Arthur Hayes Links AI Spending Doubts to Bitcoin’s Upside Potential

TLDR: Hayes says AI absorbed most global credit from 2022 to mid-2026, limiting Bitcoin’s gains. Doubts over Nvidia accounting and AI profitability now signal the rally may be ending soon. Governments may print more money instead of admitting AI investment losses, Hayes argues. Bitcoin and gold could benefit as hedges against currency debasement from AI [...]

The post Arthur Hayes Links AI Spending Doubts to Bitcoin’s Upside Potential appeared first on Blockonomi.