[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@MarkCreaser](/creator/twitter/MarkCreaser) "Right now subnet prices look less like a reflection of value and more like popularity contest at a school disco. Two things seem to drive them: slick marketing and whether @const_reborn gave a shoutout this week. Not a lot of attention is paid to the small matter of actual value - like whether the idea behind the subnet is any good or if the team can execute it without tripping over their own feet. As Benjamin Graham put it in the short run the market is a voting machine but in the long run it is a weighing machine." And when the weighing starts some of these subnets are going to melt faces."  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1939595721914671221) 2025-06-30 08:03:50 UTC 13.4K followers, 27.3K engagements "Bittensor Revenue Search 03: David Fields - SN33 ReadyAI"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1937555362238071112) 2025-06-24 16:56:11 UTC 13.4K followers, XXX engagements "On Monday Thinking Machines Lab announced a $X billion seed round. Valuation $XX BILLION. Welcome to the gold rush - where VCs are throwing cash at anything that even rhymes with AI: Scale AI - Raised $1.6B valued at $13.8B Runway - Raised $545M valued at $3B Skild AI - Raised $300M valued at $1.5B Mercor - Raised $135M valued at $2B Mistral AI - Raised $1.2B valued at $6.2B The Economist called it vibe valuing last month. Founders chasing usage. Investors chasing takeovers. Everyone chasing the vibe. Now look at Bittensor subnet valuations: Score - $25M Synth - $7.5M Metanova - $19M These"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1945832924479402050) 2025-07-17 13:08:15 UTC 13.4K followers, 6325 engagements "Were backing @AutoppiaAI because the idea of autonomous web agents isnt sci-fi its actually happening. Imagine AI assistants that can click scrape buy and book 24/7 with no human intervention. Over XXX devs already building on it"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1942204585960992802) 2025-07-07 12:50:32 UTC 13.4K followers, 1780 engagements "Bittensor Revenue Search 02: Ken Jon Miyachi - SN34 Bitmind"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1936037641054818559) 2025-06-20 12:25:18 UTC 13.4K followers, 1166 engagements "Bittensor Revenue Search 12: Mike Bunting - SN13 Data Universe"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1942902801157554336) 2025-07-09 11:04:59 UTC 13.4K followers, XXX engagements "Bittensor Revenue Search 07: Gareth Howells - SN85 Vidaio"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1940778887015027134) 2025-07-03 14:25:19 UTC 13.4K followers, XXX engagements "Bittensor Revenue Search 10: Mikel Palokaj - SN65 TPN"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1942523215357829521) 2025-07-08 09:56:39 UTC 13.4K followers, XXX engagements "I think so but not yet. VCs are allergic to weirdness - and subnets look weird. So they'll start with what they know - equity. Inference Labs just raised $6M. Not for Omron alpha for equity. Next stop Familiar regulated wrappers like DSV Fund. Eventually staking wont feel weird - but the valuations wont be cheap either"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1945844821899493506) 2025-07-17 13:55:32 UTC 13.4K followers, XXX engagements "Bittensor Revenue Search 09: James Ross - SN50"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1941119595215307235) 2025-07-04 12:59:10 UTC 13.4K followers, XXX engagements "Bittensor Revenue Search 11: Wandering Weights - SN56 Gradients"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1942538186003239081) 2025-07-08 10:56:08 UTC 13.4K followers, XXX engagements "Bittensor Revenue Search 15: Max Sebti - SN44 Score"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1943655765526683902) 2025-07-11 12:57:00 UTC 13.4K followers, XXX engagements "Bittensor Revenue Search 13: Oscar Hayek - SN61 Red Team"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1943315800523444530) 2025-07-10 14:26:06 UTC 13.4K followers, XXX engagements "Bittensor Revenue Search 08: Micaela Bazo - SN68 Metanova"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1941073519716209125) 2025-07-04 09:56:05 UTC 13.4K followers, XXX engagements "I backed $TAO. Now Im watching it wrestle an oil barrel with one arm tied behind its whitepaper. Polymarket had Hormuz closure odds at XX% earlier. Brent crudes side-eyeing $XXX. Markets are panicked. TAO slipped on the oil slick. Its trading like a petro-dollar relic. Not the engine of AIs economic future. But my conviction doesnt track price I track subnets: Subnets: SN125 registered today. ATH. Staking: 8.39%. ATH. Nodes: Rock steady. Devs: Shipping like FUDs a team-building exercise. Even the direst straits cant stop subnets. My call: XX% chance $TAO outperforms BTC over the next 18"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1936903206920974604) 2025-06-22 21:44:45 UTC 13.4K followers, 26.3K engagements "Bittensor Revenue Search 06: Jon Durbin - SN64 Chutes"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1940379708568547513) 2025-07-02 11:59:07 UTC 13.4K followers, 1632 engagements "Bittensor Revenue Search 14: James Woodman - SN4 Targon"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1943332624321384829) 2025-07-10 15:32:57 UTC 13.4K followers, XXX engagements "Great post:Revenue matters but vision matters more. When we're evaluating subnets at @DSVfund we're looking for a big vision a team capable of executing it and an understanding of the importance of revenue. We dont expect revenue tomorrow. We expect teams to build something that earns it eventually - and to stay alive long enough to get there. Plenty of subnets could be moving faster right now if they werent worried about burning runway. The irony is the ones prioritising real development over hype are often the ones whose alpha value suffers. Not everyone likes our OTC investments. Some"  [@MarkCreaser](/creator/x/MarkCreaser) on [X](/post/tweet/1940822913952666037) 2025-07-03 17:20:16 UTC 13.4K followers, 2675 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MarkCreaser
