Bitcoin: Arthur Hayes sees an opportunity in the AI bubble
The artificial intelligence boom raises questions about investments, public debt, and financial markets. For Arthur Hayes, chief investment officer at Maelstrom, the bursting of this bubble could benefit bitcoin. In his view, bailout plans for the companies involved would increase the money supply and boost safe-haven assets. However, this bullish outlook faces several obstacles, including risks related to quantum computers and outflows from U.S. spot ETFs.
Arthur Hayes believes that the bursting of the AI bubble could trigger financial bailouts that benefit bitcoin.
An increase in the money supply and inflation could strengthen the appeal of safe-haven assets.
Fidelity recorded a record correlation of 0.6 between bitcoin and the yields on U.S. 10-year Treasury bonds in 2026.
The quantum threat and $228 million in outflows from U.S. Bitcoin ETFs limit the bullish outlook.
In a recent interview with Luke Martin, Arthur Hayes explained why the bursting of the artificial intelligence bubble could support bitcoin. The head of Maelstrom believes that spending in this sector raises questions about its profitability. He also thinks that financial difficulties at major companies could prompt Washington to intervene.
Hayes specifically mentions Anthropic, OpenAI, and SpaceX, which he says would receive support from the U.S. government. In his view, these companies are not yet generating enough profits to justify their valuations. He therefore expects support measures if their difficulties worsen. These interventions could change financial conditions and increase the appeal of cryptocurrencies.
$BTC
$ARTX
$HAYW.US
#bitcoin
The artificial intelligence boom raises questions about investments, public debt, and financial markets. For Arthur Hayes, chief investment officer at Maelstrom, the bursting of this bubble could benefit bitcoin. In his view, bailout plans for the companies involved would increase the money supply and boost safe-haven assets. However, this bullish outlook faces several obstacles, including risks related to quantum computers and outflows from U.S. spot ETFs.
Arthur Hayes believes that the bursting of the AI bubble could trigger financial bailouts that benefit bitcoin.
An increase in the money supply and inflation could strengthen the appeal of safe-haven assets.
Fidelity recorded a record correlation of 0.6 between bitcoin and the yields on U.S. 10-year Treasury bonds in 2026.
The quantum threat and $228 million in outflows from U.S. Bitcoin ETFs limit the bullish outlook.
In a recent interview with Luke Martin, Arthur Hayes explained why the bursting of the artificial intelligence bubble could support bitcoin. The head of Maelstrom believes that spending in this sector raises questions about its profitability. He also thinks that financial difficulties at major companies could prompt Washington to intervene.
Hayes specifically mentions Anthropic, OpenAI, and SpaceX, which he says would receive support from the U.S. government. In his view, these companies are not yet generating enough profits to justify their valuations. He therefore expects support measures if their difficulties worsen. These interventions could change financial conditions and increase the appeal of cryptocurrencies.
$BTC
$ARTX
$HAYW.US
#bitcoin