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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