- Hayes says AI credit losses could trigger U.S. support, potentially aiding Bitcoin.
- Apollo estimates AI infrastructure spending could reach $5 trillion through 2030.
- OpenAI and Anthropic cited safety concerns, not weaker demand, for slower AI work.
Arthur Hayes Says AI Debt Stress Could Fuel Bitcoin Gains
Arthur Hayes says a downturn in artificial intelligence spending could benefit Bitcoin if credit losses were to prompt U.S. government support. In his essay, Safety First, the BitMEX co-founder argued that weaker AI demand could strain…
CryptoRank
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Sep 23, 2026 at 2:05 AM UTC · Updated 18시간 전 · 1 분 소요
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Arthur Hayes says a downturn in artificial intelligence spending could benefit Bitcoin if credit losses were to prompt U.S. government support. In his essay, Safety First, the BitMEX co-founder argued that weaker AI demand could strain infrastructure financing and trigger measures that increase dollar liquidity.
Government Support Forms Bitcoin Thesis
Hayes described two responses to the deteriorating economics of AI infrastructure. Washington could become a “compute buyer of last resort,” supporting capacity through government spending or agreements to purchase computing services.
Alternatively, authorities c…
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