---
title: 'Why I’m Betting BIG On TAO At These Levels (TOP AI Altcoin)'
source: 'https://youtube.com/watch?v=vd017UMCUhg'
video_id: 'vd017UMCUhg'
date: 2026-08-01
duration_sec: 802
---

# Why I’m Betting BIG On TAO At These Levels (TOP AI Altcoin)

> Source: [Why I’m Betting BIG On TAO At These Levels (TOP AI Altcoin)](https://youtube.com/watch?v=vd017UMCUhg)

## Summary

The video analyzes the recent 25% dip in Bittensor (TAO), arguing that the sell-off was triggered by FUD from one individual's $10 million token dump rather than a flaw in the ecosystem. The presenter shares specific DCA levels, on-chain metrics, and institutional backing to explain why he remains bullish long-term.

### Key Points

- **Why TAO is dipping** [00:01] — The Bittensor token faced FUD over the weekend, but all signs point to malpractice by one individual, not the broader TAO ecosystem. The presenter plans to explain when he would DCA the heaviest into TAO.
- **TAO down 25% this week** [02:40] — While Bitcoin is up 3.5%, Ethereum up 5.5%, and Hyperliquid up 14% on the weekly timeframe, TAO retraced 25%, causing fear among investors asking if it is a rugpull or the next Luna.
- **Best AI coin in crypto** [03:25] — Bittensor remains the leading AI token. When AI tokens start pumping again, TAO is likely to catch significant liquidity, and the recent FUD is not Bittensor's fault but that of subnet founders.
- **Sam dumped $10 million** [03:55] — Sam, the owner of three subnets, sold $10 million worth of tokens on his holders and ecosystem. He then blamed Bittensor for his own malpractice and is now trying to raise more money.
- **Subnet 3 recovery plan** [05:53] — Subnet 3, formerly Templar, is being recovered under the name Teutonic. The Bittensor founder claims they will train a 1B parameter model in one week (previously three months) and a 30B model in one month (previously one year), changing leadership to better hands.
- **Institutional support remains** [06:49] — Bittensor was spotlighted at NASDAQ TradeTalks, with Yuma Group's CRO Evan Malanga discussing the ecosystem on a major TradFi stage. Grayscale also added to its TAO allocation.
- **Grayscale increased TAO allocation** [07:56] — Grayscale added 12 percentage points to its TAO allocation, shifting from roughly a third to nearly half of the fund's weight, making TAO the dominant position in the relevant product.
- **Conviction in few projects** [09:30] — The presenter believes you don't need 50 altcoins; fewer than five quality projects with proper sizing are enough. He is looking to scoop up TAO during this dip.
- **DCA levels: 245 and 200** [09:58] — At 245, TAO is a great long-term buy. For swing traders, 200 is the target, expected to have strong buy support from funds accumulating.
- **Subnet TAO flows remain positive** [11:37] — Despite the FUD, only 2 of the top 25 subnets have negative TAO inflows, and those total only 430 TAO. Some subnets have taken in 10,000 TAO this month, showing on-chain strength.

### Conclusion

Despite short-term FUD, the presenter sees TAO as a strong long-term investment, with 245 as a solid entry and 200 as an even better accumulation zone if the dip deepens.

