Arthur Hayes: Bitcoin Got 'Thrown Out With The AI Bathwater,' But Three Factors Could Pop The Bubble

Benzinga_recent_news03:59

Arthur Hayes made his name posting his own trades, but the BitMEX co-founder is now denying that he used his followers as exit liquidity, dumping altcoins on them after hyping the tokens. His defense ...

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accusation came from on-chain investigator ZachXBT, who said Hayes pumped tokens like Zcash and Worldcoin, then sold them on his audience.\nHayes pushed back, saying he is not a money manager or financial advisor and never tells anyone what to buy.\nHayes admitted his old model was wrong. He has long argued that rising fiat liquidity should lift Bitcoin, yet the coin has fallen even as the money supply grew.\nHe now blames AI, estimating roughly $1.5 trillion in AI-related debt since 2022, with most of it arriving in 2025.\nHayes flagged three pressures. The first is energy, as an oil spike, perhaps from a Strait of Hormuz disruption, would raise the cost per AI token and undercut the case for endless scaling.\nThe second is politics. Hayes thinks Trump may flip on AI before the election, leaning into fears over job losses and data-center inflation to push taxes or regulation that could puncture the trade.\nThe third is supply, with the three mega IPOs set to soak up cash this fall.\nBitcoin is trading near $63,360 on Friday, far below the roughly $125,000 all time high from last October. \nOn Polymarket, traders give Bitcoin just a 10% chance of reclaiming that high this year, while pricing a 55% chance it slides to $50,000 first.\nMeanwhile, the same site prices the chance of the AI bubble bursting this year at 22%. Hayes expects Bitcoin to recover only once that bubble bursts.\nImage: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2643219383","isCrawlerRequest":true}