Macro· ★★· bullish·

Arthur Hayes says he'd rather long Bitcoin and Ethereum than bet on an AI bubble

  • —Hayes declined to bet either way on the AI sector's rise or collapse
  • —His thesis rests on potential trillion-dollar rescue packages
  • —He keeps a bullish view on BTC and ETH tied to future liquidity expansion
  • —He gave no timeline or conditions for such interventions
Why it matters: A notable investor's public preference for BTC and ETH over AI bets amid macro uncertainty and bubble debate.
Source: Bitcoin Sistemi