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Arthur Hayes on AI bailout and crypto

Story timeline · 7 updates, 2 Oct to 5 Nov 2026

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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Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Updates are joined into one story by AI; our editors can change a story’s name or take an update out. Not investment advice.