蓝狐
蓝狐|3月 26, 2026 18:43
TAO's current feeling is similar to that of ZEC back then, a narrative brought by a super big V. If carefully examined, it is very different. However, the market and emotions do not like the truth and prefer simplified narratives. ZEC was originally deeply bound and promoted by Naval (having served as a board member of the Zcash Foundation). He posted around October last year saying, "Bitcoin is insurance against fiat. ZCash is insurance against Bitcoin This statement directly ignites the privacy narrative, leading to a short-term surge of ZEC ranging from 50% to 300%. However, this promotion carries obvious interests and is highly controversial in the community. Some criticize him for "protecting" or selling his holdings. The early popularity of ZEC was amplified by crypto veterans such as Naval who had practical connections, and the narrative was more personal/circle endorsement+ideological (privacy versus surveillance). And this time Jensen Huang "mentioned TAO", not even actively, but in a "passive" response. After being mentioned by Chamath in the All In podcast about his technical achievements in Bittensor Subnet 3 distributed training of the Llama model (actually Covenant-72B, 72 billion parameter version, LLaMA style, benchmark close to/slightly exceeding LLaMA-2-70B), He responded that this is a 'modern version of' Folding@Home ”(Modern version of distributed computing project), and recognize "a pretty crazy technical accuracy" (quite remarkable technological achievement). It feels more like being brought in by Chamath. There is currently no evidence to suggest that Chamath invested in TAO. If he actually voted, it would be interesting. Jensen did not mention the TAO token, nor did he say "invest in TAO" or strongly endorse it, but objectively evaluated the feasibility of decentralized distributed AI training. The passive mention is interpreted by the narrative as' Huang Renxun 'standing on the platform, and Jensen is probably a bit confused. However, the advantage is that the narrative instantly spreads from within crypto to the mainstream AI circle, attracting more attention. In the cryptocurrency market, the truth is not important for short-term sentiment and price fluctuations, what matters is how to interpret it and how to escalate it into a narrative. Especially when mentioned by super influencers, whether intentionally or unintentionally, it will instantly ferment in the community.
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