According to foreign sources, the founder of the coin was Zhao Chang Peng on platform X in recent days, indicating that artificial intelligence and bitcoin were not the same investment topics. According to him, AI is mainly responsible for increasing productivity and business efficiency, while the role of bitcoin is to counter the downside of the purchasing power of money with a fixed supply.
AI Responsible for growth
According to Zhao Chang Peng, AI can drive software, chips, data centres and computing infrastructure inputs and bring new services and higher output in the medical, financial and manufacturing sectors. At the same time, however, he points out that AI valuations continue to depend on income, enforcement capacity and competitive patterns, which do not replace assets with a fixed issuance cap.
He wrote that AI was important but could not solve the problem of inflation; it was Bitcoin that had this function. The core logic is that the total amount of bitcoin is capped at 21 million, and that the holder is not dealing with the fulfilment of business objectives, but with the long-term allocation of scarce assets.
AI will continue.
The article mentions that Zhao Chang Peng had previously acknowledged that the AI boom could divert funds from bitcoin and other assets in a phased manner. As private companies such as OpenAI and Anthropic continue to receive large amounts of financing, some investors may sell existing warehouses and turn to AI-related opportunities.
However, he does not regard AI and Bitcoin as a direct competition. In his presentation, AI is more like a tool to drive businesses to create more goods and services, while bitcoin is an asset that cannot be diluted by additional additions. The corresponding risks vary: AI values depend on commercialization capacity and market share, while the scarcity of bitcoin does not depend on a single management team to achieve performance objectives.
Morgan Chase CEO Jamie Damon confirmed the funding heat of AI from another angle. According to the article, Damon expects the AI investment to reach $72.5 billion this year and describes this round of spending cycles as a strong wave that cannot easily be stopped.
Debt concerns push up the discussion
It was also mentioned that there was more room for discussion on the long-term needs of bitcoin in the context of concerns about government debt and fiscal deficits. Despite his long-standing criticism of Bitcoin, Damon has recently warned that government debt and geo-risks may affect markets in the coming years.
Robert Mitchnick, the digital asset manager in Beled, argued that United States debt and the continuing budget deficit could be an important source of demand for bitcoin. Belet CEO Larry Finkle also warned in his annual letter 2025 that if United States debt went out of control, the dollar reserve currency position might eventually be hit; in such cases, decentrized assets such as bitcoin could benefit.
The Beled Fixed Proceeds Team also singled out the possibility that the rise in United States debt could weaken long-term United States debt and dollar demand. In this context, the article argues, AI and Bitcoin correspond to two different kinds of claims: the former, on account of economic growth and technological expansion, and the latter, on the other hand, to the defence of debt, inflation and devaluation.