🚨 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 through its subnet model.

They dive into:

• AI & DePIN trends

• Training subnets

• Investing approach

• Revenue growth

• Token strategy

• Compute & infrastructure

• What’s next

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