With Bittensor (TAO) trading around $305, the crypto community questions its ability to break through. An imminent halving and a $3 billion market cap place the "AI Bitcoin" at a crucial crossroads.
The decentralized artificial intelligence (DeAI) market is closely watching Bittensor https://investx.fr/en/learn/crypto/bittensor/’s current consolidation phase. The price, hovering around the $305 zone at the end of November 2025, displays divergent technical signals. On one hand, recent volatility has shaken out weak hands, but on the other, on-chain indicators suggest an institutional accumulation phase.
The main catalyst for this year-end remains undoubtedly the protocol’s first halving, scheduled for mid-December. This mechanical event will reduce daily emissions from 7,200 to 3,600 TAO. Historically, for assets like Bitcoin, such a supply reduction in the face of constant or growing demand creates a supply shock favorable to price appreciation. With a neutral RSI at 48, the market appears to be catching its breath before a potential impulsive move.
The bullish thesis for TAO at $10,000 doesn’t rest solely on speculation but on a structural comparison with Tech giants. Bittensor isn’t merely a currency; it’s an infrastructure where 128 active subnets generate real utility, ranging from natural language processing to image generation. Unlike centralized players such as OpenAI, Bittensor offers a permissionless alternative.
Furthermore, several Digital Asset Treasury (DAT) companies have announced their support for Bittensor subnets. In total, $400 million could flow into the ecosystem by 2026.
Analysts note that to reach the ambitious target of $10,000, TAO’s market capitalization would need to approach $210 billion. While this figure may seem dizzying, it represents only a fraction of NVIDIA’s or even OpenAI’s valuation. If the TAO AI narrative manages to capture even 1% of the global artificial intelligence market (estimated at over $15 trillion by 2030), the current valuation would appear as a market anomaly.
Projections from experts and thought leaders on social media outline several horizons. In the short term, breaking through the $335 resistance could validate a range breakout and initiate a post-halving rally. Some conservative scenarios target a return to $1,000 to $1,200 during 2026 or 2027, driven by growing subnet adoption and venture capital (VC) interest.
However, the path to historical peaks is not without obstacles. Correlation with traditional markets and competitive pressure from other DeAI projects require heightened vigilance. For investors, the key will lie in the network’s ability to maintain organic growth (TVL and subnet revenues) while navigating a still unclear regulatory environment. The bet is asymmetric: high volatility for a return potential that could redefine the standards of the current bull cycle.
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Charles Ledoux is a Bitcoin and blockchain technology specialist. A graduate of the Crypto Academy, he has been a Bitcoin miner for over a year. He has written numerous masterclasses to educate newcomers to the industry and has authored over 2,000 articles on cryptocurrency. Now, he aims to share his passion for crypto through his articles for InvestX.
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