Hayes: AI infrastructure bust will flood bitcoin with excess liquidity
- —Hayes says the world is wasting trillions of dollars building AI data centers
- —The key test for AI infrastructure comes in late 2027 or 2028
- —SpaceX, OpenAI and Anthropic do not earn money yet but have committed to buying compute, he says
- —Hayes expects a taxpayer bailout and a subsequent liquidity wave into BTC
Why it matters: If Hayes is right, the liquidity unleashed by an AI bailout could become a major driver of bitcoin's next leg up.
Source: CoinSpot