Macro· ★★★· bullish· October 16, 01:34

Arthur Hayes: AI bubble burst in late 2027 will fuel Bitcoin rally

—Hayes likened the AI boom to the 2008 mortgage bubble, calling it larger
—He sees the breaking point in late 2027 or early 2028
—Hayes claims Anthropic spends about $3 for every $1 of revenue
—He is holding crypto positions betting on future central bank easing

Why it matters: Hayes ties an AI selloff to a liquidity wave into Bitcoin, making monetary easing signals the key trigger for traders to watch.

Source: Bitcoin Sistemi

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