AI is probably the technology of the decade. And much has been written about the potential to transform the economy.
But could have AI agents an effect on Bitcoin price? How do AIs view the current price, cheap or expensive?
Well, let's ask the current AIs if they would invest. While Google Gemini's "summary" was fast to answer that an AI would definitely invest in Bitcoin (based for example on studies made about AI agents which already had invested in Bitcoin in late 2025, but also on general considerations like programmed scarcity) , Claude doesn't want to give a real answer, for them it depends on the timeframe of the investment. At least for a long term investment, Claude's answer looked positive, they were more concerned about a possible later bottom if the bear market continues.
To understand the reasoning a bit more, I asked Claude about what fundamental theories about Bitcoin price evolution they consider most convincing. Unsurprisingly, Stock-to-flow (S2F) was the least convincing for them, but at the bottom (surprising for me) they mentioned also more established theories like the network effect (I personally consider it important, am I wrong now?

) and the Total Addressable Market (TAM) theory. While the most convincing for them, albeit not perfect to predict a "fair value", were the quantitative theory (which considers the circulation velocity), and at #2, on-chain models like Network Value to Transactions (NVT) and MVRV. In the middle of the table, they still cited the mining cost of production.
This makes me think that current AI is still not much more intelligent than humans, even if LLMs have access to a big part of the literature written by humanity. Some takes however were interesting, for example Claude's skepticism towards Metcalfe's law (network effect). I think they more or less still "parrot" the existing Bitcoin media articles without really being able to "reason" differently than an human trader would do.
But that could change in the future.
So well, what I would like to discuss in this thread:
1) have yourself tried to ask an AI if it would invest in Bitcoin? If yes, what prompt was used and what was the conclusion/result (please don't just paste the result, describe it in your own words)?
2) have you access to studies about AI agents investing in Bitcoin?
3) what do you think about the future, would a "more intelligent" AI invest differently than current AI agents, and why? In other words, do you have objections to the answers AIs currently give if you ask them that question?
(There has been a
somewhat related thread last year, but it's quality was not very high and the question was also a bit different.)