Anthropic’s artificial intelligence model, Claude Fable 5, has disproved the Jacobian Conjecture - a mathematical puzzle unsolved since 1939, or for 87 years. Levent Alpöge, a number theorist at Anthropic and former Harvard fellow, announced the findings on X on Sunday night.
The conjecture, featured on mathematician Stephen Smale’s list of problems of the century, has now been broken. The core proof is straightforward: the AI model discovered a mathematical map that satisfies the boundary conditions but cannot be inverted, as three distinct inputs yield the exact same output. This counterexample can be checked by hand through manual calculation and was confirmed within a single day.
Beyond the realm of pure science, however, the breakthrough has triggered serious warning signals across the digital asset market.
Tracking Chip Stocks Instead of Internal Catalysts
The leap in AI capabilities correlates directly with Bitcoin’s price trajectory. For months, the world’s largest cryptocurrency has ceased moving on its own network narratives, instead tracking the swings of semiconductor and memory chipmakers.
This dynamic was clearly evident last week. Bitcoin plunged sharply on Friday just as Chinese lab Moonshot AI released a new model that shook up the semiconductor industry landscape. Heading into this week, Bitcoin only rebounded when AI-linked equities began recovering.
The correlation extends to the infrastructure level as well. Major Bitcoin mining firms are pivoting into data center operators to support AI workloads. Their business fortunes now rise and fall with compute demand rather than relying strictly on crypto block rewards.
A Tough Choice Amid the AI Boom
The digital asset market is now facing a shift in capital flows. Speculative funds that once chased crypto tokens are changing course, with high-risk money now hunting compute capacity, chip foundries, and large language model developers.
This reality leaves crypto investors in a difficult spot. If Bitcoin’s price action merely rides the coattails of artificial intelligence - acting as a sidecar asset in the global compute boom - a sharp dilemma remains: Why hold a token that serves as a mere shadow of the AI industry when capital can be deployed directly into AI stocks?
Reported by CoinDesk.
Disclaimer: This article is for informational and educational purposes only, not financial advice. Cryptocurrency assets are highly volatile and carry significant risk. Always do your own research (DYOR) and never invest more than you can afford to lose.
