AI Demands Crypto to Keep Pace, Investor Says

AI needs crypto rails for speed, verification amidst deepfakes, and clashes with regulation.

  • Veteran investor Jordi Visser argues that AI “can’t survive without crypto,” as the fiat financial system cannot handle the speed of AI agents.
  • He states that cryptography is now essential for verifying identity and authenticity against AI-generated deepfakes and spam.
  • A conflict between Anthropic and the U.S. Department of Defense highlights a broader struggle where AI’s rapid pace is outpacing current regulatory and ethical controls.
  • While Anthropic faces a federal phase-out for refusing to remove safety features, OpenAI is moving forward with its own defense partnerships.

Veteran macro investor Jordi Visser stated on the Pomp Podcast this past Saturday that Artificial Intelligence cannot scale without cryptocurrency infrastructure. He argued that existing fiat financial guardrails were not designed for the high-speed execution and autonomy required by advanced AI agents. Consequently, Visser sees Bitcoin and crypto as the necessary rails for this next technological phase, calling them the “fastest horse in the race.”

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He identified verification as a critical structural problem in an AI-driven world. The rise of deepfakes and AI-generated communications makes cryptographic proofs for identity and authenticity increasingly crucial.

Meanwhile, a separate clash underscores the tension between AI development and institutional control. The Pentagon is reportedly phasing out Anthropic from federal use because the company refused to remove certain safety restrictions from its models. This standoff signals that AI’s rapid advancement is straining current regulatory and moral frameworks.

However, OpenAI is proceeding with its own Defense Department agreements while setting internal usage policies. OpenAI co-founder Sam Altman called the situation with Anthropic an “extremely scary precedent.”

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