More than three dozen bitcoin and crypto companies have asked the largest AI labs to give open-source security researchers early access to their most capable models, arguing that the people defending a trillion dollars of infrastructure are working with weaker tools than the people attacking it.
The letter, organised by the Bitcoin Policy Institute and published earlier this week is signed by Coinbase, Block, BitGo, Blockstream, Anchorage Digital, ARK Invest, Bitwise, Foundry, Casa, Exodus and others, alongside nonprofit developer funds including Brink, Chaincode and Btrust.
Its central complaint is specific that Bitcoin Core developers, the small group maintaining the software that runs the network, cannot get into the programs labs run for trusted security partners.
When they turn to publicly available models instead, the safety filters designed to stop people writing malware also block the work of finding flaws before criminals do.
That leaves them on open-weight models, which are freely downloadable and generally less capable.
Attackers face none of those constraints. The letter said the labs and a handful of partners can see new offensive capabilities months before anyone else, while those capabilities spread anyway through public models, stolen access to corporate systems and purpose-built hacking tools.
The signatories are asking for five things: Early access to the strongest cyber-capable models including before public release, enough computing budget to run meaningful reviews, secure environments for examining private code, eligibility for small and independent maintainers rather than only large firms, and a direct line to lab security teams for reporting what they find.
The timing is not accidental. Two of the signatories have spent the past fortnight demonstrating both halves of the argument.
BTCPay Server, which signed the letter, disclosed a critical flaw last week that attackers had already exploited to drain Lightning nodes belonging to merchants. Foundation, the hardware wallet maker, also signed, and lost its own node in that attack. BTCPay wrote afterwards that AI is changing the balance between attackers and defenders, and that models make it faster and cheaper to search large codebases for weaknesses.
The flaw itself was found by defenders. A volunteer group calling itself the Bitcoin Red Team began pointing AI models at bitcoin codebases this month and has filed thousands of findings across hundreds of projects, including the report that produced BTCPay's patch.
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