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haitzu
@pyloncapital
talking $TAO and $NMR on supercycle ep 2
Nov 15, 2025
Market rekt but supercycle is back
ep 2 with Max of $SIRE / SCORE and Wei of $NRN
0:00 - intro
1:56 - TAO explainer
7:11 - TAO halvening, bullish/bearish?
8:30 - TAO institutional interest
11:11 - TAO subnets explainer
13:59 - intro to vision ai & $SN44
15:29 - Max background
18:11 - use-case for vision ai
21:17 - co-ordinating intelligence & $NMR
26:30 - JP Morgan secures $500mm in $NMR fund
30:07 - AI growth areas
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