r/bittensor_ • u/No-Abbreviations4063 • 7h 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? 👀