## Transcript

So many people are asking the question right  now, when is the time to buy the TAO dip? The   Bittensor token went through some FUD over  this last weekend. I am going to go over   the factors as to why all signs are pointing  to simple malpractice by one individual that  
has nothing to do with the broader TAO ecosystem.  And really just speaking on when I would be DCAing   the heaviest into the TAO token. We all know  FUD causes prolonged fear for most investors,  
am going to go over the levels that if you  really want to try to sit on your hands and   see this play out that I would be looking for  massive DCA opportunities on the TAO token. So,  
without further ado, let us go  ahead and jump right into the video.
And as always, some housekeeping here. Like the  video down below if you enjoy the content here   on In The Game across crypto or everything you  need to know to win in the markets in 2026. And   subscribe to the channel for more around  the broader crypto space. And of course,  
a big shout out to our sponsors here on In The  Game. We have some incredible sponsors and one of   our sponsors is literally hosting a competition  giving away $120,000 in prizes. That is Blofin.  
Blofin is where I trade with centralized exchanges  every single day. And this competition starts here   in about a day and a half. So you do still  have time to register throughout next month,  
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a skill in trading to show it off. Hit the  Blofin link down below and join Team Hustle. Now, let us get into the video. Like I said,  I know a lot of people are fearful right now   around the TAO token, especially seeing Bitcoin  doing very well. Bitcoin is up almost three and a  
half percent on the weekly time frame, up five and  a half percent on Ethereum, fourteen percent on   Hyperliquid. We did a crazy good video yesterday  around how to get one hundred percent APR on your   Hyperliquid and also how to live off your hype  without ever selling hype. That was a great  
video. If you did not check that one out, check  it out after this video. But the one thing that   is concerning people in this market is Bitcoin is  going up, but TAO got hit with this FUD and now it   is just retracing. It is down twenty five percent  this week. So, Hustle, what should I be doing? Are  
you giving up on Bittensor or TAO? Do you think  that it is a rugpull? Is it the next Luna? These   are a lot of the things that I have seen across  comment sections, but a lot of people are also   showing that they know the ecosystem as a whole  is so much stronger than what has just occurred.
So right now, Bittensor is lagging. And  what tends to happen with tokens like   Bittensor during these time periods is there are  going to be big dips. Whenever there is fear,   people sell. People spread fear, uncertainty, and  doubt, which is FUD, across the timeline saying,  
do not buy this token. We are going so  much lower. And theoretically speaking,   this could go below $200. I am not going to sit  here and say that that cannot happen. I am fully   aware this dip could continue just based off  of misunderstanding of what is happening in  
the ecosystem, but there are so many factors  showing that this is going to be short lived. Number one, and ironically, number one is this is  the best AI coin in crypto. So, whenever you look  
at the bigger picture, the second that AI tokens  start to pump again, this is going to catch so   much liquidity. And we see here, this is proof  in the pudding that it was not Bittensor at fault   here. It was the founder of these subnets. It was  the leader of these subnets. It appears that Sam,  
the person who owned the three subnets that dumped  $10 million on his followers, on his ecosystem   holders, on his alpha token holders. He sold $10  million worth of tokens. He is now trying to raise  
money. Put this into understanding. This guy had  a company that he did not have to run away from by   the way in Templar that was getting praised from  Nvidia CEO Jensen Huang, and he decides to go sell  
$10 million worth of tokens, blame Bittensor for  his malpractice, his own malpractice, and then   come over here and say I am trying to raise money  for these projects. It makes absolutely no sense.  
Unbelievable fraudster is what the Bittensor  founder is saying about this and it is a shame   because right now TAO would be 400 plus. This guy  absolutely killed the momentum on the token and  
we see some comments here. You think we could  still reach there? Absolutely. But there is a   short term rocky path because of the stain on it  at this moment. 200 incoming first. I would not be   surprised to be completely honest. But that does  not mean I am not bullish on the token long term.  
So, you can be looking at these DCA levels even  in the low 200s as absolutely crazy good value   considering where this token was. I mean, it was  at 360 just a week ago and it was the talk of the  
timeline. It was probably headed to not even just  400, 500. Given the Bitcoin trajectory this week,   I do not know. I could totally see Bittensor  trading at $500 if this did not happen. The next factor. So we see proven fraud like  this guy sells $10 million basically exits the  
ecosystem points fingers at Bittensor or TAO  and then says I am looking to raise money that   just speaks so many volumes by itself. Number  two, subnet three is actively working on being  
recovered and on top of that they are trying  to find a new leader to lead this tech. And the   founder of Bittensor says it took them three  months to train a 1 billion parameter model.  
They will do it in one week. It took them one year  to train 30 billion. We will do it in one month.   So they are going to accelerate the tech  on subnet three and I think cause pain   for the fact that they exited this ecosystem  and he is actively like I said looking to get  
him out of the network. So right now the guy  is still getting alpha tokens just based on   his ownership of the network but the founder of  Bittensor is working on some parameters to make  
sure that it gets in better hands. And that plan  is actively in the works to change over leadership   of subnet number three which is formerly Templar  but now as you can see here it is named Teutonic.
