📰 Dorsey publicly criticizes Anthropic’s AI roadmap: openness or control—does this debate matter under BTC $75,973?

According to Bitcoin.com, longtime BTC bull Jack Dorsey has openly opposed the AI development pace proposed by Anthropic CEO Dario Amodei, arguing for a more open path for developers. This may look like in-fighting within the AI industry, but Block—under Dorsey’s leadership—also builds Bitcoin and AI products. The direction of this debate could directly influence Block’s technical bets.

Why does this news matter?
In plain terms, it’s a repeat of the “open vs closed” battle in the AI space—the same script as when Linux vs Windows and Bitcoin vs traditional banks played out. Dorsey’s stance has been consistent: he supports BTC because of its openness. Now he’s bringing that logic to AI, arguing that large models shouldn’t be locked down by a handful of companies under the banner of “safety pace.”

Look at it within the industry cycle: current market sentiment is weak (BTC $75,973, 24h -2.08%; ETH $2,404, -3.69%), narratives are scarce, and AI + Crypto is one of the few stories still worth telling. For a company like Block that spans two lines, once the route battle is settled, it will shape the technical choices of a batch of followers.

One-sentence translation: This isn’t just a verbal sparring match—it’s a power struggle over who gets to define the rules for AI development, and the crypto community has skin in the game.

Market impact
Short term: the news flow is relatively neutral and won’t directly drive BTC capital flows. The reason the current market is weakening is that broader risk assets are pulling back—XRP -8.03%, SOL -4.16%—showing it’s a systemic adjustment, not something a single narrative can easily reverse.

Medium term: if the open approach gains the upper hand, open-source model prosperity would be positive for crypto + AI infrastructure projects, indirectly benefiting BTC’s “open finance” narrative that’s tied to it. As a reference, after the release of open-source models in 2023 (the Llama series), there was a wave of rallies in AI-related tokens.

Trading idea

- Coin: BTC
- Direction: neutral; no clear directional driver within 12 hours
- Duration: 12 hours

💡 My take: This news isn’t a basis for short-term trading. The current $75,973 price is driven by macro risk appetite, not narrative. I’ll add it to my mid-term watchlist—only if later the open-source AI ecosystem produces a landmark event will the BTC narrative gain incremental support. Invalidation conditions: if Block’s official AI roadmap results in a substantive product announcement, or if BTC breaks below the lower end of its recent range, then this “neutral” view needs to be reassessed. If I’m wrong, go easy on me—I’ll only keep a small position for observation.

This article has no sponsorship from any project, and the author does not hold the company stocks mentioned.

$BTC $ETH #BTC #ETH

📊 Historical backtest
- After something similar to “Has the Bitcoin bull market ended?” (2024-11-26) was published, BTC’s 12h price change was +1.91%; neutral prediction❌ incorrect

⚠️ Not investment advice

$SOL