Tom Lee, managing partner of Fundstrat, has made a compelling argument for why the growth of AI will create conditions that make blockchain necessary.
According to Lee, as AI capabilities expand, the internet will become flooded with AI-generated content, synthetic media, and autonomous bot activity. In this scenario, blockchain's immutable, transparent ledger becomes the only reliable infrastructure for proving identity, validating transactions, and distinguishing authentic content from manipulated data.
This is not a zero-sum game, Lee emphasizes. Instead, AI creates problems that blockchain solves. The more AI scales, the more demand grows for digital assets like cryptocurrency and tokens.