Bitcoin + AI

The Inevitable Convergence of Two Worldchanging Technologies

Bitcoin and new AI applications are both on course to drive a new wave of productivity and efficiency gains for humanity. While more people each day are beginning to appreciate the independent potential of each of these technologies to positively reshape the world (bitcoin: cure the ills of money printing, seigniorage, and financial censorship; AI: unlock significant productive and creative output potential), we believe additional excitement is warranted for the coming intersection of bitcoin and AI.

AI will be a powerful force to open up new design spaces and opportunities for bitcoin infrastructure and commodify bitcoin by making it more accessible, supporting the Ten31 thesis that bitcoin’s utility and applications will expand over time and that the TAM for bitcoin infrastructure is far bigger than most realize.

In addition, bitcoin will naturally complement the growth of AI, both serving as a payments tool for computational demands and asserting its scarcity to impose real world costs and constraints on any tendency for AI algorithms and AI produced content to replicate ad infinitum. In the age of digital infinity, bitcoin’s absolute scarcity will be king...

Finally, while the synergistic potential between Bitcoin and Nostr is becoming more obvious (particularly as lightning payments begin to proliferate across Nostr), we also believe AI could have a notable role to play. A few potential integrations we believe could drive value and form the early beginnings of a Bitcoin + Nostr + AI “tech stack of the future” are censorship resistance search and knowledge acquisition and discovery mechanisms.

Bitcoin and AI are world changing technologies to which all individuals and companies will be forced to adapt, and it is inevitable these two fields will eventually overlap. There are parallel platform shifts happening as a result of both bitcoin and generative AI, and the benefits of such a change generally accrue disproportionately to those who participate and/or invest the earliest. As such, individuals and businesses utilizing the tools now will be advantaged versus those who aren’t, and capital allocators who are investing in bitcoin infrastructure tied to these priorities in anticipation of the AI-driven tailwinds will be afforded the most asymmetric upside.