2026-01-02 07:25:19

TAO Halving Milestone: What's Next?

The TAO halving is officially complete, and the supply shock narrative is shaping up. Here's what traders should track:

**The ETF Catalyst**: Bitwise and Grayscale have both filed for spot TAO ETFs, with the SEC expected to rule around March 2026. Approval would be a major unlock for institutional inflows—or a headwind if regulators drag their feet.

**Supply Squeeze in Focus**: Post-halving, TAO's circulating supply drops 50%. Classic scarcity play, though the real question is whether demand matches the tightened supply.

**The Utility Question**: 128+ AI subnets are live and generating genuine on-chain activity. Not pure hype—but validator concentration remains a real concern. The network's decentralization story still has some gaps to close.

**Key Risk**: SEC delays or outright rejection of the ETF applications could deflate the current momentum fast. Keep an eye on regulatory signals heading into 2026.

TAO7,68%

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bridge_anxiety

· 6h ago

Halving is just halving, what really matters is the SEC's stance. If they delay again before 2026, I'll just laugh.

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CodeZeroBasis

· 6h ago

The halving is complete, but I'm more concerned about whether people are actually using TAO... 128 subnets sound like a lot, but the validator concentration is indeed a bit awkward. --- ETF won't be decided until 2026, how long do we have to wait? Can the institutions keep this enthusiasm until then? --- Supply has been cut in half, if demand doesn't keep up, scarcity is meaningless. The logic is actually very simple. --- To be honest, if the SEC drags things out, it's over. Don't place too much hope on approval. --- Decentralization still has vulnerabilities, that must be admitted... sounds a bit more honest than most projects. --- On-chain real activity is a plus, finally it's not just a pure concept coin. --- Wait, the validator concentration is so serious? It feels like the story of decentralization is a bit forced.

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RektRecorder

· 6h ago

The halving has reduced the supply by 50%. The key now is when the SEC will approve the ETF... If they keep delaying and ultimately reject it, that would be hilarious.

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ColdWalletGuardian

· 6h ago

The halving is done, so why haven't we taken off yet? Am I seeing things or what? SEC is going to delay until 2026 again? Are we just waiting to die here or waiting to survive? Supply is halved but no one is taking the bait, I've heard this story before. Validator concentration is really a cancer; is decentralization that hard? Only when ETFs are approved does it become real value; right now, it's all just stories.

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MetaverseLandlord

· 6h ago

The halving is done, but I still feel a bit anxious, like gambling on SEC's mood... Supply halved and it can rise? Dream on, the key is still whether someone actually uses it. Validator concentration is indeed annoying. They keep talking about decentralization, but in the end, it's still a few big players calling the shots. Waiting for SEC's decision in 2026, it feels like gambling. If they reject it outright... uh, I dare not imagine. 128 subnets sound impressive, but what actual value do they generate? That's the real question.

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