📊 TAO EXCHANGE FLOW · 24H
🟡In: 9,304 TAO · 332 tx
🟢Out: 6,485 TAO · 357 tx
⚖️ Net: +2,819 TAO · onto exchanges
⬆️ Largest in: Binance 1 · 791 TAO
⬇️ Largest out: Binance 1 · 1,000 TAO
#Bittensor #TAO
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藤蔓鲁哥
08-03 02:10
フォロー
A group member posted a $h chart, which I think is pretty good. Although the volume hasn't picked up yet, it should be able to make 30 points, suitable for buying on a pullback, or chasing after it when the volume picks up.
I bought a small initial position. I'll sell if the data worsens, and add more on a pullback if it's not bad. If the volume picks up, I'll continue to chase.
Since the last wave just ended, my expectations aren't high. I'll just play around with it. Remember to use stop-loss orders.
Don't buy unless there's a pullback. I just called for holding positions and it's been holding for 2 minutes. Without volume, it's easy to get burned.
👛 NEW TAO ACCOUNTS · 24H
460 new on-chain accounts
📉 -26% vs previous 24H
⏱Peak hour: 17:00 · 36
Σ Since tracking: 6,271
#Bittensor #TAO
321
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Bittensor TAO Alerts
08-02 22:46
フォロー
🟦 Subnet 64 #Chutes Buy
🐬 102 $TAO · $20K · 1,225 ALPHA
Wallet Address: 5H1eKVg…b14KdU
New beliefs flowing into the subnet? 👀
#Bittensor #TAO #Subnet
485
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Bittensor TAO Alerts
08-02 02:00
フォロー
📊 TAO EXCHANGE FLOW · 24H
🟡In: 14,092 TAO · 439 tx
🟢Out: 9,564 TAO · 453 tx
⚖️ Net: +4,528 TAO · onto exchanges
⬆️ Largest in: Binance 1 · 2,633 TAO
⬇️ Largest out: Bitget · 912 TAO
#Bittensor #TAO
430
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32
Bittensor TAO Alerts
08-02 00:33
フォロー
👛 NEW TAO ACCOUNTS · 24H
624 new on-chain accounts
📉 -20% vs previous 24H
⏱Peak hour: 23:00 · 55
Σ Since tracking: 5,811
#Bittensor #TAO
317
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链研社|AI First🔶💧
08-01 10:37
フォロー
AI Earnings Season: Giants Choose Different Directions in AI Development
The most noteworthy aspect of this AI earnings season isn't revenue, but rather the financial statements the giants have made. On the AI path, no one wants to compete with anyone else.
Google is the most versatile. It develops its own cloud, chips, and models across the entire stack. Its TPUs contribute tens of billions of dollars annually, and its capital expenditure in 2025 is approximately $92 billion. It wants to control the entire supply chain.
Amazon doesn't focus on models; it concentrates on its Trainium chips. Trainium 2 generates billions of dollars in annual revenue, with over 1 million chips in production. It's allocating over 500,000 chips to Anthropic for Project Rainier and also selling computing power to OpenAI. It doesn't build the smartest brains; it only sells machines that can run brains.
Nvidia has taken selling shovels to the extreme. It has invested up to $100 billion in OpenAI, jointly building at least 10 gigawatts of data centers with millions of GPUs. They're suppliers, investors, and shareholders alike, directly staking their balance sheets on the project.
Microsoft, playing the platform game, has long since moved away from being tied to OpenAI. Azure AI Foundry is packed with OpenAI, Claude, Grok, and Mistral, boasting tens of thousands of models and serving over 70,000 customers. It treats AI capabilities and its internal enterprise agents like utilities, accepting whichever model is best.
Meta is the most aggressive yet also the most awkward. Capital expenditures are projected at $66 billion to $72 billion in 2025, and will increase in 2026, determined to acquire models, pushing its Hyperion cluster towards 5 gigawatts. Yet, revenue is still primarily driven by advertising; AI hasn't directly generated any additional revenue, and Reality Labs is still losing $4.5 billion. It's all investment, with returns seemingly unrealistic.
Musk is the most audacious. SpaceX traded $60 billion in stock for Cursor, retaining Colossus in Memphis (equivalent to 1 million H100 contracts), and conveniently leased computing power to Anthropic and Google for approximately $26 billion annually. Computing power, models, and applications are all bundled together.
Apple is an outlier. Its capital expenditure is only $12.7 billion in fiscal year 2025 and approximately $14.3 billion in 2026. It doesn't build large models, instead relying on ChatGPT and later Gemini, leasing computing power from its own Private Cloud Compute. However, there's no free lunch. AI hardware and tariff costs are rising, and iPhone revenue is already showing signs of fatigue; the price increases are being eaten up by costs.
In the same AI wave, some are trying to master the entire stack, some are only selling basic components, and some are burning cash to acquire models. There's no right or wrong approach; ultimately, everyone has to pay the price.
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Bittensor TAO Alerts
08-01 02:00
フォロー
📊 TAO EXCHANGE FLOW · 24H
🟡In: 19,908 TAO · 532 tx
🟢Out: 20,089 TAO · 523 tx
⚖️ Net: -180 TAO · off exchanges
⬆️ Largest in: Bitget · 2,000 TAO
⬇️ Largest out: · 5,420 TAO
#Bittensor #TAO