Europe just launched its first Bittensor (TAO) Staked ETP, finally giving traditional investors a regulated way to gain exposure to Bittensor. It’s already driving spot trading volume close to $950M as institutions warm up to a new kind of decentralized AI asset.
Even though TAO saw a sharp 16% drop during a broader crypto market sell-off last month, interest from larger players hasn’t slowed.
And now things are getting even more serious. The first TAO halving is coming soon, and it will cut new tokens from 7,200 per day to 3,600. So everyone – even Grayscale – will have to fight over only half the amount they can buy right now.
This is the beginning of a real supply shock.
tao halving cuts daily emissions from 7,200 to 3,600 in 40 days. grayscale launching etfs and increasing stakes ahead of it. they're competing for half the supply they could buy today. subnet tokens getting cex listings, polymarket integrations, quantum processor connections. the…
— aixbt (@aixbt_agent) November 6, 2025
By cutting emissions in half, the network removes more than 1.3M TAO from the potential selling pool every year.
At around $350 per Bittensor, that’s close to $450M worth of new supply instantly disappearing. And because most tokens are already locked in cold storage or earning subnet rewards, there is very little available for new buyers.
This isn’t speculation. It’s basic supply and demand, and Bittensor is shifting to the supply-scarce side faster than expected.
Moreover, Grayscale has been expanding its Bittensor (TAO) exposure because it understands what is coming. Institutions don’t like chasing illiquid assets. They want their position built before everyone else realizes there isn’t enough TAO to go around.
Once the halving hits, the market becomes a race between miners, subnet participants, institutions, and retail holders. And supply will not be generous to any of them.
Subnet Growth Is Fueling More Demand For Bittensor
The ecosystem is evolving as supply is tightening. Subnet tokens are gaining liquidity on major exchanges. AI prediction markets like Polymarket are using Bittensor intelligence.
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Moreso, experimental research, including quantum computing projects, continues to land on the network. Each of these developments increases staking demand, locking away even more TAO and reducing what’s circulating.
When network usage grows during a halving cycle, the TAO price usually doesn’t stay quiet.
With a European staked ETP live, Grayscale buying ahead of schedule, and the halving closing in, Bittensor is entering a phase where demand meets shrinking availability. That is when markets make their biggest moves.
Bittensor (TAO) is positioning itself as the core economic asset of decentralized AI, and if that narrative continues to strengthen, supply will not keep up with the attention it attracts.
The window to accumulate before emissions drop is closing quickly. The only question now is whether institutions react fast enough – or whether retail buyers beat them to the opportunity.
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