SubConnect (@WeAreSubConnect)

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Today, we're releasing the first SubConnect Bittensor Revenue Index.

Over the past months, we've been researching one of the most important, yet surprisingly difficult questions to answer within Bittensor:

Which $TAO subnets are actually generating revenue? How much and are they doing revenue generated Alpha buys?

The results show an ecosystem that is further into commercialization than many realize.

Bittensor's first chapter was about proving decentralized competition could produce valuable intelligence. The next chapter is about turning that intelligence into products customers are willing to pay for. And as more of that external revenue flows back into Alpha, the economics of the network begin to change with it.

From emissions to revenue, the transition has begun.

↓ The SubConnect Bittensor Revenue Index: Volume I

SubConnect @WeAreSubConnect 11h

The Bittensor $TAO ecosystem weekly update Vol.34

October was a big month for subnets, lots of monthly updates in this thread.

A 🧵

SubConnect @WeAreSubConnect 5d

$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.

SubConnect @WeAreSubConnect 5d

A major milestone for Forge and Endure, $TAO SN30.

Building the financial infrastructure for Bittensor takes time, careful preparation and the right partners.

We're proud of what the team has accomplished behind the scenes and grateful to @taodotcom for their support throughout the process.

With the audits completed and the necessary improvements implemented, Forge is now preparing for its mainnet launch.

Close to unlocking capital efficiency across the Bittensor ecosystem.

Exciting times ahead!

Forge Verified account @ForgeLending 5d

Mainnet update:

We have been working towards mainnet for quite some time, and we want to be transparent about what was happening behind the scenes.

Getting this right was always more important than getting it done fast. Forge is built to handle real capital, and that requires a strong foundation that has been fully reviewed and secured.

We worked closely with @taodotcom throughout this process. While Forge was being audited, tao.com conducted a broader audit on their wstAlpha wrappers and the underlying BittensorEVM stack, providing solid ground to build DeFi in the Bittensor ecosystem.

The audits flagged specific items, all of which were addressed before moving forward.

None of this would have been possible without the excellent work of the tao.com team. We’re glad to have them as partners.

Now, Forge is ready to start the countdown to mainnet.

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SubConnect @WeAreSubConnect Nov 1

The Bittensor $TAO ecosystem weekly update Vol.33

October was a big month for subnets, lots of monthly updates in this thread.

A 🧵

SubConnect

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