘥𝘢𝘵𝘢-𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘷𝘪𝘦𝘸 𝘧𝘳𝘰𝘮 2025, 𝘯𝘰𝘵 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘋𝘌𝘗𝘐𝘕 𝘴𝘦𝘤𝘵𝘰𝘳 𝘤𝘢𝘱 𝘴𝘪𝘵𝘴 𝘢𝘳𝘰𝘶𝘯𝘥 $12B+ 𝘸𝘪𝘵𝘩 5.7M+ 𝘥𝘦𝘷𝘪𝘤𝘦𝘴 𝘣𝘶𝘵 𝘭𝘦𝘴𝘴 𝘵𝘩𝘢𝘯 20% 𝘰𝘧 𝘱𝘳𝘰𝘫𝘦𝘤𝘵𝘴 𝘴𝘩𝘰𝘸 𝘴𝘵𝘢𝘪𝘯𝘦𝘥 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘢𝘯𝘥 𝘯𝘰𝘥𝘦 𝘨𝘳𝘰𝘸𝘵𝘩. 𝘋𝘠𝘖𝘙 : 𝘸𝘢𝘵𝘤𝘩 𝘶𝘯𝘭𝘰𝘤𝘬 𝘴𝘤𝘩𝘦𝘥𝘶𝘭𝘦𝘴, 𝘰𝘯-𝘤𝘩𝘢𝘪𝘯 𝘮𝘦𝘵𝘳𝘪𝘤𝘴, 𝘢𝘯𝘥 𝘳𝘦𝘨 𝘴𝘩𝘪𝘧𝘵𝘴 (𝘌𝘜 𝘈𝘐 𝘈𝘤𝘵, 𝘨𝘭𝘰𝘣𝘢𝘭 𝘪𝘯𝘧𝘳𝘢 𝘱𝘰𝘭𝘪𝘤𝘺). 𝘙𝘦𝘮𝘦𝘮𝘣𝘦𝘳 : 𝘋𝘦𝘗𝘐𝘕 𝘪𝘴𝘯’t 𝘢 𝘯𝘢𝘳𝘳𝘢𝘵𝘪𝘷𝘦, 𝘪𝘵’s 𝘢 𝘮𝘢𝘤𝘩𝘪𝘯𝘦 𝘦𝘤𝘰𝘯𝘰𝘮𝘺 𝘣𝘶𝘪𝘭𝘵 𝘰𝞂𝞁𝞎𝞖 Ｆ𝓾ｍ𝓂ᐳ ❤

$TAO #SN67 - Protocol buyback goes live today, 1,000 $TAO to be injected in the next 10 days. It almost sounds too good to be true, will @Tenex_SN67 stay true to their words? https://t.co/NmditmUaqD

I think @MarkCreaser and @SiamKidd had a wonderful idea with sn 127, I bought it with the idea that I will hold for a long time and add only after few months or so, recent slide change my calculus quite a bit, I am adding now. $TAO

$TAO jumped +8.43% in 24h, a strong move after weeks of pullback driven by a clean technical breakout, halving anticipation, and improving AI/crypto sentiment. - $TAO pushed above $329, confirming a falling-wedge reversal. - Dec 12 emission cut (7,200 → 3,600/day) tightens supply. - SEC’s AI friendly rule revisions boost decentralized AI narratives. @bittensor is bouncing from oversold levels, but the real test is whether buyers defend the 30-day SMA into the halving.

$TAO Trade Update It was called inside my discord, wish you were inside 😆 +1.4R caught, higher. https://t.co/wub0jnIohw

$TAO Cool 👀👇🏼