Arthur Hayes: AI Data Centers Will Waste Trillions, Excess Liquidity Will Flow Into Crypto
- —Hayes says humanity is wasting trillions of dollars on AI data centers
- —His scenario: compute oversupply, a market shock and a bailout in 2027–2028
- —Excess liquidity from any bailout could flow into bitcoin and other crypto assets
- —His project Flop plans to reward GPU and AI inference providers with tokens, targeting a Q1 2027 launch
Why it matters: Hayes ties a future crypto liquidity wave to a potential AI infrastructure bust, giving traders a long-term macro scenario to watch.
Source: TokenPost