Arthur Hayes expects a credit crunch tied to AI infrastructure overbuilding to eventually benefit Bitcoin. Bitcoin fell toward $83,800 with $403.58 million in leveraged longs liquidated within one hour. US AI infrastructure costs are estimated between $2.8 trillion and $10.3 trillion by 2032, while developers have already raised at least $1.3 trillion in debt. Hayes anticipates credit stress in late 2027 or 2028, followed by a bailout creating excess liquidity that Bitcoin could absorb.
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