Coinfund President On AI Tokens, DePIN, And Why Clear Rules Will Unleash Next Wave Of Crypto Adoption
Christopher Perkins, President of CoinFund and a former Wall Street executive, believes the next chapter of crypto adoption hinges on clarity—regulatory, technological, and strategic.
In an interview with Benzinga, Perkins discussed everything from AI-powered networks to staking yields, tokenized fund structures, and Washington’s evolving stance on digital assets.
At the heart of Perkins’ long-term thesis is a commitment to fundamentals over hype.
When asked about the investability of AI-token and DePIN projects, he was blunt: “We don’t like to invest on narrative. We like to invest on fundamentals.”
CoinFund has made numerous bets in the space.
“It’s all about utility. It’s all about understanding the value that is derived from that utility,” he said, pointing to examples like autonomous lawn robots powered by hyper-precise location data from DePIN networks.
Perkins is no stranger to regulatory entanglements.
A former managing director at Citi during the Dodd-Frank era, he learned early on that “you can’t win the game if you don’t know the rules.”
Today, he sees the absence of a clear taxonomy, particularly around what constitutes a security versus a commodity, as the biggest hurdle to U.S. innovation.
“What we’re confronted with right now… …
About The Author
