Conversations around liquid tokens.

Joined November 2025
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I invited @Mysten_Labs co-founder Kostas onto the Supercycle to discuss the state of AI Kostas has spent his career deep in cryptographic research, led cryptography at Meta and has spent the last five years at Mysten Labs delivering research and shipping applications for developers This guy is one of the most credible in the world on cryptography We spoke about privacy tech, the rise of agents in enterprises and the major bottlenecks for crypto adoption Timestamps: 00:00 Introduction 01:33 The Mysten Labs Thesis 04:10 Silicon Valley’s thesis on decentralisation 08:42 Agentic Economics 13:30 Delivering global blockchain adoption via enterprises 18:17 Crypto’s obsession with privacy 24:39 Solving Agent Memory 37:59 Decentralisation vs AI power concentration #sui #walrusmemory #crypto
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Robotics, the Physical revolution for AI, is capturing the imagination of millions This has implications for humanity across the board, with crypto playing an important role in making this category investable for all We welcome Martin Chief Business Officer of @peaq to discuss the institutionalisation and financial evolution of humanoid robotics for humanity PEAQ was one of the OG L1s focused on hardware and robotics; we’re glad to have welcomed Martin to discuss his thoughts Timestamps: 00:00 Intro 02:10 Origins of PEAQ 07:06 Robots & Institutional trust 14:54 Robots & Stablecoins 18:40 Role of Machine Capital markets 26:10 Regulatory Bottlenecks 28:09 Geopolitics 30:16 Roadmap for PEAQ
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Supercycle reposted
Yuma Group is writing seven- and eight-figure checks for institutional allocators to gain $TAO and subnet exposure. Their COO Greg Schvey @GSchvey just laid out the full thesis on The Supercycle podcast: → Why $TAO works on the same primitives that made Bitcoin durable → Bittensor's economic loop he watches most closely → His subnet picks across four categories
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Coined the "Industrialists of Bittensor" by Bittensor Founder Const We welcomed @YumaGroup COO Greg Schvey to discuss the institutionalization of Bittensor. The story of Bittensor is the story of bottom-up capitalism, the individual developer building technologies that they think should exist, then open-sourcing them and inviting those who share the same passion, energy, and desire to co-build and commercialize. Yuma has a great role to play in this evolution. Timestamps: 00:00 Introduction 03:10 Greg's Background 07:04 The Tokenization of AI 11:11 Bottom-Up Capitalism vs. Centralized Systems 14:57 Institutionalization 21:44 Decentralized AI vs. Corporate Labs 29:48 Subnet Financial Models 43:08 Driving Mass AI Adoption
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Had @mikecontango Founder of @generaltensor on the pod Talking about what it takes to get $TAO to the top institutional investors General Tensor are OGs who started some of the major subnets on Bittensor, acquired top validator Roundtable 21 and now have taken over trading venue Backprop Finance No one better to speak to than Mike on all things BIttensor Timestamps: 00:00 Intro 01:45 State of Markets 03:48 General Tensor Origins 09:21 Antifragility 11:11 TAO Capital Markets 15:12 Distributed Computing 20:18 Exponential Growth of $TAO 26:07 Subnet Analysis 29:43 TAO as a Diversified AI Index 35:36 Driving Institutional Adoption and Research
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Watch the full Ep: youtu.be/q67cgnTJI8c
Nova (SN68) is the #1 horse for healthcare on Bittensor Sat down with founder @micaelabazo on why this is the mission for her and her cofounders lives The truth is that pharma has only just begun on their AI revolution, and the whole ecosystem is being upended Anyone from around the world can contribute to the progression of life via Bittensor Robotics, Data Centres, Energy What about the fight for humanity? I discuss all things opensource, AI and social change on Supercyle Podcast. Only available on Youtube/Spotify Timestamps: 00:00 Intro 02:19 Intro to Pharma & Drug Discovery 05:40 Price of Healthcare Innovation 09:18 Advantages of Decentralized Pharma Research 18:53 Subnets as a Competition for Drug Discovery 27:12 Micaela Story 37:21 Future for Biotech Startups 41:09 2026 Roadmap 43:44 Lessons from Bittensor
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Full ep: youtu.be/bHNLhgtzCQ4
