Tokenomics

How the tokens actually work. What gets burned, what gets diluted, what gets ignored.

17 May 2026

How Morpheus Builder Subnets Work

Morpheus builder subnets give operators the full pillar emission and let them compete on what to offer back. Three live case studies plus an auto-updating top 10 ranking by MOR staked.

13 May 2026

Lium: Closing the Subsidy Gap on Bittensor

Lium runs Bittensor subnet 51 with a subsidy ratio roughly an order of magnitude below Chutes. $432K/month in rental revenue against roughly $18M annualised TAO emissions. The 60% miner burn, the unverified customer base, and what would close the gap.

29 April 2026

ElizaOS vs Virtuals: When the Framework Wins and the Token Doesn't

ElizaOS built the open-source AI agent codebase other projects wish they had and a token nobody can value. Virtuals built strong token mechanics on a centralised inference engine. Same agent category, opposite trade-offs.

10 April 2026

Chutes: Bittensor's Revenue Machine, Subsidised

Chutes is Bittensor's largest-revenue subnet (SN64). $1.3-2.4M verified ARR against ~$60M annualised TAO subsidy. The OpenRouter contradiction explained.

10 April 2026

Targon: Confidential Compute on Bittensor, with Intel

Targon is the only Bittensor subnet with a co-authored Intel research paper and a $10.5M OSS Capital Series A. The technical story is real. The customer story is weaker than the marketing suggests.

10 April 2026

Templar's Exit: What Covenant Leaving Bittensor Actually Means

Covenant AI built the largest decentralised pre-training run in history, then walked away from Bittensor over governance. The technical achievement, the exit, and what it means for Bittensor's permissionless story.

8 April 2026

DIEM: How Venice Turned Staking into Perpetual AI Credit

How DIEM works on Venice. Lock sVVV in escrow, mint DIEM on an exponential curve, stake for $1/day inference credit. The formula, the maths, and the centralisation risks.

15 March 2026

Bittensor Subnets: Where the Revenue Actually Is

Most Bittensor subnets farm emissions. A handful earn real revenue. Which TAO subnets are profitable, which are subsidised, and how to tell the difference. Updated April 2026 with Covenant-72B, Intel-Targon, Grayscale GTAO.

10 March 2026

ASI Alliance: What the Merged Tokenomics Actually Mean

FET, AGIX, and CUDOS merged into one token. What each holder got, how the merged supply works, and why Ocean's lawsuit and exit changes the investment case.

10 March 2026

Bittensor Subnet Economics: How dTAO Actually Works

Dynamic TAO replaced political voting with market-driven emissions. Alpha tokens, AMM pools, flow-based allocation, and what subnet economics mean for TAO holders and operators.

10 March 2026

Bittensor Halving: What TAO Holders Need to Know

Bittensor's first halving happened in December 2025. Three months in: what changed for TAO holders, how dTAO interacts with reduced emissions, and whether the Bitcoin playbook applies.

8 March 2026

Burn-Mint Equilibrium: What Actually Changes for AKT Holders

Akash activated BME on 23 March 2026. How the burn mechanism works, what it means for AKT stakers and inflation, and whether it makes the token deflationary.

7 March 2026

RENDER vs AKT vs IO: The Revenue Question

Render, Akash and io.net compared on revenue, token value capture and decentralisation. On-chain data shows why the highest returns come with the least freedom.

2 March 2026

MOR vs TAO vs FET: Token Models Compared

Three different approaches to tokenising decentralised AI. How MOR, TAO and FET/ASI work, what drives their value, and which model aligns best with actual decentralisation.

1 March 2026

How MOR Actually Works

A capital provider's breakdown of Morpheus token economics. Emission schedules, staking mechanics, the Power Factor multiplier, and what the numbers actually mean if you're deploying capital.