Bittensor (TAO) is approaching one of its biggest moments, and already the market has woken up. The TAO price has just broken out of a falling wedge and climbed from $315 to about $334, showing that buyers are gradually stepping back in. Volume is picking up again, though volatility remains pretty heavy.
At the same time, the countdown to the first-ever Bittensor halving has officially begun. On December 12, daily emissions will drop from 7,200 TAO to 3,600, which sets up a major supply shock for the ecosystem.
Historically, halvings support long-term appreciation, although TAO recent 17% monthly pullback shows the market is still trying to find its footing.
In the background, institutional interest keeps growing. Firms like xTAO and TAO Synergies have been accumulating large amounts of TAO to reinforce validator operations.
That kind of buying tightens supply, but some investors remain cautious about execution risks as the decentralized AI sector heats up.
This is how I think Bittensor halving will play out
— 0xJeff (@Defi0xJeff) November 11, 2025
– Massive $TAO rally 1-2 weeks leading up to December halving
– Possibly coincide with shift in macro sentiment w/ majors leading
– Sell the news happen 1-2 days before halving, spilling over to a week after
– Most subnets… https://t.co/XJRPunAvpi
What Analysts Expect From the Bittensor Halving
According to analyst 0xJeff, the halving is setting up a very familiar playbook. He expects the TAO price to rally one to two weeks before the December event, especially if broader crypto sentiment improves.
Historically, the market tends to “buy the rumor,” and TAO has already started showing signs of that behavior with its recent breakout.
He also thinks there may be a classic “sell-the-news” reaction shortly before or after the halving. That would be in line with how Bitcoin and other halving-based assets often behave.
A quick spike followed by a correction wouldn’t necessarily be bearish; it would simply reflect traders locking in gains before the new emission schedule kicks in.
The interesting part is what happens to subnets. Jeff believes about 20% of them could see strong appreciation as scarcity forces miners and operators to rebalance incentives.
The remaining 80% may struggle if they can’t maintain token value, which could even lead to deregistrations. In other words, the halving may trigger a reshuffling of subnet dominance across the network.
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What Could Happen to Bittensor Price After the Halving
The halving fundamentally cuts daily sell pressure in half, which tends to create a healthier long-term supply curve.
If demand stays steady or continues rising because of subnet growth and validator expansion, the reduced emissions could slowly push the TAO price into a new range.
The short-term, however, may be bumpy. A sell-the-news dip is very possible, especially if traders are already positioned ahead of the event.
What happens next will depend on how well validators, miners, and subnets adjust to having fewer new tokens after the halving. They’ll need to stay efficient to keep the network strong.
Even so, the long-term story for decentralized AI still looks solid, and that’s why many people remain bullish on TAO.
With major crypto AI ecosystems preparing new launches and TAO expanding institutional involvement, the halving acts as a catalyst that highlights everything Bittensor is building.
If momentum holds and market sentiment improves heading into December, this halving could be one of the most important turning points in Bittensor price history.
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