Arthur Hayes said on X that whether AI eventually collapses is uncertain, but that he would rather trade a possible multi-trillion-dollar bailout than predict AI markets, and that he is long BTC and ETH.
Arthur Hayes says he would trade a trillion-dollar AI bailout, favouring BTC and ETH
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The story so far: Arthur Hayes on AI bailout and crypto
Arthur Hayes said excessive AI data-center investment will end in a collapse and bailout, with the resulting liquidity likely lifting crypto. He now says share supply and future unlocks at SpaceX, Anthropic and OpenAI could weigh on AI stocks and raise debt costs, and Maelstrom will wait on the sidelines unless fiat…
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Arthur Hayes says he would trade a trillion-dollar AI bailout, favouring BTC and ETH
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