Sami Kassab

Sami Kassab

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Pushin' τ @OSSCapital | prev: @MessariCrypto | i like AI x crypto, DePIN, macro, geopolitics and #bitcoin

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Had a great chat with the Messari lads to wrap up 2025 and reflect on the state of crypto-AI and Bittensor!

🚨 2026 Messari Theses Podcast (3/5) In this episode, analyst @capradavis sits down with @Old_Samster and @bloomberg_seth of @UnsupervisedCap to unpack Crypto × AI and explore how @opentensor (Bittensor) is turning AI development into an open, incentive-driven competition

tell me this isn't one of the craziest charts. one of the few alts trading above pre-black friday highs. bittensor szn soon? $TAO

Bittensor mentioned on the @theallinpod by host @Jason Calacanis Speaking to @chamath and Donald Trump's crypto and AI czar @DavidSacks These guys understand the impact #Bittensor will have on the future of AI and intelligence $TAO

The Great Lock in of Q4 is here which means @taotimesdotai is back in full-swing. Every week I spend several hours sifting through 128 discord channels, twitter threads, podcasts, telegram chats, and speak with builders, investors, & community members... The result is TAO Times: a curated weekly newsletter to help you navigate Bittensor. The ecosystem is incredibly vast, and even if you are not involved with Bittensor, there is still something new each week for you to discover that may spark your curiosity, inspire you, or help develop your perspective around various technical concepts, tokenomics, and open-source AI development. Regardless of whether you believeTAO token price go up or down, the tech and concept behind Bittensor is fascinating and there is something here for EVERYONE. (Sub to newsletter in next tweet) twitter.com/brodydotai/status/...

I actually just spoke with both entities, and they confirmed that their deals have been 20% or less, with one exception at 30%. The other thing to keep in mind, is that 20% stake in the Owner's emissions ends up being less than 3% of the fully diluted supply when you factor in the tokens that are emitted into the LP in addition to those that go to subnet participants. I'm actually grateful that in these early days when not many funds are willing to take the risk to fund subnet teams, that DCG and Polychain are doing it. Regardless of your view on if 20% is too much, its an open market and anyone is willing to step up and offer better terms.

Polychain (@polychain) and DCG (@YumaGroup) continue to demand predatory terms to Bittensor subnet teams looking to launch... these parasite VCs ask teams for 20-50% PERPETUAL token emission in exchange for next to zero value and minimal capital. These terms adversely select for

Another data point on how quickly the supply-side can scale when you launch on Bittensor TAOHash went from 0 to ~2.5 EH/s in weeks, approaching public miner territory Ima keep saying it: Bittensor has the most sophisticated and intelligent miners in crypto twitter.com/Old_Samster/status...

If BTC dominance has topped, I’d give it ~2 weeks before the subnet ecosystem finds a bottom (re: sum of subnet prices chart). Most funds will buy TAO first, then rotate into subnets later. Doesn’t mean there won’t be opportunities in the meantime: TAOhash and 404-GEN have twitter.com/Old_Samster/status...

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