Arthur Hayes calling it: AI CAPEX is the new 2008 credit bubble 🎯
When it pops and govs step in with bailouts, he's betting that printed money flows straight into $BTC and crypto for the fattest bull run since 2021.
Basically: AI hype → overleveraged infra spending → collapse → money printer goes brrr → crypto moons.
Classic Hayes macro thesis. Watch the credit markets.
When it pops and govs step in with bailouts, he's betting that printed money flows straight into $BTC and crypto for the fattest bull run since 2021.
Basically: AI hype → overleveraged infra spending → collapse → money printer goes brrr → crypto moons.
Classic Hayes macro thesis. Watch the credit markets.