The T-folio will retire me. $TAO + $TripleT
Joined July 2025
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Sτoke retweeted
You think $TAO whales are loading up. The biggest whale on the list is reportedly Binance, and three others run the very subnets they are staking into.
I went through the top 50 TAO wallets. The real story is more interesting than "whales are buying."
The top 50 at a glance, as of November 6
• Together they hold about 5.08 million TAO
• The top 10 alone hold 48.8% of that
• The single largest wallet, about 847,736 TAO, is labeled as Binance
That one exchange wallet is about 16.7% of all top 50 holdings. That is customer money, not one investor's conviction.
Who else is on the list
Third party labels identify some of the biggest addresses as:
• Exchanges: Binance and MEXC
• A bridge: Taobridge
• Subnet owners: Lium on SN51, Targon on SN4 and Chutes on SN64
So a big chunk of the whale leaderboard is infrastructure, not anonymous buyers.
What the whales did this week
In roughly 24 hours, tracked wallets added about 8,413 TAO to subnet staking.
• 11 wallets increased their subnet exposure
• Only 1 reduced it
• One unlabeled wallet added about 2,571 TAO
• The wallet labeled as Lium's owner added about 1,949 TAO
Here is the catch: staking is not buying.
Moving TAO into a subnet can mean fresh money, or it can mean shifting coins a wallet already held. The tracker's transfer feed was down, so nobody can prove which one this is yet.
Anyone posting "TAO whales bought 8,413 TAO" is guessing.
Why it still matters
The interesting signal is where the money is going.
The subnet owners showing up here are the same names leading emissions and external revenue: Lium, Targon and Chutes.
When the people running the top subnets keep putting more TAO behind their own subnets, that is skin in the game. It also matters because staking flows influence how much of the network's new TAO each subnet earns.
That is a different signal from buying. It is capital being positioned behind the subnets that already make money.
How to read TAO whale data yourself
• Separate exchange wallets from individual holders
• Watch liquid balances and staked balances separately
• Track whether exchange balances are falling over time
• Check whether owner staking comes from fresh TAO or existing holdings
My read on all of this
There is no proof of broad TAO whale buying this week.
There is clear evidence that large wallets, including subnet operators, are concentrating their stake behind the leading revenue subnets.
That is not a headline that pumps a chart. It is a signal about where the network's capital thinks the value is.
Do you track who the whales are, or just how much they moved?
@Dec1pherCrypto does a great job explaining TAO and subnets in this video below.
Sτoke retweeted
👀
$35M → $50M → $70M.
Another month, another 40% MoM increase in annualized revenue across the Bittensor ecosystem.
When we published the first SubConnect Bittensor Revenue Index, we estimated that revenue-generating subnets were collectively doing around $35M in annualized revenue.
A month later, that number had grown to approximately $50M.
Today, we're estimating $70M in annualized revenue.
That's a 100% increase in just two months.
Of course, annualized revenue is a snapshot, and the real challenge is sustaining that growth while improving margins and reducing dependence on emissions, but the direction is clear.
Bittensor is growing from the inside out.
And our expectation of $100M+ in annualized revenue by the end of 2026 is getting closer.
We'll continue tracking the numbers every month through the SubConnect Bittensor Revenue Index.
Sτoke retweeted
Last time round in the pre bull stage, we had coins like myro popcat mog etc that all had a major leg to around 50m area dumped right back to around the same levels were seeing on $tripleT at this moment in time
They all went for new aths on the next leg up with the market, alot of new comers probably don’t see that this is possible at this moment in time because since Trump nothing like that has happened
And this cycle you got people like ansem trying to push that coins need a face
Memecoins don’t need a face they need a community with multiple faces and the $tripleT community has plenty of them a group of delusion bulls who will eventually be right I believe the return to memes will come and creator coins will always go to 0
If you believe also Memecoins will comeback and not just have one rally and die forever then take a chance on the biggest TikTok ai meme there’s ever been
Sτoke retweeted
There is nothing bearish about Bitcoin here.
When in doubt, zoom out.
All of the market chaos that has just unfolded has happened within that one monthly red candle.
A candle that has simply put in a retest of the bearish break of structure, after Bitcoin put in its first monthly higher high in over one year.
If you had no idea about the news or narratives, and you simply looked at this chart, you would be bidding hard.
Bidding the retest of the breakout is your second best entry after the bottom.
The biggest players use the monthly chart and a retest of the bearish break, is something they won't ignore.
What they will ignore, though, is the noise and fear.
And so should you.
Sτoke retweeted
Rob wrote a key section of this new CIG report, just dropped today (full report download link in tweet below):
CIG’s 4Q26 Active Strategy Outlook Magazine is live!
This quarter, leading fund managers and allocators shared perspectives on vault diligence, tokenized alpha, and where market neutral returns go from here.
👉 Access the full report here:
cryptoinsightsgroup.com/insi…
Sτoke retweeted
Ignore the noise.
There will ALWAYS be a narrative or a reason that you can attribute to every price move.
Every move lower across the entire chart was because of "reasons".
And every time, the majority panic and sell.
But it didn't actually matter, because it didn't affect the structure, and it was literally just noise.
Even the largest black swan we have had(COVID), only temporarily altered the price path.
Every new narrative and piece of news is there to get your reach through fear and make the wrong choice.
And every time things move forward, the next piece of "bad news" feels like the worst.
And no one ever learns.
It is all the same.
The fact is that almost everything is simply just a liquidation hunt in a larger structure that stays unaffected by short term moves.
We literally only just retested the 1W 50EMA, after reclaiming all of the key EMA + SMA's.
Price is currently in a very solid risk to reward area, but that is not how the timeline is viewing it.
You have to realise...
How will the market makers get you to capitulate and sell for a loss, so they can buy them from you, if they don't make you scared?
If you want to win you have to be able to rise above the noise and see the data.
Sτoke retweeted
$BTC is the bet on money.
$ETH is the bet on the financial system moving onchain.
$TAO is the bet on intelligence becoming an open market.
I think a LOT of people are sleeping on that last one.
Everyone is busy chasing the next AI coin, but how many of you actually understand what Bittensor is building?
