This week alone, two Digital Asset Treasuries (DATs) were announced for $TAO subnets, together aiming for a staggering $400 million for 2026.
First, the team at DSV Fund revealed a $100M DAT for Subnet 127.
Then yesterday, Frank Rizzo announced a $300M DAT built on Subnet 45, in partnership with Talisman Wallet and DNA Fund.
Let me repeat that: $400 million flowing into the Bittensor’s subnet economy. That number is wild in isolation, and even crazier when you compare it to today’s reality.
The combined market cap of all subnets at the moment? $919 million.
This is the important part:
These DATs aren’t competing with each other, they streghten each other, expanding the same ecosystem. They attract more builders, more capital, more attention, more legitimacy.
This is a genuine inflection point for $TAO and for every subnet in the network.
A complete gamechanger.
I couldn't be more bullish.
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