Some random weekend thoughts/colors on the market On Virtuals eco, - $ARBUS got full endorsements from @virtuals_io — 42k $VIRTUAL injection into $ARBUS and airdrop to veVIRTUAL stakers. The Genesis re-launch will be extremely hyped w/ points required to get full allo likely shoot up to 2m-3.5m points - Not gonna be worth it for participants from value per points perspective. People will end up spending majority (if not all) of their points on $ARBUS, leaving minimal points for upcoming launches. If you wanna ape, better wait until the last 30 mins to gauge the hype / points. Other 2 plays that I'm interested in are $MANEKI and $BIZZY - Majority of mindshare concentrated on new Genesis Launches atm due to the constant hyped 5-20x runners. Most Genesis Launch projects quality remain sub-par ➙ trading activity largely predicated on hype, the need to hold for more points, and to avoid TP jeet jail - The dynamic will shift at some point as whales TP & rotate their capital into $VIRTUAL and higher quality / top agents that are championing their verticals e.g. $BIOS, $BILLY, $SAM as well as leading agents on other eco. tl; dr -> Hype at unprecedented level due to trading structure (points-based, low MC micro-cap w/ high pumpability) ➙ inevitable capital rotation / flight to quality as soon as the cost to TP diminish On Bittensor eco, - A clear pattern emerges, whoever bridges $TAO with EVM & Solana get the traction (and the pump) ⇢ $TAOBOT went from $10m to $50m MC despite wrapped alpha tokens (not native dTAO) ⇢ @SturdyFinance's SN10 alpha token went up 2x in a week as Taofi bridging outside capital to native alpha get introduced ⇢ @ChasmNetwork's Taocan dTAO TG trading bot promising something similar, $CAI starting to grind up 50% last week - @LayerZero_Core is live on Bittensor network. Unclear how the interoperability will work here (but I hope the improved interoperability allows outside capital to easily bridge to Bittensor network) - @taofuxyz introduces subnet owners emission tokenization (into Subnet Seeds), giving subnet owners with the ability to raise w/o selling their alpha tokens while investors can get a stake on subnet owners future emissions (18%). - @JosephJacks_'s ability to build in public, yapping extensively + Taoapp + @taohash SN14 PoW product skyrocketed the subnet to Top 3 spot in a very short amount of time. No other teams (besides Rayon ofc) seem to be able to achieve similar feat yet. (Again, I really think TAO eco is in need of Kaito Yapper layer that incentivizes yapping across all subnets. Hell, you can set up your own system using Kaito public API lol) tl; dr -> More roads to $TAO and more avenues to sustain dTAO subnet tokens price