Let us look at the broader factors. You look at  the institutional levels the mainstream levels   the media the big funds they are still all in on  Bittensor. Bittensor TAO was spotlighted at NASDAQ  
TradeTalks. Evan Malanga the Chief Revenue Officer  of Yuma Group which is one of the biggest funds   and really just subnet avenues on the Bittensor  network explains that the Bittensor ecosystem is  
one of the biggest stages in traditional finance  or was discussing the ecosystem on one of the   biggest stages. This intersection of AI and crypto  is getting harder for TradFi to ignore and we do  
see some smart investors on the timeline saying  bought some TAO. When the FUD clears this will   skyrocket since it is the literal leading AI  project buy and hold. I absolutely agree with  
that and we do see Grayscale. The other day  I showed the percentages but I wanted to read   their reasoning as to whenever it did drop you  know TAO whenever it went down there was some   FUD because people were looking at their overall  portfolio and it actually shifted it down to like  
their second or third biggest holding out  of their six AI token portfolio. But we see   here they added twelve percentage points to the  TAO allocation as noticing a noticeable shift   in their portfolio by moving from a roughly a  third to nearly half of the fund weight which  
now occupies the dominant position in the relevant  Grayscale product. The rebalance reduced exposure   to other holdings in order to accumulate  more. I mean the writing is on the wall.
I know we have been talking about Bittensor TAO  a lot on this channel for the last two years,   but really over the last month as it has  really rose to be one of the most prominent   ecosystems in all of crypto and we are going to  continue to deliver that value for you guys for  
the TAO community. Navigating and actually having  conviction and just a few projects and delivering   value making sure everyone is up to date and  really stacking my conviction in my portfolio  
into those few that I really believe in like  Hyperliquid, like TAO. I do not think you need   fifty altcoins. I think you really just need  a solid handful less than five this cycle to   make it because we are not going to get the 100x  opportunities that we saw in 2021. But if some  
of these coins can simply 5x even some of them  maybe 10x over the course of time and you have   sized appropriately into these quality projects,  that is all you are going to need. And I think   people are just, you know, our minds are so wired  differently being in crypto for so long. But TAO  
is the type of opportunity that I am looking  to scoop up this dip at this point in time. So, what levels would I be DCAing? Well, for  me, after a twenty five percent dip on the week   and then literally seeing the writing on the wall  that the guy is trying to raise more money after  
stealing $10 million from basically his holders,  I do not know. That alone shows me that this dip   is absolutely unwarranted. This token should  be priced higher despite these events. And  
just because of the nature of crypto, we have  slammed it into the ground. People have called   it a rugpull for no reason at all when it was  just one person causing all of this tumultuous   activity. So at 245, I think if you are willing  to stick it out for the long term, great buy.  
But I would not be surprised just given the way  that FUD affects projects to see it lag for the   short term. So if you want to try to wait it out  for closer to 200 or maybe even lower than 200,  
we could get it. Especially if Bitcoin slows  down. So Bitcoin is the key factor here. If   Bitcoin continues to go up, I think you have to  take a stab at these levels. Anywhere between 200  
and 250 is a great long term DCA, especially  considering where this token would be right   now if this did not happen last week. So, for  me, 245 is a great value position if you are  
holding long term. If you want just the best  swing trade target that you are looking for,   I would be targeting 200. I think that 200  is going to have crazy buy support. I think   a lot of these big funds on Bittensor are already  accumulating, but that 200 level I think is going  
to be a big wall that a lot of funds are going  to build up a lot of capital on. So if you really   want to try to wait it out and take a gamble  basically that it is going to go down to 200,   you certainly can do that. For me, I think  that right now is a pretty good DCA level,  
especially if you have a long term mindset  and especially looking at the TAO subnets.   A lot of these are still receiving positive  price action and positive TAO inflows. There  
are only two of the top 25 subnets right now with  negative TAO inflows. That is really impressive,   especially given the FUD. People have only  stacked more TAO. So, the TAO flow means how  
much TAO is going into a subnet versus coming  out of a subnet. And despite three subnets   quite literally just obliterating their holders  and causing all of this FUD, out of the top 25,  
only two have negative TAO flows. And those TAO  flows only equivalate to 430 TAO, whereas some   of these subnets have intook 10,000 TAO over the  course of this month. So, I say this all to show  
you all these metrics. And when you dig deep, this  FUD is absolutely baseless. We see the old founder   of these subnets trying to raise more money after  running away with $10 million from this network. I  
understand the FUD short term and I understand  that is how crypto participants operate.   They see something wrong or something happens bad,  it gets plastered all over crypto Twitter and it  
creates a sense of crazy fear. But when you look  at the details and you look at the nitty gritty,   you look at the onchain metrics with the TAO flow  going into these things. I just think there is   really nothing to worry about long term. I will  be buying at these levels and especially if we hit  
closer to $200. So guys, that is today's update.  As always, like the video down below, subscribe to   the channel, comment your thoughts down below  on Bittensor TAO, and I will see you guys on   the next video. As always, trade responsibly, my  friends, and of course, stay bullish, my friends.