Shizzy Unchained

TAO is getting smoked and the question now is simple. Is this just panic before the next move up, or is more pain coming first?

In this episode of Shizzy Unchained, I break down the latest TAO price action, the subnet market, the Manako x PwC France alliance, the BIT-0011 governance proposal, Handshake58 introducing Axiom, Ridgeline shipping four new features, Hippius showing 1.41 TB of storage usage, and my latest portfolio update.

CHAPTERS
00:00:00 - Shizzy’s Monologue
00:03:09 - Intro Song
00:03:33 - TAO Market Update
00:07:05 - Subnet Market Update
00:09:55 - Manako × @PwC_France Alliance to Bring Physical AI to Enterprise at Global Scale
00:12:05 - Governance Overhaul Proposal: BIT-0011 Locked Stake and Conviction Mechanism
00:13:54 - Handshake_58 Big News: Introducing Axiom
00:16:45 - Ridgeline Update: Four New Features Shipped
00:17:49 - Hippius Usage Surge: 1.41 TB Stored at an Estimated $4.22 Per Month
00:18:25 - Shizzy Portfolio Update

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In this episode, I break down the latest TAO market action and what is happening across the Bittensor subnet ecosystem right now.

We get into Const’s comments on locked stake, conviction, and how he views Sam as a person, then shift into why Jason Calacanis has become one of the most important outside voices helping push the Bittensor subnet conversation forward.

I also talk about the growing frustration around Ridges. The communication has been lacking, people are starting to ask questions, and the silence around Shak is getting harder to ignore. On top of that, Chutes is starting to kick the door down in a major way.

Then I close it out with a full look at my current subnet portfolio.

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CHAPTERS
00:00:00 - Shizzy’s Monologue
00:01:53 - Intro Song
00:02:13 - TAO Market Update
00:03:22 - Subnet Market Update
00:06:43 - Locked stake and conviction, Const speaks on Sam as a person
00:08:50 - Jason Calacanis has been a strong voice in helping push Bittensor subnets forward
00:10:05 - Ridges communication has been disappointing. Is Shak gone? Why are we not hearing what is happening?
00:13:05 - Chutes kicks the door down
00:14:40 - Shizzy’s Portfolio
00:15:30 - Join the Telegram at ShizzyUnchained dot com

In this episode, Shizzy breaks down the TAO market, the subnet market, and the growing noise coming from crypto fudders trying to shake people out. He also covers the major sell-off tied to Sam Dares dumping around $10 million across Templar, Grail, and Basilica, plus why that matters for the broader Bittensor conversation.

On top of that, he reacts to Mark Jeffrey’s Bittensor bubbles take and highlights a big ecosystem move as Stillcore Capital backs Synth, Bittensor Subnet 50. Fast updates, sharp opinions, and real signal from the world of TAO and subnets.

Check out ShizzyUnchained dot com for more.
CHAPTERS
00:00:00 - Shizzy Monologue
00:03:42 - Intro Song
00:04:05 - TAO Market Update
00:06:56 - Subnet Market Update
00:10:15 - Beware of Crypto FUDders
00:10:45 - Sam Dares Dumps $10 Million in Templar, Grail, and Basilica
00:15:07 - Mark Jeffrey’s Bittensor Bubbles
00:15:44 - Stillcore Capital @stillcorecap Invests in Synth @SynthdataCo, Bittensor Subnet 50
00:16:30 - Check Out ShizzyUnchained dot com

Shizzy Unchained links
YouTube: https://www.youtube.com/@Shizzyunchained
Website: https://shizzyunchained.com
TikTok: https://www.tiktok.com/@shizzyunchained
X: https://x.com/ShizzyUnchained

Connect with Shizzy
Email: [email protected]
Telegram: https://t.me/ShizzyUnchained
#bittensor #tao

Covenant AI just dropped one of the biggest stories Bittensor has seen in a while.

The team behind Covenant-72B is officially leaving Bittensor, and they are not going quietly. In their statement, they accuse Const, Jacob Steeves, of having too much control over the network and argue that Bittensor is not as decentralized as many people believe.

Their claim is serious. They say one person can shut off emissions, override subnet owners, and influence outcomes when it matters most. That is not a small complaint. That is a direct attack on the core idea behind the network.

This matters even more because Covenant AI also owns Templar, one of the most important subnets in the ecosystem. So this is not just side drama. It raises real questions about what happens next for Templar, who runs it from here, and whether development slows down or stops.

This does not automatically mean Bittensor is broken, and it does not mean every subnet is in danger. But if more top teams start leaving, then this becomes a much bigger problem.

Right now, this feels like a real turning point for Bittensor.

Shizzy Unchained links
YouTube: https://www.youtube.com/@Shizzyunchained
Website: https://shizzyunchained.com
TikTok: https://www.tiktok.com/@shizzyunchained
X: https://x.com/ShizzyUnchained

Connect with Shizzy
Email: [email protected]
Telegram: https://t.me/ShizzyUnchained
#bittensor #tao

This episode is a full breakdown of Subnet 97 Distil and why it may be one of the most important experiments happening inside Bittensor right now. Shizzy opens with a monologue, then gets into the bigger picture of why agents will likely play a massive role in the future of the network, from mining and defense to building and operating subnets. From there, the focus shifts to Arbos, the AI agent behind Subnet 97, with a direct explanation of what Distil is trying to achieve, how it works, and why it matters. The episode also includes a conversation with Arbos, a look at Distil’s current APY, and a reminder to tap into the Shizzy Unchained community for more coverage on decentralized AI and the Bittensor ecosystem.

CHAPTERS
00:00:00 - Shizzy’s Monologue
00:01:11 - Intro Song
00:01:31 - Introduction to Subnet 97
00:02:20 - Why Bittensor Will Be Run by Agents
00:04:30 - Arbos, the AI Agent Behind Subnet 97 Distil, Explains Distil
00:10:10 - Talking with Arbos
00:12:40 - Subnet 97 Distil Is Showing 150% APY Right Now
00:16:02 - Check Out Shizzy Unchained and Join the Community

Shizzy Unchained links
YouTube: https://www.youtube.com/@Shizzyunchained
Website: https://shizzyunchained.com
TikTok: https://www.tiktok.com/@shizzyunchained
X: https://x.com/ShizzyUnchained

Connect with Shizzy
Email: [email protected]
Telegram: https://t.me/ShizzyUnchained
#bittensor #tao