SCORE (SN44) is now a top 5 subnet on TAO There's not many people I admire more that Max to discuss the market & their hardwork Locked in, focused on taking Bittensor to the masses Reading FC AVIA PwC France As always, Full ep on Youtube 00:00 Market Discussion 01:08 Web2 markets 02:51 SCORE (SN44) entering $120b chocolate market 12:52 History and Evolution of SCORE (SN44) 17:33 Robotics: The Final Boss of AGI 27:45 The New Age of Compute 33:38 Visual Learning in Robotics 38:24 Closing
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Competition in AI is critical; the most important asset of our generation in our interview with @Dr_JohnFletcher of $TIG, he shares his perspective of lessons from Linux and the market driven mechanism they are employing for algorithms More participants, more solutions will enable a battle field of ideas, ensuring that power is not concentrated within the major AI Labs Follow @supercyclepod for more content on the opensource AI movement
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Our $TIG Full Ep: youtu.be/mOK_HS6SNlw
Yeah $TIG is flying under the radar An open protocol for algorithm development listening to John explain how algorithms can optimise & help you extract maximum utility from any given chip DeepMind, OpenAI, Anthropic, they're all racing to own the algorithmic layer if they win, you pay a tax on every optimized query, every solved route, every compressed model Over the last 50 years, we focused on hardware The fight was between Intel, ASML, TSMC: who could etch circuits smallest and cheapest at scale? many years ago we realised Moore's law seemed to be hitting a ceiling, that there may be fundamental limitations of physics as such, the focus changed to how we could extract maximum utility from the hardware the fight will be for the most optimised software I spoke with @Dr_JohnFletcher to discuss the TIG mission Full ep on our youtube 00:00 Intro 00:26 Primer on $TIG 02:18 Cambridge, ARM and the TIG Team 06:33 Why open source? 15:21 Why challenges for algorithms 20:00 Role of IP licensing 23:29 Defending Against Algorithmic Monopolies 27:40 Monetisation 28:40 Use Cases 36:23 Power Struggle vs AI Labs 39:12 Freedom Ideology
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Full ep on our YT: youtu.be/cfblMPiaflE
Bittensor is at an inflection point with smart money beyond all the new noise, it's people like dear friend @here4impact from Karis Capital who have been long time advocates for fundamental-led value investing on Bittensor I learn so much every time I speak with him Conversation is live on Youtube Follow to get our conversations with the best Timestamps 00:00 Intro 01:50 New TAO Conviction Mechanism 08:25 Trade offs of Root vs. Subnet Alpha Allocation 14:08 Karis Capital Portfolio Allocation 21:11 Tracking Subnet Turnover 22:41 "Bet on the Founder" Investment Philosophy 24:34 Oro Agents (15) 27:54 SYNTH (SN50) 28:34 0xMarkets (SN35) 33:02 Institutional Adoption
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Supercycle reposted
Spent 20 mins on Sports RWAs and Chiliz $CHZ with Wei on @supercyclepod
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Watch the full ep on Youtube: youtu.be/k6LZWBJgSEE
We're back on Supercycle discussing market trends AI stocks continue to rip, $TAO and $TIG becoming leading AI names and $CHZ ushering next gen ownership for sports Only on the Supercycle
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Supercycle reposted
Impressed by SN8 Vanta @0xarrash on their suite of trading products: "Our largest competitor, FTMO, makes $500mm roughly in registration revenue/year, and they're making a ton of money, but traders are being kind of taken advantage of We want to build an alternative that actually rewards traders."
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Why did Templar (SN3) leave $TAO? Is this the end for Bittensor? When emerging technologies grow, it is not often linear; There's evolution, mishaps and constant iterations. Such is life. We spoke with Max from Score (SN44) and Gyles Founder of Tensora Group to share their thoughts, two of the most compelling founders in Bittensor. More eps with TAO investors and founders to share their outlook on the future, follow @supercyclepod to get it first. Timestamps 00:00 Introductions 04:27 Initial reactions to Templar SN3 07:11 Why Bittensor? 11:29 History of Bittensor 18:50 Bittensor's path to Hyperscale 25:16 Bittensor's endless ecosystem developments 28:48 Mission of Decentralized AI 32:40 Closing Thoughts
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