$TAO Go long now!

This is not just a crisis resolution; this is the most hardcore stress test for decentralized AI. Six weeks ago, Covenant AI drained the network liquidity pool with a $10 million sell-off, but 70% of the TAO supply remained completely unmoved. Without any founders issuing instructions, the community rebuilt all abandoned subnetworks directly from open-source code, and the two chains never missed a single block. This is the most thorough fix at the consensus layer, and the market hasn’t priced in this rebirth at all. I went straight in with a 380k US dollar long position!

1. The strongest on-chain trust repair has been completed. Six weeks ago, Covenant AI’s sell-off smashed nearly 20% of the price— the most extreme trust crisis since the subnet’s operation. But Bittensor’s resilience fully exceeded expectations: community miners directly rebuilt three abandoned subnetworks from zero, during which they received no instructions from the founders, and the network chain never missed a single block. After the Conviction upgrade, silent exits can no longer happen on-chain— effectively, it’s like the protocol-level long-term insurance is put in place for all participants.

2. Technological iteration is paving the way for institutions. Teutonic plans to complete a trillion-parameter training run by the end of June, which will be the largest purely on-chain training task in decentralized AI history. If that Covenant-72B training made Grayscale officially define 72 billion parameters as a “watershed where market attention shifts from tokenomics to real technological progress,” then Teutonic’s completion will only trigger an even more intense revaluation.

3. The convergence of $18 trillion is right around the corner. Two founders of Bittensor will step onto the main stage at the Louvre in 9 days—what they represent is an asset management scale of more than $18 trillion. Grayscale and Bitwise have both submitted spot TAO ETF applications to the SEC, and the decision window in August will directly determine where billions of dollars of compliant capital will flow. When real capital from traditional finance starts pricing the underlying infrastructure of decentralized AI, where you stand now is the starting line.