Bitcoin: Arthur Hayes Sees an Opportunity in the AI Bubble

The rise of artificial intelligence 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. According to him, the bailout plans for the affected companies would increase the money supply and favor safe-haven assets. However, this bullish outlook faces several obstacles, including risks linked to quantum computers and capital outflows from US spot ETFs.

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