The David Lin Report

Humanity’s ‘Most Powerful Tool’ To Fuel Crypto’s Next Rally | Karia Samaroo

Sep 5, 2025
Karia Samaroo, Founder and CEO of xTao, shares insights on the future of decentralized AI and cryptocurrency. He highlights the role of regulatory clarity in boosting Bitcoin's value and the dynamic interplay between Bitcoin, Ethereum, and stablecoins. Karia critiques the concentration of power in AI and champions Bittensor's open-source model for broader accessibility. The discussion also explores the innovative structure of Bittensor and its potential to reshape user experiences in a decentralized future.
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INSIGHT

Regulation Fueled The Rally

  • Regulatory clarity from the US and active legislation has driven institutional comfort in crypto this year.
  • That clarity plus new public treasury vehicles created strong demand and helped fuel the rally.
INSIGHT

Treasury Firms Are Demand Engines

  • Public crypto treasury companies raise capital and push demand for Bitcoin by design.
  • Their mandates and capital taps into markets create ongoing purchase pressure on fixed Bitcoin supply.
INSIGHT

Concentration Risk Is Mitigated

  • Concentration of Bitcoin in treasury companies poses some risk but broad shareholder distribution mitigates it.
  • Karia sees the net effect as positive because public shareholders gain easier access to Bitcoin exposure.
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