Bittensor Nears First Halving, Mirroring Bitcoin’s Supply Cut

Bittensor's First Token Halving Approaches, Reducing Daily TAO Supply and Driving Growth in Decentralized AI Subnet Ecosystem

  • Bittensor, a decentralized AI network, will experience its first token halving around December 14, reducing daily TAO issuance from 7,200 to 3,600.
  • The total supply of TAO tokens will be capped at 21 million, mirroring Bitcoin‘s fixed supply limit.
  • Bittensor operates through over 129 subnets, specialized decentralized AI marketplaces with a combined market capitalization nearing $3 billion.
  • Subnets such as Chutes and Ridges focus on AI compute services and crowdsourced AI agent development, respectively.
  • Venture investments in the ecosystem include a $6.3 million funding round for Inference Labs and public trading of infrastructure company xTao on the TSX Venture Exchange.

Bittensor, a decentralized and open-source machine-learning network, is set to undergo its first token halving event around December 14. This event will reduce the daily supply of its native token, TAO, from 7,200 to 3,600. The halving moves the network closer to its cap of 21 million TAO tokens, reflecting a fixed supply model similar to Bitcoin’s.

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The halving milestone is seen as a significant step in the network’s development by Grayscale Research analyst William Ogden Moore, who highlights its role in progressing toward the total token limit. A capped token supply often appeals to investors as it can drive value if token demand grows with adoption.

The Bittensor network is built around specialized “subnets,” decentralized marketplaces offering various AI services. These subnets function like startups developing AI products or platforms. Currently, over 129 subnets exist, with their total market capitalization approaching $3 billion, according to Taostats. Data from CoinGecko lists over 100 subnets with combined values exceeding $850 million.

Notable subnets include Chutes, which provides serverless computing for AI models, and Ridges, specializing in crowdsourcing AI agent development. The rapid increase in subnet valuations reflects higher demand for decentralized AI infrastructure amid ongoing growth in AI application development.

Venture capital has shown interest in this ecosystem. Inference Labs recently secured $6.3 million in funding to advance Subnet 2, a marketplace for verifying AI inference processes. Additionally, xTao, a company focusing on tools and infrastructure for the Bittensor ecosystem, began trading publicly on the TSX Venture Exchange in July.

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For more details on the network’s tokenomics and ecosystem, refer to the Grayscale Research report.

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