What the public strategy is.
Intelligence-First Investment in Bittensor. We deploy a rigorous strategy that identifies and backs projects genuinely rewarding intelligence. Your funds, your custody. Our expertise, your edge.
Open by design
The public strategy is free to join. The portfolio is published in full — every position, every weighting — so you can see exactly what it holds and why.
Follow along, your way
You keep custody of your own TAO. The strategy is a transparent reference you can mirror at whatever size and pace suits you. No lock-up, no pooling.
Actively managed
Allocations shift as the network evolves — new subnets emerge, revenue and usage move, theses change. The published portfolio reflects the current thinking.
Portfolio Allocation
What's in it, and why.
The full portfolio, published openly. Weightings reflect current conviction across the subnets doing real, measurable work on the network.
| Subnet | Allocation | Focus |
|---|---|---|
| SN9 IOTA | 15% | — |
| SN24 Quasar | 15% | — |
| SN118 Ditto | 15% | AI agents & companion intelligence |
| SN120 Affine | 15% | — |
| SN4 Targon | 10% | — |
| SN11 TrajectoryRL | 10% | — |
| SN15 Oro | 10% | — |
| SN44 Score | 10% | — |
| Total | 100% |
Performance — past month
Total return
-9.7%
Market (SOS index)
-8.0%
Sharpe ratio
-2.6
Max drawdown
-9.7%
Source: TrustedStake analytics, 2026-06-29 to 2026-07-23. Past performance is not indicative of future results.
Allocations are actively managed and change over time. This page is informational only — it is not financial advice and nothing here is a guarantee of returns. Always do your own research.
Public vs Private
Where the private strategy goes further.
The public strategy is the open, transparent version. The private Trusted Stakes Strategy is part of Beyond Finance membership — an agentically driven portfolio that combines human edges, AI intelligence and on-chain data in pursuit of better risk-adjusted returns.
Public — free
- The published portfolio and weightings
- The thesis behind each position
- Follow along at your own size and pace
- Full self-custody — no pooling, no lock-up
Private — with membership
- Agentically driven — human edges, AI intelligence and on-chain data working together
- Deeper, more active allocations and rotations
- Live calls, reasoning, and timing in real time
- Access to deal flow and the wider community
- Direct line to the team behind the strategy
Holdings and performance stay private, for members. Past performance is not indicative of future results.
Follow the public strategy.
Free to join, open to see. Start following the Trusted Stakes Strategy today.
Join the public strategy