The library
One thesis, tested in public
No. 1 · March 2026 · 35 pages
The Bittensor Thesis
Our founding case: money, then finance, now intelligence. Why we believe Bittensor (TAO) is the third great crypto network.
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No. 2 · July 2026 · 15 pages
2026 State of Subnets
Our mid-year review of Bittensor subnets: valuations, revenue, the subnets that are winning and what changed on chain.
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No. 3 · October 2026 · X article
TAO 2030: A $1tn+ Ecosystem
Our road map for Bittensor to 2030: what 2026 showed, what the incentive builds and the arithmetic behind $1tn.
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No. 4 · November 2026 · Essay
TAO: The Commanding Heights of Intelligence
Everyone is describing Bittensor (TAO). Almost nobody is pricing it. Where the toll on cheap intelligence gets collected, and how to own it.
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The fund overview
How the fund invests, who runs it and the terms. The deck opens on DocSend once you enter your email.
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New research lands on X first
We publish new work on X at @stillcorecap and here, in full. The partners also discuss Bittensor on This Week in Startups and The Hash Rate.