Arthur Hayes calling it: AI labs hitting the brakes on "Safety First" leaves Uncle Sam with two shitty options:
1. Buy compute directly
2. Bail out insurers drowning in AI debt
Either way? Money printer goes brrr.
Hayes' thesis: Both roads lead to the same place — massive liquidity injection that pumps $BTC.
The AI slowdown isn't bearish for crypto. It's just another path to the same endgame: debasement.
TLDR: Governments don't have a third option. They'll print. $BTC benefits.
1. Buy compute directly
2. Bail out insurers drowning in AI debt
Either way? Money printer goes brrr.
Hayes' thesis: Both roads lead to the same place — massive liquidity injection that pumps $BTC.
The AI slowdown isn't bearish for crypto. It's just another path to the same endgame: debasement.
TLDR: Governments don't have a third option. They'll print. $BTC benefits.
