Member Info for Guly

Agree liquid asset fair value is 1p

Value accretive

There's also no need to raise to keep the lights on so any raise will be value accredited to buy more treasury. Maybe at 0.50+

They dont need to raise at a big discount this time. If anything its likely to be a premium raise as the last one was oversubscribed.

Still very early here news only come out an hr or so ago. All day riser.

Bixby mentioned TIR is up on Arok in one of his interviews with the Sunday roast. Enough said.

Not sure what your agenda is but TIR is up on its investment in Arok. If we bought in at the rock bottom and the only way is up then that's very good news for us.

We're also up close to 100% in standard strategies.

Pre consolidation

Typo, if TAO keeps rising and reaches a valuation of 100B+

My personal target is 3p. However who knows where TIR could end up if keeps rising and reaches a valuation of 100 Billion+. It is after all decentralised AI which is the future.

You can add another zero at the end if TAO does half of what I expect it to do.

P.s 3p could just be the tip of the iceberg if TAO takes off as I expect.

Been doing a lot of research on the potential of TAO Bittensor and I really like what I hear. I believe in time it will be worth 100 to 500 times more than today so each TAO will be very valuable. How high who knows but I'm in for the ride and will continue to top up whilst it's quiet. Two subnets generating 30 TAO each is easily achievable with roughly 40-50% margin.

Colossal story at the very beginning right before our eyes 👍

Can see 2p+ later this year

Unfortunately, the news coincided with the broader Bitcoin treasury selloff, despite the fact that we're not positioned as a treasury play. Looking ahead, I expect the market to recognize us as a crypto-AI company with rapidly growing revenues. Given this positioning, there's potential for us to command a tech-style valuation, including a P/E ratio north of 50.

🧠 Post-Arok Deployment Estimate

1. Increased Emissions from Activity

Arok’s AI inference, signal generation, and trading API calls consume significant compute. Bittensor subnets are rewarded based on activity and usefulness, so:

Estimate: Emissions rise from 6 → 9–10 TAO/day

That’s ~50–66% increase in emissions revenue

At 9 TAO/day → $3,420/day → ~$105,000/month

2. On-chain Monetization (Optional but Likely)

If TIR charges for access to Arok services (e.g., $0.50–$2 per API call):

Say 1,000 users/month, average 10 calls each @ $1 = $10,000/month

Scalable: could hit $20K–$50K/month with broader integration (DeFi, Web3 bots, signal providers)

3. TAO Price Effect

If usage causes increased demand for TAO (to pay for services):

Even a modest TAO price move (e.g., from $380 → $450) would amplify earnings passively

Plus, TAO rewards are paid daily, so real-time compounding

✅ Net Revenue Impact: +60% or More?

Source Pre-Arok Post-Arok % Change

Emissions (TAO) 6/day = $70K/mo 9–10/day = $105–115K/mo +50–65%

Service Revenue $0 $10–50K/month +100%

Total Revenue ~$70K $115K–165K +60% to +135%

So yes—a 60%+ uplift is a realistic base case. It could be much higher depending on user uptake, integration, and pricing.

Would you like help modeling different adoption/usage scenarios or breaking down an expected ROI for TIR’s £250k investment?

📌 What's Arok.VC?

Arok is a sentient AI agent designed to autonomously analyze crypto‑market trends, execute trades, and evolve strategies through continuous reinforcement learning.

Currently running 19 live trading strategies, executing over 25,000 trades in ~6 weeks (~600 trades/day), adapting from every signal—including losses, anomalies.

BLOCK token strategy: SmaCross model improved its win rate from 37.5% → 88.9% (a 137% relative boost).

Smart Money Movement V1: returned +229.6% ROI on-chain in just over a month (44% win rate).

ML‑RSI V1: +6.57% profit acros 7,600+ trades.

How can Arok be deployed on the Tiger Alpha Subnet?

TIR also bought the Tiger Alpha Bittensor subnet (on 15 May 2025), which started generating over 6 TAO/day (about $2,300/day, ~$70,000/month) and is now generating $6,698/day.

Subnets on Bittensor offer:

Compute & inference rewards — called "emissions", paid in TAO.

Protocol fees and potentially transaction fees if specific on-chain services are defined.

By deploying Arok on the Tiger Alpha Subnet, TIR can:

Integrate Arok as a service node: Users pay (in TAO or other tokens) to access Arok’s AI‑driven crypto‑analysis or trading signals directly on the subnet.

Earn fees/emissions: Arok runs natively in the subnet environment; each computation earns TAO. As usage grows, so do rewards.

Package Arok strategies as on‑chain "APIs": For instance, the BLOCK token model or Smart Money Movement V1 could become subscription endpoints.

Drive network growth: High-value services attract more users, boosting subnet traffic, emissions, and economies of scale.

Revenue Growth Synergies 🔁

Channel How it Boosts Revenue Example

Emissions Arok services = more compute = more TAO/day 6 TAO/day baseline → 8–10 TAO/day with Arok

Transaction/usage fees Charge for access to Arok’s AI endpoints e.g. 0.1 TAO per analysis call

Token appreciation Higher TAO demand may push market price Subnet activity grows, attracting more capital

Scaling potential Framework replicable across new subnets Scale to additional subnets, duplicating the flywheel.

As one analyst put it, "They're turning emissions (usually inflationary) into revenue by owning the pipes that receive them"

Next Steps & Considerations

Technical deployment: Arok’s agent must be containerized and integrated into the subnet’s API/inference layer.

Monetisation model: Define pricing (per-call, subscription, freemium tiers).

On-chain billing & governance: Smart contracts to meter usage and collect fees transparently.

Community adoption: Onboarding crypto devs and projects to test and use Arok services.

Scalability: As adoption grows, explore deploying other AI agents or new Arok‑based modules.

✅ Summary

TIR invested £250k into Arok.VC, a high-frequency, reinforcement‑learning AI trader.

Deploying Arok on this subnet can turn compute emissions into monetized services, boosting

We haven't seen anything yet. Afternoon session is going to be on steroids. Interview coming out later.

Cheapest treasury play enough said