Macro· ★★★· bullish·

Arthur Hayes: AI Crisis Could Spark Next Bitcoin Bull Run

  • —Hayes likened AI fears to past FUD episodes: the 2017 block size war, Covid and the FTX collapse
  • —Coinbase cryptography head Yehuda Lindell said there is no evidence AI has broken current cryptography
  • —Hayes expects AI infrastructure financing problems worth trillions around 2027–2028
  • —He argues the policy response of money creation would ultimately favor Bitcoin
Why it matters: Hayes ties the next BTC rally to future liquidity injections, but the scenario hinges on an AI-sector crisis and how authorities respond.
Source: Cointribune EN