The convergence of blockchain and AI has become one of the most dynamic frontiers in tech investing. For specialized blockchain VCs, it’s a natural fit: blockchain provides the trust, coordination, and value rails that AI systems increasingly need. Much of the current focus is on how AI agents will use blockchain infrastructure to transact and move value. But a deeper question is emerging — can AI itself run on blockchain? If so, that could make AI models more open, more secure, and ultimately, more intelligent.
This was the theme of Jake Brukhman’s talk at Legends4Legends. As founder of CoinFund, one of the earliest crypto-native VCs to explore the Blockchain × AI intersection, Jake shared how blockchain is starting to offer real improvements across the AI tech stack, something until recently seen as impractical, but now rapidly becoming feasible thanks to major advances on blockchain’s technical roadmap. He discusses Sam Altman’s blockchain project World, as one of the first applications with real traction.
One of the biggest implications: we may no longer need to rely on a handful of massive companies to shape the future of AI, or to hand them all our data.
For investors this is opening up a new avenue for investing in AI, namely direct exposure to tokenized AI models and capturing their revenue streams. Are we indeed heading toward a stock market of AI models?
Watch Jake Brukhman’s talk from Legends4Legends here and explore how the convergence of blockchain and AI may reshape who builds, owns, and profits from the next generation of intelligent systems.