AI Could Be Bitcoin’s Next Onboarding Engine, Nakamoto CEO Says

Artificial intelligence may turn out to be an unexpected driver of Bitcoin adoption, according to Nakamoto Holdings CEO and Chairman David Bailey.

In a discussion hosted by investment bank TD Cowen, Bailey’s argument was that the friction getting people on board with Bitcoin has always been the interface — and not the asset. 

Wallets, addresses, private keys, and the general onboarding process have kept mainstream users at arm’s length for well over a decade, he argued. AI-powered tools could abstract that complexity away and make the asset far easier for ordinary individuals and institutions to actually use.

TD Cowen analyst Lance Vitanza, who published a note on the conversation, described the idea as speculative but worth attention, noting that it moves the adoption conversation beyond the familiar territory of monetary policy, regulation, and institutional flows.

Bailey added that institutional adoption of Bitcoin has barely begun: spot ETFs, corporate treasury programs, and sovereign-level interest have transformed access over the past year — more, in Bailey’s estimation, than the previous decade-plus combined. He argued the addressable opportunity ahead remains considerably larger than what has been captured.