MAESTRO STRATEGY NOTE — 02.03.26
Breaking the Ceiling
⚖️ What’s happening
Social Metrics
Bittensor ranks among top AI projects in social engagement (per Elfa AI reports).
SN28 (Fish/Eclair)
Repository public on GitHub (EclairFoundation/eclair). Speculation about Const involvement triggered +6,000 TAO over 2 days. Const clarified: “This is NOT my subnet. My only subnet is Affine (SN120).” Clarification caused -3,119 TAO dump in 9 hours.
SN64 (Chutes) Event Scheduled
X Space + Discord session February 5, 2026 at 22:00 UTC. Focus: TEE rollouts, CPU-only infrastructure, incentive changes, Chutes revenue model, new product launch, and major subnet announcements. High anticipation around infrastructure/security updates.
The Agentic Inflection
Bittensor shifts from human-to-AI to AI-to-AI economy. Moltbots (ex-OpenClaw) and Gopher CLI demonstrate autonomous agents navigating subnets (mining, staking, wallets) without human interface. The loop: agents identify cheapest AI services (inference, storage) across 128 subnets, purchase with TAO, mine to self-finance growth. Mark Jeffrey (Bittensor Fund) confirms Bittensor as natural backend for agentic economy. Where UX friction slows humans, agents accelerate — creating organic demand and real utility beyond speculation.
🏆 TOP 5 EMISSIONS
SN64 (Chutes) — 9.14% (+0.15% vs yesterday)
SN120 (Affine) — 6.68% (+1.14%)
SN44 (Score) — 6.66% (+0.35%)
SN75 (Hippius) — 4.44% (-1.71%)
SN3 (Templar) — 4.40% (+0.05%)
SN64 dominates alone above 9%. SN120 reclaims #2. SN75 collapses 1.71% in 24h.
Field Intelligence: Discord insights and validated patterns below.
