Sami Kassab
@Old_Samster
Managing Partner @UnsupervisedCap | pushin' τ
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Today I’m proud to announce Unsupervised Capital — a liquid token fund dedicated to Bittensor. At a moment when conviction feels scarce across crypto, I’ve never felt more clarity or confidence about a single thesis: Bittensor. I’m launching this with my longtime friend…
The team at Unsupervised Capital just launched their newsletter, @taopillAI, that highlights ecosystem builders in a unique interview-style format. For a deeper, more intimate look into what drives these folks to build on Bittensor, definitely sub to their newsletter!…
The next wave of access to Bittensor $TAO for institutional and accredited investors is here via @YumaGroup Just as Bitcoin monetizes hashpower, subnet tokens monetize intelligence – Yuma is now offering investors a new way to gain exposure to the open-source infrastructure of…
Introducing Yuma Asset Management. We’re unlocking access to decentralized AI through Bittensor subnet tokens. Backed by a $10 million anchor investment from DCG, Yuma Asset Management bridges investors to a new asset class. Learn more: yumaai.com/updates/yuma-a…
We brought in the heavy artillery - @dlawee - to chat more on what's working in Bittensor now. Plus a new face in the mix: @BaznoCap joins the team!
We’ve been tracking what the most successful subnets are doing. They tend to: 1 - Keep miner costs low → high miner margins mean lower sell pressure and greater odds of survival 2 - Coordinate human intelligence → miners focus on things like writing code & refining models
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…
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
I'm bullish on the bittensor halving - podcast on this coming next week
I think Grass is the first DePIN/DeAI project that’s really nailed product-market fit. And the project looks more like a traditional startup than a crypto network. Normally crypto networks try to decentralize both sides where anyone can provide resources and anyone can use them.…
For the past few years, our fund Canonical has been laser-focused on "Decentralized Intelligence." During our AGM last week, I presented our investment thesis and why we are excited about backing founders building in this category. We want this work in the open, so we are…
TLDR - everyone is so eager to call the market top / popping of the AI bubble but the people actually qualified to monitor the situtation are saying AI progress is not slowing down any time soon
As a researcher at a frontier lab I’m often surprised by how unaware of current AI progress public discussions are. I wrote a post to summarize studies of recent progress, and what we should expect in the next 1-2 years: julian.ac/blog/2025/09/2…
Congrats to my former partner @Old_Samster on getting his acronym adopted by the SEC. Also, a great outcome.
SEC staff issued a DePIN no-action letter today: sec.gov/newsroom/speec…
A major milestone! Applicable to all networks using a token to coordinate physical and digital resources, meaning crypto-AI too
SEC staff issued a DePIN no-action letter today: sec.gov/newsroom/speec…
1/ Your TAO. Your strategy. Now, your Ledger. Crucible — the only TAO-native wallet with Ledger support. Built for conviction. Built for security. Now Live.
Miner economics can make/break a subnet. With subnet dereg shipped and the TAO halving on the horizon, thinking about the margins for a subnet is more important than ever (this applies to tokenholders, subnet builders, and miners themselves).
We’ve been tracking what the most successful subnets are doing. They tend to: 1 - Keep miner costs low → high miner margins mean lower sell pressure and greater odds of survival 2 - Coordinate human intelligence → miners focus on things like writing code & refining models
Currently in DC advocating for an immediate pause to all AI research and development
These guys are just getting started. Give this another 6 months and I think it’s easy to see this 10x. Believe it or not, real things are getting built on Bittensor.
Next time someone asks what’s working on Bittensor, point them here Chutes, Targon, and Lium have all built real AI businesses Collectively already doing $20M ARR after flipping the fee switch just ~3 months ago
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