Twitter KOL Views | $TAO Investment Logic and Future Outlook (December 2024-February 2025)

Bittensor is the core representative of the AI blockchain track, with a much larger number of developers, network scale, and innovation capabilities than other competitors in its ecosystem. If technology is the core competitiveness, then Bittensor is no longer just a leader, but the master of the track.

Currently, some overvalued AI projects, such as ASI and FET, rely more on the market's speculative sentiment towards "AI driving the crypto market" rather than actual technical and ecological strength. There are many "beta-play" projects in the AI track, which attract capital through short-term speculation. Although they successfully outperformed BTC in 2024, they are difficult to sustain under the dominance of Bittensor.

 

The end of the trend of dispersion

By the end of 2024, the fund dispersion in the AI track will gradually come to an end, and capital will be concentrated on projects that truly have technological and ecological value. Bittensor, as the absolute winner, will absorb most of the funds in this "liquidity integration" and eliminate short-term speculative projects.

 

Market sentiment and policy expectations

Trump's election and policy proposals have formed high expectations in the market. His inauguration may be seen as a "selling facts" event, and the market may enter a volatile adjustment phase in the short term. The implementation of policies takes time, during which the market will lack clear driving forces.

During the vacuum period waiting for policy implementation, the AI track, with its extensive market attention and high market dream rate, may become a safe haven for capital. Especially Bittensor, as a leader in technology and ecology, will further attract capital inflows.

 

Shortcoming of competitive projects

Although Artificial Superintelligence Alliance and FET performed well in 2024, they lack real technological accumulation and long-term narrative support, and only exist as short-term capital game tools. Their valuations cannot sustain investors' long-term confidence in AI, and the market will gradually shift its attention to projects with real value, such as Bittensor. Projects like Paal AI are more like typical "speculative" speculation, and their lack of core competitiveness cannot attract mainstream markets, and non-encrypted users are also uninterested in them.

 

Market cycles and mood swings

From the end of 2024 to the beginning of 2025, with the implementation of Time Lag policies and the gradual weakening of market interest in other tracks, the unique narrative of the AI track will once again attract mainstream capital. Bittensor will play a central role in this wave and become the main liquidity carrier of the market.

 

Bittensor's strategic advantages

Unlike other projects, Bittensor's ecological strength and Layer 1's core technological advantages will attract continuous capital inflows. Bittensor is not only a leader in technology, but also a winner in liquidity integration and community building. After entering 2025, the speculative bubble of AI will gradually be cleared by the market, and Bittensor will become the first choice for investors in the AI track. This capital flow will further consolidate its market position and enable it to achieve high returns in the coming months.

 

The logic of long-term holding

With the elimination of speculative projects, Bittensor will become the only dominant player in the market, and dispersed funds will eventually be concentrated on this core project. The past few bull markets have shown that capital will eventually flow to the projects with the strongest technology and ecology. Persisting in choosing Bittensor and holding it firmly for the long term will be the best strategy in the coming months. Bittensor's technical strength, community building, and liquidity attraction make it the best choice in the current AI track. Under the uncertainty of the macro environment, Bittensor's leading position will be further amplified, bringing sustained returns to investors.

Original link: https://x.com/MiyaHedge/status/1861381400563261839