"Right now subnet prices look less like a reflection of value and more like popularity contest at a school disco. Two things seem to drive them: slick marketing and whether @const_reborn gave a shoutout this week. Not a lot of attention is paid to the small matter of actual value - like whether the idea behind the subnet is any good or if the team can execute it without tripping over their own feet. As Benjamin Graham put it in the short run the market is a voting machine but in the long run it is a weighing machine." And when the weighing starts some of these subnets are going to melt faces." @MarkCreaser on X 2025-06-30 08:03:50 UTC 13.4K followers, 27.3K engagements
"Bittensor Revenue Search 03: David Fields - SN33 ReadyAI" @MarkCreaser on X 2025-06-24 16:56:11 UTC 13.4K followers, XXX engagements
"On Monday Thinking Machines Lab announced a $X billion seed round. Valuation $XX BILLION. Welcome to the gold rush - where VCs are throwing cash at anything that even rhymes with AI: Scale AI - Raised $1.6B valued at $13.8B Runway - Raised $545M valued at $3B Skild AI - Raised $300M valued at $1.5B Mercor - Raised $135M valued at $2B Mistral AI - Raised $1.2B valued at $6.2B The Economist called it vibe valuing last month. Founders chasing usage. Investors chasing takeovers. Everyone chasing the vibe. Now look at Bittensor subnet valuations: Score - $25M Synth - $7.5M Metanova - $19M These" @MarkCreaser on X 2025-07-17 13:08:15 UTC 13.4K followers, 6325 engagements
"Were backing @AutoppiaAI because the idea of autonomous web agents isnt sci-fi its actually happening. Imagine AI assistants that can click scrape buy and book 24/7 with no human intervention. Over XXX devs already building on it" @MarkCreaser on X 2025-07-07 12:50:32 UTC 13.4K followers, 1780 engagements
"Bittensor Revenue Search 02: Ken Jon Miyachi - SN34 Bitmind" @MarkCreaser on X 2025-06-20 12:25:18 UTC 13.4K followers, 1166 engagements
"Bittensor Revenue Search 12: Mike Bunting - SN13 Data Universe" @MarkCreaser on X 2025-07-09 11:04:59 UTC 13.4K followers, XXX engagements
"Bittensor Revenue Search 07: Gareth Howells - SN85 Vidaio" @MarkCreaser on X 2025-07-03 14:25:19 UTC 13.4K followers, XXX engagements
"Bittensor Revenue Search 10: Mikel Palokaj - SN65 TPN" @MarkCreaser on X 2025-07-08 09:56:39 UTC 13.4K followers, XXX engagements
"I think so but not yet. VCs are allergic to weirdness - and subnets look weird. So they'll start with what they know - equity. Inference Labs just raised $6M. Not for Omron alpha for equity. Next stop Familiar regulated wrappers like DSV Fund. Eventually staking wont feel weird - but the valuations wont be cheap either" @MarkCreaser on X 2025-07-17 13:55:32 UTC 13.4K followers, XXX engagements
"Bittensor Revenue Search 09: James Ross - SN50" @MarkCreaser on X 2025-07-04 12:59:10 UTC 13.4K followers, XXX engagements
"Bittensor Revenue Search 11: Wandering Weights - SN56 Gradients" @MarkCreaser on X 2025-07-08 10:56:08 UTC 13.4K followers, XXX engagements
"Bittensor Revenue Search 15: Max Sebti - SN44 Score" @MarkCreaser on X 2025-07-11 12:57:00 UTC 13.4K followers, XXX engagements
"Bittensor Revenue Search 13: Oscar Hayek - SN61 Red Team" @MarkCreaser on X 2025-07-10 14:26:06 UTC 13.4K followers, XXX engagements
"Bittensor Revenue Search 08: Micaela Bazo - SN68 Metanova" @MarkCreaser on X 2025-07-04 09:56:05 UTC 13.4K followers, XXX engagements
"I backed $TAO. Now Im watching it wrestle an oil barrel with one arm tied behind its whitepaper. Polymarket had Hormuz closure odds at XX% earlier. Brent crudes side-eyeing $XXX. Markets are panicked. TAO slipped on the oil slick. Its trading like a petro-dollar relic. Not the engine of AIs economic future. But my conviction doesnt track price I track subnets: Subnets: SN125 registered today. ATH. Staking: 8.39%. ATH. Nodes: Rock steady. Devs: Shipping like FUDs a team-building exercise. Even the direst straits cant stop subnets. My call: XX% chance $TAO outperforms BTC over the next 18" @MarkCreaser on X 2025-06-22 21:44:45 UTC 13.4K followers, 26.3K engagements
"Bittensor Revenue Search 06: Jon Durbin - SN64 Chutes" @MarkCreaser on X 2025-07-02 11:59:07 UTC 13.4K followers, 1632 engagements
"Bittensor Revenue Search 14: James Woodman - SN4 Targon" @MarkCreaser on X 2025-07-10 15:32:57 UTC 13.4K followers, XXX engagements
"Great post:Revenue matters but vision matters more. When we're evaluating subnets at @DSVfund we're looking for a big vision a team capable of executing it and an understanding of the importance of revenue. We dont expect revenue tomorrow. We expect teams to build something that earns it eventually - and to stay alive long enough to get there. Plenty of subnets could be moving faster right now if they werent worried about burning runway. The irony is the ones prioritising real development over hype are often the ones whose alpha value suffers. Not everyone likes our OTC investments. Some" @MarkCreaser on X 2025-07-03 17:20:16 UTC 13.4K followers, 2675 engagements
/creator/twitter::17486417/posts