Bittensor is pitched as the market trade on Silicon Valley’s open-source AI push
markjeffrey · x · 2026-07-25
The quoted thread argues that nearly every major Silicon Valley CEO and many venture investors now publicly endorse open-source AI as a strategic technology for the U.S.
It then frames Bittensor as a way to express that view in markets: an open, permissionless ecosystem for funding and coordinating open-source compute, training, AI apps, and research. The poster says TAO is a liquid index for that ecosystem, compares its tokenomics to Bitcoin, and notes a roughly $2B market cap.
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