Investing in the Era of Compute

Two halves of one system

Both are built on compute. But they use different mathematics and so do different jobs.

AI is probabilistic. It runs on linear algebra and probability. It reads patterns and predicts what is most likely true. It can decide but it cannot prove.

Crypto is deterministic. It runs on cryptography. It proves that records have not been changed and who controls what. It can prove but it cannot decide.

One supplies judgement without proof. The other supplies proof without judgement. As more of the economy runs on software it will need systems that can act and rules everyone can verify.

Both also rest on physical infrastructure. AI and Bitcoin mining compete for the same power and sites. Data centres built for Bitcoin mining are already being converted to host AI. That is why we see the two growing together. Looking at only one side shows half the picture.

What grows from here

From this shared compute root a new economy is taking shape. We see it unfold in three movements.

• Intelligence becomes infrastructure.AI is turning from a technology into the foundation on which companies and whole industries run.
• Finance moves onchain.Tokens, NFTs and tokenised bonds, equities and funds are changing how value is issued, owned and exchanged.
• Machines become market participants.Specialised AI networks and autonomous agents will earn, spend and trade in their own right.

Each movement creates new markets and changes existing ones. For investors this works on two levels. AI and crypto create new assets to own. They also rebuild the infrastructure of finance itself, from how investments are researched to how funds are issued and settled.

Open-source models and decentralised networks are spreading both technologies beyond a few large players. Incumbents in payments, cloud, energy and finance will be reshaped along the way. New forms of compute, such as quantum, will test today's cryptography and push both fields to keep evolving. No one can say exactly how this unfolds. The early phase will be volatile and bring real risks alongside real opportunities. It calls for a holistic view.

Why Omnifonds exists

Few investment managers are built for both. That is why we founded Omnifonds in 2025 as the Swiss asset manager for AI and crypto built for the era of compute. We chose Switzerland deliberately for its stability and its openness to new technology.

Our goal is one platform that gives investors access to the most promising markets growing from this root. We focus only on those where we have deep expertise and conviction.

That expertise sits in house. Our investment team works closely with dedicated advisors in AI and web3 infrastructure to develop new strategies. We do not only invest in AI and crypto. We build with them. AI supports our research and risk management. Blockchains open new ways to issue and distribute funds.

The result is products onchain and off, as well as custom mandates for asset managers, family offices and private investors.