Siam Kidd: Liquidity Cycles & Bitcoin, $100M Astrid PLC, Bittensor Governance, TaoFlow, TradFi | 74 скачать в хорошем качестве

Siam Kidd: Liquidity Cycles & Bitcoin, $100M Astrid PLC, Bittensor Governance, TaoFlow, TradFi | 74

In this episode, you’ll learn Why Siam Kidd had to liquidate double his TAO stack to repay $400k debt at the absolute worst timing (TAO at $500 → now? Ouch) The real macro cycle isn’t Bitcoin’s 4-year fractal — it’s a 5–6 year global liquidity wave that’s about to desync forever (this halving = last “easy” one) 97% more debt than actual currency on earth → 100% math certainty of endless CB printing (US has $10T to refi by 2026, dominoes incoming) Last two weeks’ smash-down = pure coordinated FUD (JPM/MSCI delist DATs while Dimon hoards BTC; clarity Jan 15 + gov shutdown risk-off) Nation-state endgame: zero plan — they’re just massive Ltd companies puppeteered by NGOs/WEF/BlackRock (ESG → carbon credits/digital IDs/social scores, UK as test bed) Bittensor governance truth: benevolent dictatorship is better than fake democracy right now (Const = glorious leader in a parent-child phase, slowly handing reins via dTAO) Why TaoFlow flipped subnet eval upside-down (forces short-term revenue hacks on research subnets, but Const backstops the big missions like Templar/Covenant) Astrid (SN127) full blueprint: $100M debt raise via PLC owning a subnet (unlocks TradFi multiples; raised more in 5 days than DSV in 10 months) Digital Alpha Treasury + liquidity sink mechanics: miners lock alpha for 27mo → instant Axis payouts at 10% discount (flywheel if price pumps, death spiral if dumps) Astrid vs Frank Rizzo’s Nasdaq DAT: why being a true subnet (with emissions umbilical) crushes pure equity vesting traps Leap Poet (SN71) as DSV’s fave incubation: 10% ownership, $50k OPEX seed, and why lead gen is every subnet’s holy grail DSV’s ~30 bespoke OTC playbook since June: 20% cash/80% on-market buys for win-win-win (but chase happy-happy-happy or walk) Why Siam burns cash on quarterly IRL events (Austin mega Sept 2026 next) + his friendless trader life confession The one Bittensor fix Siam would snap-finger: less public founder drama (scares off $1–5M family offices doing DD) Blunt allocator advice: hunt low-liq/low-price gems with solid teams (GTO for 3–5x multiples); subnet owners: 10-sec pitch + weekly AMAs or die rotationally Chapters 0:00 – Highlights 1:19 – Introduction 2:06 – Welcome Back 3:14 – Macro Cycle Check + Max Conviction 8:52 – Social Credit / Digital ID in the West 10:59 – Bittensor Governance + Benevolent Dictatorship Edge 13:52 – Bittensor: Decentralizing Incentive Protocol 16:22 – dTAO Path to True Independence 17:51 – Ignore Revenue, Chase Mission 19:38 – How TaoFlow Flipped Subnet Evaluation 21:50 – Astrid (SN127) Reveal – $100M Debt via PLC/Subnet 32:39 – DAT + Liquidity Sink Explained 35:29 – Miner Lock-Up → Instant Axis Alpha 36:52 – Death Spiral vs Flywheel Risks 38:45 – Astrid vs Rizzo Nasdaq DAT Differences 44:13 – Leap Poet (SN71) – DSV Favorite Incubation 48:15 – ~30 Bespoke DSV OTCs Since June 50:43 – Why Teams Pick DSV (Happy-Happy-Happy) 53:05 – Quarterly Events Rationale (Austin Sept 2026 Next) 58:34 – Leo's CTO Role 1:00:51 – One Instant Bittensor Fix (Real Talk) 1:05:57 – dTAO / Subnet Owner Advice