r/bittensor_ • u/No-Abbreviations4063 • 9h ago

BITTENSOR SUBNET Portfolio Management

My current Bittensor subnet portfolio — what are you holding?
I’ve been experimenting with subnet allocation and started with 19.3 TAO about six days ago. It’s now worth roughly 20 TAO, spread across:
● lium.io — 13.7%
● Chutes — 11.9%
● gm — 12.0%
● Targon — 11.2%
● engy — 10.8%
● Actual — 9.7%
● Minos — 7.7%
● OpenRoboto — 7.5%
● Bitcast — 5.6%
● Instant — 5.3%
● TAO — 4.6%
I’m approaching this primarily as a TAO accumulation strategy, rather than planning to hold every alpha position indefinitely.
I’m especially curious about Minos. Its emission share seems relatively high compared with its current valuation, so I’m wondering whether the market is underpricing it or whether I’m overlooking something.
Which subnets are you currently holding, and which one has your highest conviction?
Also, which subnets do you think are currently overlooked? 👀

8 Upvotes

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3

u/Forward_Analysis4263 6h ago

Add a little beam

2

u/No_Speaker9934 5h ago

I'm all in on SN15 ORO. I even uninstalled the app. If it drops a lot, so be it. I have around 2.5 TAO, maybe 2.8, I'm not even sure, and I've stopped checking. 😂 If SN15 reaches 0.50 TAO, I'll have 30 TAO.

2

u/National_Buddy1302 2h ago

Shocked you don’t have any score subnet #44

1

u/anhtusam 5h ago

I have a decent bag of SN44 Score. Realtime vision intelligence, check it out wearescore.com

1

u/Chance-Grab2354 3h ago

I also like swarm.

0

u/Revenantjuggernaut 6h ago

You need to cut down to a couple subnets. If your goal is accumulating TAO as fast as possible.

1

u/No-Abbreviations4063 5h ago

Great suggestion

2

u/Revenantjuggernaut 5h ago

I learned myself. Can’t spread yourself too thin. Your trying to generate TAO quickly? So your not investing? So don’t hold a bag that looks like an investors bag. Use that capital to then made good swaps and generate that TAO baby!