Cathie Wood has a new demand for OpenAI, Anthropic and Google

Cathie Wood is connecting two of her biggest investment convictions, Bitcoin and artificial intelligence, in a way that goes beyond portfolio strategy.

The ARK Invest CEO publicly backed an open letter calling on the world’s leading AI labs to give qualified open-source Bitcoin defenders trusted access to frontier AI models.

The letter, published by the Bitcoin Policy Institute alongside a broad coalition from across the digital asset ecosystem, argues that attackers are already using AI to probe and exploit vulnerabilities, and that defenders cannot be left working with inferior tools.

Wood’s endorsement was direct. “AI could become the most powerful defensive technology in history. Attackers already are exploiting it. Defenders cannot be left behind,” she wrote on X.

Her framing positions AI access not as a competitive advantage for Bitcoin but as a baseline security requirement.

Bitcoin as critical public infrastructure

The open letter asks frontier AI labs, a category that includes companies like OpenAI, Anthropic, and Google DeepMind, to establish clear pathways for open-source security researchers working on Bitcoin infrastructure to access models that are currently restricted or unavailable to independent developers.

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The underlying argument Wood is making is about classification, not just security.

“We believe Bitcoin is critical public financial infrastructure,” she wrote, a framing that carries significant implications for how regulators, institutions, and AI labs should treat the network’s security requirements.

“Those securing it should have trusted access to the most powerful AI models available,” Wood wrote.

Critical infrastructure in traditional finance, banking systems, payment networks, market exchanges, receives specialized treatment from government and industry when it comes to security resources and threat response.

Wood’s position is that Bitcoin deserves the same level of institutional seriousness, including access to the most capable defensive AI tools available.

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Why the timing matters

Wood has previously called Bitcoin a bottoming process and maintained her $730,000 price target for 2030.

Earlier this year, she also recommended selling gold and buying Bitcoin instead.

Her latest post adds a new dimension to that conviction, one that frames Bitcoin’s long-term value not just as a monetary asset but as infrastructure that needs to be actively defended as AI-powered threats evolve.