Hayes’ Bitcoin Bull Case Starts With an AI Bust, Not a Crypto Catalyst $BTC is near $84,045, but Arthur Hayes’ latest bullish thesis has almost nothing to do with today’s chart. He is looking toward late 2027 or 2028, when he expects the AI data-center boom to run into overcapacity, financial stress and eventually some form of rescue. The scale behind that argument is huge. U.S. AI data-center construction could reach $2.8T by 2030, while developers have already accumulated at least $1.3T in debt. One estimate cited in the report says the sector would need around $3.7T in annual revenue by 2032 just to generate a 10% return on the investment. Hayes’ BTC call is therefore really a liquidity call: if an AI bust forces policymakers or financial institutions to support the sector, he expects the excess liquidity created in that process to flow into Bitcoin and other crypto assets. That makes this a very different kind of forecast from a technical price target. Bitcoin is currently dealing with its own short-term pressure - including $403.58M in leveraged long liquidations within one hour - while Hayes is effectively betting on what happens after a completely different market breaks. #BTC Price Analysis# #BTC #Bitcoin Price Prediction: What is Bitcoins next move?#